IMCB Institutional Ownership
iShares Morningstar Mid-Cap ETF
1W: -0.2%
1M: -2.1%
3M: -1.4%
YTD: +14.7%
1Y: +16.0%
3Y: +66.9%
5Y: +49.5%
$95.81
+0.63 (+0.66%)
Weekly Expected Move ±1.4%
$93
$94
$96
$97
$98
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IMCB
217
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
25
New Positions
65
Increased
71
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (233 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1,622,630 | $155M | -304,883 | -15.8% | 42Q | SEC ↗ |
| 2 | UBS Group AG | 1,374,939 | $132M | +10,430 | +0.8% | 21Q | SEC ↗ |
| 3 | MORGAN STANLEY | 1,185,395 | $114M | -323,586 | -21.4% | 60Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 508,246 | $49M | -60,902 | -10.7% | 7Q | SEC ↗ |
| 5 | LPL Financial LLC | 474,114 | $45M | +28,666 | +6.4% | 61Q | SEC ↗ |
| 6 | MEANS INVESTMENT CO., INC. | 407,204 | $39M | -25,201 | -5.8% | 17Q | SEC ↗ |
| 7 | Aptus Capital Advisors, LLC | 243,185 | $23M | +21,037 | +9.5% | 8Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 242,800 | $23M | +2,037 | +0.8% | 23Q | SEC ↗ |
| 9 | Sunburst Financial Group, LLC | 241,685 | $23M | +21,037 | +9.5% | 18Q | SEC ↗ |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | 213,786 | $20M | +27,378 | +14.7% | 11Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 203,536 | $20M | -7,918 | -3.7% | 86Q | SEC ↗ |
| 12 | Stratos Wealth Partners, LTD. | 203,531 | $20M | +15,547 | +8.3% | 4Q | SEC ↗ |
| 13 | Steele Capital Management, Inc. | 193,311 | $19M | +1,769 | +0.9% | 11Q | SEC ↗ |
| 14 | Matrix Trust Co | 191,562 | $18M | +1,769 | +0.9% | 29Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 183,052 | $18M | +7,396 | +4.2% | 35Q | SEC ↗ |
| 16 | Northwest Wealth Advisors, LLC | 163,319 | $16M | +20,202 | +14.1% | 3Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 153,511 | $15M | +4,197 | +2.8% | 16Q | SEC ↗ |
| 18 | Fortitude Financial, LLC | 149,902 | $14M | -32,639 | -17.9% | 3Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 147,937 | $14M | +28,535 | +23.9% | 26Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 119,628 | $11M | +21,477 | +21.9% | 37Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 117,549 | $11M | +476 | +0.4% | 24Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 109,011 | $10M | -4,340 | -3.8% | 15Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 101,462 | $10M | +5,957 | +6.2% | 51Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 97,209 | $9M | -7,258 | -6.9% | 67Q | SEC ↗ |
| 25 | Farther Finance Advisors, LLC | 86,445 | $8M | -27,826 | -24.4% | 15Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 81,961 | $8M | +860 | +1.1% | 31Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 73,517 | $7M | +875 | +1.2% | 43Q | SEC ↗ |
| 28 | Carnegie Investment Counsel | 68,570 | $7M | +8,239 | +13.7% | 5Q | SEC ↗ |
| 29 | PACIFIC FINANCIAL GROUP INC | 65,814 | $6M | -918 | -1.4% | 18Q | SEC ↗ |
| 30 | YARGER WEALTH STRATEGIES, LLC | 64,819 | $6M | -232 | -0.4% | 19Q | SEC ↗ |
| 31 | Bedel Financial Consulting, Inc. | 63,707 | $6M | +4,062 | +6.8% | 14Q | SEC ↗ |
| 32 | Gladstone Institutional Advisory LLC | 60,135 | $6M | -3,295 | -5.2% | 18Q | SEC ↗ |
| 33 | MERCER GLOBAL ADVISORS INC /ADV | 55,611 | $5M | +3,726 | +7.2% | 5Q | SEC ↗ |
| 34 | Summit Financial, LLC | 53,774 | $5M | +4,414 | +8.9% | 4Q | SEC ↗ |
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 43,762 | $4M | -511 | -1.2% | 37Q | SEC ↗ |
| 36 | Equitable Holdings, Inc. | 41,534 | $4M | +510 | +1.2% | 27Q | SEC ↗ |
| 37 | Goldstein Advisors, LLC | 38,426 | $4M | +640 | +1.7% | 15Q | SEC ↗ |
| 38 | Brand Asset Management Group, Inc. | 34,967 | $3M | -731 | -2.0% | 33Q | SEC ↗ |
| 39 | United Advisor Group, LLC | 32,306 | $3M | +1,567 | +5.1% | 7Q | SEC ↗ |
| 40 | JANE STREET GROUP, LLC | 30,404 | $3M | +27,304 | +880.8% | 3Q | SEC ↗ |
| 41 | Sowell Financial Services LLC | 30,300 | $3M | -5,685 | -15.8% | 5Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 30,193 | $3M | +2,155 | +7.7% | 13Q | SEC ↗ |
| 43 | Merit Financial Group, LLC | 29,159 | $3M | +1,387 | +5.0% | 16Q | SEC ↗ |
| 44 | TRUIST FINANCIAL CORP | 26,829 | $3M | -338 | -1.2% | 27Q | SEC ↗ |
| 45 | JONES FINANCIAL COMPANIES LLLP | 26,399 | $3M | +6,955 | +35.8% | 9Q | SEC ↗ |
| 46 | Ameritas Investment Partners, Inc. | 25,670 | $2M | +12,204 | +90.6% | 46Q | SEC ↗ |
| 47 | Cerity Partners LLC | 23,765 | $2M | -1,214 | -4.9% | 11Q | SEC ↗ |
| 48 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 22,412 | $2M | -151 | -0.7% | 12Q | SEC ↗ |
| 49 | HARBOUR INVESTMENTS, INC. | 21,493 | $2M | +17,144 | +394.2% | 17Q | SEC ↗ |
| 50 | Pitti Group Wealth Management, LLC | 17,876 | $2M | +202 | +1.1% | 19Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 13,515 | $1M |
| Liberty Capital Management, Inc. | 10,200 | $977K |
| Diversify Advisory Services, LLC | 8,161 | $782K |
| Bluespring Wealth Management, LLC | 7,536 | $722K |
| Global Retirement Partners, LLC | 6,210 | $595K |
| AQR CAPITAL MANAGEMENT LLC | 5,109 | $489K |
| FIDUCIARY FINANCIAL ADVISORS | 4,144 | $397K |
| BYRNE FINANCIAL FREEDOM, LLC | 3,349 | $321K |
| XTX Topco Ltd | 2,560 | $245K |
| Empirical Financial Services, LLC d | 2,380 | $228K |
| Capital Square, LLC | 2,312 | $222K |
| UNITED CAPITAL FINANCIAL ADVISORS, | 2,273 | $218K |
| WEDBUSH SECURITIES INC | 2,224 | $213K |
| Fingerlakes Wealth Management, Inc. | 2,188 | $210K |
| Kapstone Financial Advisors LLC | 2,136 | $205K |
| Advisors Capital Management, LLC | 2,120 | $203K |
| Cape Investment Advisory, Inc. | 1,786 | $171K |
| WEBSTER BANK, N. A. | 821 | $79K |
| COMPASS FINANCIAL MANAGEMENT LLC | 543 | $52K |
| IMA Advisory Services, Inc. | 407 | $39K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RMG Wealth Management LLC | 1,284,701 | $123M |
| GOLDMAN SACHS GROUP INC | 43,380 | $4M |
| GTS SECURITIES LLC | 35,168 | $3M |
| HRT FINANCIAL LP | 6,853 | $657K |
| Compound Planning, Inc. | 6,637 | $636K |
| Independent Advisor Alliance | 5,628 | $539K |
| INTEGRITY ALLIANCE, LLC. | 4,954 | $475K |
| Thrivent Financial for Lutherans | 4,842 | $464K |
| 49 WEALTH MANAGEMENT, LLC | 4,842 | $464K |
| OPAL CAPITAL LLC | 4,828 | $463K |
| ASHTON THOMAS SECURITIES, LLC | 4,520 | $433K |
| Evolution Wealth Advisors, LLC | 4,000 | $383K |
| Philip James Wealth Mangement, LLC | 3,476 | $333K |
| Detalus Advisors, LLC | 3,243 | $311K |
| Vestmark Advisory Solutions, Inc. | 3,019 | $289K |
| ELEVATION POINT WEALTH PARTNERS, LL | 2,508 | $240K |
| Western Wealth Management, LLC | 1,606 | $154K |
| FARMERS & MERCHANTS INVESTMENTS INC | 1,503 | $144K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,481 | $142K |
| Beaird Harris Wealth Management, LL | 984 | $94K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -323,586 | -21.4% | 1,185,395 |
| HighTower Advisors, LLC | -304,883 | -15.8% | 1,622,630 |
| RAYMOND JAMES FINANCIAL INC | -60,902 | -10.7% | 508,246 |
| Fortitude Financial, LLC | -32,639 | -17.9% | 149,902 |
| Farther Finance Advisors, LLC | -27,826 | -24.4% | 86,445 |
| MEANS INVESTMENT CO., INC. | -25,201 | -5.8% | 407,204 |
| JIM SAULNIER & ASSOCIATES, LLC | -8,826 | -52.8% | 7,876 |
| WELLS FARGO & COMPANY/MN | -7,918 | -3.7% | 203,536 |
| ROYAL BANK OF CANADA | -7,258 | -6.9% | 97,209 |
| Sowell Financial Services LLC | -5,685 | -15.8% | 30,300 |
| BANK OF AMERICA CORP /DE | -4,340 | -3.8% | 109,011 |
| Rede Wealth, LLC | -3,651 | -23.3% | 12,051 |
| Gladstone Institutional Advisory LL | -3,295 | -5.2% | 60,135 |
| FIFTH THIRD BANCORP | -3,247 | -49.2% | 3,359 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | -2,248 | -41.1% | 3,228 |
| Mosley Wealth Management | -2,186 | -83.4% | 435 |
| RITHOLTZ WEALTH MANAGEMENT | -1,587 | -17.2% | 7,637 |
| VestGen Advisors, LLC | -1,310 | -9.0% | 13,224 |
| Cerity Partners LLC | -1,214 | -4.9% | 23,765 |
| Focus Partners Wealth | -1,128 | -32.5% | 2,340 |