$92.36

+0.21 (+0.23%)

Weekly Expected Move ±1.3%

$90 $91 $92 $94 $95

ETF NASDAQ · AUM $1.0B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — IMCV

186

Institutional Holders

+2 vs prior quarter

0.0%

Ownership

+0.00pp

732M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (198 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	VANTAGEPOINT INVESTMENT ADVISERS LLC	1,017,719	94M	+52,487	+5.4%	4Q	SEC ↗
2	MORGAN STANLEY	612,281	57M	+1,763	+0.3%	60Q	SEC ↗
3	AMERIPRISE FINANCIAL INC	487,500	45M	+79,721	+19.6%	16Q	SEC ↗
4	RAYMOND JAMES FINANCIAL INC	467,937	43M	+23,390	+5.3%	7Q	SEC ↗
5	LPL Financial LLC	434,283	40M	+63,473	+17.1%	54Q	SEC ↗
6	Orgel Wealth Management, LLC	341,915	32M	-912	-0.3%	17Q	SEC ↗
7	COMMONWEALTH EQUITY SERVICES, LLC	257,449	24M	-13,175	-4.9%	35Q	SEC ↗
8	WELLS FARGO & COMPANY/MN	247,957	23M	-2,751	-1.1%	72Q	SEC ↗
9	Black Diamond Financial, LLC	245,612	23M	+28,475	+13.1%	19Q	SEC ↗
10	OSAIC HOLDINGS, INC.	234,849	22M	+3,991	+1.7%	26Q	SEC ↗
11	Matrix Trust Co	209,721	19M	+2,402	+1.2%	29Q	SEC ↗
12	Steele Capital Management, Inc.	209,721	19M	+2,402	+1.2%	11Q	SEC ↗
13	BANK OF AMERICA CORP /DE	203,099	19M	+931	+0.5%	15Q	SEC ↗
14	UBS Group AG	191,890	18M	-3,415	-1.7%	21Q	SEC ↗
15	GRANVILLE CAPITAL, INC.	156,194	14M	+3,513	+2.3%	3Q	SEC ↗
16	Marietta Wealth Management, LLC	135,955	13M	+5,704	+4.4%	39Q	SEC ↗
17	swisspartners Advisors Ltd	128,320	12M	-420	-0.3%	8Q	SEC ↗
18	ENVESTNET ASSET MANAGEMENT INC	125,527	12M	-1,065	-0.8%	31Q	SEC ↗
19	Cetera Investment Advisers	122,941	11M	+13,126	+12.0%	25Q	SEC ↗
20	Rodgers & Associates, LTD	120,448	11M	+795	+0.7%	23Q	SEC ↗
21	ROYAL BANK OF CANADA	104,198	10M	+6,757	+6.9%	56Q	SEC ↗
22	Bedel Financial Consulting, Inc.	97,819	9M	+6,495	+7.1%	18Q	SEC ↗
23	Ipsen Advisor Group LLC	85,523	8M	+589	+0.7%	7Q	SEC ↗
24	Clark Capital Management Group, Inc.	82,103	8M	-732	-0.9%	5Q	SEC ↗
25	GHP Investment Advisors, Inc.	81,185	7M	-132	-0.2%	77Q	SEC ↗
26	DAVENPORT & Co LLC	74,249	7M	+4,277	+6.1%	15Q	SEC ↗
27	Lebenthal Global Advisors, LLC	64,544	6M	+2,790	+4.5%	7Q	SEC ↗
28	Mariner, LLC	57,329	5M	+192	+0.3%	15Q	SEC ↗
29	Cambridge Investment Research Advisors	56,506	5M	-1,702	-2.9%	39Q	SEC ↗
30	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	54,253	5M	-70,148	-56.4%	40Q	SEC ↗
31	DDFG, Inc	51,272	5M	+1,376	+2.8%	15Q	SEC ↗
32	SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW	48,593	4M	—	+0.0%	1Q	SEC ↗
33	Equitable Holdings, Inc.	46,998	4M	-283,317	-85.8%	27Q	SEC ↗
34	Creative Planning	45,464	4M	+1,039	+2.3%	21Q	SEC ↗
35	STIFEL FINANCIAL CORP	44,919	4M	+140	+0.3%	28Q	SEC ↗
36	CAPTRUST FINANCIAL ADVISORS	43,733	4M	-1,329	-2.9%	11Q	SEC ↗
37	EP Wealth Advisors, LLC	43,487	4M	+450	+1.0%	3Q	SEC ↗
38	Sovran Advisors, LLC	41,718	4M	-14,278	-25.5%	5Q	SEC ↗
39	JANE STREET GROUP, LLC	39,000	4M	+35,943	+1175.8%	2Q	SEC ↗
40	AIRE ADVISORS, LLC	38,156	4M	-2,333	-5.8%	16Q	SEC ↗
41	Millstone Evans Group, LLC	36,762	3M	-1,551	-4.0%	7Q	SEC ↗
42	Baird Financial Group, Inc.	35,588	3M	-95	-0.3%	21Q	SEC ↗
43	GOLDMAN SACHS GROUP INC	32,284	3M	+24,418	+310.4%	4Q	SEC ↗
44	Merit Financial Group, LLC	29,399	3M	+1,360	+4.9%	16Q	SEC ↗
45	Dynamic Advisor Solutions LLC	28,581	3M	+981	+3.6%	5Q	SEC ↗
46	Vivaldi Capital Management LP	27,109	3M	-433	-1.6%	17Q	SEC ↗
47	MML INVESTORS SERVICES, LLC	26,015	2M	-528	-2.0%	37Q	SEC ↗
48	Kestra Advisory Services, LLC	25,445	2M	+139	+0.5%	21Q	SEC ↗
49	Caliber Wealth Management, LLC / KS	24,639	2M	+1	+0.0%	6Q	SEC ↗
50	DIVERSIFY WEALTH MANAGEMENT, LLC	23,905	2M	+1,392	+6.2%	2Q	SEC ↗

Recent Activity

New Positions (16)

Holder	Shares	Value
SUSQUEHANNA INTERNATIONAL GROUP, LL	48,593	4M
Diversify Advisory Services, LLC	23,905	2M
J.W. COLE ADVISORS, INC.	11,824	1M
Nuveen, LLC	6,523	602K
Bellecapital International Ltd.	2,980	275K
NWAM LLC	2,280	211K
Lifeworks Advisors, LLC	2,225	206K
FOUNDERS GROVE WEALTH PARTNERS, LLC	2,196	203K
Horst & Graben Wealth Management LL	2,179	201K
KINTRA WEALTH, LLC	2,138	197K
Global Retirement Partners, LLC	1,916	177K
Arax Advisory Partners	684	63K
Aberdeen Wealth Management LLC	600	55K
HANTZ FINANCIAL SERVICES, INC.	214	20K
Allspring Global Investments Holdin	40	4K
Continuum Advisory, LLC	25	2K

Sold Out (20)

Holder	Prev Shares	Prev Value
Avior Wealth Management, LLC	53,240	5M
LEVEL FOUR ADVISORY SERVICES, LLC	12,368	1M
Runnymede Capital Advisors, Inc.	5,504	508K
Private Advisor Group, LLC	5,059	467K
KESTRA PRIVATE WEALTH SERVICES, LLC	3,630	335K
Bay Colony Advisory Group, Inc d/b/	3,516	325K
Summit Financial, LLC	2,995	277K
M. Kulyk & Associates, LLC	2,876	266K
5T Wealth, LLC	2,523	233K
Independent Advisor Alliance	2,411	223K
CLEAR INVESTMENT RESEARCH, LLC	2,035	188K
Western Wealth Management, LLC	1,553	143K
GUARDIAN WEALTH ADVISORS, LLC / NC	825	76K
BESSEMER GROUP INC	621	57K
Steward Partners Investment Advisor	462	43K
Wealth Watch Advisors, INC	432	40K
Gleason Group, Inc.	92	8K
Ancora Advisors LLC	66	6K
Sound Income Strategies, LLC	54	5K
ISLAY CAPITAL MANAGEMENT, LLC	30	3K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
AMERIPRISE FINANCIAL INC	+79,721	+19.6%	487,500
LPL Financial LLC	+63,473	+17.1%	434,283
VANTAGEPOINT INVESTMENT ADVISERS LL	+52,487	+5.4%	1,017,719
JANE STREET GROUP, LLC	+35,943	+1175.8%	39,000
Black Diamond Financial, LLC	+28,475	+13.1%	245,612
GOLDMAN SACHS GROUP INC	+24,418	+310.4%	32,284
RAYMOND JAMES FINANCIAL INC	+23,390	+5.3%	467,937
Cetera Investment Advisers	+13,126	+12.0%	122,941
JONES FINANCIAL COMPANIES LLLP	+8,428	+81.5%	18,769
Stratos Wealth Partners, LTD.	+7,139	+263.4%	9,849
ROYAL BANK OF CANADA	+6,757	+6.9%	104,198
Bedel Financial Consulting, Inc.	+6,495	+7.1%	97,819
Marietta Wealth Management, LLC	+5,704	+4.4%	135,955
Tower Research Capital LLC (TRC)	+4,874	+413.4%	6,053
Allegheny Financial Group	+4,397	+33.1%	17,676
DAVENPORT & Co LLC	+4,277	+6.1%	74,249
OSAIC HOLDINGS, INC.	+3,991	+1.7%	234,849
GRANVILLE CAPITAL, INC.	+3,513	+2.3%	156,194
Farther Finance Advisors, LLC	+3,338	+210.7%	4,922
Lebenthal Global Advisors, LLC	+2,790	+4.5%	64,544

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Equitable Holdings, Inc.	-283,317	-85.8%	46,998
NORTHWESTERN MUTUAL WEALTH MANAGEME	-70,148	-56.4%	54,253
Sovran Advisors, LLC	-14,278	-25.5%	41,718
COMMONWEALTH EQUITY SERVICES, LLC	-13,175	-4.9%	257,449
JIM SAULNIER & ASSOCIATES, LLC	-12,972	-52.0%	11,959
JPMORGAN CHASE & CO	-9,268	-41.0%	13,352
Retirement Planning Group, LLC	-5,741	-36.4%	10,049
UBS Group AG	-3,415	-1.7%	191,890
WELLS FARGO & COMPANY/MN	-2,751	-1.1%	247,957
AIRE ADVISORS, LLC	-2,333	-5.8%	38,156
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	-2,044	-77.6%	591
Cambridge Investment Research Advis	-1,702	-2.9%	56,506
Millstone Evans Group, LLC	-1,551	-4.0%	36,762
Focus Partners Wealth	-1,417	-5.8%	23,030
CAPTRUST FINANCIAL ADVISORS	-1,329	-2.9%	43,733
ENVESTNET ASSET MANAGEMENT INC	-1,065	-0.8%	125,527
Courage Miller Partners, LLC	-1,051	-5.7%	17,464
Orgel Wealth Management, LLC	-912	-0.3%	341,915
Clark Capital Management Group, Inc	-732	-0.9%	82,103
HighTower Advisors, LLC	-597	-14.6%	3,500

IMCV Institutional Ownership

Institutional Ownership — IMCV

Ownership Trends

Top Institutional Holders (198 total)

Recent Activity

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