ISHARES MORNINGSTAR MID-CAP (IMCG) Institutional Shareholders
ISHARES MORNINGSTAR MID-CAP (IMCG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.60B in IMCG holdings during the latest filing period.
Vantagepoint Investment Advisers Llc is currently the largest disclosed institutional shareholder of IMCG tracked by InsiderSet, reporting ownership valued at approximately $295.50M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $294.90M, representing an estimated loss of -0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed IMCG value among the investors covered in this analysis. Major shareholders include Vantagepoint Investment Advisers Llc, Lpl Financial Llc, Rmg Wealth Management Llc, and several other long-term asset managers with concentrated positions in ISHARES MORNINGSTAR MID-CAP (IMCG).
This page ranks the largest institutional IMCG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
423
Total Reported Value
$2.60B
Largest Holder
Vantagepoint Investment Advisers Llc
Largest Position
$295.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vantagepoint Investment Advisers Llc | 2.21% | 3,006,105 | $295,500,122 | $294,898,901 | -$601,222 | -0.20% | |
| Lpl Financial Llc | 0.06% | 2,871,946 | $282,312,272 | $281,737,903 | -$574,369 | -0.20% | |
| Rmg Wealth Management Llc | 13.81% | 1,332,132 | $133,878,907 | $130,682,149 | -$3,196,758 | -2.39% | |
| Morgan Stanley | 0.01% | 1,316,703 | $129,432,017 | $129,168,564 | -$263,453 | -0.20% | |
| Raymond James Financial Inc | 0.03% | 1,137,839 | $111,849,570 | $111,622,006 | -$227,564 | -0.20% | |
| Ameriprise Financial Inc | 0.02% | 1,021,825 | $100,366,216 | $100,241,033 | -$125,184 | -0.12% | |
| Cetera Investment Advisers | 0.09% | 970,838 | $95,433,404 | $95,239,208 | -$194,196 | -0.20% | |
| Allegheny Financial Group | 6.49% | 622,184 | $61,160,744 | $61,036,250 | -$124,494 | -0.20% | |
| Bank Of America Corp | 0.00% | 577,867 | $56,804,332 | $56,688,753 | -$115,579 | -0.20% | |
| Osaic Holdings, Inc. | 0.06% | 542,966 | $53,380,861 | $53,264,965 | -$115,896 | -0.22% | |
| Commonwealth Equity Services, Llc | 0.07% | 529,891 | $52,088,310 | $51,982,307 | -$106,003 | -0.20% | |
| Ubs Group Ag | 0.01% | 440,630 | $43,313,929 | $43,225,803 | -$88,126 | -0.20% | |
| Mariner, Llc | 0.05% | 436,059 | $42,864,531 | $42,777,388 | -$87,143 | -0.20% | |
| Victory Financial Group, Llc | 4.45% | 430,919 | $42,359,353 | $42,273,154 | -$86,199 | -0.20% | |
| Wells Fargo & Company/Mn | 0.01% | 422,531 | $41,534,778 | $41,450,291 | -$84,487 | -0.20% | |
| Cornerstone Planning Group Llc | 4.70% | 390,783 | $37,331,474 | $38,335,812 | +$1,004,338 | +2.69% | |
| Avior Wealth Management, Llc | 0.80% | 310,631 | $30,535,044 | $30,472,901 | -$62,143 | -0.20% | |
| Arax Advisory Partners | 0.20% | 305,921 | $30,072,012 | $30,010,850 | -$61,162 | -0.20% | |
| Orgel Wealth Management, Llc | 0.53% | 284,164 | $27,933,322 | $27,876,488 | -$56,834 | -0.20% | |
| Cosner Financial Group, Llc | 14.02% | 277,581 | $27,294,603 | $27,230,696 | -$63,907 | -0.23% | |
| Eclectic Associates Inc | 2.95% | 263,644 | $25,916,181 | $25,863,476 | -$52,705 | -0.20% | |
| Capital Wealth Management, Llc | 5.76% | 243,505 | $23,936,532 | $23,887,841 | -$48,692 | -0.20% | |
| Rodgers & Associates, Ltd | 2.11% | 236,684 | $23,266,037 | $23,218,700 | -$47,337 | -0.20% | |
| Iag Wealth Partners, Llc | 2.19% | 225,135 | $22,130,821 | $22,085,744 | -$45,078 | -0.20% | |
| Royal Bank Of Canada | 0.00% | 212,859 | $20,924,000 | $20,881,468 | -$42,532 | -0.20% | |
| Beam Wealth Advisors, Inc. | 5.11% | 260,379 | $20,510,063 | $25,543,180 | +$5,033,117 | +24.54% | |
| Steele Capital Management, Inc. | 0.74% | 205,307 | $20,181,676 | $20,140,617 | -$41,059 | -0.20% | |
| Elevation Point Wealth Partners, Llc | 0.36% | 196,090 | $19,275,647 | $19,236,429 | -$39,218 | -0.20% | |
| Rockport Wealth Llc | 3.21% | 194,329 | $19,102,564 | $19,063,675 | -$38,889 | -0.20% | |
| Bedel Financial Consulting, Inc. | 1.58% | 167,366 | $16,452,076 | $16,418,605 | -$33,471 | -0.20% | |
| Eagle Strategies Llc | 1.56% | 159,643 | $15,692,876 | $15,660,978 | -$31,898 | -0.20% | |
| Ptm Wealth Management, Llc | 7.00% | 163,480 | $15,546,928 | $16,037,388 | +$490,460 | +3.15% | |
| Granville Capital, Inc. | 6.61% | 150,569 | $14,800,911 | $14,770,819 | -$30,092 | -0.20% | |
| Nations Financial Group Inc | 0.68% | 145,713 | $14,323,656 | $14,294,445 | -$29,211 | -0.20% | |
| Vestmark Advisory Solutions, Inc. | 0.13% | 144,173 | $14,172,206 | $14,143,371 | -$28,835 | -0.20% | |
| Envestnet Asset Management Inc | 0.00% | 144,107 | $14,165,735 | $14,136,897 | -$28,838 | -0.20% | |
| Creative Financial Designs Inc | 0.67% | 142,953 | $14,052,239 | $14,023,689 | -$28,550 | -0.20% | |
| Integrated Investment Consultants, Llc | 2.55% | 136,468 | $12,935,080 | $13,387,511 | +$452,431 | +3.50% | |
| Sigma Planning Corp | 0.32% | 130,983 | $12,875,582 | $12,849,432 | -$26,150 | -0.20% | |
| Wellington Management Group Llp | 0.00% | 122,950 | $12,085,985 | $12,061,395 | -$24,590 | -0.20% | |
| Scott Capital Advisors, Llc | 1.75% | 113,384 | $11,145,615 | $11,122,970 | -$22,645 | -0.20% | |
| Tandem Financial, Llc | 3.56% | 112,506 | $11,059,352 | $11,036,839 | -$22,513 | -0.20% | |
| Certified Advisory Corp | 0.88% | 111,060 | $10,917,191 | $10,894,986 | -$22,205 | -0.20% | |
| Oxenfree Capital Llc | 4.95% | 111,446 | $10,802,436 | $10,932,853 | +$130,417 | +1.21% | |
| Newedge Advisors, Llc | 0.03% | 109,197 | $10,734,008 | $10,712,226 | -$21,782 | -0.20% | |
| Pfs Partners, Llc | 4.14% | 103,991 | $10,222,358 | $10,201,517 | -$20,841 | -0.20% | |
| Equitable Holdings, Inc. | 0.06% | 98,557 | $9,688,160 | $9,668,442 | -$19,718 | -0.20% | |
| Truist Financial Corp | 0.01% | 98,428 | $9,675,494 | $9,655,787 | -$19,707 | -0.20% | |
| Cwm, Llc | 0.02% | 116,410 | $9,169,581 | $11,419,821 | +$2,250,240 | +24.54% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 90,518 | $8,897,907 | $8,879,816 | -$18,091 | -0.20% |
Frequently asked questions about IMCG
Who owns the most IMCG stock?
The largest holders of IMCG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MORNINGSTAR MID-CAP (IMCG).
Is IMCG widely held by superinvestors?
Many widely followed stocks like IMCG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IMCG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.