There is a long list of 283 institutional holders of IMCG within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IMCG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IMCG table below, the initial column indicates the name of each top institutional holder of IMCG, with a link to that fund's top holdings. The next columns indicate the amount of IMCG stock held by each of the institutional holders of IMCG, followed by the IMCG position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Assetmark Inc. | 980,030 | $63,163 | 12/31/2023 |
IMCG | 980,030 | $63,163 | 12/31/2023 |
Ameriprise Financial Inc. | 879,584 | $56,721 | 12/31/2023 |
IMCG | 879,584 | $56,721 | 12/31/2023 |
LPL Financial LLC | 853,904 | $55,034 | 12/31/2023 |
IMCG | 853,904 | $55,034 | 12/31/2023 |
Morgan Stanley | 848,226 | $54,668 | 12/31/2023 |
IMCG | 848,226 | $54,668 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 689,299 | $44,425 | 12/31/2023 |
IMCG | 689,299 | $44,425 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 613,428 | $39,535 | 12/31/2023 |
IMCG | 613,428 | $39,535 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 611,398 | $39,405 | 12/31/2023 |
IMCG | 611,398 | $39,405 | 12/31/2023 |
Commonwealth Equity Services LLC | 533,296 | $34,371 | 12/31/2023 |
IMCG | 533,296 | $34,371 | 12/31/2023 |
UBS Group AG | 497,644 | $32,073 | 12/31/2023 |
IMCG | 497,644 | $32,073 | 12/31/2023 |
Wells Fargo & Company MN | 458,804 | $29,570 | 12/31/2023 |
IMCG | 458,804 | $29,570 | 12/31/2023 |
Orgel Wealth Management LLC | 337,466 | $23,852 | 03/31/2024 |
IMCG | 337,466 | $23,852 | 03/31/2024 |
Royal Bank of Canada | 367,582 | $23,691 | 12/31/2023 |
IMCG | 367,582 | $23,691 | 12/31/2023 |
Avantax Advisory Services Inc. | 332,226 | $21,412 | 12/31/2023 |
IMCG | 332,226 | $21,412 | 12/31/2023 |
Advisor Group Holdings Inc. | 300,507 | $19,368 | 12/31/2023 |
IMCG | 300,507 | $19,368 | 12/31/2023 |
Forte Capital LLC ADV | 270,062 | $17,405 | 12/31/2023 |
IMCG | 270,062 | $17,405 | 12/31/2023 |
Cornerstone Planning Group LLC | 257,197 | $16,576 | 12/31/2023 |
IMCG | 257,197 | $16,576 | 12/31/2023 |
Cosner Financial Group LLC | 229,243 | $15,419 | 12/31/2023 |
IMCG | 229,243 | $15,419 | 12/31/2023 |
Rodgers & Associates LTD | 222,414 | $14,335 | 12/31/2023 |
IMCG | 222,414 | $14,335 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 221,189 | $14,256 | 12/31/2023 |
IMCG | 221,189 | $14,256 | 12/31/2023 |
Mariner LLC | 213,951 | $13,789 | 12/31/2023 |
IMCG | 213,951 | $13,789 | 12/31/2023 |
Bank of America Corp DE | 206,970 | $13,339 | 12/31/2023 |
IMCG | 206,970 | $13,339 | 12/31/2023 |
Envestnet Asset Management Inc. | 204,217 | $13,162 | 12/31/2023 |
IMCG | 204,217 | $13,162 | 12/31/2023 |
Marmo Financial Group LLC | 199,261 | $12,838 | 12/31/2023 |
IMCG | 199,261 | $12,838 | 12/31/2023 |
Victory Financial Group LLC | 181,994 | $11,730 | 12/31/2023 |
IMCG | 181,994 | $11,730 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 177,617 | $11,447 | 12/31/2023 |
IMCG | 177,617 | $11,447 | 12/31/2023 |
Steele Capital Management Inc. | 169,608 | $10,931 | 12/31/2023 |
IMCG | 169,608 | $10,931 | 12/31/2023 |
Matrix Trust Co | 169,131 | $10,901 | 12/31/2023 |
IMCG | 169,131 | $10,901 | 12/31/2023 |
Cetera Advisor Networks LLC | 161,463 | $10,406 | 12/31/2023 |
IMCG | 161,463 | $10,406 | 12/31/2023 |
Capital Wealth Management LLC | 157,248 | $10,135 | 12/31/2023 |
IMCG | 157,248 | $10,135 | 12/31/2023 |
IAG Wealth Partners LLC | 152,532 | $9,831 | 12/31/2023 |
IMCG | 152,532 | $9,831 | 12/31/2023 |
Scott Capital Advisors LLC | 145,682 | $9,389 | 12/31/2023 |
IMCG | 145,682 | $9,389 | 12/31/2023 |
Integrated Investment Consultants LLC | 139,167 | $8,969 | 12/31/2023 |
IMCG | 139,167 | $8,969 | 12/31/2023 |
Equitable Holdings Inc. | 129,035 | $8,316 | 12/31/2023 |
IMCG | 129,035 | $8,316 | 12/31/2023 |
GeoWealth Management LLC | 128,189 | $8,262 | 12/31/2023 |
IMCG | 128,189 | $8,262 | 12/31/2023 |
Etfidea LLC | 123,457 | $7,957 | 12/31/2023 |
IMCG | 123,457 | $7,957 | 12/31/2023 |
Raymond James & Associates | 123,006 | $7,928 | 12/31/2023 |
IMCG | 123,006 | $7,928 | 12/31/2023 |
Employees Retirement Fund of the City of Fort Worth | 123,000 | $7,927 | 12/31/2023 |
IMCG | 123,000 | $7,927 | 12/31/2023 |
We Are One Seven LLC | 106,024 | $6,833 | 12/31/2023 |
IMCG | 106,024 | $6,833 | 12/31/2023 |
Eagle Strategies LLC | 99,245 | $6,396 | 12/31/2023 |
IMCG | 99,245 | $6,396 | 12/31/2023 |
Cedrus LLC | 90,451 | $6,393 | 03/31/2024 |
IMCG | 90,451 | $6,393 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 98,904 | $6,374 | 12/31/2023 |
IMCG | 98,904 | $6,374 | 12/31/2023 |
PFS Partners LLC | 90,133 | $6,371 | 03/31/2024 |
IMCG | 90,133 | $6,371 | 03/31/2024 |
CWM LLC | 88,980 | $6,289 | 03/31/2024 |
IMCG | 88,980 | $6,289 | 03/31/2024 |
Oppenheimer & Co. Inc. | 96,850 | $6,242 | 12/31/2023 |
IMCG | 96,850 | $6,242 | 12/31/2023 |
Truist Financial Corp | 91,631 | $5,906 | 12/31/2023 |
IMCG | 91,631 | $5,906 | 12/31/2023 |
OxenFree Capital LLC | 86,019 | $5,544 | 12/31/2023 |
IMCG | 86,019 | $5,544 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 76,480 | $5,406 | 03/31/2024 |
IMCG | 76,480 | $5,406 | 03/31/2024 |
Bedel Financial Consulting Inc. | 79,304 | $5,111 | 12/31/2023 |
IMCG | 79,304 | $5,111 | 12/31/2023 |
Private Advisor Group LLC | 74,990 | $4,833 | 12/31/2023 |
IMCG | 74,990 | $4,833 | 12/31/2023 |
Wolf Group Capital Advisors | 74,142 | $4,518 | 12/31/2023 |
IMCG | 74,142 | $4,518 | 12/31/2023 |
See All: Funds Holding IMCG
See Details: Top 10 Hedge Funds Holding IMCG
Also See: IMCG Holdings Changes
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