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Institutional Holders of IMCG

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Assetmark Inc.980,030$63,163 12/31/2023
     IMCG980,030$63,163 12/31/2023
Ameriprise Financial Inc.879,584$56,721 12/31/2023
     IMCG879,584$56,721 12/31/2023
LPL Financial LLC853,904$55,034 12/31/2023
     IMCG853,904$55,034 12/31/2023
Morgan Stanley848,226$54,668 12/31/2023
     IMCG848,226$54,668 12/31/2023
Northwestern Mutual Wealth Management Co.689,299$44,425 12/31/2023
     IMCG689,299$44,425 12/31/2023
Creative Financial Designs Inc. ADV613,428$39,535 12/31/2023
     IMCG613,428$39,535 12/31/2023
Raymond James Financial Services Advisors Inc.611,398$39,405 12/31/2023
     IMCG611,398$39,405 12/31/2023
Commonwealth Equity Services LLC533,296$34,371 12/31/2023
     IMCG533,296$34,371 12/31/2023
UBS Group AG497,644$32,073 12/31/2023
     IMCG497,644$32,073 12/31/2023
Wells Fargo & Company MN458,804$29,570 12/31/2023
     IMCG458,804$29,570 12/31/2023
Orgel Wealth Management LLC337,466$23,852 03/31/2024
     IMCG337,466$23,852 03/31/2024
Royal Bank of Canada367,582$23,691 12/31/2023
     IMCG367,582$23,691 12/31/2023
Avantax Advisory Services Inc.332,226$21,412 12/31/2023
     IMCG332,226$21,412 12/31/2023
Advisor Group Holdings Inc.300,507$19,368 12/31/2023
     IMCG300,507$19,368 12/31/2023
Forte Capital LLC ADV270,062$17,405 12/31/2023
     IMCG270,062$17,405 12/31/2023
Cornerstone Planning Group LLC257,197$16,576 12/31/2023
     IMCG257,197$16,576 12/31/2023
Cosner Financial Group LLC229,243$15,419 12/31/2023
     IMCG229,243$15,419 12/31/2023
Rodgers & Associates LTD222,414$14,335 12/31/2023
     IMCG222,414$14,335 12/31/2023
Cambridge Investment Research Advisors Inc.221,189$14,256 12/31/2023
     IMCG221,189$14,256 12/31/2023
Mariner LLC213,951$13,789 12/31/2023
     IMCG213,951$13,789 12/31/2023
Bank of America Corp DE206,970$13,339 12/31/2023
     IMCG206,970$13,339 12/31/2023
Envestnet Asset Management Inc.204,217$13,162 12/31/2023
     IMCG204,217$13,162 12/31/2023
Marmo Financial Group LLC199,261$12,838 12/31/2023
     IMCG199,261$12,838 12/31/2023
Victory Financial Group LLC181,994$11,730 12/31/2023
     IMCG181,994$11,730 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC177,617$11,447 12/31/2023
     IMCG177,617$11,447 12/31/2023
Steele Capital Management Inc.169,608$10,931 12/31/2023
     IMCG169,608$10,931 12/31/2023
Matrix Trust Co169,131$10,901 12/31/2023
     IMCG169,131$10,901 12/31/2023
Cetera Advisor Networks LLC161,463$10,406 12/31/2023
     IMCG161,463$10,406 12/31/2023
Capital Wealth Management LLC157,248$10,135 12/31/2023
     IMCG157,248$10,135 12/31/2023
IAG Wealth Partners LLC152,532$9,831 12/31/2023
     IMCG152,532$9,831 12/31/2023
Scott Capital Advisors LLC145,682$9,389 12/31/2023
     IMCG145,682$9,389 12/31/2023
Integrated Investment Consultants LLC139,167$8,969 12/31/2023
     IMCG139,167$8,969 12/31/2023
Equitable Holdings Inc.129,035$8,316 12/31/2023
     IMCG129,035$8,316 12/31/2023
GeoWealth Management LLC128,189$8,262 12/31/2023
     IMCG128,189$8,262 12/31/2023
Etfidea LLC123,457$7,957 12/31/2023
     IMCG123,457$7,957 12/31/2023
Raymond James & Associates123,006$7,928 12/31/2023
     IMCG123,006$7,928 12/31/2023
Employees Retirement Fund of the City of Fort Worth123,000$7,927 12/31/2023
     IMCG123,000$7,927 12/31/2023
We Are One Seven LLC106,024$6,833 12/31/2023
     IMCG106,024$6,833 12/31/2023
Eagle Strategies LLC99,245$6,396 12/31/2023
     IMCG99,245$6,396 12/31/2023
Cedrus LLC90,451$6,393 03/31/2024
     IMCG90,451$6,393 03/31/2024
Steward Partners Investment Advisory LLC98,904$6,374 12/31/2023
     IMCG98,904$6,374 12/31/2023
PFS Partners LLC90,133$6,371 03/31/2024
     IMCG90,133$6,371 03/31/2024
CWM LLC88,980$6,289 03/31/2024
     IMCG88,980$6,289 03/31/2024
Oppenheimer & Co. Inc.96,850$6,242 12/31/2023
     IMCG96,850$6,242 12/31/2023
Truist Financial Corp91,631$5,906 12/31/2023
     IMCG91,631$5,906 12/31/2023
OxenFree Capital LLC86,019$5,544 12/31/2023
     IMCG86,019$5,544 12/31/2023
Wealth Enhancement Advisory Services LLC76,480$5,406 03/31/2024
     IMCG76,480$5,406 03/31/2024
Bedel Financial Consulting Inc.79,304$5,111 12/31/2023
     IMCG79,304$5,111 12/31/2023
Private Advisor Group LLC74,990$4,833 12/31/2023
     IMCG74,990$4,833 12/31/2023
Wolf Group Capital Advisors74,142$4,518 12/31/2023
     IMCG74,142$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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