IMCB
iShares Morningstar Mid-Cap ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.8% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.85M | — | $152.75M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.50M | +17.9% | $124.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | UBS Group AG | 1.33M | — | $110.18M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 498.21K | — | $41.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 456.26K | — | $37.75M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 237.48K | — | $19.65M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 204.83K | — | $16.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 179.46K | — | $14.85M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 161.13K | — | $13.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 123.17K | — | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 112.76K | — | $9.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Bank Of America Corp /De/ | 109.53K | — | $9.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Royal Bank Of Canada | 106.97K | — | $8.85M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Stifel Financial Corp | 73.96K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 66.42K | — | $5.49M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 54.15K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 43.38K | 0.0% | $3.59M | 0.0% | Held | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 41.25K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 30.46K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 29.70K | — | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 28.91K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 27.31K | -45.3% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Cerity Partners LLC | 20.98K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 19.83K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 15.63K | +6.5% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cwm, Llc | 14.38K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 13.04K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Mariner, LLC | 7.32K | — | $605,253 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 6.54K | — | $541,270 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 4.54K | — | $375,926 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 4.13K | — | $341,731 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citigroup Inc | 4.10K | — | $339,276 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Captrust Financial Advisors | 3.12K | — | $257,704 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 2.99K | 0.0% | $247,230 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 1.60K | — | $132,481 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 675 | — | $55,823 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | UBS AM, a distinct business unit of… | 520 | — | $43,020 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 452 | — | $37,394 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 426 | — | $35,243 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 400 | — | $33,092 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 391 | — | $32,362 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | BlackRock ✦ (passief) | 62 | Nieuw | $5,129 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| BlackRock | $5,129 | 0.0% |
Verlaten
| Citadel Advisors | $650,198 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 191 houders, 12.13M aandelen, $996.73M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.