Who Owns iShares Morningstar Mid-Cap ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Morningstar Mid-Cap ETF.
Who crossed 5% of IMCB →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Sunburst Financial Group, LLCMRGSTR MD CP ETF226.1K shtrimmed | $21.4M |
| Matrix Trust CoMRGSTR MD CP ETF191.6K shadded | $18.1M |
| Farther Finance Advisors, LLCETF79.8K shtrimmed | $7.5M |
| Apella Capital, LLCMRGSTR MD CP ETF11.5K shheld | $1.1M |
| LAWOOD & COExchange Traded Fund6.7K shheld | $636.4K |
| Kaydan Wealth Management, Inc.MRGSTR MD CP ETF5.3K shtrimmed | $497K |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.MRGSTR MD CP ETF3.3K shheld | $311K |
| CoreCap Advisors, LLCETF1.4K shtrimmed | $128.5K |
| Olistico Wealth, LLCETF275 shheld | $26K |
| ARMSTRONG ADVISORY GROUP, INCMRGSTR MD CP ETF140 sh— | $13.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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