· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $97.84Day +0.53%1Y +20.7%Off 52W high −0.1%Vol (1Y) 12.7%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,334 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
IMCB is not in the screener universe.
| YTD+18.6% |
| 1Y+20.7% |
| 3Y+56.5% |
| 5Y+56.2% |
| Since incept. (ann.)+10.2% |
Total return through 2026-07-28 · series begins 2021-03-26. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)12.7% |
| Ann. volatility (3Y)15.0% |
| Sharpe (1Y)1.57 |
| Sharpe (3Y)1.09 |
| Max drawdown (1Y)−8.1% |
| Max drawdown (3Y)−19.8% |
| Beta (3Y vs SPY)0.97 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| HighTower Advisors, LLC | 1.9M | $161M | — | +4.4% |
| MORGAN STANLEY | 1.5M | $126M | — | +0.5% |
| RMG Wealth Management LLC | 1.3M | $117M | — | new |
| UBS Group AG | 1.4M | $114M | — | +2.5% |
| RAYMOND JAMES FINANCIAL INC | 569,148 | $47M | — | +14.2% |
| LPL Financial LLC | 445,448 | $37M | — | −2.4% |
| MEANS INVESTMENT CO., INC. | 432,405 | $36M | — | +1.0% |
| Cetera Investment Advisers | 240,763 | $20M | — | +1.4% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for IMCB.
