Skip to content
Disclosery

MLRG ISHARES TR

Follow

MORNINGSTR US EQ (fund)

171 managers (172 13F filers) reported a position in MLRG shares at 2025-03-31, 4,682,069 shares in all. 11 filers opened a position and 18 filers sold out during the quarter.

Managers
171
13F filers
172
New
11
Added
53
Reduced
52
Sold out
18
Shares held by filers
4,682,069

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY517,949$40M<0.01%+18,70013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC477,211$36.9M0.01%+71,26013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.384,014$29.7M0.28%-9,68413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.254,238$19.6M0.04%-107,83513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP192,334$14.9M0.02%+98,74413F-HRTimelineGroup
LPL Financial LLC188,613$14.6M0.01%-1,072,88513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…179,461$13.9M0.03%+5,93913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.155,493$12M0.07%-5,29813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC140,343$10.8M0.02%-13,86113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO137,093$10.6M<0.01%-5,73213F-HRTimelineGroup
UBS Group AGin group UBS Group AG112,485$8.69M<0.01%+2,11113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/108,086$8.35M<0.01%-64,02013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN94,732$7.32M<0.01%-399,68213F-HRTimelineGroup
Elevation Capital Advisory, LLC88,050$6.8M2.97%new13F-HRTimeline
Gladstone Institutional Advisory LLC87,593$6.77M0.32%-40,40413F-HRTimeline
Merit Financial Group, LLC66,306$5.12M0.08%+19313F-HRTimeline
Benchmark Wealth Management, LLC64,492$4.98M2.41%-2,20913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC58,170$4.49M<0.01%+30,46913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC54,669$4.22M<0.01%-80,07613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding48,718$3.76M-7,918Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,673$3.68M<0.01%+4,90613F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC46,115$3.56M<0.01%new13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…46,011$3.56M0.01%-9,26213F-HRTimeline
Brand Asset Management Group, Inc.45,571$3.52M1.47%-66213F-HRTimeline
Cetera Investment Advisers43,944$3.4M0.01%-4,06513F-HRTimeline
Crestwood Advisors Group, LLC43,074$3.33M0.06%-72613F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC41,644$3.22M2.5%+1,47013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC33,923$2.62M0.09%+22113F-HRTimeline
J.W. COLE ADVISORS, INC.28,275$2.18M0.07%+613F-HRTimeline
Atria Wealth Solutions, Inc.27,583$2.13M0.03%-1,15013F-HRTimeline
MML INVESTORS SERVICES, LLC27,400$2.12M0.01%-3,48813F-HRTimeline
GTS SECURITIES LLC27,217$2.1M0.09%+17,36413F-HRTimeline
Greykasell Wealth Strategies, Inc.23,355$1.8M0.96%-3,40913F-HRTimeline
Orion Porfolio Solutions, LLC19,946$1.54M0.02%+1,32313F-HRTimeline
Orion Portfolio Solutions, LLC19,946$1.54M0.02%+1,32313F-HR/ATimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC19,315$1.49M1.13%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18,085$1.4M<0.01%-5,09313F-HRTimelineGroup
HighTower Advisors, LLC17,165$1.33M<0.01%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP17,103$1.32M0.1%+2913F-HRTimeline
West Coast Financial LLC16,653$1.29M0.15%-1,49213F-HRTimeline
OneDigital Investment Advisors LLC15,613$1.21M0.01%+413F-HRTimeline
FMR LLCin group FMR LLC15,586$1.2M<0.01%+1,51713F-HRTimelineGroup
Councilor Wealth, LLC15,465$1.19M0.6%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,009$1.16M0.03%+13,30313F-HRTimelineGroup
Creative Planningin group Creative Planning14,875$1.15M<0.01%+6,89213F-HRTimelineGroup
Commonwealth Financial Services, LLC14,647$1.13M0.23%+2,71413F-HRTimeline
Capital Management Associates, Inc14,406$1.11M0.25%+7,71013F-HRTimeline
Dentgroup LLC14,331$1.11M0.83%-8513F-HRTimeline
Private Advisor Group, LLC14,132$1.09M0.01%-94,16013F-HRTimeline
Arete Wealth Advisors, LLC14,101$1.09M0.08%-17,94313F-HRTimeline
Mariner, LLCin group Mariner, LLC13,555$1.05M<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,268$1.03M<0.01%+9,20213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC13,212$1.02M0.01%+413F-HR/ATimelineGroup
Wealth Management Associates, Inc.12,699$981K0.42%-10913F-HRTimeline
Bawa N Mallick Trust12,400$958K0.45%013F-HRTimeline
Liberty Capital Management, Inc.12,260$947K0.21%013F-HRTimeline
NorthCoast Asset Management LLC12,190$942K<0.01%+2013F-HR/ATimeline
Keystone Financial Services, LLC11,245$869K0.74%+53813F-HRTimeline
SeaCrest Wealth Management, LLC11,137$860K0.1%-43713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,676$825K<0.01%-87513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,220$790K0.02%013F-HRTimelineGroup
ROCKLAND TRUST CO9,895$764K0.04%-14513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…9,844$761K0.32%013F-HRTimeline
Tyler-Stone Wealth Management8,887$687K0.12%+50313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,823$682K<0.01%+37213F-HRTimelineGroup
COMERICA BANK8,502$657K<0.01%+4713F-HRTimeline
CWM, LLCin group CWM, LLC8,433$652K<0.01%+31013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,169$631K<0.01%+4,63013F-HRTimelineGroup
FLOW TRADERS U.S. LLC8,078$624K0.03%new13F-HRTimeline
Pacific Sun Financial Corp7,920$612K0.35%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,539$608K0.02%013F-HRTimelineGroup
Asset Management Group, Inc.7,798$602K0.11%+2213F-HRTimeline
Strategic Blueprint, LLC7,620$589K0.03%-70013F-HRTimeline
Vantage Financial Partners, LLC7,598$587K0.15%-26013F-HRTimeline
Sanctuary Advisors, LLC7,591$586K<0.01%+413F-HRTimeline
NewEdge Wealth, LLC7,317$565K0.01%-9613F-HRTimeline
Red Tortoise LLC7,315$565K0.29%013F-HRTimeline
Geneos Wealth Management Inc.7,216$558K0.01%+4,01513F-HRTimeline
IHT Wealth Management, LLC7,024$543K0.02%-17213F-HRTimeline
Brightwater Advisory LLC6,888$532K0.42%new13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,659$514K<0.01%+2,89313F-HR/ATimelineGroup
CHAPIN DAVIS, INC.6,587$509K0.17%-1,29913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,560$507K<0.01%-2,34713F-HR/ATimelineGroup
Good Life Advisors, LLC6,538$505K0.04%+413F-HRTimeline
Dana Investment Advisors, Inc.5,948$460K0.02%013F-HRTimeline
Choate Investment Advisors5,739$443K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,668$438K<0.01%-4,13913F-HRTimelineGroup
Cape Investment Advisory, Inc.5,155$398K0.16%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,150$398K<0.01%+13113F-HRTimelineGroup
Richard P Slaughter Associates Inc5,056$391K0.09%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,024$386K0.04%-1,61813F-HR/ATimeline
Focus Financial Network, Inc.4,903$379K0.02%-55213F-HRTimeline
Aspen Wealth Management LLC4,896$378K0.11%+1513F-HRTimeline
Chicago Partners Investment Group LLC4,823$375K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,845$374K<0.01%-3,01713F-HRTimelineGroup
Harbour Trust & Investment Management Co4,700$363K0.04%-50013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,664$360K<0.01%+14413F-HRTimeline
SCOTIA CAPITAL INC.4,663$360K<0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,550$352K<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC4,465$345K<0.01%new13F-HRTimeline
LANDAAS & CO /WI /ADV4,432$342K0.09%-48413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,312$333K0.09%+1213F-HRTimelineGroup
TFB Advisors LLC4,149$321K0.09%-3713F-HRTimeline
Perigon Wealth Management, LLC4,146$320K0.01%-213F-HRTimeline
Larson Financial Group LLC4,064$314K0.01%+1313F-HRTimeline
Portland Financial Advisors Inc3,974$307K0.79%-41313F-HRTimeline
Asset Allocation Strategies LLC3,909$302K0.08%+1213F-HRTimeline
MidAtlantic Capital Management, Inc.3,905$302K0.24%013F-HRTimeline
Optivise Advisory Services LLC3,732$288K0.16%-24413F-HRTimeline
Aurora Private Wealth, Inc.3,715$287K0.23%+1013F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth3,528$273K<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…3,425$265K<0.01%-59313F-HRTimeline
Lutz Financial Services LLC3,356$259K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC3,270$253K0.02%+113F-HRTimeline
Opus Capital Group, LLC3,252$251K0.03%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,255$250K0.02%-1,21213F-HRTimelineGroup
FMB WEALTH MANAGEMENT3,188$246K0.14%013F-HRTimeline
PFG Advisors3,123$241K0.01%-4,68613F-HRTimeline
Financial Engines Advisors L.L.C.3,124$241K<0.01%new13F-HRTimeline
Mutual Advisors, LLC2,940$224K0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,850$220K0.02%-61313F-HR/ATimeline
Synergy Investment Management, LLC2,846$220K0.09%013F-HRTimeline
Index Fund Advisors, Inc.2,800$216K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC2,769$214K<0.01%new13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.2,734$211K0.14%013F-HRTimeline
New Century Financial Group, LLC2,693$208K0.24%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,603$201K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,407$186K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,080$161K0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,064$159K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC2,000$155K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,496$116K0.02%+44813F-HRTimeline
Tortoise Investment Management, LLC1,340$104K0.01%013F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,480$102K<0.01%013F-HRTimelineGroup
City State Bank1,268$98K0.03%013F-HRTimeline
Security National Bank1,158$89.5K0.02%-14213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,157$88.9K<0.01%+88513F-HR/ATimelineGroup
TSFG, LLC1,109$86K0.02%013F-HRTimeline
MATHER GROUP, LLC.993$76.7K<0.01%013F-HRTimeline
Realta Investment Advisors892$68.9K0.03%013F-HRTimeline
Creative Capital Management Investments…800$61.8K0.02%new13F-HRTimeline
Salomon & Ludwin, LLC792$61.2K0.01%013F-HRTimeline
Coston, McIsaac & Partners612$47K0.01%+213F-HRTimeline
Tidemark, LLC608$47K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…607$46.9K<0.01%-39913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…520$40.2K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC516$39.9K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…508$39.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC484$37K<0.01%+213F-HRTimelineGroup
AE Wealth Management LLC473$36.5K<0.01%-6013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\461$35.6K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC392$31.8K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…394$30.5K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC370$28.6K<0.01%013F-HRTimeline
Archer Investment Corp316$24.4K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC313$24.2K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.300$23.2K0.01%013F-HRTimeline
Financial Perspectives, Inc272$21K0.01%+113F-HRTimeline
Farther Finance Advisors, LLC251$19.5K<0.01%+913F-HRTimeline
Westside Investment Management, Inc.225$17.4K<0.01%+113F-HRTimeline
Painted Porch Advisors LLC218$16.8K0.01%+9613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC180$13.9K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd169$13.1K<0.01%+7813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC136$10.5K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/128$9.89K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC115$8.88K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV82$6.33K<0.01%013F-HRTimeline
MAI Capital Management80$6.18K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC48$3.71K<0.01%013F-HRTimeline
PrairieView Partners, LLC36$2K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-11,50713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.