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Disclosery

MLRG ISHARES TR

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MORNINGSTR US EQ (fund)

172 managers (173 13F filers) reported a position in MLRG shares at 2025-06-30, 4,920,497 shares in all. 14 filers opened a position and 13 filers sold out during the quarter.

Managers
172
13F filers
173
New
14
Added
49
Reduced
57
Sold out
13
Shares held by filers
4,920,497

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY526,156$45.1M<0.01%+8,20713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC494,207$42.4M0.01%+16,99613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.384,122$32.9M0.27%+10813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC272,912$23.4M0.3%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.269,313$23.1M0.04%+15,07513F-HR/ATimelineGroup
LPL Financial LLC183,668$15.8M0.01%-4,94513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…166,562$14.4M0.02%-12,89913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.150,982$13M0.07%-4,51113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC139,146$11.9M0.02%-1,19713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO129,462$11.1M<0.01%-7,63113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/109,584$9.4M<0.01%+1,49813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV105,849$9.08M0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG104,844$8.99M<0.01%-7,64113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN90,917$7.8M<0.01%-3,81513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP89,866$7.71M0.01%-102,46813F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC87,228$7.48M0.31%-36513F-HRTimeline
Elevation Capital Advisory, LLC82,157$7.05M2.82%-5,89313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC81,612$7M<0.01%+35,49713F-HRTimelineGroup
Merit Financial Group, LLC71,150$6.1M0.07%+4,84413F-HRTimeline
Benchmark Wealth Management, LLC64,536$5.54M2.46%+4413F-HRTimeline
Cetera Investment Advisers45,275$3.88M0.01%+1,33113F-HRTimeline
Brand Asset Management Group, Inc.43,555$3.74M1.4%-2,01613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding43,220$3.71M-5,498Timeline
Crestwood Advisors Group, LLC42,927$3.68M0.07%-14713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA42,348$3.63M<0.01%-5,32513F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…39,198$3.36M0.01%-6,81313F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC39,098$3.35M2.29%-2,54613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,581$3.14M<0.01%+23,31313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,557$3.05M<0.01%-19,11213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC35,174$3.02M0.08%+1,25113F-HRTimeline
Financial Engines Advisors L.L.C.34,179$2.93M0.01%+31,05513F-HRTimeline
Modern Wealth Management, LLC30,777$2.64M0.07%new13F-HR/ATimeline
Global Retirement Partners, LLC28,666$2.46M0.06%13F-HRTimeline
J.W. COLE ADVISORS, INC.28,281$2.43M0.05%+613F-HRTimeline
MML INVESTORS SERVICES, LLC24,363$2.09M0.01%-3,03713F-HRTimeline
Atria Wealth Solutions, Inc.21,006$1.8M0.04%-6,57713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,972$1.71M<0.01%+14,82213F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC19,315$1.66M1.2%013F-HRTimeline
Orion Porfolio Solutions, LLC18,531$1.59M0.01%-1,41513F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,205$1.56M<0.01%+9,38213F-HRTimelineGroup
American Trust17,226$1.48M0.14%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,922$1.45M0.1%-18113F-HRTimeline
Commonwealth Financial Services, LLC16,356$1.4M0.27%+1,70913F-HRTimeline
GTS SECURITIES LLC16,320$1.4M0.06%-10,89713F-HRTimeline
OneDigital Investment Advisors LLC15,638$1.34M0.01%+2513F-HRTimeline
HighTower Advisors, LLC15,632$1.34M<0.01%-1,53313F-HRTimeline
Councilor Wealth, LLC15,465$1.33M0.62%013F-HRTimeline
FMR LLCin group FMR LLC14,859$1.27M<0.01%-72713F-HRTimelineGroup
Dentgroup LLC14,242$1.22M0.85%-8913F-HRTimeline
Mariner, LLCin group Mariner, LLC14,050$1.21M<0.01%+49513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC13,463$1.15M0.01%+25113F-HR/ATimelineGroup
Private Advisor Group, LLC12,990$1.11M0.01%-1,14213F-HRTimeline
Wealth Management Associates, Inc.12,630$1.08M0.42%-6913F-HRTimeline
Bawa N Mallick Trust12,400$1.06M0.44%013F-HRTimeline
Liberty Capital Management, Inc.12,260$1.05M0.21%013F-HRTimeline
NorthCoast Asset Management LLC12,154$1.04M<0.01%-3613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,984$1.03M<0.01%+1,30813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,800$1.01M<0.01%new13F-HRTimelineGroup
Keystone Financial Services, LLC11,247$965K0.73%+213F-HRTimeline
Greykasell Wealth Strategies, Inc.10,858$931K0.45%-12,49713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,220$877K0.02%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC10,090$866K0.09%-1,04713F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…9,844$852K0.33%013F-HRTimeline
ROCKLAND TRUST CO9,895$849K0.04%013F-HRTimeline
Creative Planningin group Creative Planning9,562$820K<0.01%-5,31313F-HRTimelineGroup
Tyler-Stone Wealth Management9,346$802K0.13%+45913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,408$721K<0.01%+23913F-HRTimelineGroup
COMERICA BANK8,377$719K<0.01%-12513F-HRTimeline
CWM, LLCin group CWM, LLC8,323$714K<0.01%-11013F-HRTimelineGroup
Pacific Sun Financial Corp7,920$679K0.35%013F-HRTimeline
Asset Management Group, Inc.7,818$671K0.12%+2013F-HRTimeline
Sanctuary Advisors, LLC7,595$651K<0.01%+413F-HRTimeline
NewEdge Wealth, LLC7,265$638K0.01%-5213F-HRTimeline
Vantage Financial Partners, LLC7,339$630K0.15%-25913F-HRTimeline
Red Tortoise LLC7,315$627K0.31%013F-HRTimeline
Capital Management Associates, Inc7,219$619K0.2%-7,18713F-HRTimeline
Strategic Blueprint, LLC7,040$604K0.03%-58013F-HRTimeline
IHT Wealth Management, LLC7,040$604K0.02%+1613F-HRTimeline
Brightwater Advisory LLC6,888$591K0.42%013F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp6,595$566K<0.01%+2,04513F-HRTimelineGroup
CHAPIN DAVIS, INC.6,587$565K0.16%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,575$564K<0.01%+1513F-HR/ATimelineGroup
Good Life Advisors, LLC6,541$561K0.04%+313F-HRTimeline
Dana Investment Advisors, Inc.5,948$510K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,848$502K<0.01%+18013F-HRTimelineGroup
Choate Investment Advisors5,739$492K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.5,155$442K0.16%013F-HRTimeline
Richard P Slaughter Associates Inc5,056$434K0.09%013F-HRTimeline
Chicago Partners Investment Group LLC4,823$424K0.01%013F-HRTimeline
Focus Financial Network, Inc.4,918$422K0.02%+1513F-HRTimeline
Aspen Wealth Management LLC4,910$421K0.1%+1413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,845$416K<0.01%013F-HRTimelineGroup
Harbour Trust & Investment Management Co4,700$403K0.04%013F-HRTimeline
Edge Financial Advisors LLC4,693$402K0.21%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,666$400K<0.01%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,408$378K<0.01%+3,80113F-HRTimelineGroup
LANDAAS & CO /WI /ADV4,379$376K0.09%-5313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,310$370K0.03%-71413F-HRTimeline
TFB Advisors LLC4,158$357K0.09%+913F-HRTimeline
Perigon Wealth Management, LLC4,153$356K0.01%+713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,143$355K0.1%-16913F-HRTimelineGroup
Larson Financial Group LLC4,076$350K0.01%+1213F-HRTimeline
Portland Financial Advisors Inc3,974$341K0.82%013F-HRTimeline
Asset Allocation Strategies LLC3,920$336K0.07%+1113F-HRTimeline
Steward Partners Investment Advisory, L…3,782$324K<0.01%+35713F-HRTimeline
Optivise Advisory Services LLC3,671$315K0.16%-6113F-HRTimeline
MidAtlantic Capital Management, Inc.3,667$315K0.22%-23813F-HRTimeline
Aurora Private Wealth, Inc.3,661$314K0.23%-5413F-HRTimeline
AlphaCore Capital LLC3,528$303K0.01%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,252$290K0.01%-313F-HRTimelineGroup
Lutz Financial Services LLC3,356$288K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC3,270$281K0.02%013F-HRTimeline
Opus Capital Group, LLC3,252$279K0.03%013F-HRTimeline
FMB WEALTH MANAGEMENT3,188$273K0.13%013F-HRTimeline
Mutual Advisors, LLC2,940$260K0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,850$245K0.02%013F-HRTimeline
Index Fund Advisors, Inc.2,800$240K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC2,769$238K<0.01%013F-HRTimeline
New Century Financial Group, LLC2,694$231K0.27%+113F-HRTimeline
Arete Wealth Advisors, LLC2,698$231K0.02%-11,40313F-HRTimeline
DAVENPORT & Co LLC2,624$225K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,610$224K<0.01%+713F-HRTimelineGroup
SCOTIA CAPITAL INC.2,609$224K<0.01%-2,05413F-HRTimeline
HCR Wealth Advisors2,536$218K0.03%new13F-HRTimeline
Evanson Asset Management, LLC2,500$214K0.01%new13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.2,487$213K0.11%-24713F-HRTimeline
Geneos Wealth Management Inc.2,415$207K0.01%-4,80113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,364$203K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,350$202K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,289$196K<0.01%-11813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,064$177K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC2,000$172K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,959$168K<0.01%-12113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,877$161K0.02%+38113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,872$160K<0.01%+71513F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,718$147K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,703$146K<0.01%-16,38213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,555$133K0.01%-5,98413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,480$127K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,426$122K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC1,340$115K0.01%013F-HRTimeline
City State Bank1,268$109K0.03%013F-HRTimeline
Security National Bank1,158$99.3K0.02%013F-HRTimeline
TSFG, LLC1,109$95K0.02%013F-HRTimeline
Realta Investment Advisors892$76.5K0.03%013F-HRTimeline
Creative Capital Management Investments…800$68.6K0.02%013F-HRTimeline
Salomon & Ludwin, LLC792$68.2K0.01%013F-HRTimeline
Tidemark, LLC608$52.2K0.02%013F-HRTimeline
Coston, McIsaac & Partners614$52K0.01%+213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…520$44.6K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC516$44.3K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…508$43.6K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC485$42K<0.01%+113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\461$39.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC438$37.6K<0.01%-3513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC399$34.2K<0.01%+713F-HRTimelineGroup
Aptus Capital Advisors, LLC371$31.9K<0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…360$30.8K<0.01%-3413F-HRTimelineGroup
Archer Investment Corp316$27.1K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC313$26.8K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.300$25.7K0.01%013F-HRTimeline
Financial Perspectives, Inc273$23.4K0.01%+113F-HRTimeline
Farther Finance Advisors, LLC242$20.8K<0.01%-913F-HRTimeline
Westside Investment Management, Inc.226$19.4K<0.01%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC180$15.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC136$11.7K<0.01%013F-HRTimelineGroup
Painted Porch Advisors LLC122$10.5K<0.01%-9613F-HRTimeline
GPS Wealth Strategies Group, LLC115$9.89K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV82$7.03K<0.01%013F-HRTimeline
MAI Capital Management80$6.86K<0.01%013F-HRTimeline
PrairieView Partners, LLC36$3K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.