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Disclosery

MLRG ISHARES TR

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MORNINGSTR US EQ (fund)

169 managers (169 13F filers) reported a position in MLRG shares at 2025-09-30, 5,053,594 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
169
13F filers
169
New
13
Added
52
Reduced
50
Sold out
9
Shares held by filers
5,053,594

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY541,452$50M<0.01%+15,29613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC514,702$47.6M0.01%+20,49513F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC471,003$43.5M0.42%+198,09113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.382,991$35.4M0.26%-1,13113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.249,061$22.4M0.03%-20,25213F-HRTimelineGroup
LPL Financial LLC207,243$19.2M0.01%+23,57513F-HRTimeline
Cetera Investment Advisers197,200$18.2M0.02%+151,92513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…165,875$15.4M0.02%-68713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO165,457$15.3M<0.01%+35,99513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC132,608$12.3M0.02%-6,53813F-HRTimeline
UBS Group AGin group UBS Group AG102,896$9.51M<0.01%-1,94813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/102,065$9.43M<0.01%-7,51913F-HR/ATimelineGroup
Wealth Forward, LLC97,108$8.97M5.21%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP89,147$8.24M0.01%-71913F-HRTimelineGroup
Gladstone Institutional Advisory LLC86,219$7.97M0.31%-1,00913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN84,476$7.81M<0.01%-6,44113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC75,245$6.95M<0.01%-6,36713F-HRTimelineGroup
Merit Financial Group, LLC71,336$6.59M0.06%+18613F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV65,433$6.05M0.01%-40,41613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,107$4.17M<0.01%+2,75913F-HRTimelineGroup
Brand Asset Management Group, Inc.42,840$3.96M1.11%-71513F-HRTimeline
Crestwood Advisors Group, LLC42,680$3.94M0.07%-24713F-HRTimeline
Commonwealth Financial Services, LLC41,490$3.83M0.66%+25,13413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,720$3.76M<0.01%+5,16313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding37,252$3.44M-5,968Timeline
Cambridge Investment Research Advisors,…37,073$3.43M0.01%-2,12513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC36,106$3.34M1.86%-2,99213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC33,232$3.07M0.07%-1,94213F-HRTimeline
Financial Engines Advisors L.L.C.31,166$2.88M0.01%-3,01313F-HRTimeline
Modern Wealth Management, LLC29,463$2.72M0.05%-1,31413F-HRTimeline
Global Retirement Partners, LLC28,845$2.67M0.06%+17913F-HRTimeline
J.W. COLE ADVISORS, INC.28,286$2.61M0.05%+513F-HRTimeline
Orion Porfolio Solutions, LLC25,157$2.32M0.02%+6,62613F-HRTimeline
MML INVESTORS SERVICES, LLC23,823$2.2M0.01%-54013F-HRTimeline
FMR LLCin group FMR LLC19,828$1.83M<0.01%+4,96913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC19,634$1.81M<0.01%-33813F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC19,315$1.79M1.21%013F-HRTimeline
HighTower Advisors, LLC18,805$1.74M<0.01%+3,17313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,728$1.73M<0.01%+52313F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED17,860$1.65M0.12%+13,55013F-HRTimeline
American Trust17,319$1.6M0.14%+9313F-HRTimeline
Edge Financial Advisors LLC17,301$1.6M0.72%+12,60813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP17,029$1.57M0.1%+10713F-HRTimeline
Private Advisor Group, LLC16,355$1.51M0.01%+3,36513F-HRTimeline
OneDigital Investment Advisors LLC15,681$1.45M0.01%+4313F-HRTimeline
Councilor Wealth, LLC15,466$1.43M0.66%+113F-HRTimeline
Dentgroup LLC14,242$1.32M0.85%013F-HRTimeline
Mariner, LLCin group Mariner, LLC13,418$1.24M<0.01%-63213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC13,400$1.24M<0.01%+1,41613F-HRTimelineGroup
Wealth Management Associates, Inc.12,548$1.16M0.41%-8213F-HRTimeline
Bawa N Mallick Trust12,400$1.15M0.43%013F-HRTimeline
Liberty Capital Management, Inc.12,260$1.13M0.21%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,256$1.13M0.01%-1,20713F-HR/ATimelineGroup
NorthCoast Asset Management LLC12,165$1.12M<0.01%+1113F-HRTimeline
Keystone Financial Services, LLC11,198$1.03M0.72%-4913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,907$1.01M<0.01%-25,67413F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.10,598$979K0.41%-26013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,483$969K<0.01%+2,07513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,220$945K0.02%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC10,030$936K0.1%-6013F-HRTimeline
ROCKLAND TRUST CO9,840$909K0.04%-5513F-HRTimeline
Creative Planningin group Creative Planning9,569$884K<0.01%+713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,817$815K<0.01%+2,96913F-HRTimelineGroup
Capital Management Associates, Inc8,620$797K0.22%+1,40113F-HRTimeline
COMERICA BANK8,328$770K<0.01%-4913F-HRTimeline
CWM, LLCin group CWM, LLC8,323$769K<0.01%013F-HRTimelineGroup
Pacific Sun Financial Corp7,920$732K0.35%013F-HRTimeline
Asset Management Group, Inc.7,837$724K0.12%+1913F-HRTimeline
Sanctuary Advisors, LLC7,476$691K<0.01%-11913F-HR/ATimeline
NewEdge Wealth, LLC7,265$683K0.01%013F-HRTimeline
Red Tortoise LLC7,315$676K0.3%013F-HRTimeline
Vantage Financial Partners, LLC7,060$653K0.14%-27913F-HRTimeline
Strategic Blueprint, LLC6,788$627K0.03%-25213F-HRTimeline
IHT Wealth Management, LLC6,718$621K0.02%-32213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,589$609K<0.01%+1413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,380$590K0.04%+4,82513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,317$584K<0.01%+1,47213F-HRTimelineGroup
CHAPIN DAVIS, INC.6,188$572K0.14%-39913F-HRTimeline
Brightwater Advisory LLC5,957$551K0.38%-93113F-HRTimeline
Dana Investment Advisors, Inc.5,948$550K0.02%013F-HRTimeline
Choate Investment Advisors5,739$530K0.01%013F-HRTimeline
Soltis Investment Advisors LLC5,494$508K0.04%new13F-HRTimeline
Mutual Advisors, LLC5,148$480K0.01%+2,20813F-HRTimeline
Richard P Slaughter Associates Inc5,001$462K0.1%-5513F-HRTimeline
Chicago Partners Investment Group LLC4,823$460K0.01%013F-HRTimeline
Focus Financial Network, Inc.4,931$456K0.02%+1313F-HRTimeline
Aspen Wealth Management LLC4,924$455K0.1%+1413F-HRTimeline
Harbour Trust & Investment Management Co4,700$434K0.04%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,668$431K<0.01%+213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,550$421K<0.01%-2,04513F-HRTimelineGroup
TFB Advisors LLC4,428$407K0.12%+27013F-HRTimeline
LANDAAS & CO /WI /ADV4,386$405K0.09%+713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,379$405K<0.01%-2913F-HRTimelineGroup
Perigon Wealth Management, LLC4,160$384K0.01%+713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,153$384K0.12%+1013F-HRTimelineGroup
Larson Financial Group LLC4,104$379K0.01%+2813F-HRTimeline
Portland Financial Advisors Inc3,974$367K0.78%013F-HRTimeline
Asset Allocation Strategies LLC3,931$363K0.07%+1113F-HRTimeline
Steward Partners Investment Advisory, L…3,845$355K<0.01%+6313F-HRTimeline
Pure Financial Advisors, LLC3,714$343K0.01%new13F-HRTimeline
MidAtlantic Capital Management, Inc.3,667$339K0.23%013F-HRTimeline
AlphaCore Capital LLC3,528$326K0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,397$314K0.02%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,227$306K0.01%-2513F-HRTimelineGroup
Lutz Financial Services LLC3,306$306K0.02%-5013F-HRTimeline
Cornerstone Wealth Management, LLC3,270$302K0.02%013F-HRTimeline
Opus Capital Group, LLC3,252$301K0.03%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,244$300K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC3,191$295K<0.01%new13F-HRTimeline
FMB WEALTH MANAGEMENT3,188$295K0.12%013F-HRTimeline
Optivise Advisory Services LLC2,859$264K0.16%-81213F-HRTimeline
Index Fund Advisors, Inc.2,800$259K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC2,697$249K<0.01%-7213F-HRTimeline
New Century Financial Group, LLC2,695$249K0.44%+113F-HRTimeline
DAVENPORT & Co LLC2,624$243K<0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,618$242K<0.01%+813F-HRTimelineGroup
SCOTIA CAPITAL INC.2,609$241K<0.01%013F-HRTimeline
HCR Wealth Advisors2,536$235K0.02%013F-HRTimeline
Evanson Asset Management, LLC2,500$231K0.01%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.2,487$230K0.1%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,450$226K0.01%-40013F-HRTimeline
Geneos Wealth Management Inc.2,422$224K0.01%+713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,364$218K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,350$217K<0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,335$216K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,290$212K<0.01%+113F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,250$208K<0.01%new13F-HRTimeline
SAGE RHINO CAPITAL LLC2,248$208K0.04%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,064$191K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC2,000$185K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,959$181K0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,811$166K<0.01%-6113F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,718$159K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,696$157K<0.01%+27013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,493$138K<0.01%new13F-HRTimelineGroup
Tortoise Investment Management, LLC1,340$124K0.01%013F-HRTimeline
City State Bank1,268$117K0.03%013F-HRTimeline
Security National Bank1,158$107K0.02%013F-HRTimeline
TSFG, LLC1,109$102K0.02%013F-HRTimeline
Advisory Services Network, LLC1,036$95.7K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.993$91.8K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.960$88.7K<0.01%-52013F-HRTimelineGroup
Realta Investment Advisors892$82.4K0.03%013F-HRTimeline
Creative Capital Management Investments…800$73.9K0.02%013F-HRTimeline
Salomon & Ludwin, LLC768$71.3K0.01%-2413F-HRTimeline
Cornerstone Planning Group LLC601$56.6K0.01%new13F-HRTimeline
Tidemark, LLC608$56.2K0.02%013F-HRTimeline
Coston, McIsaac & Partners615$56K0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…520$48.1K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…508$46.9K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC486$45K<0.01%+113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\461$42.6K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC399$36.9K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC372$34.4K<0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…360$33.2K<0.01%013F-HRTimelineGroup
Archer Investment Corp316$29.2K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC313$28.9K0.01%013F-HRTimeline
AE Wealth Management LLC301$27.8K<0.01%-13713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.300$27.7K0.01%013F-HRTimeline
Financial Perspectives, Inc273$25.3K0.01%013F-HRTimeline
Farther Finance Advisors, LLC242$22.4K<0.01%013F-HRTimeline
Westside Investment Management, Inc.226$21K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC180$16.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC136$12.6K<0.01%013F-HRTimelineGroup
Painted Porch Advisors LLC122$11.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV82$7.58K<0.01%013F-HRTimeline
MAI Capital Management80$7.39K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC76$6.98K<0.01%-3913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC38$3.51K<0.01%-1,66513F-HRTimelineGroup