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Disclosery

MLRG ISHARES TR

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MORNINGSTR US EQ (fund)

180 managers (180 13F filers) reported a position in MLRG shares at 2025-12-31, 5,158,038 shares in all. 18 filers opened a position and 13 filers sold out during the quarter.

Managers
180
13F filers
180
New
18
Added
55
Reduced
47
Sold out
13
Shares held by filers
5,158,038

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY547,486$51.7M<0.01%+6,03413F-HR/ATimelineGroup
EXCHANGE TRADED CONCEPTS, LLC519,869$49.1M0.41%+48,86613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC514,913$48.6M0.01%+21113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.383,286$36.2M0.25%+29513F-HRTimelineGroup
LPL Financial LLC246,468$23.3M0.01%+39,22513F-HRTimeline
Cetera Investment Advisers208,351$19.7M0.02%+11,15113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO172,044$16.2M<0.01%+6,58713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…165,492$15.9M0.02%-38313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC128,978$12.2M0.02%-3,63013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC110,058$10.4M<0.01%+69,33813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/100,960$9.53M<0.01%-1,10513F-HRTimelineGroup
UBS Group AGin group UBS Group AG100,109$9.45M<0.01%-2,78713F-HRTimelineGroup
Wealth Forward, LLC98,264$9.27M5.24%+1,15613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP93,022$8.78M0.01%+3,87513F-HR/ATimelineGroup
Center for Wealth Management Advisory92,466$8.73M6.43%13F-HRTimeline
Gladstone Institutional Advisory LLC84,914$8.01M0.3%-1,30513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN84,368$7.96M<0.01%-10813F-HRTimelineGroup
Merit Financial Group, LLC73,485$6.94M0.06%+2,14913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,189$6.91M0.01%-175,87213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV63,677$6.01M0.01%-1,75613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC46,099$4.35M<0.01%-29,14613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,724$4.22M<0.01%-38313F-HRTimelineGroup
Commonwealth Financial Services, LLC43,142$4.07M0.67%+1,65213F-HRTimeline
Crestwood Advisors Group, LLC42,683$4.03M0.07%+313F-HRTimeline
Brand Asset Management Group, Inc.39,952$3.77M1.05%-2,88813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,177$3.41M<0.01%-1,07513F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC35,692$3.37M1.75%-41413F-HRTimeline
Orion Porfolio Solutions, LLC35,006$3.3M0.02%+9,84913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC33,332$3.15M0.07%+10013F-HRTimeline
Global Retirement Partners, LLC32,158$3.04M0.05%+3,31313F-HRTimeline
Cambridge Investment Research Advisors,…29,743$2.81M0.01%-7,33013F-HRTimeline
Modern Wealth Management, LLC28,837$2.72M0.05%-62613F-HRTimeline
Financial Engines Advisors L.L.C.28,288$2.67M0.01%-2,87813F-HRTimeline
J.W. COLE ADVISORS, INC.28,208$2.66M0.06%-7813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,076$2.46M<0.01%+7,34813F-HR/ATimelineGroup
FMR LLCin group FMR LLC23,511$2.22M<0.01%+3,68313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC23,504$2.22M0.01%-31913F-HRTimeline
Edge Financial Advisors LLC20,007$1.89M0.79%+2,70613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,508$1.75M<0.01%-1,12613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED17,823$1.69M0.11%-3713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC17,515$1.65M1.1%-1,80013F-HRTimeline
American Trust16,405$1.55M0.13%-91413F-HRTimeline
Private Advisor Group, LLC16,234$1.53M0.01%-12113F-HRTimeline
OneDigital Investment Advisors LLC15,732$1.48M0.01%+5113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,631$1.48M0.08%-1,39813F-HRTimeline
Mariner, LLCin group Mariner, LLC15,495$1.46M<0.01%+2,07713F-HRTimelineGroup
Councilor Wealth, LLC15,465$1.46M0.69%-113F-HRTimeline
HighTower Advisors, LLC15,221$1.44M<0.01%-3,58413F-HRTimeline
Dentgroup LLC14,242$1.34M0.92%013F-HRTimeline
Wealth Management Associates, Inc.12,555$1.18M0.41%+713F-HRTimeline
Bawa N Mallick Trust12,400$1.17M0.43%013F-HRTimeline
Liberty Capital Management, Inc.12,260$1.16M0.22%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,859$1.12M<0.01%new13F-HRTimelineGroup
Keystone Financial Services, LLC11,100$1.05M0.71%-9813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,035$1.04M<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC10,819$1.02M<0.01%-2,58113F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.10,600$1M0.39%+213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,494$990K<0.01%+1113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,220$965K0.02%013F-HRTimelineGroup
Rothschild Wealth LLC9,844$929K0.09%new13F-HR/ATimeline
ROCKLAND TRUST CO9,679$914K0.04%-16113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,293$877K<0.01%+47613F-HRTimelineGroup
SeaCrest Wealth Management, LLC8,905$850K0.09%-1,12513F-HRTimeline
Capital Management Associates, Inc8,669$818K0.18%+4913F-HRTimeline
CWM, LLCin group CWM, LLC8,323$786K<0.01%013F-HRTimelineGroup
COMERICA BANK8,268$780K<0.01%-6013F-HRTimeline
Creative Planningin group Creative Planning8,113$766K<0.01%-1,45613F-HRTimelineGroup
Asset Management Group, Inc.7,859$742K0.12%+2213F-HRTimeline
Pacific Sun Financial Corp7,720$729K0.35%-20013F-HRTimeline
Sanctuary Advisors, LLC7,508$709K<0.01%+3213F-HRTimeline
Red Tortoise LLC7,315$690K0.3%013F-HRTimeline
NewEdge Wealth, LLC7,227$682K0.01%-3813F-HRTimeline
Strategic Blueprint, LLC6,788$641K0.04%013F-HRTimeline
Vantage Financial Partners, LLC6,734$636K0.13%-32613F-HRTimeline
IHT Wealth Management, LLC6,712$633K0.02%-613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,486$612K<0.01%-5,77013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,317$596K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC6,252$590K0.02%new13F-HRTimeline
CHAPIN DAVIS, INC.6,189$584K0.14%+113F-HRTimeline
Dana Investment Advisors, Inc.5,948$561K0.02%013F-HRTimeline
Brightwater Advisory LLC5,831$550K0.37%-12613F-HRTimeline
Choate Investment Advisors5,739$542K0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,692$537K<0.01%-89713F-HRTimelineGroup
Soltis Investment Advisors LLC5,497$519K0.03%+313F-HR/ATimeline
Aurora Private Wealth, Inc.5,474$511K0.34%13F-HRTimeline
Cape Investment Advisory, Inc.5,155$487K0.15%new13F-HRTimeline
Mutual Advisors, LLC5,148$486K0.01%013F-HRTimeline
Richard P Slaughter Associates Inc5,001$472K0.1%013F-HRTimeline
Focus Financial Network, Inc.4,947$467K0.02%+1613F-HRTimeline
Aspen Wealth Management LLC4,940$466K0.1%+1613F-HRTimeline
Chicago Partners Investment Group LLC4,823$460K0.01%013F-HRTimeline
Harbour Trust & Investment Management Co4,700$444K0.05%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,670$441K<0.01%+213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,556$430K<0.01%+1,31213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,550$429K<0.01%013F-HR/ATimelineGroup
TFB Advisors LLC4,442$419K0.12%+1413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,433$418K<0.01%+4,07313F-HRTimelineGroup
LANDAAS & CO /WI /ADV4,394$415K0.09%+813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,379$413K<0.01%013F-HRTimelineGroup
Perigon Wealth Management, LLC4,168$393K0.01%+813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,165$393K0.13%+1213F-HRTimelineGroup
Larson Financial Group LLC4,101$387K0.01%-313F-HRTimeline
B. Riley Wealth Advisors, Inc.4,099$387K0.02%+70213F-HRTimeline
Portland Financial Advisors Inc3,974$375K0.8%013F-HRTimeline
Asset Allocation Strategies LLC3,944$372K0.07%+1313F-HRTimeline
Steward Partners Investment Advisory, L…3,773$356K<0.01%-7213F-HRTimeline
Signal Advisors Wealth, LLC3,760$355K0.03%new13F-HRTimeline
Pure Financial Advisors, LLC3,714$350K0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.3,667$346K0.22%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,642$344K<0.01%+1,83113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,552$335K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC3,528$333K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,513$332K<0.01%-7,39413F-HRTimelineGroup
Lutz Financial Services LLC3,306$312K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC3,270$309K0.02%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,213$308K0.01%-1413F-HRTimelineGroup
Opus Capital Group, LLC3,252$307K0.03%013F-HRTimeline
Beacon Pointe Advisors, LLC3,198$302K<0.01%+713F-HRTimeline
FMB WEALTH MANAGEMENT3,188$301K0.12%013F-HRTimeline
Foundry Financial LLC3,188$301K0.16%13F-HRTimeline
Integrated Wealth Concepts LLC3,088$291K<0.01%+39113F-HRTimeline
Optivise Advisory Services LLC2,967$280K0.16%+10813F-HRTimeline
World Investment Advisors2,866$270K<0.01%new13F-HR/ATimeline
Index Fund Advisors, Inc.2,800$264K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,626$248K<0.01%+813F-HRTimelineGroup
DAVENPORT & Co LLC2,624$248K<0.01%013F-HRTimeline
SCOTIA CAPITAL INC.2,609$246K<0.01%013F-HRTimeline
HCR Wealth Advisors2,536$239K0.02%013F-HRTimeline
Evanson Asset Management, LLC2,500$236K0.01%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.2,487$235K0.1%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,450$231K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,429$229K0.01%+713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,350$222K<0.01%013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC2,312$218K0.04%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,299$217K<0.01%+2,26113F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…2,250$212K<0.01%013F-HRTimeline
SAGE RHINO CAPITAL LLC2,248$212K0.04%013F-HRTimeline
IEQ CAPITAL, LLC2,124$200K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,064$195K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2,000$189K0.02%013F-HRTimeline
High Point Wealth Management, LLC2,000$189K0.18%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,854$175K<0.01%-10513F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,718$162K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,701$161K<0.01%+513F-HRTimeline
Basepoint Wealth LLC1,684$159K0.1%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,493$141K<0.01%013F-HRTimelineGroup
City State Bank1,268$120K0.03%013F-HRTimeline
Security National Bank1,158$109K0.02%013F-HRTimeline
Trust Co1,134$107K0.01%new13F-HRTimeline
TSFG, LLC1,109$105K0.02%013F-HRTimeline
Realta Investment Advisors892$84.2K0.03%013F-HRTimeline
Creative Capital Management Investments…800$75.5K0.02%013F-HRTimeline
Salomon & Ludwin, LLC764$72.7K0.01%-413F-HRTimeline
BLAIR WILLIAM & CO/IL752$71K<0.01%new13F-HRTimeline
Monetary Solutions, Ltd716$67.5K0.07%13F-HRTimeline
Coston, McIsaac & Partners617$58K0.01%+213F-HRTimeline
Tidemark, LLC608$57.4K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…604$57K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…520$49.1K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…508$47.9K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC488$46K<0.01%+213F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.480$45.3K<0.01%-48013F-HRTimelineGroup
Olistico Wealth, LLC480$45.3K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\461$43.5K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC374$35.3K<0.01%+213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC320$30.2K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC313$29.5K0.01%013F-HRTimeline
AE Wealth Management LLC301$28.4K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.300$28.3K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.280$26.4K<0.01%-2,01013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC275$26K<0.01%new13F-HRTimeline
Financial Perspectives, Inc274$25.9K0.01%+113F-HRTimeline
Farther Finance Advisors, LLC242$22.8K<0.01%013F-HRTimeline
Westside Investment Management, Inc.227$21.5K<0.01%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…188$17.7K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC180$17K<0.01%013F-HRTimeline
MAI Capital Management174$16.4K<0.01%+9413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC136$12.8K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV82$7.74K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC48$4.53K<0.01%new13F-HRTimeline