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Disclosery

MLRG ISHARES TR

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MORNINGSTR US EQ (fund)

180 managers (181 13F filers) reported a position in MLRG shares at 2026-03-31, 5,295,436 shares in all. 17 filers opened a position and 11 filers sold out during the quarter.

Managers
180
13F filers
181
New
17
Added
55
Reduced
54
Sold out
11
Shares held by filers
5,295,436

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
EXCHANGE TRADED CONCEPTS, LLC548,477$49.3M0.38%+28,60813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC506,881$45.5M0.01%-8,03213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY490,382$44.1M<0.01%-57,10413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.381,156$36M0.23%-2,13013F-HRTimelineGroup
LPL Financial LLC249,260$22.4M0.01%+2,79213F-HRTimeline
Cetera Investment Advisers218,649$19.6M0.02%+10,29813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…168,688$15.3M0.03%+3,19613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO174,034$15.2M<0.01%+1,99013F-HR/ATimelineGroup
WIN ADVISORS, INC165,387$14.9M6.8%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.151,818$13.6M0.02%+78,62913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC120,674$10.8M0.02%-8,30413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA117,728$10.6M<0.01%+73,00413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/114,117$10.3M<0.01%+13,15713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding104,144$9.36M+4,035Timeline
Wealth Forward, LLC99,857$8.97M5.06%+1,59313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP95,912$8.62M0.01%+2,89013F-HRTimelineGroup
Center for Wealth Management Advisory93,439$8.4M6.05%+97313F-HRTimeline
Gladstone Institutional Advisory LLC83,274$7.48M0.28%-1,64013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN83,037$7.46M<0.01%-1,33113F-HR/ATimelineGroup
Merit Financial Group, LLC73,142$6.57M0.05%-34313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV63,337$5.69M0.01%-34013F-HRTimeline
Cambridge Investment Research Advisors,…50,314$4.52M0.01%+20,57113F-HRTimeline
Commonwealth Financial Services, LLC44,255$3.98M0.63%+1,11313F-HRTimeline
Crestwood Advisors Group, LLC42,290$3.8M0.06%-39313F-HRTimeline
Brand Asset Management Group, Inc.39,160$3.52M0.92%-79213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,083$3.51M<0.01%+2,90613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,607$3.47M<0.01%-71,45113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC35,294$3.17M0.07%+1,96213F-HR/ATimeline
JIM SAULNIER & ASSOCIATES, LLC35,015$3.15M1.53%-67713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,389$2.64M<0.01%-16,71013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,035$2.61M<0.01%+2,95913F-HRTimelineGroup
Modern Wealth Management, LLC28,645$2.59M0.04%-19213F-HRTimeline
Financial Engines Advisors L.L.C.28,139$2.53M0.01%-14913F-HRTimeline
FMR LLCin group FMR LLC24,703$2.22M<0.01%+1,19213F-HRTimelineGroup
Elevation Capital Advisory, LLC24,556$2.21M0.94%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,564$2.12M<0.01%+5,05613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC21,813$1.96M0.01%-1,69113F-HRTimeline
American Trust17,801$1.6M0.14%+1,39613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC17,515$1.57M1.04%013F-HRTimeline
Arkadios Wealth Advisors16,819$1.51M0.02%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC16,283$1.46M<0.01%+78813F-HRTimelineGroup
Private Advisor Group, LLC16,076$1.44M0.01%-15813F-HRTimeline
Councilor Wealth, LLC15,465$1.39M0.67%013F-HRTimeline
HighTower Advisors, LLC15,221$1.37M<0.01%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,197$1.37M0.08%-43413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,123$1.18M<0.01%+2,08813F-HRTimelineGroup
Bawa N Mallick Trust12,400$1.11M0.46%013F-HRTimeline
Wealth Management Associates, Inc.12,234$1.1M0.38%-32113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,868$1.07M<0.01%+913F-HRTimelineGroup
Keystone Financial Services, LLC11,071$995K0.67%-2913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,856$976K<0.01%+3713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,739$965K<0.01%+24513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,647$957K<0.01%new13F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.10,371$932K0.38%-22913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,337$929K<0.01%+6,82413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,220$918K0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC10,181$915K0.01%-24,82513F-HRTimeline
Rothschild Wealth LLC9,844$885K0.08%013F-HRTimeline
ROCKLAND TRUST CO9,526$856K0.03%-15313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,507$854K<0.01%+21413F-HRTimelineGroup
OneDigital Investment Advisors LLC8,844$795K0.01%-6,88813F-HRTimeline
Capital Management Associates, Inc8,818$792K0.18%+14913F-HRTimeline
SeaCrest Wealth Management, LLC8,755$787K0.08%-15013F-HRTimeline
CWM, LLCin group CWM, LLC8,323$748K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning8,078$726K<0.01%-3513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,970$716K<0.01%+7,45013F-HRTimelineGroup
Pacific Sun Financial Corp7,820$703K0.34%+10013F-HRTimeline
Sanctuary Advisors, LLC7,510$675K<0.01%+213F-HRTimeline
Red Tortoise LLC7,232$650K0.27%-8313F-HRTimeline
NewEdge Wealth, LLC7,215$648K0.01%-1213F-HRTimeline
IHT Wealth Management, LLC6,713$603K0.01%+113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,313$567K<0.01%-413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,216$559K<0.01%+1,66013F-HRTimelineGroup
CHAPIN DAVIS, INC.6,190$556K0.12%+113F-HRTimeline
Strategic Blueprint, LLC6,040$543K0.03%-74813F-HRTimeline
Dana Investment Advisors, Inc.5,948$534K0.02%013F-HRTimeline
Choate Investment Advisors5,739$516K0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,703$512K<0.01%+1113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC5,657$508K<0.01%-82913F-HRTimelineGroup
Soltis Investment Advisors LLC5,498$494K0.03%+113F-HRTimeline
Chicago Partners Investment Group LLC4,823$475K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.5,155$463K0.15%013F-HRTimeline
Mutual Advisors, LLC5,148$463K0.01%013F-HRTimeline
Asset Management Group, Inc.5,032$452K0.07%-2,82713F-HRTimeline
Aspen Wealth Management LLC4,951$445K0.09%+1113F-HRTimeline
Richard P Slaughter Associates Inc4,891$440K0.1%-11013F-HRTimeline
Harbour Trust & Investment Management Co4,700$422K0.04%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,672$420K<0.01%+213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,550$409K<0.01%013F-HR/ATimelineGroup
Focus Financial Network, Inc.4,535$408K0.01%-41213F-HRTimeline
Brightwater Advisory LLC4,502$405K0.27%-1,32913F-HRTimeline
LANDAAS & CO /WI /ADV4,400$395K0.09%+613F-HRTimeline
MidAtlantic Capital Management, Inc.4,195$377K0.26%+52813F-HRTimeline
Perigon Wealth Management, LLC4,173$375K0.01%+513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,129$371K0.03%-13,69413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,127$371K<0.01%-25213F-HRTimelineGroup
Larson Financial Group LLC4,110$369K0.01%+913F-HRTimeline
Portland Financial Advisors Inc3,974$357K0.74%013F-HRTimeline
Asset Allocation Strategies LLC3,953$355K0.06%+913F-HRTimeline
Quantinno Capital Management LP3,892$350K<0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC3,733$335K0.02%-2713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,706$333K0.12%-45913F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,758$329K<0.01%+11613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,616$325K<0.01%+6413F-HRTimelineGroup
AlphaCore Capital LLC3,528$317K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,508$315K<0.01%-26513F-HRTimeline
Pure Financial Advisors, LLC3,433$308K<0.01%-28113F-HRTimeline
Lutz Financial Services LLC3,306$297K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC3,273$294K0.01%+313F-HRTimeline
Beacon Pointe Advisors, LLC3,233$291K<0.01%+3513F-HRTimeline
FMB WEALTH MANAGEMENT3,188$286K0.12%013F-HRTimeline
Foundry Financial LLC3,188$286K0.12%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,880$283K-333Timeline
Optivise Advisory Services LLC2,966$267K0.16%-113F-HRTimeline
World Investment Advisors2,866$258K<0.01%013F-HRTimeline
Aurora Private Wealth, Inc.2,707$255K0.18%-2,76713F-HRTimeline
Index Fund Advisors, Inc.2,800$252K0.01%013F-HRTimeline
Opus Capital Group, LLC2,728$245K0.03%-52413F-HRTimeline
Integrated Wealth Concepts LLC2,693$242K<0.01%-39513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,632$237K<0.01%+613F-HRTimelineGroup
DAVENPORT & Co LLC2,624$236K<0.01%013F-HRTimeline
SCOTIA CAPITAL INC.2,609$234K<0.01%013F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC2,540$228K0.12%new13F-HRTimeline
HCR Wealth Advisors2,536$228K0.02%013F-HRTimeline
Evanson Asset Management, LLC2,500$225K0.01%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.2,487$223K0.11%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,450$220K0.01%013F-HRTimeline
S&A Financial Services, Inc.2,435$219K0.15%13F-HRTimeline
Geneos Wealth Management Inc.2,435$219K0.01%+613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,350$211K<0.01%013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC2,285$205K0.03%-2713F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,250$202K<0.01%013F-HRTimeline
SAGE RHINO CAPITAL LLC2,248$202K0.04%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,064$185K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2,000$180K0.02%013F-HRTimeline
High Point Wealth Management, LLC2,000$180K0.17%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,854$167K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,840$165K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,754$158K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,718$154K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,705$153K<0.01%+413F-HRTimeline
Basepoint Wealth LLC1,689$152K0.09%+513F-HRTimeline
BLAIR WILLIAM & CO/IL1,528$137K<0.01%+77613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,493$134K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,433$129K<0.01%13F-HRTimelineGroup
Synergy Investment Management, LLC1,433$129K0.04%new13F-HRTimeline
City State Bank1,268$114K0.03%013F-HRTimeline
Trust Co1,134$102K0.01%013F-HRTimeline
Security National Bank1,052$94.5K0.01%-10613F-HRTimeline
MATHER GROUP, LLC.993$89.2K<0.01%new13F-HRTimeline
Advisory Services Network, LLC990$89K<0.01%new13F-HRTimeline
AE Wealth Management LLC971$87.3K<0.01%+67013F-HRTimeline
Realta Investment Advisors892$80.2K0.03%013F-HRTimeline
Creative Capital Management Investments…800$71.9K0.02%013F-HRTimeline
Salomon & Ludwin, LLC764$69.3K0.01%013F-HRTimeline
Monetary Solutions, Ltd717$64.4K0.06%+113F-HRTimeline
Coston, McIsaac & Partners597$53K0.01%-2013F-HRTimeline
Tidemark, LLC547$49.2K0.01%-6113F-HRTimeline
Federation des caisses Desjardins du Qu…508$45.6K<0.01%013F-HRTimeline
Olistico Wealth, LLC480$43.1K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\461$41.4K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC441$40K<0.01%-4713F-HRTimelineGroup
Aptus Capital Advisors, LLC374$33.6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…360$32.4K<0.01%-4,07313F-HRTimelineGroup
Cedar Mountain Advisors, LLC313$28.1K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.300$27K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC275$24.7K<0.01%013F-HRTimeline
Financial Perspectives, Inc275$24.7K0.01%+113F-HRTimeline
Farther Finance Advisors, LLC242$21.9K<0.01%013F-HRTimeline
Westside Investment Management, Inc.228$20.5K<0.01%+113F-HRTimeline
Key Financial Inc228$20.5K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC180$17.9K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…188$17K<0.01%013F-HRTimeline
MAI Capital Management174$15.6K<0.01%013F-HRTimeline
IFP Advisors, Inc167$15K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC136$12.2K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC121$10.9K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC89$8K<0.01%-2,21013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV74$6.65K<0.01%-813F-HRTimeline
RHL GROUP, LLC45$4.04K<0.01%new13F-HRTimeline