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Disclosery

MSML ISHARES TR

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MRGSTR SM CP ETF (fund)

86 managers (86 13F filers) reported a position in MSML shares at 2026-03-31, 1,609,461 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
86
13F filers
86
New
8
Added
33
Reduced
23
Sold out
5
Shares held by filers
1,609,461

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
MORGAN STANLEYin group MORGAN STANLEY352,659$23M<0.01%-8,36013F-HRTimelineGroup
Cetera Investment Advisers270,252$17.6M0.02%+21013F-HRTimeline
LPL Financial LLC189,650$12.3M<0.01%+11,30113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN71,704$4.67M<0.01%+30713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/63,604$4.14M<0.01%-2,60813F-HRTimelineGroup
Goldstein Advisors, LLC36,963$2.41M0.27%-1,19513F-HRTimeline
Gladstone Institutional Advisory LLC36,140$2.35M0.09%-40013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,665$2.19M<0.01%+42313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,012$2.02M<0.01%-2,91013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,351$1.98M<0.01%-4,13413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,413$1.91M<0.01%+40913F-HRTimelineGroup
HighTower Advisors, LLC26,648$1.73M<0.01%+2,09413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,061$1.7M<0.01%-7713F-HRTimeline
CHOREO, LLC24,936$1.62M0.02%+6713F-HRTimeline
UBS Group AGin group UBS Group AG22,398$1.46M<0.01%+75813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC22,182$1.44M<0.01%+46013F-HR/ATimelineGroup
Brand Asset Management Group, Inc.21,528$1.4M0.36%-1,32513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,429$1.39M<0.01%-92013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,940$1.3M0.07%-28013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,277$1.09M<0.01%-11713F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,632$757K<0.01%+67013F-HRTimelineGroup
Strategic Financial Planning, Inc.1,149$750K0.44%-2,43113F-HRTimeline
KFA Private Wealth Group, LLC10,780$702K0.17%+10113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,713$697K<0.01%+5,21013F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC10,148$661K0.32%-513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,467$616K<0.01%-3,22513F-HRTimelineGroup
Perigon Wealth Management, LLC9,318$606K0.01%+1,72813F-HRTimeline
Richwood Investment Advisors, LLC9,159$596K0.46%-42013F-HRTimeline
Legacy Wealth Partners, LLC8,626$561K0.14%+813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,392$546K<0.01%+8013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,257$537K0.02%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,000$521K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC7,728$503K<0.01%+12113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,172$457K<0.01%+3,18213F-HRTimelineGroup
Private Advisor Group, LLC6,955$453K<0.01%+113F-HRTimeline
Mariner, LLCin group Mariner, LLC6,684$435K<0.01%+17713F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,478$422K<0.01%+27713F-HRTimeline
Opulen Financial Group LLC6,198$403K0.28%+1713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,180$402K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC6,099$397K<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,937$387K<0.01%+4513F-HRTimelineGroup
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.5,755$375K0.23%013F-HRTimeline
New Insight Wealth Advisors5,543$361K0.13%-24013F-HRTimeline
Steward Partners Investment Advisory, L…5,427$353K<0.01%-31513F-HRTimeline
Christensen, King & Associates Investme…4,777$311K0.13%+213F-HRTimeline
Pathway Financial Advisors LLC4,350$286K0.04%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,341$283K0.1%-1,37013F-HR/ATimelineGroup
Aptus Capital Advisors, LLC4,099$267K<0.01%+1013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,031$262K0.02%+1013F-HRTimeline
Creative Planningin group Creative Planning3,923$255K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC3,600$253K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,855$251K<0.01%+513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,645$237K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,538$233K<0.01%+32713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,548$231K<0.01%+1,25213F-HRTimelineGroup
Merit Financial Group, LLC3,531$230K<0.01%+213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,184$207K0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC3,088$201K<0.01%-34013F-HRTimeline
LANARK FINANCIAL, INC.2,325$151K0.01%013F-HRTimeline
John A. Wolfe & Associates, Inc.2,240$146K0.22%new13F-HRTimeline
CWM, LLCin group CWM, LLC2,157$140K<0.01%+48013F-HRTimelineGroup
PRIVATE TRUST CO NA2,135$139K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,097$136K<0.01%-2013F-HRTimelineGroup
Key Financial Inc1,808$118K0.02%+30313F-HRTimeline
WPG Advisers, LLC1,616$105K0.08%013F-HRTimeline
TopTier Wealth Management, LLC1,600$104K0.06%new13F-HRTimeline
Farther Finance Advisors, LLC1,552$102K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,378$89.7K<0.01%+10013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,148$74.7K<0.01%+57413F-HR/ATimelineGroup
ASHTON THOMAS SECURITIES, LLC900$58.6K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC892$58.1K<0.01%-25613F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC792$51.6K0.02%013F-HRTimeline
SFAM, LLC629$40.9K0.04%013F-HRTimeline
NewEdge Advisors, LLC560$36.5K<0.01%013F-HR/ATimeline
Global Wealth Strategies & Associates500$32.5K0.01%013F-HRTimeline
TSFG, LLC420$27K<0.01%013F-HRTimeline
Synergy Investment Management, LLC400$26K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.374$24.3K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors247$16.1K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/143$9.31K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC93$6.05K<0.01%-2213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…91$5.95K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management91$5.92K<0.01%-19013F-HRTimelineGroup
Sunbelt Securities, Inc.80$5.21K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC64$4.18K<0.01%13F-HRTimelineGroup
Larson Financial Group LLC10$671<0.01%013F-HRTimeline