Vault-13

ISHARES TR MLRG

MORNINGSTR US EQ · ETP · CUSIP 464287127

181 institutional holders +1 vs Q4 2025
5,289,2365.3m shares reported held*
$476.8mreported value*
17 new 54 added 55 reduced 11 sold out net bought ≈ $20.2m (+134.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($557.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $90.14.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 121Q4 22: 132Q1 23: 126Q2 23: 139Q3 23: 138Q4 23: 149Q1 24: 151Q2 24: 162Q3 24: 171Q4 24: 181Q1 25: 172Q2 25: 173Q3 25: 169Q4 25: 180Q1 26: 181181Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022121
Q4 2022132
Q1 2023126
Q2 2023139
Q3 2023138
Q4 2023149
Q1 2024151
Q2 2024162
Q3 2024171
Q4 2024181
Q1 2025172
Q2 2025173
Q3 2025169
Q4 2025180
Q1 2026181

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 60 bought or addedQ2 24: 47 cut or sold outQ3 24: 71 bought or addedQ3 24: 55 cut or sold outQ3 24Q4 24: 64 bought or addedQ4 24: 57 cut or sold outQ1 25: 64 bought or addedQ1 25: 70 cut or sold outQ1 25Q2 25: 64 bought or addedQ2 25: 69 cut or sold outQ3 25: 65 bought or addedQ3 25: 59 cut or sold outQ3 25Q4 25: 71 bought or addedQ4 25: 62 cut or sold outQ1 26: 71 bought or addedQ1 26: 66 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246047
Q3 20247155
Q4 20246457
Q1 20256470
Q2 20256469
Q3 20256559
Q4 20257162
Q1 20267166

Biggest buyers

WIN ADVISORS, INC New +165,387+165.4k
OSAIC HOLDINGS, INC. Added +78,629+78.6k
ROYAL BANK OF CANADA Added +73,004+73.0k
EXCHANGE TRADED CONCEPTS, LLC Added +28,608+28.6k
Elevation Capital Advisory, LLC New +24,556+24.6k
Cambridge Investment Research Advisors, Inc. Added +20,571+20.6k
Arkadios Wealth Advisors New +16,819+16.8k
BANK OF AMERICA CORP /DE/ Added +13,157+13.2k
CITADEL ADVISORS LLC New +10,647+10.6k
Cetera Investment Advisers Added +10,298+10.3k

Biggest sellers

Corient Private Wealth LP Reduced -90,132-90.1k
RAYMOND JAMES FINANCIAL INC Reduced -71,451-71.5k
MORGAN STANLEY Reduced -57,104-57.1k
J.W. COLE ADVISORS, INC. Sold out -28,208-28.2k
Orion Porfolio Solutions, LLC Reduced -24,825-24.8k
GOLDMAN SACHS GROUP INC Reduced -16,710-16.7k
SILVER OAK SECURITIES, INCORPORATED Reduced -13,694-13.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -8,304-8.3k
AMERIPRISE FINANCIAL INC Reduced -8,032-8.0k
OneDigital Investment Advisors LLC Reduced -6,888-6.9k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 EXCHANGE TRADED CONCEPTS, LLC 0.38% of their portfolio Oklahoma City, OK 548,477548.5k $49.3m $49.3m 0.38% Added +28.6k +28,608
2 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 506,881506.9k $45.5m $45.5m 0.01% Reduced -8.0k -8,032
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 490,382490.4k $44.1m $44.1m 0.00% Reduced -57.1k -57,104
4 Equitable Holdings, Inc. 0.23% of their portfolio NEW YORK, NY 381,156381.2k $36.0m $36.0m 0.23% Reduced -2.1k -2,130
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 249,260249.3k $22.4m $22.4m 0.01% Added +2.8k +2,792
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 218,649218.6k $19.6m $19.6m 0.02% Added +10.3k +10,298
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 174,034174.0k $15.2m $15.2m 0.00% Added +2.0k +1,990
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 168,688168.7k $15.3m $15.3m 0.03% Added +3.2k +3,196
9 WIN ADVISORS, INC 6.80% of their portfolio PALM BEACH GARDENS, FL 165,387165.4k $14.9m $14.9m 6.80% New
10 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 151,818151.8k $13.6m $13.6m 0.02% Added +78.6k +78,629
11 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 120,674120.7k $10.8m $10.8m 0.02% Reduced -8.3k -8,304
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 117,728117.7k $10.6m $10.6m 0.00% Added +73.0k +73,004
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 114,117114.1k $10.3m $10.3m 0.00% Added +13.2k +13,157
14 Wealth Forward, LLC 5.06% of their portfolio FARGO, ND 99,85799.9k $9.0m $9.0m 5.06% Added +1.6k +1,593
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 97,94497.9k $8.8m $8.8m 0.00% Reduced -2.2k -2,165
16 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 95,91295.9k $8.6m $8.6m 0.01% Reduced -90.1k -90,132
17 Center for Wealth Management Advisory 6.05% of their portfolio MILFORD, OH 93,43993.4k $8.4m $8.4m 6.05% Added +973 +973
18 Gladstone Institutional Advisory LLC 0.28% of their portfolio Bedminster, NJ 83,27483.3k $7.5m $7.5m 0.28% Reduced -1.6k -1,640
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 83,03783.0k $7.5m $7.5m 0.00% Reduced -1.3k -1,331
20 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 73,14273.1k $6.6m $6.6m 0.05% Reduced -343 -343
21 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 63,33763.3k $5.7m $5.7m 0.01% Reduced -340 -340
22 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 50,31450.3k $4.5m $4.5m 0.01% Added +20.6k +20,571
23 Commonwealth Financial Services, LLC 0.63% of their portfolio VIENNA, WV 44,25544.3k $4.0m $4.0m 0.63% Added +1.1k +1,113
24 Crestwood Advisors Group, LLC 0.06% of their portfolio BOSTON, MA 42,29042.3k $3.8m $3.8m 0.06% Reduced -393 -393
25 Brand Asset Management Group, Inc. 0.92% of their portfolio CHESTERFIELD, MO 39,16039.2k $3.5m $3.5m 0.92% Reduced -792 -792
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 39,08339.1k $3.5m $3.5m 0.00% Added +2.9k +2,906
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 38,60738.6k $3.5m $3.5m 0.00% Reduced -71.5k -71,451
28 INDEPENDENT FINANCIAL GROUP, LLC 0.07% of their portfolio SAN DIEGO, CA 35,29435.3k $3.2m $3.2m 0.07% Added +2.0k +1,962
29 JIM SAULNIER & ASSOCIATES, LLC 1.53% of their portfolio FORT COLLINS, CO 35,01535.0k $3.1m $3.1m 1.53% Reduced -677 -677
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 29,38929.4k $2.6m $2.6m 0.00% Reduced -16.7k -16,710
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 29,03529.0k $2.6m $2.6m 0.00% Added +3.0k +2,959
32 Modern Wealth Management, LLC 0.04% of their portfolio KANSAS CITY, MO 28,64528.6k $2.6m $2.6m 0.04% Reduced -192 -192
33 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 28,13928.1k $2.5m $2.5m 0.01% Reduced -149 -149
34 FMR LLC 0.00% of their portfolio BOSTON, MA 24,70324.7k $2.2m $2.2m 0.00% Added +1.2k +1,192
35 Elevation Capital Advisory, LLC 0.94% of their portfolio BEND, OR 24,55624.6k $2.2m $2.2m 0.94% New
36 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 23,56423.6k $2.1m $2.1m 0.00% Added +5.1k +5,056
37 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 21,81321.8k $2.0m $2.0m 0.01% Reduced -1.7k -1,691
38 American Trust 0.14% of their portfolio LEXINGTON, KY 17,80117.8k $1.6m $1.6m 0.14% Added +1.4k +1,396
39 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1.04% of their portfolio SAN DIEGO, CA 17,51517.5k $1.6m $1.6m 1.04% Unchanged
40 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 16,81916.8k $1.5m $1.5m 0.02% New
41 Mariner, LLC 0.00% of their portfolio Overland Park, KS 16,28316.3k $1.5m $1.5m 0.00% Added +788 +788
42 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 16,07616.1k $1.4m $1.4m 0.01% Reduced -158 -158
43 Councilor Wealth, LLC 0.67% of their portfolio BETHESDA, MD 15,46515.5k $1.4m $1.4m 0.67% Unchanged
44 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,22115.2k $1.4m $1.4m 0.00% Unchanged
45 MONEY CONCEPTS CAPITAL CORP 0.08% of their portfolio PALM BEACH GARDENS, FL 15,19715.2k $1.4m $1.4m 0.08% Reduced -434 -434
46 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 13,12313.1k $1.2m $1.2m 0.00% Added +2.1k +2,088
47 Bawa N Mallick Trust 0.46% of their portfolio FOREST HILLS, NY 12,40012.4k $1.1m $1.1m 0.46% Unchanged
48 Wealth Management Associates, Inc. 0.38% of their portfolio Cherry Hill, NJ 12,23412.2k $1.1m $1.1m 0.38% Reduced -321 -321
49 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 11,86811.9k $1.1m $1.1m 0.00% Added +9 +9
50 Keystone Financial Services, LLC 0.67% of their portfolio OMAHA, NE 11,07111.1k $994.8k $994.8k 0.67% Reduced -29 -29
51 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 10,85610.9k $975.5k $975.5k 0.00% Added +37 +37
52 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,73910.7k $965.0k $965.0k 0.00% Added +245 +245
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,64710.6k $956.7k $956.7k 0.00% New
54 Greykasell Wealth Strategies, Inc. 0.38% of their portfolio DANVILLE, CA 10,37110.4k $932.0k $932.0k 0.38% Reduced -229 -229
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,33710.3k $928.9k $928.9k 0.00% Added +6.8k +6,824
56 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 10,22010.2k $918.4k $918.4k 0.01% Unchanged
57 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 10,18110.2k $914.8k $914.8k 0.01% Reduced -24.8k -24,825
58 Rothschild Wealth LLC 0.08% of their portfolio OAK BROOK, IL 9,8449.8k $884.6k $884.6k 0.08% Unchanged
59 ROCKLAND TRUST CO 0.03% of their portfolio HANOVER, MA 9,5269.5k $856.0k $856.0k 0.03% Reduced -153 -153
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 9,5079.5k $854.3k $854.3k 0.00% Added +214 +214
61 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 8,8448.8k $794.8k $794.8k 0.01% Reduced -6.9k -6,888
62 Capital Management Associates, Inc 0.18% of their portfolio MINNEAPOLIS, MN 8,8188.8k $792.4k $792.4k 0.18% Added +149 +149
63 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 8,7558.8k $786.7k $786.7k 0.08% Reduced -150 -150
64 CWM, LLC 0.00% of their portfolio OMAHA, NE 8,3238.3k $747.9k $747.9k 0.00% Unchanged
65 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,0788.1k $725.9k $725.9k 0.00% Reduced -35 -35
66 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 7,9708.0k $716.2k $716.2k 0.00% Added +7.5k +7,450
67 Pacific Sun Financial Corp 0.34% of their portfolio LOS ANGELES, CA 7,8207.8k $702.7k $702.7k 0.34% Added +100 +100
68 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,5107.5k $674.8k $674.8k 0.00% Added +2 +2
69 Red Tortoise LLC 0.27% of their portfolio ATLANTA, GA 7,2327.2k $649.9k $649.9k 0.27% Reduced -83 -83
70 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 7,2157.2k $648.3k $648.3k 0.01% Reduced -12 -12
71 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 6,7136.7k $603.2k $603.2k 0.01% Added +1 +1
72 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 6,3136.3k $567.3k $567.3k 0.00% Reduced -4 -4
73 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 6,2166.2k $558.6k $558.6k 0.00% Added +1.7k +1,660
74 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 6,2006.2k $557.1k $557.1k 0.00% New
75 CHAPIN DAVIS, INC. 0.12% of their portfolio BALTIMORE, MD 6,1906.2k $556.2k $556.2k 0.12% Added +1 +1
76 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 6,0406.0k $542.8k $542.8k 0.03% Reduced -748 -748
77 Dana Investment Advisors, Inc. 0.02% of their portfolio BROOKFIELD, WI 5,9485.9k $534.5k $534.5k 0.02% Unchanged
78 Choate Investment Advisors 0.01% of their portfolio BOSTON, MA 5,7395.7k $515.7k $515.7k 0.01% Unchanged
79 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 5,7035.7k $512.0k $512.0k 0.00% Added +11 +11
80 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 5,6575.7k $508.3k $508.3k 0.00% Reduced -829 -829
81 Soltis Investment Advisors LLC 0.03% of their portfolio ST. GEORGE, UT 5,4985.5k $494.1k $494.1k 0.03% Added +1 +1
82 Cape Investment Advisory, Inc. 0.15% of their portfolio MCDONOUGH, GA 5,1555.2k $463.2k $463.2k 0.15% Unchanged
83 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 5,1485.1k $462.6k $462.6k 0.01% Unchanged
84 Asset Management Group, Inc. 0.07% of their portfolio STAMFORD, CT 5,0325.0k $452.1k $452.1k 0.07% Reduced -2.8k -2,827
85 Aspen Wealth Management LLC 0.09% of their portfolio FORT WORTH, TX 4,9515.0k $444.9k $444.9k 0.09% Added +11 +11
86 Richard P Slaughter Associates Inc 0.10% of their portfolio AUSTIN, TX 4,8914.9k $439.5k $439.5k 0.10% Reduced -110 -110
87 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 4,8234.8k $474.8k $474.8k 0.01% Unchanged
88 Harbour Trust & Investment Management Co 0.04% of their portfolio MICHIGAN CITY, IN 4,7004.7k $422.3k $422.3k 0.04% Unchanged
89 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 4,6724.7k $419.8k $419.8k 0.00% Added +2 +2
90 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 4,5504.5k $408.9k $408.9k 0.00% Unchanged
91 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 4,5354.5k $407.5k $407.5k 0.01% Reduced -412 -412
92 Brightwater Advisory LLC 0.27% of their portfolio TAMPA, FL 4,5024.5k $404.6k $404.6k 0.27% Reduced -1.3k -1,329
93 LANDAAS & CO /WI /ADV 0.09% of their portfolio MILWAUKEE, WI 4,4004.4k $395.4k $395.4k 0.09% Added +6 +6
94 MidAtlantic Capital Management, Inc. 0.26% of their portfolio RICHMOND, VA 4,1954.2k $376.9k $376.9k 0.26% Added +528 +528
95 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 4,1734.2k $375.0k $375.0k 0.01% Added +5 +5
96 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 4,1294.1k $371.0k $371.0k 0.03% Reduced -13.7k -13,694
97 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4,1274.1k $370.9k $370.9k 0.00% Reduced -252 -252
98 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 4,1104.1k $369.3k $369.3k 0.01% Added +9 +9
99 Portland Financial Advisors Inc 0.74% of their portfolio PORT WASHINGTON, NY 3,9744.0k $357.1k $357.1k 0.74% Unchanged
100 Asset Allocation Strategies LLC 0.06% of their portfolio FARMINGTON, MI 3,9534.0k $355.2k $355.2k 0.06% Added +9 +9