Vault-13

ISHARES TR MLRG

MORNINGSTR US EQ · ETP · CUSIP 464287127

191 institutional holders +10 vs Q1 2026
4,949,0264.9m shares reported held*
$513.0mreported value*
17 new 56 added 56 reduced 8 sold out net sold ≈ $38.5m (-371.2k 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 ($642.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $103.65.

Trends to Q2 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: 181Q2 26: 191191Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026191

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 71 bought or addedQ3 24: 55 cut or sold outQ4 24: 64 bought or addedQ4 24: 57 cut or sold outQ4 24Q1 25: 64 bought or addedQ1 25: 70 cut or sold outQ2 25: 64 bought or addedQ2 25: 69 cut or sold outQ2 25Q3 25: 65 bought or addedQ3 25: 59 cut or sold outQ4 25: 71 bought or addedQ4 25: 62 cut or sold outQ4 25Q1 26: 71 bought or addedQ1 26: 66 cut or sold outQ2 26: 73 bought or addedQ2 26: 64 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247155
Q4 20246457
Q1 20256470
Q2 20256469
Q3 20256559
Q4 20257162
Q1 20267166
Q2 20267364

Biggest buyers

EXCHANGE TRADED CONCEPTS, LLC Added +91,188+91.2k
J.W. COLE ADVISORS, INC. New +28,072+28.1k
BlackRock, Inc. New +26,085+26.1k
Creative Planning Added +24,470+24.5k
GOLDMAN SACHS GROUP INC Added +8,363+8.4k
BIP Wealth, LLC New +7,492+7.5k
Cambridge Investment Research Advisors, Inc. Added +7,178+7.2k
OSAIC HOLDINGS, INC. Added +6,759+6.8k
Ameritas Advisory Services, LLC New +6,568+6.6k
Merit Financial Group, LLC Added +4,424+4.4k

Biggest sellers

Equitable Holdings, Inc. Reduced -369,708-369.7k
WIN ADVISORS, INC Reduced -126,919-126.9k
Elevation Capital Advisory, LLC Sold out -24,556-24.6k
JIM SAULNIER & ASSOCIATES, LLC Reduced -18,798-18.8k
ROYAL BANK OF CANADA Reduced -15,168-15.2k
CITADEL ADVISORS LLC Sold out -10,647-10.6k
WELLS FARGO & COMPANY/MN Reduced -7,552-7.6k
Orion Porfolio Solutions, LLC Reduced -7,508-7.5k
Cetera Investment Advisers Reduced -6,260-6.3k
Mariner, LLC Reduced -5,552-5.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 EXCHANGE TRADED CONCEPTS, LLC 0.33% of their portfolio Oklahoma City, OK 639,665639.7k $66.3m $66.3m 0.33% Added +91.2k +91,188
2 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 505,474505.5k $52.4m $52.4m 0.01% Reduced -1.4k -1,407
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 489,774489.8k $50.8m $50.8m 0.00% Reduced -608 -608
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 253,615253.6k $26.3m $26.3m 0.01% Added +4.4k +4,355
5 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 212,389212.4k $22.0m $22.0m 0.02% Reduced -6.3k -6,260
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 172,960173.0k $17.8m $17.8m 0.00% Reduced -1.1k -1,074
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 164,364164.4k $17.2m $17.2m 0.03% Reduced -4.3k -4,324
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 158,577158.6k $16.4m $16.4m 0.02% Added +6.8k +6,759
9 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 116,110116.1k $12.0m $12.0m 0.02% Reduced -4.6k -4,564
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 112,434112.4k $11.7m $11.7m 0.00% Reduced -1.7k -1,683
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 102,560102.6k $10.6m $10.6m 0.00% Reduced -15.2k -15,168
12 Wealth Forward, LLC 5.20% of their portfolio FARGO, ND 100,803100.8k $10.4m $10.4m 5.20% Added +946 +946
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 97,68197.7k $10.1m $10.1m 0.00% Reduced -263 -263
14 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 96,20396.2k $10.0m $10.0m 0.01% Added +291 +291
15 Center for Wealth Management Advisory 6.10% of their portfolio MILFORD, OH 93,79093.8k $9.7m $9.7m 6.10% Added +351 +351
16 Gladstone Institutional Advisory LLC 0.26% of their portfolio Bedminster, NJ 79,14479.1k $8.2m $8.2m 0.26% Reduced -4.1k -4,130
17 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 77,56677.6k $8.0m $8.0m 0.05% Added +4.4k +4,424
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 75,48575.5k $7.8m $7.8m 0.00% Reduced -7.6k -7,552
19 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 63,04863.0k $6.5m $6.5m 0.01% Reduced -289 -289
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 57,49257.5k $6.0m $6.0m 0.01% Added +7.2k +7,178
21 Commonwealth Financial Services, LLC 0.64% of their portfolio VIENNA, WV 46,29746.3k $4.8m $4.8m 0.64% Added +2.0k +2,042
22 Crestwood Advisors Group, LLC 0.06% of their portfolio BOSTON, MA 41,99242.0k $4.4m $4.4m 0.06% Reduced -298 -298
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 41,27741.3k $4.3m $4.3m 0.00% Added +2.7k +2,670
24 Brand Asset Management Group, Inc. 0.89% of their portfolio CHESTERFIELD, MO 39,02739.0k $4.0m $4.0m 0.89% Reduced -133 -133
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 38,75738.8k $4.0m $4.0m 0.00% Reduced -326 -326
26 WIN ADVISORS, INC 1.42% of their portfolio PALM BEACH GARDENS, FL 38,46838.5k $4.0m $4.0m 1.42% Reduced -126.9k -126,919
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 37,75237.8k $3.9m $3.9m 0.00% Added +8.4k +8,363
28 INDEPENDENT FINANCIAL GROUP, LLC 0.07% of their portfolio SAN DIEGO, CA 34,96135.0k $3.6m $3.6m 0.07% Reduced -333 -333
29 Global Retirement Partners, LLC 0.05% of their portfolio San Rafael, CA 33,89233.9k $3.5m $3.5m 0.05% First filing
30 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 32,54832.5k $3.4m $3.4m 0.00% Added +24.5k +24,470
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 30,61030.6k $3.2m $3.2m 0.00% Added +1.6k +1,575
32 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 29,83929.8k $3.1m $3.1m 0.01% Added +1.7k +1,700
33 Modern Wealth Management, LLC 0.04% of their portfolio KANSAS CITY, MO 29,51929.5k $3.1m $3.1m 0.04% Added +874 +874
34 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 28,07228.1k $2.9m $2.9m 0.05% New
35 BlackRock, Inc. 0.00% of their portfolio New York, NY 26,08526.1k $2.7m $2.7m 0.00% New
36 FMR LLC 0.00% of their portfolio BOSTON, MA 25,62825.6k $2.7m $2.7m 0.00% Added +925 +925
37 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 25,31425.3k $2.6m $2.6m 0.00% Added +1.8k +1,750
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 23,13923.1k $2.4m $2.4m 0.00% Added +1.3k +1,326
39 American Trust 0.15% of their portfolio LEXINGTON, KY 19,06519.1k $2.0m $2.0m 0.15% Added +1.3k +1,264
40 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 16,64816.6k $1.7m $1.7m 0.03% Reduced -171 -171
41 JIM SAULNIER & ASSOCIATES, LLC 0.68% of their portfolio FORT COLLINS, CO 16,21716.2k $1.7m $1.7m 0.68% Reduced -18.8k -18,798
42 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.98% of their portfolio SAN DIEGO, CA 15,79515.8k $1.6m $1.6m 0.98% Reduced -1.7k -1,720
43 Councilor Wealth, LLC 0.65% of their portfolio BETHESDA, MD 15,46515.5k $1.6m $1.6m 0.65% Unchanged
44 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,22115.2k $1.6m $1.6m 0.00% Unchanged
45 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 13,12013.1k $1.4m $1.4m 0.00% Reduced -3 -3
46 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 12,97413.0k $1.3m $1.3m 0.01% Reduced -3.1k -3,102
47 MONEY CONCEPTS CAPITAL CORP 0.06% of their portfolio PALM BEACH GARDENS, FL 12,69912.7k $1.3m $1.3m 0.06% Reduced -2.5k -2,498
48 Bawa N Mallick Trust 0.42% of their portfolio FOREST HILLS, NY 12,40012.4k $1.3m $1.3m 0.42% Unchanged
49 Liberty Capital Management, Inc. 0.22% of their portfolio BIRMINGHAM, MI 12,26012.3k $1.3m $1.3m 0.22% First filing
50 Wealth Management Associates, Inc. 0.35% of their portfolio Cherry Hill, NJ 12,21312.2k $1.3m $1.3m 0.35% Reduced -21 -21
51 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 11,87711.9k $1.2m $1.2m 0.00% Added +9 +9
52 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 11,44811.4k $1.2m $1.2m 0.01% Reduced -369.7k -369,708
53 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,00811.0k $1.1m $1.1m 0.00% Added +269 +269
54 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,80610.8k $1.1m $1.1m 0.00% Added +1.3k +1,299
55 Keystone Financial Services, LLC 0.67% of their portfolio OMAHA, NE 10,77210.8k $1.1m $1.1m 0.67% Reduced -299 -299
56 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,73110.7k $1.1m $1.1m 0.00% Reduced -5.6k -5,552
57 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 10,44610.4k $1.1m $1.1m 0.00% Reduced -410 -410
58 Greykasell Wealth Strategies, Inc. 0.39% of their portfolio DANVILLE, CA 10,37410.4k $1.1m $1.1m 0.39% Added +3 +3
59 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 10,22010.2k $1.1m $1.1m 0.01% Unchanged
60 Rothschild Wealth LLC 0.08% of their portfolio OAK BROOK, IL 9,8449.8k $1.0m $1.0m 0.08% Unchanged
61 ROCKLAND TRUST CO 0.04% of their portfolio HANOVER, MA 9,3859.4k $972.8k $972.8k 0.04% Reduced -141 -141
62 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 8,8658.9k $918.9k $918.9k 0.01% Added +21 +21
63 Capital Management Associates, Inc 0.17% of their portfolio MINNEAPOLIS, MN 8,3878.4k $869.3k $869.3k 0.17% Reduced -431 -431
64 Pacific Sun Financial Corp 0.33% of their portfolio LOS ANGELES, CA 7,8207.8k $810.5k $810.5k 0.33% Unchanged
65 SeaCrest Wealth Management, LLC 0.09% of their portfolio PURCHASE, NY 7,6607.7k $794.0k $794.0k 0.09% Reduced -1.1k -1,095
66 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 7,5857.6k $786.2k $786.2k 0.00% Reduced -385 -385
67 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,5117.5k $778.5k $778.5k 0.00% Added +1 +1
68 BIP Wealth, LLC 0.02% of their portfolio ATLANTA, GA 7,4927.5k $776.5k $776.5k 0.02% New
69 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 7,2157.2k $747.8k $747.8k 0.01% Unchanged
70 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 6,9196.9k $717.2k $717.2k 0.00% Added +703 +703
71 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 6,7236.7k $687.6k $687.6k 0.01% Added +1.9k +1,900
72 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 6,5686.6k $680.7k $680.7k 0.01% New
73 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 6,2006.2k $642.6k $642.6k 0.00% Unchanged
74 CHAPIN DAVIS, INC. 0.11% of their portfolio BALTIMORE, MD 6,1916.2k $641.7k $641.7k 0.11% Added +1 +1
75 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 6,1536.2k $637.8k $637.8k 0.00% Reduced -160 -160
76 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 6,0406.0k $626.1k $626.1k 0.03% Unchanged
77 Dana Investment Advisors, Inc. 0.02% of their portfolio BROOKFIELD, WI 5,9485.9k $616.5k $616.5k 0.02% Unchanged
78 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 5,8255.8k $603.7k $603.7k 0.01% Reduced -888 -888
79 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 5,7925.8k $600.4k $600.4k 0.00% Added +1.9k +1,900
80 Choate Investment Advisors 0.01% of their portfolio BOSTON, MA 5,7395.7k $594.8k $594.8k 0.01% Unchanged
81 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,7395.7k $594.8k $594.8k 0.00% Reduced -4.6k -4,598
82 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 5,7135.7k $592.0k $592.0k 0.00% Added +10 +10
83 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,3705.4k $556.6k $556.6k 0.00% Added +2.7k +2,677
84 Cape Investment Advisory, Inc. 0.14% of their portfolio MCDONOUGH, GA 5,1555.2k $534.3k $534.3k 0.14% Unchanged
85 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 5,1485.1k $533.6k $533.6k 0.01% Unchanged
86 Aspen Wealth Management LLC 0.09% of their portfolio FORT WORTH, TX 4,9635.0k $514.4k $514.4k 0.09% Added +12 +12
87 Harbour Trust & Investment Management Co 0.05% of their portfolio MICHIGAN CITY, IN 4,7004.7k $487.2k $487.2k 0.05% Unchanged
88 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 4,6744.7k $484.4k $484.4k 0.00% Added +2 +2
89 Richard P Slaughter Associates Inc 0.10% of their portfolio AUSTIN, TX 4,6504.7k $482.0k $482.0k 0.10% Reduced -241 -241
90 Asset Management Group, Inc. 0.07% of their portfolio STAMFORD, CT 4,6334.6k $480.2k $480.2k 0.07% Reduced -399 -399
91 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 4,5504.5k $471.6k $471.6k 0.00% Unchanged
92 Brightwater Advisory LLC 0.29% of their portfolio TAMPA, FL 4,5024.5k $466.6k $466.6k 0.29% Unchanged
93 LANDAAS & CO /WI /ADV 0.08% of their portfolio MILWAUKEE, WI 4,4054.4k $456.6k $456.6k 0.08% Added +5 +5
94 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 4,3364.3k $439.8k $439.8k 0.00% Added +578 +578
95 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 4,2274.2k $438.1k $438.1k 0.01% Reduced -308 -308
96 MidAtlantic Capital Management, Inc. 0.27% of their portfolio RICHMOND, VA 4,1964.2k $434.9k $434.9k 0.27% Added +1 +1
97 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 4,1424.1k $429.3k $429.3k 0.01% Reduced -31 -31
98 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4,1284.1k $427.8k $427.8k 0.00% Added +1 +1
99 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 4,1204.1k $427.0k $427.0k 0.01% Added +10 +10
100 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 4,1094.1k $425.9k $425.9k 0.00% Reduced -1.5k -1,548