MLRG institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding191
Shares held4,955,226
Reported value$513.6m
Quarter flows21 new, 56 added, 56 trimmed, 11 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
EXCHANGE TRADED CONCEPTS, LLC639,665$66.3m0.3%
AMERIPRISE FINANCIAL INC505,474$52.4m0.0%
MORGAN STANLEY489,774$50.8m0.0%
LPL Financial LLC253,615$26.3m0.0%
Cetera Investment Advisers212,389$22.0m0.0%
JPMORGAN CHASE & CO172,960$17.8m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC164,364$17.2m0.0%
OSAIC HOLDINGS, INC.158,577$16.4m0.0%
COMMONWEALTH EQUITY SERVICES, LLC116,110$12.0m0.0%
BANK OF AMERICA CORP /DE/112,434$11.7m0.0%
ROYAL BANK OF CANADA102,560$10.6m0.0%
Wealth Forward, LLC100,803$10.4m5.2%
UBS Group AG97,681$10.1m0.0%
Corient Private Wealth LP96,203$10.0m0.0%
Center for Wealth Management Advisory93,790$9.7m6.1%
Gladstone Institutional Advisory LLC79,144$8.2m0.3%
Merit Financial Group, LLC77,566$8.0m0.0%
WELLS FARGO & COMPANY/MN75,485$7.8m0.0%
MERCER GLOBAL ADVISORS INC /ADV63,048$6.5m0.0%
Cambridge Investment Research Advisors, Inc.57,492$6.0m0.0%
Commonwealth Financial Services, LLC46,297$4.8m0.6%
Crestwood Advisors Group, LLC41,992$4.4m0.1%
RAYMOND JAMES FINANCIAL INC41,277$4.3m0.0%
Brand Asset Management Group, Inc.39,027$4.0m0.9%
ENVESTNET ASSET MANAGEMENT INC38,757$4.0m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MLRG"). MLRG price history · All 13F data

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