MEAR

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$50.24

-0.02 (-0.04%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding MEAR · 2026-Q1 methodology → sources →

215 holders

% of shares outstanding held

—

Shares held (13F)

21,175,696

Reporting holders

215

Top holders

largest 100 of 215 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	3,258,7923.3M	$164M	—	—
2	Rockwood Wealth Management, LLC	2,276,4192.3M	$115M	—	ADD 4%
3	Resonant Capital Advisors, LLC	1,666,7101.7M	$84M	—	ADD 21%
4	BANK OF AMERICA CORP /DE/	1,418,8791.4M	$71M	—	ADD 21%
5	CAPTRUST FINANCIAL ADVISORS	1,072,4491.1M	$54M	—	TRIM -27%
6	LPL Financial LLC	759,617759,617	$38M	—	ADD 13%
7	Integrated Wealth Concepts LLC	657,951657,951	$33M	—	—
8	Foster Group, Inc.	589,876589,876	$30M	—	ADD 7%
9	Cetera Investment Advisers	506,011506,011	$25M	—	ADD 4%
10	Ullmann Wealth Partners Group, LLC	435,832435,832	$22M	—	TRIM -2%
11	Bank of New York Mellon Corp	428,835428,835	$22M	—	ADD 725%
12	Equitable Holdings, Inc.	385,125385,125	$19M	—	NEW
13	JPMORGAN CHASE & CO	329,222329,222	$17M	—	ADD 10%
14	Crewe Advisors LLC	307,365307,365	$15M	—	NEW
15	OSAIC HOLDINGS, INC.	296,533296,533	$15M	—	ADD 28%
16	Rockefeller Capital Management L.P.	226,012226,012	$11M	—	ADD 97%
17	Dynasty Wealth Management, LLC	221,903221,903	$11M	—	ADD 23%
18	Quotient Wealth Partners, LLC	204,221204,221	$10M	—	ADD 10%
19	HighTower Advisors, LLC	193,766193,766	$10M	—	—
20	Focus Partners Wealth	193,420193,420	$10M	—	TRIM -4%
21	Pine Harbor Wealth Management, LLC	175,063175,063	$9M	—	—
22	Cambridge Investment Research Advisors, Inc.	167,530167,530	$8M	—	TRIM -8%
23	CWM, LLC	163,616163,616	$8M	—	TRIM -4%
24	ROYAL BANK OF CANADA	159,913159,913	$8M	—	TRIM -12%
25	Smart Money Group LLC	158,802158,802	$8M	—	ADD 17%
26	JONES FINANCIAL COMPANIES LLLP	133,623133,623	$7M	—	ADD 67%
27	DGS Capital Management, LLC	130,726130,726	$7M	—	ADD 27%
28	DeLarme Wealth Management, Inc.	124,805124,805	$6M	—	ADD 6%
29	Betterment LLC	113,526113,526	$6M	—	TRIM -15%
30	Portfolio Design Labs, LLC	111,610111,610	$6M	—	—
31	Merit Financial Group, LLC	108,821108,821	$5M	—	—
32	UBS Group AG	104,587104,587	$5M	—	TRIM -37%
33	Sanctuary Advisors, LLC	101,344101,344	$5M	—	TRIM -16%
34	ENVESTNET ASSET MANAGEMENT INC	99,99299,992	$5M	—	TRIM -74%
35	55 North Private Wealth, LLC	95,56895,568	$5M	—	ADD 18%
36	Richard P Slaughter Associates Inc	95,45095,450	$5M	—	TRIM -8%
37	Ascent Group, LLC	94,14494,144	$5M	—	—
38	Elmwood Wealth Management, Inc.	88,02088,020	$4M	—	—
39	Ausdal Financial Partners, Inc.	85,20485,204	$4M	—	ADD 12%
40	DONALDSON CAPITAL MANAGEMENT, LLC	79,99279,992	$4M	—	ADD 8%
41	Cresta Advisors, Ltd.	78,76778,767	$4M	—	ADD 60%
42	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	77,83177,831	$4M	—	ADD 18%
43	Willis Johnson & Associates, Inc.	72,83272,832	$4M	—	TRIM -31%
44	JACOBSON & SCHMITT ADVISORS, LLC	70,88170,881	$4M	—	ADD 8%
45	Henderson Brothers Financial Partners, LLC	64,01064,010	$3M	—	NEW
46	Sigma Planning Corp	63,37463,374	$3M	—	ADD 3%
47	FLOW TRADERS U.S. LLC	62,62562,625	$3M	—	ADD 1413%
48	Kestra Advisory Services, LLC	60,85660,856	$3M	—	TRIM -17%
49	Clarity Asset Management, Inc.	59,67159,671	$3M	—	TRIM -8%
50	Horizon Wealth Management, LLC	57,92557,925	$3M	—	TRIM -8%
51	OneDigital Investment Advisors LLC	56,97956,979	$3M	—	TRIM -30%
52	Beacon Pointe Advisors, LLC	56,89456,894	$3M	—	ADD 24%
53	Modern Wealth Management, LLC	55,11255,112	$3M	—	TRIM -23%
54	BlackRock, Inc.	53,96253,962	$3M	—	ADD 3%
55	JANE STREET GROUP, LLC	53,33753,337	$3M	—	NEW
56	Thrivent Financial for Lutherans	52,12052,120	$3M	—	TRIM -3%
57	RAYMOND JAMES FINANCIAL INC	50,28850,288	$3M	—	TRIM -8%
58	STIFEL FINANCIAL CORP	49,20349,203	$2M	—	—
59	Flagship Private Wealth, LLC	48,99048,990	$2M	—	ADD 21%
60	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	48,98448,984	$2M	—	ADD 74%
61	TITLEIST ASSET MANAGEMENT, LLC	46,40046,400	$2M	—	ADD 16%
62	Keystone Financial Group, Inc.	43,90343,903	$2M	—	TRIM -45%
63	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	43,14143,141	$2M	—	TRIM -13%
64	Meeder Advisory Services, Inc.	42,72242,722	$2M	—	—
65	Sovran Advisors, LLC	41,42241,422	$2M	—	TRIM -4%
66	Aprio Wealth Management, LLC	41,16941,169	$2M	—	—
67	STEPHENS INC /AR/	40,72740,727	$2M	—	TRIM -70%
68	Mariner, LLC	40,52740,527	$2M	—	TRIM -44%
69	Highland Financial Advisors, LLC	40,21840,218	$2M	—	TRIM -2%
70	Stratos Wealth Partners, LTD.	39,43839,438	$2M	—	TRIM -3%
71	IFP Advisors, Inc	39,33339,333	$2M	—	ADD 29%
72	NATIXIS ADVISORS, LLC	38,18838,188	$2M	—	NEW
73	Summit Wealth Partners, LLC	37,72737,727	$2M	—	—
74	CITADEL ADVISORS LLC	37,65937,659	$2M	—	ADD 53%
75	EAGLE GLOBAL ADVISORS LLC	36,15036,150	$2M	—	—
76	HILL ISLAND FINANCIAL LLC	34,15434,154	$2M	—	—
77	Asset Allocation Strategies LLC	33,07833,078	$2M	—	NEW
78	Five Pine Wealth Management	31,91331,913	$2M	—	ADD 3%
79	Lakeridge Wealth Management LLC	31,77531,775	$2M	—	NEW
80	COMMONWEALTH EQUITY SERVICES, LLC	31,48231,482	$2M	—	TRIM -2%
81	1900 WEALTH MANAGEMENT LLC	30,77730,777	$2M	—	—
82	FIFTH THIRD BANCORP	30,69130,691	$2M	—	NEW
83	KWMG, LLC	30,67630,676	$2M	—	TRIM -7%
84	Valeo Financial Advisors, LLC	29,42729,427	$1M	—	TRIM -13%
85	Evernest Financial Advisors, LLC	29,34429,344	$1M	—	ADD 33%
86	Waverly Advisors, LLC	27,70327,703	$1M	—	ADD 29%
87	MMA ASSET MANAGEMENT LLC	27,19627,196	$1M	—	ADD 13%
88	TRUIST FINANCIAL CORP	27,01627,016	$1M	—	ADD 35%
89	&PARTNERS	26,37826,378	$1M	—	ADD 4%
90	Syntegra Private Wealth Group, LLC	25,60725,607	$1M	—	—
91	Alexander Randolph Advisory, Inc.	25,44225,442	$1M	—	TRIM -11%
92	U.S. Capital Wealth Advisors, LLC	24,82924,829	$1M	—	TRIM -17%
93	Core Wealth Advisors, Inc.	24,82124,821	$1M	—	ADD 80%
94	Cornerstone Financial Management LLC	24,65624,656	$1M	—	ADD 9%
95	VestGen Advisors, LLC	23,27323,273	$1M	—	—
96	D.A. DAVIDSON & CO.	23,03423,034	$1M	—	TRIM -2%
97	MML INVESTORS SERVICES, LLC	22,85422,854	$1M	—	TRIM -32%
98	McKinley Carter Wealth Services, Inc.	22,61122,611	$1M	—	ADD 5%
99	OLD MISSION CAPITAL LLC	22,12222,122	$1M	—	ADD 194%
100	Creative Planning	22,01422,014	$1M	—	TRIM -3%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

153K

1.9M

3.1M

3.4M

3.2M

3.3M

$164M

Rockwood Wealth Management, LLC

1.6M

1.8M

1.9M

2.0M

2.2M

2.3M

$115M

Resonant Capital Advisors, LLC

1.1M

1.2M

1.4M

1.7M

$84M

BANK OF AMERICA CORP /DE/

919K

947K

1.1M

1.2M

1.4M

$71M

CAPTRUST FINANCIAL ADVISORS

—

284K

585K

1.3M

1.5M

1.1M

$54M

LPL Financial LLC

335K

385K

508K

610K

673K

760K

$38M

Integrated Wealth Concepts LLC

677K

674K

658K

652K

658K

$33M

Foster Group, Inc.

514K

520K

527K

551K

590K

$30M

Cetera Investment Advisers

61K

100K

153K

204K

485K

506K

$25M

Ullmann Wealth Partners Group, LLC

348K

366K

432K

452K

446K

436K

$22M

Bank of New York Mellon Corp

—

41K

52K

429K

$22M

Equitable Holdings, Inc.

—

385K

$19M

JPMORGAN CHASE & CO

307K

308K

290K

663K

299K

329K

$17M

Crewe Advisors LLC

—

307K

$15M

OSAIC HOLDINGS, INC.

121K

113K

217K

220K

232K

297K

$15M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	215	21,175,696	—	$1.1B
2025-Q4	217	20,745,315	—	$1.0B
2025-Q3	189	19,590,220	—	$989M
2025-Q2	184	18,194,795	—	$915M
2025-Q1	172	15,528,106	—	$777M
2024-Q4	160	12,502,793	—	$625M
2024-Q3	146	13,075,443	—	$658M
2024-Q2

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding MEAR · 2026-Q1 methodology → sources →

215 holders

% of shares outstanding held

—

Shares held (13F)

21,175,696

Reporting holders

215

Top holders

largest 100 of 215 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	3,258,7923.3M	$164M	—	—
2	Rockwood Wealth Management, LLC	2,276,4192.3M	$115M	—	ADD 4%
3	Resonant Capital Advisors, LLC	1,666,7101.7M	$84M	—	ADD 21%
4	BANK OF AMERICA CORP /DE/	1,418,8791.4M	$71M	—	ADD 21%
5	CAPTRUST FINANCIAL ADVISORS	1,072,4491.1M	$54M	—	TRIM -27%
6	LPL Financial LLC	759,617759,617	$38M	—	ADD 13%
7	Integrated Wealth Concepts LLC	657,951657,951	$33M	—	—
8	Foster Group, Inc.	589,876589,876	$30M	—	ADD 7%
9	Cetera Investment Advisers	506,011506,011	$25M	—	ADD 4%
10	Ullmann Wealth Partners Group, LLC	435,832435,832	$22M	—	TRIM -2%
11	Bank of New York Mellon Corp	428,835428,835	$22M	—	ADD 725%
12	Equitable Holdings, Inc.	385,125385,125	$19M	—	NEW
13	JPMORGAN CHASE & CO	329,222329,222	$17M	—	ADD 10%
14	Crewe Advisors LLC	307,365307,365	$15M	—	NEW
15	OSAIC HOLDINGS, INC.	296,533296,533	$15M	—	ADD 28%
16	Rockefeller Capital Management L.P.	226,012226,012	$11M	—	ADD 97%
17	Dynasty Wealth Management, LLC	221,903221,903	$11M	—	ADD 23%
18	Quotient Wealth Partners, LLC	204,221204,221	$10M	—	ADD 10%
19	HighTower Advisors, LLC	193,766193,766	$10M	—	—
20	Focus Partners Wealth	193,420193,420	$10M	—	TRIM -4%
21	Pine Harbor Wealth Management, LLC	175,063175,063	$9M	—	—
22	Cambridge Investment Research Advisors, Inc.	167,530167,530	$8M	—	TRIM -8%
23	CWM, LLC	163,616163,616	$8M	—	TRIM -4%
24	ROYAL BANK OF CANADA	159,913159,913	$8M	—	TRIM -12%
25	Smart Money Group LLC	158,802158,802	$8M	—	ADD 17%
26	JONES FINANCIAL COMPANIES LLLP	133,623133,623	$7M	—	ADD 67%
27	DGS Capital Management, LLC	130,726130,726	$7M	—	ADD 27%
28	DeLarme Wealth Management, Inc.	124,805124,805	$6M	—	ADD 6%
29	Betterment LLC	113,526113,526	$6M	—	TRIM -15%
30	Portfolio Design Labs, LLC	111,610111,610	$6M	—	—
31	Merit Financial Group, LLC	108,821108,821	$5M	—	—
32	UBS Group AG	104,587104,587	$5M	—	TRIM -37%
33	Sanctuary Advisors, LLC	101,344101,344	$5M	—	TRIM -16%
34	ENVESTNET ASSET MANAGEMENT INC	99,99299,992	$5M	—	TRIM -74%
35	55 North Private Wealth, LLC	95,56895,568	$5M	—	ADD 18%
36	Richard P Slaughter Associates Inc	95,45095,450	$5M	—	TRIM -8%
37	Ascent Group, LLC	94,14494,144	$5M	—	—
38	Elmwood Wealth Management, Inc.	88,02088,020	$4M	—	—
39	Ausdal Financial Partners, Inc.	85,20485,204	$4M	—	ADD 12%
40	DONALDSON CAPITAL MANAGEMENT, LLC	79,99279,992	$4M	—	ADD 8%
41	Cresta Advisors, Ltd.	78,76778,767	$4M	—	ADD 60%
42	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	77,83177,831	$4M	—	ADD 18%
43	Willis Johnson & Associates, Inc.	72,83272,832	$4M	—	TRIM -31%
44	JACOBSON & SCHMITT ADVISORS, LLC	70,88170,881	$4M	—	ADD 8%
45	Henderson Brothers Financial Partners, LLC	64,01064,010	$3M	—	NEW
46	Sigma Planning Corp	63,37463,374	$3M	—	ADD 3%
47	FLOW TRADERS U.S. LLC	62,62562,625	$3M	—	ADD 1413%
48	Kestra Advisory Services, LLC	60,85660,856	$3M	—	TRIM -17%
49	Clarity Asset Management, Inc.	59,67159,671	$3M	—	TRIM -8%
50	Horizon Wealth Management, LLC	57,92557,925	$3M	—	TRIM -8%
51	OneDigital Investment Advisors LLC	56,97956,979	$3M	—	TRIM -30%
52	Beacon Pointe Advisors, LLC	56,89456,894	$3M	—	ADD 24%
53	Modern Wealth Management, LLC	55,11255,112	$3M	—	TRIM -23%
54	BlackRock, Inc.	53,96253,962	$3M	—	ADD 3%
55	JANE STREET GROUP, LLC	53,33753,337	$3M	—	NEW
56	Thrivent Financial for Lutherans	52,12052,120	$3M	—	TRIM -3%
57	RAYMOND JAMES FINANCIAL INC	50,28850,288	$3M	—	TRIM -8%
58	STIFEL FINANCIAL CORP	49,20349,203	$2M	—	—
59	Flagship Private Wealth, LLC	48,99048,990	$2M	—	ADD 21%
60	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	48,98448,984	$2M	—	ADD 74%
61	TITLEIST ASSET MANAGEMENT, LLC	46,40046,400	$2M	—	ADD 16%
62	Keystone Financial Group, Inc.	43,90343,903	$2M	—	TRIM -45%
63	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	43,14143,141	$2M	—	TRIM -13%
64	Meeder Advisory Services, Inc.	42,72242,722	$2M	—	—
65	Sovran Advisors, LLC	41,42241,422	$2M	—	TRIM -4%
66	Aprio Wealth Management, LLC	41,16941,169	$2M	—	—
67	STEPHENS INC /AR/	40,72740,727	$2M	—	TRIM -70%
68	Mariner, LLC	40,52740,527	$2M	—	TRIM -44%
69	Highland Financial Advisors, LLC	40,21840,218	$2M	—	TRIM -2%
70	Stratos Wealth Partners, LTD.	39,43839,438	$2M	—	TRIM -3%
71	IFP Advisors, Inc	39,33339,333	$2M	—	ADD 29%
72	NATIXIS ADVISORS, LLC	38,18838,188	$2M	—	NEW
73	Summit Wealth Partners, LLC	37,72737,727	$2M	—	—
74	CITADEL ADVISORS LLC	37,65937,659	$2M	—	ADD 53%
75	EAGLE GLOBAL ADVISORS LLC	36,15036,150	$2M	—	—
76	HILL ISLAND FINANCIAL LLC	34,15434,154	$2M	—	—
77	Asset Allocation Strategies LLC	33,07833,078	$2M	—	NEW
78	Five Pine Wealth Management	31,91331,913	$2M	—	ADD 3%
79	Lakeridge Wealth Management LLC	31,77531,775	$2M	—	NEW
80	COMMONWEALTH EQUITY SERVICES, LLC	31,48231,482	$2M	—	TRIM -2%
81	1900 WEALTH MANAGEMENT LLC	30,77730,777	$2M	—	—
82	FIFTH THIRD BANCORP	30,69130,691	$2M	—	NEW
83	KWMG, LLC	30,67630,676	$2M	—	TRIM -7%
84	Valeo Financial Advisors, LLC	29,42729,427	$1M	—	TRIM -13%
85	Evernest Financial Advisors, LLC	29,34429,344	$1M	—	ADD 33%
86	Waverly Advisors, LLC	27,70327,703	$1M	—	ADD 29%
87	MMA ASSET MANAGEMENT LLC	27,19627,196	$1M	—	ADD 13%
88	TRUIST FINANCIAL CORP	27,01627,016	$1M	—	ADD 35%
89	&PARTNERS	26,37826,378	$1M	—	ADD 4%
90	Syntegra Private Wealth Group, LLC	25,60725,607	$1M	—	—
91	Alexander Randolph Advisory, Inc.	25,44225,442	$1M	—	TRIM -11%
92	U.S. Capital Wealth Advisors, LLC	24,82924,829	$1M	—	TRIM -17%
93	Core Wealth Advisors, Inc.	24,82124,821	$1M	—	ADD 80%
94	Cornerstone Financial Management LLC	24,65624,656	$1M	—	ADD 9%
95	VestGen Advisors, LLC	23,27323,273	$1M	—	—
96	D.A. DAVIDSON & CO.	23,03423,034	$1M	—	TRIM -2%
97	MML INVESTORS SERVICES, LLC	22,85422,854	$1M	—	TRIM -32%
98	McKinley Carter Wealth Services, Inc.	22,61122,611	$1M	—	ADD 5%
99	OLD MISSION CAPITAL LLC	22,12222,122	$1M	—	ADD 194%
100	Creative Planning	22,01422,014	$1M	—	TRIM -3%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

153K

1.9M

3.1M

3.4M

3.2M

3.3M

$164M

Rockwood Wealth Management, LLC

1.6M

1.8M

1.9M

2.0M

2.2M

2.3M

$115M

Resonant Capital Advisors, LLC

1.1M

1.2M

1.4M

1.7M

$84M

BANK OF AMERICA CORP /DE/

919K

947K

1.1M

1.2M

1.4M

$71M

CAPTRUST FINANCIAL ADVISORS

—

284K

585K

1.3M

1.5M

1.1M

$54M

LPL Financial LLC

335K

385K

508K

610K

673K

760K

$38M

Integrated Wealth Concepts LLC

677K

674K

658K

652K

658K

$33M

Foster Group, Inc.

514K

520K

527K

551K

590K

$30M

Cetera Investment Advisers

61K

100K

153K

204K

485K

506K

$25M

Ullmann Wealth Partners Group, LLC

348K

366K

432K

452K

446K

436K

$22M

Bank of New York Mellon Corp

—

41K

52K

429K

$22M

Equitable Holdings, Inc.

—

385K

$19M

JPMORGAN CHASE & CO

307K

308K

290K

663K

299K

329K

$17M

Crewe Advisors LLC

—

307K

$15M

OSAIC HOLDINGS, INC.

121K

113K

217K

220K

232K

297K

$15M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	215	21,175,696	—	$1.1B
2025-Q4	217	20,745,315	—	$1.0B
2025-Q3	189	19,590,220	—	$989M
2025-Q2	184	18,194,795	—	$915M
2025-Q1	172	15,528,106	—	$777M
2024-Q4	160	12,502,793	—	$625M
2024-Q3	146	13,075,443	—	$658M
2024-Q2

Short interest has its own tab now — open SI →

MEAR☆

Institutional ownership· 13F filers holding MEAR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding MEAR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

MEAR