MEAR

Ishrs Short Mat Muni Act ETFETF
UnclassifiedUSCUSIP 46431W838◍ Confluence graph
Tracked 13F Holders
204
-41 QoQ
13F Value (tracked)
$987.8M
13F Moves · latest Q
24 added
11 trimmed
Recent Filings
0

Who owns MEAR?

204 tracked 13F filers

204 tracked 13F filers disclose a position in MEAR as of the latest SEC 13F filings, a combined $987.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$164.0M
3.3M
+1.4%
Added · +45K sh
Q1 2026
2Rockwood Wealth Management, LLC
$119.4M
2.4M
+4.1%
Added · +94K sh
Q2 2026
3Resonant Capital Advisors, LLC
$90.9M
1.8M
+8.2%
Added · +137K sh
Q2 2026
4BANK OF AMERICA CORP /DE/
$71.4M
1.4M
+21%
Added · +245K sh
Q1 2026
5LPL Financial LLC
$38.2M
760K
+13%
Added · +87K sh
Q1 2026
6Integrated Wealth Concepts LLC
$34.5M
686K
+4.2%
Added · +28K sh
Q2 2026
7Foster Group, Inc.
$30.9M
612K
+3.8%
Added · +23K sh
Q2 2026
8Cetera Investment Advisers
$25.5M
506K
+4.3%
Added · +21K sh
Q1 2026
9Ullmann Wealth Partners Group, LLC
$22.4M
444K
+1.9%
Added · +8K sh
Q2 2026
10Bank of New York Mellon Corp
$21.6M
429K
+725%
Added · +377K sh
Q1 2026
11JPMORGAN CHASE & CO
$16.6M
329K
+10%
Added · +31K sh
Q1 2026
12OSAIC HOLDINGS, INC.
$14.9M
297K
+28%
Added · +65K sh
Q1 2026
13Equitable Holdings, Inc.
$14.7M
292K
−24%
Reduced · −93K sh
Q2 2026
14Smart Money Group LLC
$14.4M
286K
+80%
Added · +127K sh
Q2 2026
15Dynasty Wealth Management, LLC
$13.1M
260K
+17%
Added · +38K sh
Q2 2026
16Quotient Wealth Partners, LLC
$11.4M
227K
+11%
Added · +23K sh
Q2 2026
17Rockefeller Capital Management L.P.
$11.4M
226K
+97%
Added · +111K sh
Q1 2026
18HighTower Advisors, LLC
$9.8M
194K
−0.5%
Reduced · −968 sh
Q1 2026
19Focus Partners Wealth
$9.7M
193K
−4.1%
Reduced · −8K sh
Q1 2026
2055 North Private Wealth, LLC
$9.6M
190K
+99%
Added · +94K sh
Q2 2026
21Pine Harbor Wealth Management, LLC
$8.7M
172K
−1.6%
Reduced · −3K sh
Q2 2026
22CWM, LLC
$8.2M
164K
−3.9%
Reduced · −7K sh
Q1 2026
23ROYAL BANK OF CANADA
$8.1M
160K
−12%
Reduced · −22K sh
Q1 2026
24JONES FINANCIAL COMPANIES LLLP
$6.7M
134K
+67%
Added · +54K sh
Q1 2026
25DeLarme Wealth Management, Inc.
$6.4M
128K
+2.5%
Added · +3K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MEAR being bought or sold by institutions?

Last quarter, 2 funds opened a new position in MEAR and 22 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
22
funds
Reduced
11
funds
Exited
0
funds

Funds that own MEAR also own

CompanyCo-held byCombined value
APPLE INCAAPL94 funds$8.4B
MICROSOFT CORPMSFT94 funds$4.7B
NVIDIA CORPNVDA93 funds$8.8B
SS SPDR S&P 500 ETF TRUST-USSPY93 funds$3.9B
ALPHABET INC-CL AGOOGL91 funds$3.4B
ISHARES CORE S&P 500 ETFIVV88 funds$8.0B
AMAZON.COM INCAMZN88 funds$4.8B
JOHNSON & JOHNSONJNJ88 funds$1.5B
BROADCOM INCAVGO87 funds$3.3B
META PLATFORMS INC-CLASS AMETA87 funds$2.4B
INVESCO QQQ TRUST SERIES 1QQQ86 funds$3.6B
ALPHABET INC-CL CGOOG86 funds$2.9B

Ranked by how many of MEAR's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

151 funds+37 since Q3 2024
097194Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $527.3M

Share classes

Class13F holdersValue held
NEARmc375 funds$2.6B
MEARthis pagemc204 funds$987.8M
COMTSHARES144 funds$354.0M
IETCmc107 funds$305.4M
HYGHmc97 funds$201.6M
LQDHINT RT HDG C B95 funds$300.1M
CMDYmc67 funds$286.9M
IGBHINT RT HD LONG45 funds$92.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in MEAR

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MEAR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MEAR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MEAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.