Who owns MEAR (MEAR)
Which tracked institutional funds hold MEAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MEAR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
46 tracked funds added or opened MEAR while 40 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MEAR’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes MEAR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MEAR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 215 tracked filers holding MEAR, 106 increased or opened the position and 99 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MEAR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- Equitable Holdings, Inc.$19M
- Crewe Advisors LLC$15M
- Henderson Brothers Financial Partners, LLC$3M
- JANE STREET GROUP, LLC$3M
- NATIXIS ADVISORS, LLC$2M
- Asset Allocation Strategies LLC$2M
Full exits 9
- Kestra Investment Management, LLC$20M
- Quantinno Capital Management LP$15M
- NewEdge Advisors, LLC$5M
- Integrated Investment Consultants, LLC$4M
- AXXCESS WEALTH MANAGEMENT, LLC$2M
- COMERICA BANK$1M
Largest adds
- Bank of New York Mellon Corp$19M
- Resonant Capital Advisors, LLC$15M
- BANK OF AMERICA CORP /DE/$12M
- Rockefeller Capital Management L.P.$6M
- LPL Financial LLC$4M
- Rockwood Wealth Management, LLC$4M
Largest trims
- CAPTRUST FINANCIAL ADVISORS$20M
- ENVESTNET ASSET MANAGEMENT INC$14M
- Savant Capital, LLC$5M
- STEPHENS INC /AR/$5M
- UBS Group AG$3M
- Tortoise Investment Management, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,258,792 | $164M | 15.4% | 2026-Q1 |
| Rockwood Wealth Management, LLC added | 2,276,419 | $115M | 10.7% | 2026-Q1 |
| Resonant Capital Advisors, LLC added | 1,666,710 | $84M | 7.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,418,879 | $71M | 6.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 1,072,449 | $54M | 5.1% | 2026-Q1 |
| LPL Financial LLC added | 759,617 | $38M | 3.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 657,951 | $33M | 3.1% | 2026-Q1 |
| Foster Group, Inc. added | 589,876 | $30M | 2.8% | 2026-Q1 |
| Cetera Investment Advisers added | 506,011 | $25M | 2.4% | 2026-Q1 |
| Ullmann Wealth Partners Group, LLC trimmed | 435,832 | $22M | 2.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 428,835 | $22M | 2.0% | 2026-Q1 |
| Equitable Holdings, Inc. added | 385,125 | $19M | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 329,222 | $17M | 1.6% | 2026-Q1 |
| Crewe Advisors LLC new | 307,365 | $15M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 296,533 | $15M | 1.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 226,012 | $11M | 1.1% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 221,903 | $11M | 1.0% | 2026-Q1 |
| Quotient Wealth Partners, LLC added | 204,221 | $10M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 193,766 | $10M | 0.9% | 2026-Q1 |
| Focus Partners Wealth trimmed | 193,420 | $10M | 0.9% | 2026-Q1 |
| Pine Harbor Wealth Management, LLC trimmed | 175,063 | $9M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 167,530 | $8M | 0.8% | 2026-Q1 |
| CWM, LLC trimmed | 163,616 | $8M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 159,913 | $8M | 0.8% | 2026-Q1 |
| Smart Money Group LLC added | 158,802 | $8M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 133,623 | $7M | 0.6% | 2026-Q1 |
| DGS Capital Management, LLC added | 130,726 | $7M | 0.6% | 2026-Q1 |
| DeLarme Wealth Management, Inc. added | 124,805 | $6M | 0.6% | 2026-Q1 |
| Betterment LLC trimmed | 113,526 | $6M | 0.5% | 2026-Q1 |
| Portfolio Design Labs, LLC trimmed | 111,610 | $6M | 0.5% | 2026-Q1 |
| Merit Financial Group, LLC added | 108,821 | $5M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 104,587 | $5M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 101,344 | $5M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 99,992 | $5M | 0.5% | 2026-Q1 |
| 55 North Private Wealth, LLC added | 95,568 | $5M | 0.5% | 2026-Q1 |
| Richard P Slaughter Associates Inc trimmed | 95,450 | $5M | 0.5% | 2026-Q1 |
| Ascent Group, LLC trimmed | 94,144 | $5M | 0.4% | 2026-Q1 |
| Elmwood Wealth Management, Inc. trimmed | 88,020 | $4M | 0.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 85,204 | $4M | 0.4% | 2026-Q1 |
| DONALDSON CAPITAL MANAGEMENT, LLC added | 79,992 | $4M | 0.4% | 2026-Q1 |
| Cresta Advisors, Ltd. added | 78,767 | $4M | 0.4% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 77,831 | $4M | 0.4% | 2026-Q1 |
| Willis Johnson & Associates, Inc. trimmed | 72,832 | $4M | 0.3% | 2026-Q1 |
| JACOBSON & SCHMITT ADVISORS, LLC added | 70,881 | $4M | 0.3% | 2026-Q1 |
| Henderson Brothers Financial Partners, LLC added | 64,010 | $3M | 0.3% | 2026-Q1 |
| Sigma Planning Corp added | 63,374 | $3M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 62,625 | $3M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 60,856 | $3M | 0.3% | 2026-Q1 |
| Clarity Asset Management, Inc. trimmed | 59,671 | $3M | 0.3% | 2026-Q1 |
| Horizon Wealth Management, LLC trimmed | 57,925 | $3M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 56,979 | $3M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 56,894 | $3M | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 55,112 | $3M | 0.3% | 2026-Q1 |
| BlackRock, Inc. added | 53,962 | $3M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 53,337 | $3M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 52,120 | $3M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 50,288 | $3M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 49,203 | $2M | 0.2% | 2026-Q1 |
| Flagship Private Wealth, LLC added | 48,990 | $2M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 48,984 | $2M | 0.2% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 46,400 | $2M | 0.2% | 2026-Q1 |
| Keystone Financial Group, Inc. trimmed | 43,903 | $2M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 43,141 | $2M | 0.2% | 2026-Q1 |
| Meeder Advisory Services, Inc. trimmed | 42,722 | $2M | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 41,422 | $2M | 0.2% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 41,169 | $2M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 40,727 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 40,527 | $2M | 0.2% | 2026-Q1 |
| Highland Financial Advisors, LLC trimmed | 40,218 | $2M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 39,438 | $2M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 39,333 | $2M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 38,188 | $2M | 0.2% | 2026-Q1 |
| Summit Wealth Partners, LLC | 37,727 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 37,659 | $2M | 0.2% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 36,150 | $2M | 0.2% | 2026-Q1 |
| HILL ISLAND FINANCIAL LLC | 34,154 | $2M | 0.2% | 2026-Q1 |
| Asset Allocation Strategies LLC new | 33,078 | $2M | 0.2% | 2026-Q1 |
| Five Pine Wealth Management added | 31,913 | $2M | 0.2% | 2026-Q1 |
| Lakeridge Wealth Management LLC new | 31,775 | $2M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 31,482 | $2M | 0.1% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC | 30,777 | $2M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 30,691 | $2M | 0.1% | 2026-Q1 |
| KWMG, LLC trimmed | 30,676 | $2M | 0.1% | 2026-Q1 |
| Valeo Financial Advisors, LLC trimmed | 29,427 | $1M | 0.1% | 2026-Q1 |
| Evernest Financial Advisors, LLC added | 29,344 | $1M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 27,703 | $1M | 0.1% | 2026-Q1 |
| MMA ASSET MANAGEMENT LLC added | 27,196 | $1M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 27,016 | $1M | 0.1% | 2026-Q1 |
| &PARTNERS added | 26,378 | $1M | 0.1% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC added | 25,607 | $1M | 0.1% | 2026-Q1 |
| Alexander Randolph Advisory, Inc. trimmed | 25,442 | $1M | 0.1% | 2026-Q1 |
| Kestra Investment Management, LLC trimmed | 393,836 | $20M | 1.9% | 2025-Q4 stale |
| Quantinno Capital Management LP new | 307,365 | $15M | 1.5% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 103,503 | $5M | 0.5% | 2025-Q4 stale |
| Integrated Investment Consultants, LLC added | 76,887 | $4M | 0.4% | 2025-Q4 stale |
| Obsidian Personal Planning Solutions LLC added | 68,447 | $3M | 0.3% | 2025-Q3 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 48,687 | $2M | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 32,927 | $2M | 0.2% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 28,382 | $1M | 0.1% | 2025-Q1 stale |
| COMERICA BANK trimmed | 27,053 | $1M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.