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Institutional Ownership · SEC Form 13F

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.

215
Institutional holders
21,175,696
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added3,258,792$164M15.4%2026-Q1
Rockwood Wealth Management, LLC added2,276,419$115M10.7%2026-Q1
Resonant Capital Advisors, LLC added1,666,710$84M7.9%2026-Q1
BANK OF AMERICA CORP /DE/ added1,418,879$71M6.7%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed1,072,449$54M5.1%2026-Q1
LPL Financial LLC added759,617$38M3.6%2026-Q1
Integrated Wealth Concepts LLC added657,951$33M3.1%2026-Q1
Foster Group, Inc. added589,876$30M2.8%2026-Q1
Cetera Investment Advisers added506,011$25M2.4%2026-Q1
Ullmann Wealth Partners Group, LLC trimmed435,832$22M2.1%2026-Q1
Bank of New York Mellon Corp added428,835$22M2.0%2026-Q1
Equitable Holdings, Inc. added385,125$19M1.8%2026-Q1
JPMORGAN CHASE & CO added329,222$17M1.6%2026-Q1
Crewe Advisors LLC new307,365$15M1.5%2026-Q1
OSAIC HOLDINGS, INC. added296,533$15M1.4%2026-Q1
Rockefeller Capital Management L.P. added226,012$11M1.1%2026-Q1
Dynasty Wealth Management, LLC added221,903$11M1.0%2026-Q1
Quotient Wealth Partners, LLC added204,221$10M1.0%2026-Q1
HighTower Advisors, LLC trimmed193,766$10M0.9%2026-Q1
Focus Partners Wealth trimmed193,420$10M0.9%2026-Q1
Pine Harbor Wealth Management, LLC trimmed175,063$9M0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed167,530$8M0.8%2026-Q1
CWM, LLC trimmed163,616$8M0.8%2026-Q1
ROYAL BANK OF CANADA trimmed159,913$8M0.8%2026-Q1
Smart Money Group LLC added158,802$8M0.7%2026-Q1
JONES FINANCIAL COMPANIES LLLP added133,623$7M0.6%2026-Q1
DGS Capital Management, LLC added130,726$7M0.6%2026-Q1
DeLarme Wealth Management, Inc. added124,805$6M0.6%2026-Q1
Betterment LLC trimmed113,526$6M0.5%2026-Q1
Portfolio Design Labs, LLC trimmed111,610$6M0.5%2026-Q1
Merit Financial Group, LLC added108,821$5M0.5%2026-Q1
UBS Group AG trimmed104,587$5M0.5%2026-Q1
Sanctuary Advisors, LLC trimmed101,344$5M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed99,992$5M0.5%2026-Q1
55 North Private Wealth, LLC added95,568$5M0.5%2026-Q1
Richard P Slaughter Associates Inc trimmed95,450$5M0.5%2026-Q1
Ascent Group, LLC trimmed94,144$5M0.4%2026-Q1
Elmwood Wealth Management, Inc. trimmed88,020$4M0.4%2026-Q1
Ausdal Financial Partners, Inc. added85,204$4M0.4%2026-Q1
DONALDSON CAPITAL MANAGEMENT, LLC added79,992$4M0.4%2026-Q1
Cresta Advisors, Ltd. added78,767$4M0.4%2026-Q1
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added77,831$4M0.4%2026-Q1
Willis Johnson & Associates, Inc. trimmed72,832$4M0.3%2026-Q1
JACOBSON & SCHMITT ADVISORS, LLC added70,881$4M0.3%2026-Q1
Henderson Brothers Financial Partners, LLC added64,010$3M0.3%2026-Q1
Sigma Planning Corp added63,374$3M0.3%2026-Q1
FLOW TRADERS U.S. LLC added62,625$3M0.3%2026-Q1
Kestra Advisory Services, LLC trimmed60,856$3M0.3%2026-Q1
Clarity Asset Management, Inc. trimmed59,671$3M0.3%2026-Q1
Horizon Wealth Management, LLC trimmed57,925$3M0.3%2026-Q1
OneDigital Investment Advisors LLC trimmed56,979$3M0.3%2026-Q1
Beacon Pointe Advisors, LLC added56,894$3M0.3%2026-Q1
Modern Wealth Management, LLC trimmed55,112$3M0.3%2026-Q1
BlackRock, Inc. added53,962$3M0.3%2026-Q1
JANE STREET GROUP, LLC trimmed53,337$3M0.3%2026-Q1
Thrivent Financial for Lutherans trimmed52,120$3M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed50,288$3M0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed49,203$2M0.2%2026-Q1
Flagship Private Wealth, LLC added48,990$2M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed48,984$2M0.2%2026-Q1
TITLEIST ASSET MANAGEMENT, LLC added46,400$2M0.2%2026-Q1
Keystone Financial Group, Inc. trimmed43,903$2M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed43,141$2M0.2%2026-Q1
Meeder Advisory Services, Inc. trimmed42,722$2M0.2%2026-Q1
Sovran Advisors, LLC trimmed41,422$2M0.2%2026-Q1
Aprio Wealth Management, LLC added41,169$2M0.2%2026-Q1
STEPHENS INC /AR/ trimmed40,727$2M0.2%2026-Q1
Mariner, LLC trimmed40,527$2M0.2%2026-Q1
Highland Financial Advisors, LLC trimmed40,218$2M0.2%2026-Q1
Stratos Wealth Partners, LTD. trimmed39,438$2M0.2%2026-Q1
IFP Advisors, Inc added39,333$2M0.2%2026-Q1
NATIXIS ADVISORS, LLC added38,188$2M0.2%2026-Q1
Summit Wealth Partners, LLC37,727$2M0.2%2026-Q1
CITADEL ADVISORS LLC added37,659$2M0.2%2026-Q1
EAGLE GLOBAL ADVISORS LLC trimmed36,150$2M0.2%2026-Q1
HILL ISLAND FINANCIAL LLC34,154$2M0.2%2026-Q1
Asset Allocation Strategies LLC new33,078$2M0.2%2026-Q1
Five Pine Wealth Management added31,913$2M0.2%2026-Q1
Lakeridge Wealth Management LLC new31,775$2M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed31,482$2M0.1%2026-Q1
1900 WEALTH MANAGEMENT LLC30,777$2M0.1%2026-Q1
FIFTH THIRD BANCORP added30,691$2M0.1%2026-Q1
KWMG, LLC trimmed30,676$2M0.1%2026-Q1
Valeo Financial Advisors, LLC trimmed29,427$1M0.1%2026-Q1
Evernest Financial Advisors, LLC added29,344$1M0.1%2026-Q1
Waverly Advisors, LLC added27,703$1M0.1%2026-Q1
MMA ASSET MANAGEMENT LLC added27,196$1M0.1%2026-Q1
TRUIST FINANCIAL CORP added27,016$1M0.1%2026-Q1
&PARTNERS added26,378$1M0.1%2026-Q1
Syntegra Private Wealth Group, LLC added25,607$1M0.1%2026-Q1
Alexander Randolph Advisory, Inc. trimmed25,442$1M0.1%2026-Q1
Kestra Investment Management, LLC trimmed393,836$20M1.9%2025-Q4 stale
Quantinno Capital Management LP new307,365$15M1.5%2025-Q4 stale
NewEdge Advisors, LLC trimmed103,503$5M0.5%2025-Q4 stale
Integrated Investment Consultants, LLC added76,887$4M0.4%2025-Q4 stale
Obsidian Personal Planning Solutions LLC added68,447$3M0.3%2025-Q3 stale
AXXCESS WEALTH MANAGEMENT, LLC added48,687$2M0.2%2025-Q4 stale
Atria Wealth Solutions, Inc. added32,927$2M0.2%2025-Q2 stale
Orion Portfolio Solutions, LLC trimmed28,382$1M0.1%2025-Q1 stale
COMERICA BANK trimmed27,053$1M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership