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Funds Holding MEAR

On this page, we present all of the funds holding MEAR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MEAR, with a link to that fund's top holdings. The next columns indicate the amount of MEAR stock held by each of the funds holding MEAR, followed by the MEAR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 130 funds holding MEAR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding MEAR), click the fund name in the "Holder" column of the funds-holding-MEAR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE2,157,709$107,864 12/31/2023
     MEAR2,157,709$107,864 12/31/2023
Integrated Wealth Concepts LLC1,181,532$59,065 12/31/2023
     MEAR1,181,532$59,065 12/31/2023
Rockwood Wealth Management LLC824,682$41,333 03/31/2024
     MEAR824,682$41,333 03/31/2024
Resonant Capital Advisors LLC642,178$32,102 12/31/2023
     MEAR642,178$32,102 12/31/2023
Foster Group Inc.481,630$24,139 03/31/2024
     MEAR481,630$24,139 03/31/2024
BlackRock Inc.441,525$22,072 12/31/2023
     MEAR441,525$22,072 12/31/2023
Ullmann Financial Group Inc.322,821$16,138 12/31/2023
     MEAR322,821$16,138 12/31/2023
JPMorgan Chase & Co.322,423$16,118 12/31/2023
     MEAR322,423$16,118 12/31/2023
Stephens Inc. AR294,997$14,747 12/31/2023
     MEAR294,997$14,747 12/31/2023
Portfolio Design Labs LLC190,399$9,518 12/31/2023
     MEAR190,399$9,518 12/31/2023
Morgan Stanley187,654$9,381 12/31/2023
     MEAR187,654$9,381 12/31/2023
Quotient Wealth Partners LLC184,255$9,211 12/31/2023
     MEAR184,255$9,211 12/31/2023
Colony Group LLC181,885$9,092 12/31/2023
     MEAR181,885$9,092 12/31/2023
Ascent Group LLC160,699$8,038 12/31/2023
     MEAR160,699$8,038 12/31/2023
LPL Financial LLC150,421$7,520 12/31/2023
     MEAR150,421$7,520 12/31/2023
Smart Money Group LLC125,077$6,253 12/31/2023
     MEAR125,077$6,253 12/31/2023
CWM LLC123,956$6,213 03/31/2024
     MEAR123,956$6,213 03/31/2024
Pine Harbor Wealth Management LLC113,480$5,673 12/31/2023
     MEAR113,480$5,673 12/31/2023
Advisor Group Holdings Inc.107,812$5,390 12/31/2023
     MEAR107,812$5,390 12/31/2023
HighTower Advisors LLC99,947$4,993 12/31/2023
     MEAR99,947$4,993 12/31/2023
Integrated Investment Consultants LLC86,400$4,330 03/31/2024
     MEAR86,400$4,330 03/31/2024
Source Financial Advisors LLC85,545$4,276 12/31/2023
     MEAR85,545$4,276 12/31/2023
CI Private Wealth LLC78,538$3,926 12/31/2023
     MEAR78,538$3,926 12/31/2023
Resources Investment Advisors LLC.75,659$3,782 12/31/2023
     MEAR75,659$3,782 12/31/2023
Stifel Financial Corp68,991$3,449 12/31/2023
     MEAR68,991$3,449 12/31/2023
Envestnet Asset Management Inc.63,823$3,190 12/31/2023
     MEAR63,823$3,190 12/31/2023
Monticello Wealth Management LLC62,287$3,122 03/31/2024
     MEAR62,287$3,122 03/31/2024
Elmwood Wealth Management Inc.60,685$3,034 12/31/2023
     MEAR60,685$3,034 12/31/2023
UBS Group AG59,722$2,986 12/31/2023
     MEAR59,722$2,986 12/31/2023
Cambridge Investment Research Advisors Inc.57,956$2,905 03/31/2024
     MEAR57,956$2,905 03/31/2024
Obsidian Personal Planning Solutions LLC54,897$2,744 12/31/2023
     MEAR54,897$2,744 12/31/2023
Raymond James Financial Services Advisors Inc.52,345$2,624 03/31/2024
     MEAR52,345$2,624 03/31/2024
GWM Advisors LLC49,710$2,486 12/31/2023
     MEAR49,710$2,486 12/31/2023
Orion Portfolio Solutions LLC47,876$2,396 12/31/2023
     MEAR47,876$2,396 12/31/2023
Kwmg LLC47,451$2,378 03/31/2024
     MEAR47,451$2,378 03/31/2024
Syverson Strege & Co46,637$2,331 12/31/2023
     MEAR46,637$2,331 12/31/2023
KM Capital Management Ltd.43,388$2,169 12/31/2023
     MEAR43,388$2,169 12/31/2023
Webster Bank N. A.42,146$2,112 03/31/2024
     MEAR42,146$2,112 03/31/2024
Highland Financial Advisors LLC40,753$2,037 12/31/2023
     MEAR40,753$2,037 12/31/2023
Eagle Global Advisors LLC40,150$2,007 12/31/2023
     MEAR40,150$2,007 12/31/2023
Willis Johnson & Associates Inc.39,606$1,985 03/31/2024
     MEAR39,606$1,985 03/31/2024
Arden Trust Co36,843$1,847 03/31/2024
     MEAR36,843$1,847 03/31/2024
Royal Bank of Canada35,195$1,759 12/31/2023
     MEAR35,195$1,759 12/31/2023
Encompass More Asset Management34,951$1,747 12/31/2023
     MEAR34,951$1,747 12/31/2023
Hill Island Financial LLC33,721$1,686 12/31/2023
     MEAR33,721$1,686 12/31/2023
Jacobson & Schmitt Advisors LLC32,145$1,607 12/31/2023
     MEAR32,145$1,607 12/31/2023
Creative Planning30,784$1,539 12/31/2023
     MEAR30,784$1,539 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors29,126$1,456 12/31/2023
     MEAR29,126$1,456 12/31/2023
Sigma Planning Corp28,385$1,419 12/31/2023
     MEAR28,385$1,419 12/31/2023
Avestar Capital LLC26,819$1,341 12/31/2023
     MEAR26,819$1,341 12/31/2023
Beacon Pointe Advisors LLC26,520$1,326 12/31/2023
     MEAR26,520$1,326 12/31/2023
Private Advisor Group LLC24,371$1,218 12/31/2023
     MEAR24,371$1,218 12/31/2023
Principle Wealth Partners LLC24,066$1,206 03/31/2024
     MEAR24,066$1,206 03/31/2024
Atria Wealth Solutions Inc.22,703$1,135 12/31/2023
     MEAR22,703$1,135 12/31/2023
Aveo Capital Partners LLC21,710$1,085 12/31/2023
     MEAR21,710$1,085 12/31/2023
Aprio Wealth Management LLC20,992$1,052 03/31/2024
     MEAR20,992$1,052 03/31/2024
Kathmere Capital Management LLC20,434$1,024 03/31/2024
     MEAR20,434$1,024 03/31/2024
Total Clarity Wealth Management Inc.20,219$1,013 03/31/2024
     MEAR20,219$1,013 03/31/2024
Royal Harbor Partners LLC19,957$998 12/31/2023
     MEAR19,957$998 12/31/2023
4J Wealth Management LLC19,746$990 03/31/2024
     MEAR19,746$990 03/31/2024
Bridge Advisory LLC19,760$990 03/31/2024
     MEAR19,760$990 03/31/2024
Jane Street Group LLC19,420$971 12/31/2023
     MEAR19,420$971 12/31/2023
Lincoln National Corp18,918$946 12/31/2023
     MEAR18,918$946 12/31/2023
JNB Advisors LLC17,774$889 12/31/2023
     MEAR17,774$889 12/31/2023
Truist Financial Corp16,581$829 12/31/2023
     MEAR16,581$829 12/31/2023
VERITY Wealth Advisors15,421$773 03/31/2024
     MEAR15,421$773 03/31/2024
One Capital Management LLC15,227$761 12/31/2023
     MEAR15,227$761 12/31/2023
Pathstone Holdings LLC14,909$745 12/31/2023
     MEAR14,909$745 12/31/2023
Mariner LLC14,756$738 12/31/2023
     MEAR14,756$738 12/31/2023
Modern Wealth Management LLC14,028$701 12/31/2023
     MEAR14,028$701 12/31/2023
Insight Inv LLC13,800$690 12/31/2023
     MEAR13,800$690 12/31/2023
FinTrust Capital Advisors LLC13,273$664 12/31/2023
     MEAR13,273$664 12/31/2023
Cetera Advisor Networks LLC13,212$660 12/31/2023
     MEAR13,212$660 12/31/2023
Titleist Asset Management LLC13,184$659 12/31/2023
     MEAR13,184$659 12/31/2023
Belpointe Asset Management LLC12,568$628 12/31/2023
     MEAR12,568$628 12/31/2023
Cetera Advisors LLC12,548$627 12/31/2023
     MEAR12,548$627 12/31/2023
Kestra Advisory Services LLC12,219$611 12/31/2023
     MEAR12,219$611 12/31/2023
AE Wealth Management LLC11,545$578 12/31/2023
     MEAR11,545$578 12/31/2023
MML Investors Services LLC10,966$548 12/31/2023
     MEAR10,966$548 12/31/2023
Valley National Advisers Inc.10,764$539 03/31/2024
     MEAR10,764$539 03/31/2024
Pineridge Advisors LLC10,596$530 12/31/2023
     MEAR10,596$530 12/31/2023
Donaldson Capital Management LLC10,511$527 03/31/2024
     MEAR10,511$527 03/31/2024
Commonwealth Equity Services LLC10,509$525 12/31/2023
     MEAR10,509$525 12/31/2023
Comerica Bank9,954$498 12/31/2023
     MEAR9,954$498 12/31/2023
Cetera Investment Advisers9,350$467 12/31/2023
     MEAR9,350$467 12/31/2023
Core Wealth Advisors Inc.9,148$457 12/31/2023
     MEAR9,148$457 12/31/2023
Wealthcare Advisory Partners LLC8,066$404 03/31/2024
     MEAR8,066$404 03/31/2024
Cross Staff Investments Inc8,000$400 12/31/2023
     MEAR8,000$400 12/31/2023
Janney Montgomery Scott LLC7,990$399 12/31/2023
     MEAR7,990$399 12/31/2023
Evergreen Capital Management LLC7,750$387 12/31/2023
     MEAR7,750$387 12/31/2023
Advisory Services Network LLC7,558$378 12/31/2023
     MEAR7,558$378 12/31/2023
McAdam LLC7,511$376 03/31/2024
     MEAR7,511$376 03/31/2024
Change Path LLC7,317$366 12/31/2023
     MEAR7,317$366 12/31/2023
Avantax Advisory Services Inc.7,301$365 12/31/2023
     MEAR7,301$365 12/31/2023
D.A. Davidson & CO.7,286$364 12/31/2023
     MEAR7,286$364 12/31/2023
Hirtle Callaghan & Co LLC7,124$356 12/31/2023
     MEAR7,124$356 12/31/2023
Congress Wealth Management LLC DE 6,686$335 03/31/2024
     MEAR6,686$335 03/31/2024
Lantz Financial LLC6,406$321 03/31/2024
     MEAR6,406$321 03/31/2024
Opal Wealth Advisors LLC6,350$318 03/31/2024
     MEAR6,350$318 03/31/2024
Tobias Financial Advisors Inc.5,986$299 12/31/2023
     MEAR5,986$299 12/31/2023
IFP Advisors Inc5,732$287 12/31/2023
     MEAR5,732$287 12/31/2023
Visionary Wealth Advisors5,549$277 12/31/2023
     MEAR5,549$277 12/31/2023
Client 1ST Advisory Group LLC5,421$271 12/31/2023
     MEAR5,421$271 12/31/2023
StrategIQ Financial Group LLC5,400$270 12/31/2023
     MEAR5,400$270 12/31/2023
Windsor Capital Management LLC5,017$251 03/31/2024
     MEAR5,017$251 03/31/2024
Alexander Randolph Advisory Inc.5,000$250 12/31/2023
     MEAR5,000$250 12/31/2023
Van Hulzen Asset Management LLC5,000$250 12/31/2023
     MEAR5,000$250 12/31/2023
Mercer Global Advisors Inc. ADV4,674$234 12/31/2023
     MEAR4,674$234 12/31/2023
Woodmont Investment Counsel LLC4,445$223 03/31/2024
     MEAR4,445$223 03/31/2024
Benjamin F. Edwards & Company Inc.4,466$223 12/31/2023
     MEAR4,466$223 12/31/2023
CFS Investment Advisory Services LLC4,157$208 12/31/2023
     MEAR4,157$208 12/31/2023
Commonwealth Financial Services LLC4,052$203 12/31/2023
     MEAR4,052$203 12/31/2023
Horizon Family Wealth Inc.4,019$201 12/31/2023
     MEAR4,019$201 12/31/2023
Icon Wealth Advisors LLC3,891$195 12/31/2023
     MEAR3,891$195 12/31/2023
Allworth Financial LP3,774$189 03/31/2024
     MEAR3,774$189 03/31/2024
Jones Financial Companies Lllp2,878$144 12/31/2023
     MEAR2,878$144 12/31/2023
Mather Group LLC.2,634$132 03/31/2024
     MEAR2,634$132 03/31/2024
Sunbelt Securities Inc.2,189$110 03/31/2024
     MEAR2,189$110 03/31/2024
ORG Partners LLC1,499$75 12/31/2023
     MEAR1,499$75 12/31/2023
Sugarloaf Wealth Management LLC1,000$50 03/31/2024
     MEAR1,000$50 03/31/2024
Hallmark Capital Management Inc.846$42 12/31/2023
     MEAR846$42 12/31/2023
Capital Advisors Ltd. LLC621$31 03/31/2024
     MEAR621$31 03/31/2024
Steward Partners Investment Advisory LLC400$20 12/31/2023
     MEAR400$20 12/31/2023
Rosenberg Matthew Hamilton313$16 03/31/2024
     MEAR313$16 03/31/2024
Principal Securities Inc.325$16 12/31/2023
     MEAR325$16 12/31/2023
Pinnacle Bank234$12 03/31/2024
     MEAR234$12 03/31/2024
Harbour Investments Inc.199$10 12/31/2023
     MEAR199$10 12/31/2023
Penserra Capital Management LLC148$7 12/31/2023
     MEAR148$7 12/31/2023
Able Wealth Management LLC92$5 12/31/2023
     MEAR92$5 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     MEAR1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     MEAR0$0 12/31/2023

See Summary: Institutional Holders of MEAR
See Details: Top 10 Hedge Funds Holding MEAR
Also See: MEAR Holdings Changes

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