Mesirow Financial Investment Management, Inc.

CIK 1469475 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $6.2B
every reported holding for this filer and quarter, including ones with no disclosed value: 517
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 54
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 22

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL B NEW · position key `pos:11205` · issuer key `iss:255`	ADD	+$59.7M	+164,260	$408M	$468M	812,429	976,689
—	share class as filed: MRNGSTR WDE MOAT · position key `sid:sec:prov:010e2160f1ec02962699c77a9cdd8dc1` · issuer key `iss:2474`	ADD	+$53.2M	+690,768	$206M	$259M	1,984,526	2,675,294
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	TRIM	−$24.4M	−24,819	$272M	$247M	999,523	974,704
—	share class as filed: CORE S&P SCP ETF · position key `pos:14033` · issuer key `iss:1012`	ADD	+$64.1M	+479,564	$131M	$195M	1,088,751	1,568,315
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	ADD	+$29.0M	+167,099	$140M	$169M	289,662	456,761
—	share class as filed: CORE S&P500 ETF · position key `pos:10307` · issuer key `iss:1012`	ADD	+$50.3M	+84,679	$109M	$159M	159,079	243,758
—	share class as filed: FPA GBL EQTY ETF · position key `sid:sec:prov:5cf0d09950e72ecdb1b2a06ab9217e82` · issuer key `cusip6:30254T`	ADD	+$97.8M	+2,733,666	$60.5M	$158M	1,629,876	4,363,542
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL C · position key `pos:17821` · issuer key `iss:89`	ADD	−$8.5M	+19,508	$164M	$156M	523,722	543,230
—	share class as filed: CORE S&P TTL STK · position key `pos:11463` · issuer key `iss:1012`	ADD	+$40.3M	+315,179	$110M	$150M	739,501	1,054,680
—	share class as filed: CORE S&P MCP ETF · position key `pos:16868` · issuer key `iss:1012`	ADD	+$101M	+1,476,421	$38.8M	$139M	587,514	2,063,935
—	share class as filed: S&P 500 ETF SHS · position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `iss:2483`	ADD	+$34.7M	+65,206	$89.5M	$124M	142,674	207,880
—	share class as filed: RUS MID CAP ETF · position key `pos:16063` · issuer key `iss:1012`	ADD	+$80.1M	+820,594	$29.4M	$109M	305,464	1,126,058
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	ADD	−$5.7M	+11,973	$113M	$107M	360,682	372,655
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18039` · issuer key `iss:1025`	ADD	−$3.3M	+16,866	$95.1M	$91.8M	295,103	311,969
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: GOLD SHS · position key `pos:11237` · issuer key `iss:1601`	ADD	+$23.1M	+40,863	$64.2M	$87.3M	161,977	202,840
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	ADD	+$5.4M	+63,328	$79.5M	$84.9M	344,501	407,829
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: TR UNIT · position key `pos:11570` · issuer key `iss:1599`	ADD	+$5.7M	+14,405	$78.7M	$84.4M	115,388	129,793
—	share class as filed: HIGH DIV YLD · position key `pos:12412` · issuer key `iss:2479`	ADD	+$24.9M	+156,199	$56.9M	$81.8M	396,265	552,464
—	share class as filed: RUS 1000 GRW ETF · position key `pos:11528` · issuer key `iss:1012`	ADD	+$13.1M	+45,157	$62.3M	$75.4M	131,599	176,756
—	share class as filed: VG TL INTL STK F · position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909`	ADD	+$27.1M	+337,247	$47.9M	$75.0M	635,392	972,639

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 39

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11182` · issuer key `iss:347`	NO CHANGE	+$121K	$1.0M	$1.1M	4,036	4,036
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM SHS · position key `pos:11321` · issuer key `iss:239`	NO CHANGE	−$72.6K	$1.1M	$1.1M	26,296	26,296
—	share class as filed: RAFI DVLPD MRKTS · position key `pos:11804` · issuer key `iss:2403`	NO CHANGE	+$59.1K	$890K	$949K	13,574	13,574
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17542` · issuer key `iss:193`	NO CHANGE	−$215K	$1.1M	$909K	3,799	3,799
—	share class as filed: IBOXX HI YD ETF · position key `pos:12764` · issuer key `iss:1013`	NO CHANGE	−$11.3K	$850K	$839K	10,545	10,545
—	share class as filed: INTL HIGH ETF · position key `pos:14012` · issuer key `iss:2479`	NO CHANGE	+$31.9K	$676K	$708K	7,516	7,516
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16894` · issuer key `iss:1354`	NO CHANGE	−$95.4K	$758K	$663K	16,617	16,617
—	share class as filed: SHS · position key `sid:sec:prov:1492f9661b038177c0b21ff3a981965f` · issuer key `cusip6:336917`	NO CHANGE	+$74.7K	$513K	$588K	11,571	11,571
—	share class as filed: COM · position key `pos:17643` · issuer key `iss:739`	NO CHANGE	−$8.0K	$572K	$564K	19,164	19,164
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11644` · issuer key `iss:1714`	NO CHANGE	−$8.8K	$463K	$454K	3,585	3,585
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14216` · issuer key `iss:1711`	NO CHANGE	−$19.8K	$458K	$438K	6,160	6,160
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17117` · issuer key `iss:1792`	NO CHANGE	+$163K	$250K	$414K	872	872
—	share class as filed: GLOBAL ENERG ETF · position key `pos:11909` · issuer key `iss:1012`	NO CHANGE	+$109K	$293K	$402K	6,977	6,977
—	share class as filed: DJUBS CMDT ETN36 · position key `sid:sec:prov:6dd0e97c8c19baf24a8126891c30a928` · issuer key `cusip6:06738C`	NO CHANGE	+$84.8K	$303K	$388K	8,050	8,050
—	share class as filed: COM · position key `sid:sec:prov:26f507a34ccece7d14cf67f7c490bd45` · issuer key `cusip6:31812F`	NO CHANGE	+$11.8K	$375K	$387K	10,667	10,667
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14839` · issuer key `iss:117`	NO CHANGE	−$42.0K	$386K	$344K	30,000	30,000
—	share class as filed: US AER DEF ETF · position key `pos:11793` · issuer key `iss:1013`	NO CHANGE	+$6.4K	$336K	$342K	1,565	1,565
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11388` · issuer key `iss:1133`	NO CHANGE	+$86.4K	$253K	$339K	1,000	1,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS NEW · position key `pos:10262` · issuer key `iss:2280`	NO CHANGE	+$109K	$221K	$331K	1,885	1,885
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15241` · issuer key `iss:885`	NO CHANGE	−$6.0K	$326K	$320K	2,364	2,364
—	share class as filed: GLOBAL FINLS ETF · position key `pos:17404` · issuer key `iss:1012`	NO CHANGE	−$18.8K	$335K	$316K	2,775	2,775
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPON ADR NEW · position key `pos:11556` · issuer key `iss:1854`	NO CHANGE	−$44.5K	$345K	$300K	5,273	5,273
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14419` · issuer key `iss:549`	NO CHANGE	−$14.0K	$295K	$281K	2,050	2,050
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16058` · issuer key `iss:118`	NO CHANGE	−$20.9K	$299K	$278K	884	884
—	share class as filed: HENDRSN SHRT ETF · position key `sid:sec:prov:cd6bef2bb82f47924fe4753237f41048` · issuer key `iss:2410`	NO CHANGE	−$1.6K	$278K	$276K	5,652	5,652
—	share class as filed: INTL SMCP VLU · position key `sid:sec:prov:1a16c94e63bc0be2b7b032875805818f` · issuer key `cusip6:025072`	NO CHANGE	+$15.7K	$250K	$266K	2,662	2,662
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COMMON STOCK · position key `pos:10737` · issuer key `iss:67`	NO CHANGE	−$2.0K	$258K	$256K	15,000	15,000
—	share class as filed: US LCAP VA ETF · position key `pos:13088` · issuer key `iss:1633`	NO CHANGE	+$6.9K	$230K	$237K	7,758	7,758
—	share class as filed: MSCI HLTH CARE I · position key `sid:sec:prov:d0cc5a5577fd5252c5bb740e32adb17a` · issuer key `cusip6:316092`	NO CHANGE	−$13.1K	$248K	$235K	3,333	3,333
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM CL A · position key `pos:16095` · issuer key `iss:151`	NO CHANGE	−$162K	$396K	$234K	587	587
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16411` · issuer key `iss:865`	NO CHANGE	+$3.1K	$227K	$230K	485	485
—	share class as filed: US EQT ETF · position key `sid:sec:prov:be75af0056554524224123e99ef018fb` · issuer key `cusip6:025072`	NO CHANGE	−$1.2K	$224K	$223K	2,007	2,007
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15088` · issuer key `iss:1970`	NO CHANGE	−$75.0K	$297K	$222K	4,119	4,119
—	share class as filed: FUNDAMENTAL US L · position key `pos:14444` · issuer key `iss:1633`	NO CHANGE	+$5.1K	$217K	$222K	7,969	7,969
—	share class as filed: U.S. TECH ETF · position key `pos:11514` · issuer key `iss:1012`	NO CHANGE	−$21.9K	$240K	$218K	1,200	1,200
—	share class as filed: COM · position key `sid:sec:prov:61a13ad2324b7ad46f136a40cab65364` · issuer key `cusip6:03152W`	NO CHANGE	+$2.9K	$185K	$188K	13,000	13,000
—	share class as filed: COM · position key `sid:sec:prov:5c062229be6ef5a30ae257d391e3e72d` · issuer key `cusip6:828174`	NO CHANGE	−$12.3K	$128K	$116K	12,433	12,433
—	share class as filed: CL A · position key `sid:sec:prov:dcb8369fd8cadba85d675cfc8f167540` · issuer key `cusip6:88556E`	NO CHANGE	−$33.3K	$68.3K	$35.1K	10,693	10,693
—	share class as filed: COM · position key `sid:sec:prov:19ff006e65fd20d70a3042b4bce56fb5` · issuer key `cusip6:25961D`	NO CHANGE	−$13.5K	$43.8K	$30.3K	18,500	18,500

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

395 issuers · 517 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

36 positions · 36 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$195M	1,568,315
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$159M	243,758
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$150M	1,054,680
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$139M	2,063,935
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$109M	1,126,058
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$75.4M	176,756
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$70.3M	724,150
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$53.0M	641,570
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$44.3M	207,297
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$41.0M	194,332
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$35.7M	278,458
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$23.6M	95,201
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$18.7M	330,129
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$18.4M	162,293
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$10.6M	79,980
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$3.9M	26,746
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$3.7M	36,875
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$3.1M	9,324
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$2.1M	5,913
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$1.6M	10,990
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$1.5M	14,076
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$1.4M	9,198
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$912K	2,867
ISHARES TR · U.S. BAS MTL ETF CUSIP — src ↗	$882K	5,014
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$833K	2,655
ISHARES TR · NORTH AMERN NAT CUSIP — src ↗	$779K	12,378
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$735K	7,700
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$444K	1,199
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$434K	2,572
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$422K	5,269
ISHARES TR · GLOBAL ENERG ETF CUSIP — src ↗	$402K	6,977
ISHARES TR · GLOBAL FINLS ETF CUSIP — src ↗	$316K	2,775
ISHARES TR · US HLTHCARE ETF CUSIP — src ↗	$293K	4,756
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$289K	1,524
ISHARES TR · GLOBAL TECH ETF CUSIP — src ↗	$220K	2,203
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$218K	1,200

ticker not yet mapped

$1.2B

9,119,123

18.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$468M	976,689
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$29.4M	41

$497M

976,730

8.1%

—

VANGUARD INDEX FDS

13 positions · 13 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$124M	207,880
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$43.0M	98,383
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$40.8M	208,072
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$27.3M	147,982
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$24.7M	76,896
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$24.2M	84,386
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$7.4M	28,196
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$2.8M	31,730
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$1.4M	6,398
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$579K	1,937
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$525K	2,042
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$491K	2,386
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$281K	930

ticker not yet mapped

$298M

897,218

4.8%

—

VANECK ETF TRUST

4 positions · 4 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · MRNGSTR WDE MOAT CUSIP 92189F643 src ↗	$259M	2,675,294
VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106 src ↗	$4.7M	50,746
VANECK ETF TRUST · MRNGSTR INT MOAT CUSIP 92189F593 src ↗	$774K	22,648
VANECK ETF TRUST · PHARMACEUTCL ETF CUSIP 92189F692 src ↗	$307K	2,960

ticker not yet mapped

$264M

2,751,648

4.3%

ALPHABET INC

2 positions · 2 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$156M	543,230
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$107M	372,655

$263M

915,885

4.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$247M

974,704

4.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$169M

456,761

2.7%

—

INVESTMENT MANAGERS SER TR I

2 positions · 2 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for INVESTMENT MANAGERS SER TR I, as it reported them
INVESTMENT MANAGERS SER TR I · FPA GBL EQTY ETF CUSIP 30254T577 src ↗	$158M	4,363,542
INVESTMENT MANAGERS SER TR I · FPA SHT DURA GOV CUSIP 30254T478 src ↗	$770K	30,762

ticker not yet mapped

$159M

4,394,304

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$91.8M

311,969

1.5%

—

ISHARES TR

4 positions · 4 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718 src ↗	$69.5M	690,898
ISHARES TR · IBONDS DEC 29 CUSIP 46436E205 src ↗	$10.6M	454,359
ISHARES TR · IBONDS 26 TRM TS CUSIP — src ↗	$6.6M	288,723
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$748K	33,344

ticker not yet mapped

$87.5M

1,467,324

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$87.3M

202,840

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$84.9M

407,829

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$84.4M

129,793

1.4%

—

VANGUARD WHITEHALL FDS

2 positions · 2 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$81.8M	552,464
VANGUARD WHITEHALL FDS · INTL HIGH ETF CUSIP — src ↗	$708K	7,516

ticker not yet mapped

$82.5M

559,980

1.3%

—

VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$75.0M

972,639

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$63.7M

89,940

1.0%

—

VANGUARD SCOTTSDALE FDS

6 positions · 6 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$29.8M	376,495
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$18.5M	168,410
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$7.1M	70,454
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$2.8M	29,521
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$741K	12,655
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$435K	5,263

ticker not yet mapped

$59.3M

662,798

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$55.7M

288,890

0.9%

—

T ROWE PRICE ETF INC · CAP APPRECIATION CUSIP 87283Q867
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$54.4M

1,528,965

0.9%

—

ISHARES TR

3 positions · 3 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · CORE 60/40 BALAN CUSIP 464289867 src ↗	$36.2M	563,116
ISHARES TR · CORE 80/20 AGGRE CUSIP 464289859 src ↗	$13.5M	152,290
ISHARES TR · CORE 40/60 MODER CUSIP 464289875 src ↗	$716K	15,106

ticker not yet mapped

$50.4M

730,512

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$49.5M

160,012

0.8%

—

ISHARES TR

3 positions · 3 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$39.8M	439,624
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$5.7M	65,890
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$3.1M	16,382

ticker not yet mapped

$48.7M

521,896

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FEDEX CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$47.2M

132,517

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$44.4M

90,383

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$43.1M

43,295

0.7%

—

RBB FUND TRUST · FIRST EAGLE GBL CUSIP 75526L886
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$43.1M

917,976

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$42.6M

244,268

0.7%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$42.5M

663,651

0.7%

—

VANGUARD INTL EQUITY INDEX F

3 positions · 3 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$28.5M	205,920
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$12.7M	234,308
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$1.3M	16,937

ticker not yet mapped

$42.4M

457,165

0.7%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$42.4M

196,954

0.7%

—

PROFESIONALLY MANAGED PORTFO · AKRE FOCUS ETF CUSIP 74316P579
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$42.1M

797,393

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$41.5M

200,475

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$40.1M

822,060

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$39.6M

167,659

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$37.4M

64,706

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$34.5M

158,536

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$34.2M

232,362

0.6%

—

ISHARES TR

2 positions · 2 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS 27 ETF CUSIP 46435UAA9 src ↗	$17.9M	739,406
ISHARES TR · IBDS DEC28 ETF CUSIP 46435U515 src ↗	$16.2M	637,798

ticker not yet mapped

$34.1M

1,377,204

0.6%

—

VANGUARD WORLD FD

3 positions · 3 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · MEGA CAP INDEX CUSIP 921910873 src ↗	$31.3M	132,573
VANGUARD WORLD FD · ESG US STK ETF CUSIP 921910733 src ↗	$1.8M	16,234
VANGUARD WORLD FD · ESG INTL STK ETF CUSIP 921910725 src ↗	$426K	5,941

ticker not yet mapped

$33.6M

154,748

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$32.6M

134,360

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TE CONNECTIVITY PLC · ORD SHS CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$31.5M

150,543

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$30.6M

61,686

0.5%

—

ISHARES TR

10 positions · 10 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$11.9M	111,488
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$7.4M	243,711
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$3.8M	72,765
ISHARES TR · GLB INFRASTR ETF CUSIP — src ↗	$1.6M	24,626
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$1.4M	9,993
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$1.1M	15,330
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$909K	11,591
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$839K	10,545
ISHARES TR · ESG MSCI KLD 400 CUSIP — src ↗	$612K	5,048
ISHARES TR · US AER DEF ETF CUSIP — src ↗	$342K	1,565

ticker not yet mapped

$30.0M

506,662

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$29.6M

190,712

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$29.1M

234,533

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$28.1M

114,945

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$26.6M

88,075

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$24.9M

49,819

0.4%

—

SSGA ACTIVE ETF TR · STATE STREET GLO CUSIP 78467V400
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$24.0M

485,443

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIFTH THIRD BANCORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$22.5M

483,766

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$22.0M

22,875

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JACOBS SOLUTIONS INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$21.8M

171,318

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$21.8M

109,754

0.4%

—

ISHARES TR

2 positions · 2 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS DEC2026 CUSIP 46435GAA0 src ↗	$21.4M	882,856
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 src ↗	$206K	1,458

ticker not yet mapped

$21.6M

884,314

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$21.3M

70,371

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$21.2M

64,583

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$21.1M

219,096

0.3%

—

VANGUARD ADMIRAL FDS INC

2 positions · 2 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for VANGUARD ADMIRAL FDS INC, as it reported them
VANGUARD ADMIRAL FDS INC · 500 VAL IDX FD CUSIP 921932703 src ↗	$17.0M	83,626
VANGUARD ADMIRAL FDS INC · 500 GRTH IDX F CUSIP 921932505 src ↗	$4.0M	9,906

ticker not yet mapped

$21.1M

93,532

0.3%

—

ISHARES INC

2 positions · 2 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$17.6M	252,832
ISHARES INC · MSCI GBL ETF NEW CUSIP — src ↗	$2.3M	40,531

ticker not yet mapped

$19.9M

293,363

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$19.6M

72,571

0.3%

—

DIMENSIONAL ETF TRUST

7 positions · 7 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$11.1M	284,811
DIMENSIONAL ETF TRUST · WORLD EX US CORE CUSIP 25434V880 src ↗	$3.1M	90,417
DIMENSIONAL ETF TRUST · US CORE EQUITY 1 CUSIP 25434V625 src ↗	$2.4M	32,869
DIMENSIONAL ETF TRUST · INTL CORE EQT MK CUSIP 25434V203 src ↗	$1.5M	38,549
DIMENSIONAL ETF TRUST · US MKTWIDE VALUE CUSIP 25434V724 src ↗	$596K	12,302
DIMENSIONAL ETF TRUST · US TARGETED VLU CUSIP 25434V609 src ↗	$589K	9,432
DIMENSIONAL ETF TRUST · US LARGE CAP VAL CUSIP 25434V666 src ↗	$325K	9,109

ticker not yet mapped

$19.5M

477,489

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$19.2M

33,638

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORNING INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$19.2M

141,426

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$18.6M

99,885

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$18.0M

109,138

0.3%

—

SPDR SERIES TRUST

3 positions · 3 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$16.1M	110,265
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$580K	4,541
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$312K	3,187

ticker not yet mapped

$17.0M

117,993

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$16.8M

163,286

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$16.6M

26,910

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$16.5M

50,074

0.3%

—

SELECT SECTOR SPDR TR

6 positions · 6 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$10.5M	79,154
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$2.9M	47,548
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$1.5M	29,891
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$811K	17,677
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$438K	2,991
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$240K	2,922

ticker not yet mapped

$16.4M

180,183

0.3%

—

SCHWAB STRATEGIC TR

4 positions · 4 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$14.8M	482,380
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$1.0M	41,311
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$237K	7,758
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$222K	7,969

ticker not yet mapped

$16.3M

539,418

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$16.2M

112,290

0.3%

verified against the SEC company list on 2026-09-11 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTERPRISE PRODS PARTNERS L · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$16.2M

428,545

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HILTON WORLDWIDE HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$16.1M

53,095

0.3%

—

INVESCO EXCHANGE TRADED FD T

4 positions · 4 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$14.2M	74,100
INVESCO EXCHANGE TRADED FD T · WATER RES ETF CUSIP — src ↗	$1.0M	15,084
INVESCO EXCHANGE TRADED FD T · S&P 500 TOP 50 CUSIP — src ↗	$309K	5,670
INVESCO EXCHANGE TRADED FD T · AEROSPACE DEFN CUSIP — src ↗	$285K	1,722

ticker not yet mapped

$15.8M

96,576

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$15.5M

117,225

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NIKE INC · CL B CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$15.4M

291,670

0.2%

—

CAPITAL GROUP CORE BALANCED · SHS CUSIP 14021D107
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$15.1M

439,352

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$15.0M

196,953

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$14.6M

85,795

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES GOLD TR · ISHARES NEW CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$14.0M

159,293

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORTHERN TR CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$13.9M

99,578

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$13.6M

14,790

0.2%

—

AMPLIFY ETF TR · CWP ENHANCED DIV CUSIP 032108409
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$13.3M

296,105

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$13.2M

468,406

0.2%

—

VANGUARD BD INDEX FDS · VANGUARD ULTRA CUSIP 92203C303
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$13.0M

260,296

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$12.9M

41,585

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$12.7M

131,624

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$12.5M

132,632

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALLSTATE CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$12.1M

58,515

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KINDER MORGAN INC DEL · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$10.9M

324,692

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENBRIDGE INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$10.5M

193,914

0.2%

—

VANECK ETF TRUST

2 positions · 2 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · MORNINGSTAR SMID CUSIP 92189H730 src ↗	$9.4M	268,142
VANECK ETF TRUST · ALTERNATIVE ASSE CUSIP 92189H649 src ↗	$943K	43,895

ticker not yet mapped

$10.4M

312,037

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$10.4M

45,809

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STARBUCKS CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$10.0M

111,189

0.2%

—

WISDOMTREE TR

2 positions · 2 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · INTL MIDCAP DV CUSIP — src ↗	$9.0M	108,577
WISDOMTREE TR · US LARGECAP DIVD CUSIP — src ↗	$842K	9,421

ticker not yet mapped

$9.8M

117,998

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NATERA INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$9.2M

45,930

0.1%

—

GLOBAL X FDS

5 positions · 5 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for GLOBAL X FDS, as it reported them
GLOBAL X FDS · RBTCS ARTFL INTE CUSIP 37954Y715 src ↗	$3.8M	114,711
GLOBAL X FDS · RUSSELL 2000 CUSIP 37954Y459 src ↗	$2.3M	153,813
GLOBAL X FDS · NASDAQ 100 COVER CUSIP 37954Y483 src ↗	$1.8M	104,895
GLOBAL X FDS · S&P 500 COVERED CUSIP — src ↗	$517K	13,222
GLOBAL X FDS · US INFR DEV ETF CUSIP 37954Y673 src ↗	$282K	5,556

ticker not yet mapped

$8.7M

392,197

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLINOIS TOOL WKS INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$8.0M

30,899

0.1%

—

SPDR SERIES TRUST

4 positions · 4 reported rows

Rows Mesirow Financial Investment Management, Inc. reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R788 src ↗	$6.7M	146,506
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R739 src ↗	$758K	15,854
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$313K	3,415
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$210K	4,346

ticker not yet mapped

$8.0M

170,121

0.1%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 54.0%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 185 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 517 / 517median book 97.5 positions

539 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Mesirow Financial Investment Management, Inc.'s 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.