Mesirow Financial Investment Management, Inc. Q1 2026 Filing

Filed April 21, 2026

Portfolio Value

$1.9T

Holdings

517

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (517 positions)

#	Stock	Shares	Value	% Portfolio
1	MOATVANECK ETF TRUST	2,675,294	$258.7B	13.97%
2	FPAGINVESTMENT MANAGERS SER TR I	4,363,542	$158.3B	8.55%
3	IJHISHARES TR	2,063,935	$139.4B	7.53%
4	IWRISHARES TR	1,126,058	$109.5B	5.91%
5	VXUSVANGUARD STAR FDS	972,639	$75.0B	4.05%
6	EFAISHARES TR	724,150	$70.3B	3.80%
7	TCAFT ROWE PRICE ETF INC	1,528,965	$54.4B	2.94%
8	SHYISHARES TR	641,570	$53.0B	2.86%
9	FEGERBB FUND TRUST	917,976	$43.1B	2.33%
10	VEAVANGUARD TAX-MANAGED FDS	663,651	$42.5B	2.30%
11	AKREPROFESIONALLY MANAGED PORTFO	797,393	$42.1B	2.28%
12	BACBANK AMERICA CORP	822,060	$40.1B	2.16%
13	AQLTISHARES TR	439,624	$39.8B	2.15%
14	AORISHARES TR	563,116	$36.2B	1.96%
15	VCSHVANGUARD SCOTTSDALE FDS	376,495	$29.8B	1.61%
16	GALSSGA ACTIVE ETF TR	485,443	$24.0B	1.30%
17	FITBFIFTH THIRD BANCORP	483,766	$22.5B	1.21%
18	IBDRISHARES TR	882,856	$21.4B	1.16%
19	DISDISNEY WALT CO	219,096	$21.1B	1.14%
20	EEMISHARES TR	330,129	$18.7B	1.01%
21	IBDSISHARES TR	739,406	$17.9B	0.97%
22	IEMGISHARES INC	252,832	$17.6B	0.95%
23	EPDENTERPRISE PRODS PARTNERS L	428,545	$16.2B	0.88%
24	IBDTISHARES TR	637,798	$16.2B	0.87%
25	NKENIKE INC	291,670	$15.4B	0.83%
26	CGBLCAPITAL GROUP CORE BALANCED	439,352	$15.1B	0.82%
27	KOCOCA COLA CO	196,953	$15.0B	0.81%
28	SCHDSCHWAB STRATEGIC TR	482,380	$14.8B	0.80%
29	IAU*ISHARES GOLD TR	159,293	$14.0B	0.76%
30	AOAISHARES TR	152,290	$13.5B	0.73%
31	DIVOAMPLIFY ETF TR	296,105	$13.3B	0.72%
32	PFEPFIZER INC	468,406	$13.2B	0.71%
33	VUSBVANGUARD BD INDEX FDS	260,296	$13.0B	0.70%
34	VWOVANGUARD INTL EQUITY INDEX F	234,308	$12.7B	0.68%
35	NFLXNETFLIX INC.	131,624	$12.7B	0.68%
36	SCHWSCHWAB CHARLES CORP	132,632	$12.5B	0.67%
37	DFACDIMENSIONAL ETF TRUST	284,811	$11.1B	0.60%
38	KMIKINDER MORGAN INC DEL	324,692	$10.9B	0.59%
39	IBDUISHARES TR	454,359	$10.6B	0.57%
40	ENBENBRIDGE INC	193,914	$10.5B	0.57%
41	SBUXSTARBUCKS CORP	111,189	$10.0B	0.54%
42	SMOTVANECK ETF TRUST	268,142	$9.4B	0.51%
43	DIMWISDOMTREE TR	108,577	$9.0B	0.49%
44	PFFISHARES TR	243,711	$7.4B	0.40%
45	OKEONEOK INC NEW	75,478	$6.8B	0.37%
46	SPYDSPDR SERIES TRUST	146,506	$6.7B	0.36%
47	IBTGISHARES TR	288,723	$6.6B	0.36%
48	CSCOCISCO SYS INC	81,971	$6.4B	0.34%
49	IXUSISHARES TR	65,890	$5.7B	0.31%
50	QLDPROSHARES TR	86,000	$5.2B	0.28%
51	FLXRTCW ETF TRUST	131,296	$5.2B	0.28%
52	AMLPALPS ETF TR	96,319	$5.1B	0.27%
53	UBERUBER TECHNOLOGIES INC	68,061	$4.9B	0.26%
54	GDXVANECK ETF TRUST	50,746	$4.7B	0.25%
55	IGSBISHARES TR	72,765	$3.8B	0.21%
56	BOTZGLOBAL X FDS	114,711	$3.8B	0.21%
57	CLCOLGATE PALMOLIVE CO	43,687	$3.7B	0.20%
58	NEENEXTERA ENERGY INC	39,982	$3.7B	0.20%
59	MOALTRIA GROUP INC	55,496	$3.7B	0.20%
60	MCSMARCUS CORP DEL	213,262	$3.7B	0.20%
61	AGGISHARES TR	36,875	$3.7B	0.20%
62	BNDVANGUARD BD INDEX FDS	49,631	$3.7B	0.20%
63	XSORXSOURCE CAPITAL	75,349	$3.5B	0.19%
64	DFAXDIMENSIONAL ETF TRUST	90,417	$3.1B	0.17%
65	DBAINVESCO DB MULTI-SECTOR COMM	108,628	$3.0B	0.16%
66	XLESELECT SECTOR SPDR TR	47,548	$2.9B	0.16%
67	KKRKKR & CO INC	30,708	$2.8B	0.15%
68	VNQVANGUARD INDEX FDS	31,730	$2.8B	0.15%
69	VONVVANGUARD SCOTTSDALE FDS	29,521	$2.8B	0.15%
70	TAT&T INC	89,835	$2.6B	0.14%
71	CMCANADIAN IMPERIAL BANK OF CO	26,989	$2.6B	0.14%
72	BACVERIZON COMMUNICATIONS INC	50,163	$2.5B	0.14%
73	COMPCOMPASS INC	340,959	$2.5B	0.13%
74	PEOEXELON CORP	50,133	$2.5B	0.13%
75	DCORDIMENSIONAL ETF TRUST	32,869	$2.4B	0.13%
76	MDLZMONDELEZ INTL INC	40,848	$2.4B	0.13%
77	RYLDGLOBAL X FDS	153,813	$2.3B	0.12%
78	PICKISHARES INC	40,531	$2.3B	0.12%
79	SHELSHELL PLC	23,305	$2.2B	0.12%
80	CHDCHURCH & DWIGHT CO INC	22,978	$2.1B	0.12%
81	DGRWWISDOMTREE TR	23,601	$2.1B	0.11%
82	QYLDGLOBAL X FDS	104,895	$1.8B	0.10%
83	CTVACORTEVA INC	20,380	$1.7B	0.09%
84	IGFISHARES TR	24,626	$1.6B	0.09%
85	EBAEBAY INC.	17,838	$1.6B	0.09%
86	DFAIDIMENSIONAL ETF TRUST	38,549	$1.5B	0.08%
87	XLFSELECT SECTOR SPDR TR	29,891	$1.5B	0.08%
88	CIBRFIRST TR EXCHANGE-TRADED FD	23,401	$1.5B	0.08%
89	BMYBRISTOL-MYERS SQUIBB CO	24,050	$1.5B	0.08%
90	CVSCVS HEALTH CORP	20,219	$1.5B	0.08%
91	CMCSACOMCAST CORP NEW	46,840	$1.3B	0.07%
92	SOSOUTHERN CO	13,764	$1.3B	0.07%
93	BSVVANGUARD BD INDEX FDS	16,889	$1.3B	0.07%
94	BOXBOX INC	54,040	$1.3B	0.07%
95	VEUVANGUARD INTL EQUITY INDEX F	16,937	$1.3B	0.07%
96	EQHEQUITABLE HLDGS INC	34,146	$1.3B	0.07%
97	ARCCARES CAPITAL CORP	68,302	$1.2B	0.07%
98	WFCWELLS FARGO & CO	14,736	$1.2B	0.06%
99	EFVISHARES TR	15,330	$1.1B	0.06%
100	DBCINVESCO DB COMMDY INDX TRCK	39,214	$1.1B	0.06%

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