Skip to content
Disclosery

MBB ISHARES TR

Follow

SHS (fund)

1,017 managers (1,030 13F filers) reported a position in MBB shares at 2026-06-30, 371,630,694 shares in all. 77 filers opened a position and 79 filers sold out during the quarter.

Managers
1,017
13F filers
1,030
New
77
Added
559
Reduced
249
Sold out
79
Shares held by filers
371,630,694

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
World Investment Advisors110,380$10.5M0.17%-54213F-HRTimeline
FDx Advisors, Inc.107,539$10.2M3.06%-10,39013F-HRTimeline
TSA Wealth Managment LLC107,043$10.1M2.86%+3,80513F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…106,000$10M0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…105,404$9.96M0.09%+24,44413F-HRTimelineGroup
BEACON FINANCIAL GROUP102,913$9.73M0.88%+11,45913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC102,125$9.65M0.01%-94,87413F-HRTimelineGroup
CIM, LLC100,910$9.54M1.23%+22313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.100,451$9.49M0.77%-10,27913F-HRTimelineGroup
Smartleaf Asset Management LLC97,805$9.29M0.3%013F-HRTimeline
Scarborough Advisors, LLC97,805$9.23M1.06%+8,79713F-HRTimeline
Pettinga Financial Advisors LLC97,063$9.17M1.47%+28,95113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd97,049$9.17M0.08%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding96,825$9.15M+7,178Timeline
Creative Planningin group Creative Planning95,988$9.07M0.01%-11,93713F-HRTimelineGroup
Ameraudi Asset Management, Inc.94,349$8.92M4.04%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC93,988$8.88M0.01%+65,98813F-HRTimeline
Aureum Wealth Management, LLC93,670$8.85M5.49%+1,46913F-HRTimeline
HARBOUR INVESTMENTS, INC.91,708$8.67M0.12%+3,19013F-HRTimeline
Regal Investment Advisors LLC90,635$8.57M0.45%+12,74913F-HRTimeline
Procyon Advisors, LLC89,832$8.49M0.37%+5,92313F-HRTimeline
Invst, LLC88,909$8.4M0.82%+10,66513F-HRTimeline
PAX Financial Group, LLC86,816$8.21M1.22%+4,37213F-HRTimeline
Elevated Financial Group LLC85,206$8.05M2.27%+9,82013F-HRTimeline
Darwin Wealth Management, LLC84,918$8.03M2.2%+3,99113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.83,092$7.85M0.26%-145,27813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC82,871$7.83M0.18%+14,70913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding81,928$7.74M-1,493Timeline
Keebeck Wealth Management81,550$7.71M0.75%+8,23013F-HRTimeline
SIMA Wealth Partners, LLC81,410$7.69M5.45%-2,36013F-HRTimeline
JMAC ENTERPRISES LLC81,180$7.67M1.29%+24,01213F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC81,276$7.65M1.18%+28,12113F-HRTimelineGroup
Shepherd Financial Partners LLC80,672$7.63M0.63%+31,56713F-HRTimeline
LEUTHOLD GROUP, LLC80,658$7.62M0.77%-78913F-HRTimeline
SAX WEALTH ADVISORS, LLC79,719$7.57M0.31%+12,19213F-HRTimeline
Blankinship & Foster, LLC79,582$7.52M1.52%-2,94513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC79,532$7.52M0.14%-21,00513F-HRTimeline
Alesco Advisors, LLC, An ESL Co77,967$7.37M0.17%+2,45513F-HRTimeline
Steward Partners Investment Advisory, L…77,486$7.32M0.04%+4,30313F-HRTimeline
HRT FINANCIAL LP75,512$7.14M0.01%-46,72313F-HRTimeline
Mariner, LLCin group Mariner, LLC74,484$7.04M0.01%-151,14513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC74,289$7.02M0.15%+3,56913F-HRTimeline
Sovran Advisors, LLC74,622$6.99M0.52%+9,38413F-HRTimeline
Legacy Financial Group LLC73,512$6.95M0.78%+9,61413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS73,250$6.92M<0.01%+30,70813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC73,225$6.92M0.07%+9,52013F-HRTimeline
Keystone Financial Services73,126$6.91M1.78%+3,92413F-HRTimeline
Fort Point Capital Partners LLC72,994$6.9M0.74%+6,25513F-HRTimeline
Bay Harbor Wealth Management, LLC71,657$6.77M1.56%+1,21113F-HRTimeline
Shared Vision Wealth Group LLC71,299$6.74M2.32%+3,29013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK70,321$6.65M0.03%+37,44613F-HRTimelineGroup
WEALTH ALLIANCE, LLC70,266$6.64M0.56%+5,22913F-HRTimeline
McNaughton Wealth Management, LLC70,197$6.64M2.36%+8,59613F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…69,775$6.6M0.53%new13F-HRTimelineGroup
SigFig Wealth Management, LLC68,576$6.51M0.17%+6,31513F-HRTimeline
Archford Capital Strategies, LLC68,826$6.51M0.66%-2,58813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS68,371$6.46M0.01%+7,05313F-HRTimeline
FIRST AMERICAN TRUST, FSB68,021$6.43M0.39%-11,08913F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC67,436$6.37M0.12%013F-HRTimeline
Cobblestone Asset Management LLC67,315$6.36M2.65%+3,48013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP65,959$6.25M<0.01%+11,30113F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding66,059$6.24M+8,367Timeline
Winthrop Capital Management, LLC64,433$6.09M1.47%-2413F-HRTimeline
Alternative Investment Advisors, LLC.64,070$6.06M2.34%-1,99913F-HRTimeline
Genesis Wealth Advisors, LLC63,935$6.04M3.61%+4,76813F-HRTimeline
MMA ASSET MANAGEMENT LLC63,833$6.03M1.92%+4,46513F-HRTimeline
Signal Advisors Wealth, LLC63,652$6.02M0.32%+26213F-HRTimeline
Knights of Columbus Asset Advisors LLC62,949$5.95M0.3%+5,85013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC62,874$5.94M<0.01%+30,63513F-HRTimelineGroup
FOSTER & MOTLEY INC61,450$5.81M0.27%-40,73013F-HRTimeline
Cypress Wealth Services, LLC61,414$5.8M0.71%+4,57113F-HRTimeline
Betterment LLC60,424$5.71M0.01%-90313F-HRTimeline
Simplicity Wealth,LLC59,911$5.66M0.19%+11,26013F-HRTimeline
Mayflower Financial Advisors, LLC58,730$5.55M0.48%+3,67913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC58,020$5.51M0.69%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV58,028$5.48M0.01%+46,48413F-HR/ATimeline
Advisory Services Network, LLC57,722$5.46M0.06%+2,09913F-HRTimeline
CORE WEALTH ADVISORS, LLC57,683$5.45M4.02%+4,00513F-HRTimeline
Traveka Wealth, LLC57,586$5.44M1.81%+8,78713F-HRTimeline
International Private Wealth Advisors L…56,994$5.39M2.77%+32,83613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC54,539$5.16M1.38%+3,59913F-HRTimeline
Advus Financial Partners, LLC53,956$5.1M1.45%+1,02213F-HR/ATimeline
FIRST CITIZENS BANK & TRUST CO53,441$5.05M0.08%+14413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP52,648$4.98M0.05%-125,12713F-HRTimelineGroup
Monument Capital Management52,580$4.97M1%+4,77113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC52,467$4.96M0.09%-8,11513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.52,378$4.95M1.2%+10,68313F-HRTimeline
Columbus Macro, LLC52,125$4.93M0.48%+3,28713F-HRTimeline
WBH ADVISORY INC52,017$4.92M0.33%-5,45813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC51,565$4.87M0.34%-4,00813F-HRTimelineGroup
WCG Wealth Advisors LLC51,021$4.82M0.11%+1,30413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp50,634$4.79M0.23%+7,82813F-HRTimelineGroup
Brucke Financial, Inc.50,145$4.74M2.11%+10,88313F-HRTimeline
Essential Planning, LLC.49,158$4.65M1.31%-2,43213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC49,102$4.64M2.66%+25,47713F-HRTimeline
Focus Financial Network, Inc.49,056$4.64M0.14%+5,94513F-HRTimeline
Founders Financial Alliance, LLC48,826$4.62M0.61%+43,95113F-HRTimeline
CHOREO, LLC48,476$4.58M0.05%-1,08613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC48,280$4.56M0.06%+2,28813F-HRTimelineGroup
Daviman Financial, LLC48,250$4.56M2.52%+1,51213F-HRTimeline
Csenge Advisory Group48,249$4.56M0.19%+4,59613F-HRTimeline
Retirement Systems of Alabama47,805$4.52M0.01%+21,61513F-HRTimeline
Insight Wealth Strategies, LLC47,915$4.5M0.44%+3,27713F-HRTimeline
Chatterton & Associates Inc.47,855$4.49M2.64%+10,35313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.47,247$4.47M0.01%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC45,661$4.32M0.31%-21,21013F-HRTimeline
Belpointe Asset Management LLC45,045$4.26M0.14%-17,51713F-HRTimeline
Cornerstone Planning Group LLC44,293$4.13M0.52%+5,56713F-HRTimeline
Independent Advisor Alliance43,460$4.11M0.1%-245,67113F-HRTimeline
Gateway Wealth Partners, LLC43,302$4.09M0.25%-53,03013F-HRTimeline
Atlatl Advisers LLC43,008$4.07M0.97%-22013F-HRTimeline
Hexagon Capital Partners LLC42,978$4.06M0.57%+4,64313F-HRTimeline
Bigelow Investment Advisors, LLC42,212$3.99M1.44%-14513F-HRTimeline
JGP Wealth Management, LLC41,797$3.95M0.35%+4,97413F-HRTimeline
PROFFITT & GOODSON INC41,140$3.89M0.54%-10213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC40,867$3.86M0.24%+4,34313F-HRTimeline
Liberty Atlantic Advisors LLC40,494$3.83M2.75%+5,53213F-HRTimeline
WealthShield Partners, LLC40,370$3.82M0.58%-4,39613F-HRTimeline
Integrated Advisors Network LLC40,348$3.81M0.18%-1,04713F-HRTimeline
Sachetta, LLC40,261$3.81M1.85%+4,32913F-HRTimeline
Avanda Investment Management Pte. Ltd.40,000$3.78M5.09%new13F-HRTimeline
Range Financial Group LLC39,602$3.74M1.02%+2,62113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC39,525$3.74M0.59%+1,70013F-HRTimeline
Hoxton Planning & Management, LLC39,498$3.73M0.97%+5,10513F-HRTimeline
Fermata Advisors, LLC39,468$3.73M0.75%+3,39213F-HRTimeline
Jacobi Capital Management LLC39,383$3.72M0.18%+2,67613F-HRTimeline
Intrua Financial, LLC39,280$3.71M0.35%+2,08113F-HRTimeline
Trivium Point Advisory, LLC39,249$3.71M0.34%+34,98413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC39,112$3.7M0.55%+3,61613F-HRTimeline
MGO ONE SEVEN LLC39,024$3.69M0.06%+2,47513F-HRTimeline
Integrity Advisory Solutions, LLC38,894$3.68M0.38%+6,47113F-HRTimeline
VestGen Advisors, LLC38,781$3.67M0.11%+31,81413F-HRTimeline
Mutual Advisors, LLC38,469$3.64M0.07%+1,96813F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD37,444$3.54M0.73%13F-HRTimeline
WESPAC Advisors SoCal, LLC37,134$3.51M0.63%+14213F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC36,816$3.5M0.31%+10,89013F-HRTimelineGroup
GTS FINANCIAL, LLC36,079$3.39M2.47%+92313F-HRTimeline
TME FINANCIAL, INC.35,656$3.37M2.08%+30813F-HRTimeline
Waverly Advisors, LLC35,252$3.33M0.02%+15,35813F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC34,835$3.29M0.94%+9,79813F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC34,669$3.28M1.91%+3,49713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,643$3.27M0.03%-1,17613F-HRTimelineGroup
Centennial Wealth Advisory LLC34,392$3.25M0.7%+11813F-HRTimeline
Snowden Capital Advisors LLC34,390$3.25M0.08%+3,15513F-HRTimeline
Sunesis Advisors, LLC34,314$3.24M1.34%+613F-HRTimeline
Centurion Wealth Management LLC34,280$3.24M0.77%-72413F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.33,935$3.22M1.83%013F-HRTimeline
Venture Visionary Partners LLC33,786$3.19M0.09%new13F-HRTimeline
PATTEN & PATTEN INC/TN33,680$3.18M0.17%+7,21413F-HRTimeline
5T Wealth, LLC33,659$3.18M1.18%-1,83113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…33,114$3.13M0.31%+2,11013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.33,090$3.13M0.03%+98213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC32,764$3.1M0.12%+2,15213F-HRTimeline
Range Advisory, LLC32,300$3.05M0.36%+11,57413F-HRTimeline
Strategic Blueprint, LLC32,280$3.05M0.15%+13,84713F-HRTimeline
OpenArc Corporate Advisory, LLC32,186$3.04M0.04%-3,01613F-HRTimeline
SWMG, LLC32,262$3.02M0.71%-70113F-HRTimeline
ArborFi Advisors, LLC31,928$3.02M2.19%+1,20213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC31,749$3M0.16%+2,41113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC31,253$2.95M0.09%+6,28813F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP31,118$2.94M0.67%-5,53713F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC30,941$2.92M0.66%+4,28313F-HRTimeline
Advisory Solutions Group, LLC30,454$2.88M0.99%13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.30,175$2.85M0.29%-1,12113F-HRTimeline
ARQ WEALTH ADVISORS, LLC30,582$2.85M0.35%new13F-HRTimeline
Arkadios Wealth Advisors29,845$2.82M0.04%-78413F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/29,567$2.79M1.51%+9,46113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC29,567$2.78M0.01%+9,46113F-HRTimelineGroup
Tradition Wealth Management, LLC29,046$2.75M0.17%+2,04513F-HRTimeline
Whalen Wealth Management Inc.28,970$2.74M1.23%+39913F-HRTimeline
Western Wealth Management, LLC28,860$2.73M0.09%+1,93013F-HRTimeline
Sierra Capital LLC28,777$2.73M0.26%013F-HRTimeline
PRIVATE TRUST CO NA28,228$2.67M0.21%-47013F-HRTimeline
Cassilly Financial Group LLC27,957$2.64M1.92%+49913F-HR/ATimeline
DB Fitzpatrick & Co, Inc27,957$2.64M2.14%+3,72713F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC27,957$2.64M<0.01%+7,60113F-HRTimelineGroup
LifePlan Investment Advisors, Inc.27,229$2.57M0.89%+5,89913F-HRTimeline
J.W. COLE ADVISORS, INC.27,189$2.57M0.04%new13F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC27,131$2.56M0.21%-27913F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC27,089$2.56M0.12%-52913F-HRTimeline
EP Wealth Advisors, LLC27,058$2.56M0.01%+30113F-HRTimeline
Barnes Wealth Management Group, Inc26,995$2.55M1.18%+16213F-HRTimeline
Trajan Wealth LLC26,726$2.53M0.1%-20613F-HRTimeline
Lifelong Wealth Advisors, Inc.26,681$2.52M0.59%+1,98713F-HRTimeline
Aptus Capital Advisors, LLC26,592$2.51M0.02%-31013F-HRTimeline
Pure Financial Advisors, LLC26,456$2.5M0.03%+7,33513F-HRTimeline
Braun-Bostich & Associates Inc.26,356$2.49M1.39%+51713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC26,266$2.48M0.09%-1,35613F-HRTimeline
Patriot Financial Group Insurance Agenc…26,247$2.48M0.25%-23,98113F-HRTimeline
Bestgate Wealth Advisors, LLC26,179$2.47M3.94%+60013F-HRTimeline
DecisionMap Wealth Management, LLC26,011$2.46M1.38%+1,37813F-HRTimeline
Midwest Trust Co25,989$2.46M0.03%+1,84313F-HRTimeline
Yukon Wealth Management, Inc.25,971$2.45M0.7%-3,28813F-HRTimeline
Qube Research & Technologies Ltd25,870$2.45M<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.25,686$2.43M0.01%+2,02913F-HRTimeline
Compass Financial Group, Inc.25,641$2.42M1.02%-18513F-HRTimeline
May Hill Capital, LLC25,235$2.39M0.5%+2,98413F-HRTimeline
MA Private Wealth24,908$2.35M0.35%+88413F-HRTimeline
Sovereign Investment Advisors, LLC24,800$2.34M0.44%+4,50013F-HRTimeline
Brookwood Investment Group LLC24,739$2.34M0.27%-1,04313F-HRTimeline