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Disclosery

MBB ISHARES TR

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SHS (fund)

932 managers (945 13F filers) reported a position in MBB shares at 2025-06-30, 366,454,650 shares in all. 82 filers opened a position and 84 filers sold out during the quarter.

Managers
932
13F filers
945
New
82
Added
412
Reduced
314
Sold out
84
Shares held by filers
366,454,650

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Kelly Financial Services LLC99,796$9.37M2.76%+2,93813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.98,955$9.29M0.08%+8,20813F-HRTimelineGroup
Invst, LLC98,464$9.24M1.15%+6,73913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.95,057$8.93M0.03%013F-HRTimelineGroup
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.94,091$8.83M1.64%-2,79913F-HRTimeline
TSA Wealth Managment LLC93,470$8.78M3.21%+1,73913F-HRTimeline
Westover Capital Advisors, LLC92,820$8.71M1.74%-1,36613F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC92,525$8.69M0.25%-2,49113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …91,589$8.6M0.56%+5,19213F-HR/ATimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …91,529$8.57M0.33%+64,73913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.91,135$8.56M0.22%+1,51813F-HRTimeline
TD Asset Management Inc90,000$8.45M0.01%013F-HRTimeline
RATIONAL ADVISORS, INC.89,110$8.37M0.83%+44,02513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…87,573$8.22M2.72%-73613F-HRTimelineGroup
Compass Wealth Management, LLC/GA86,908$8.16M4.37%13F-HRTimeline
Vertex Planning Partners, LLC85,500$8.03M1.68%+2,21413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …85,039$7.98M0.01%-347,64913F-HRTimelineGroup
Proficio Capital Partners LLC83,363$7.83M0.49%-9,15613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding83,350$7.83M-533Timeline
Simplicity Wealth,LLC82,498$7.75M0.32%+43,60313F-HRTimeline
Blankinship & Foster, LLC82,103$7.71M1.8%-6,93513F-HRTimeline
Edge Wealth Management LLC81,684$7.67M1.48%-3,03913F-HRTimeline
Smartleaf Asset Management LLC81,800$7.65M0.67%+14,62313F-HRTimeline
Impact Partnership Wealth, LLC81,466$7.65M1.41%-4,75513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP81,353$7.64M0.01%-4,42113F-HRTimelineGroup
West Family Investments, Inc.80,697$7.61M1.99%013F-HRTimeline
FOSTER & MOTLEY INC80,590$7.57M0.44%+8,10913F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co79,739$7.49M0.37%+1,11213F-HRTimelineGroup
SIMA Wealth Partners, LLC79,697$7.48M6.04%-5113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC75,934$7.13M0.15%+6,02913F-HRTimelineGroup
Snider Financial Group74,766$7.02M2.02%+73913F-HRTimeline
Alternative Investment Advisors, LLC.73,952$6.94M3.45%-3,04713F-HRTimeline
Steward Partners Investment Advisory, L…72,930$6.85M0.05%+6,86813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding72,859$6.84M+6,760Timeline
LINCOLN CAPITAL CORP72,433$6.8M2.61%+49613F-HRTimeline
Tortoise Investment Management, LLC70,831$6.65M0.63%-7,33013F-HRTimeline
Regal Investment Advisors LLC70,629$6.63M0.5%-42513F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC70,251$6.57M0.66%-2,27513F-HRTimelineGroup
Winthrop Capital Management, LLC69,755$6.55M1.66%-3,34713F-HRTimeline
Prime Capital Investment Advisors, LLC68,835$6.46M0.09%-23,86013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS68,565$6.44M0.01%+15,95313F-HRTimelineGroup
CW Advisors, LLC67,938$6.38M0.06%+15,49513F-HRTimeline
Lindenwold Advisors, INC67,783$6.36M3.31%+7,23813F-HRTimeline
Municipal Employees' Retirement System …67,551$6.34M0.08%013F-HRTimeline
Shared Vision Wealth Group LLC67,524$6.28M3.14%+4,88313F-HRTimeline
Heck Capital Advisors, LLC66,928$6.28M0.54%new13F-HRTimeline
LEUTHOLD GROUP, LLC66,832$6.27M0.75%+6,12413F-HRTimeline
Parkside Advisors LLC66,555$6.25M1.37%+34913F-HRTimeline
PAX Financial Group, LLC66,503$6.24M1.19%-8,28313F-HRTimeline
BEACON FINANCIAL GROUP66,440$6.24M0.65%+4,37713F-HRTimeline
Bay Harbor Wealth Management, LLC66,078$6.2M1.8%-4,01213F-HRTimeline
Capital International Investorsin group Capital International Investo…65,278$6.13M<0.01%+1,05613F-HRTimelineGroup
Optas, LLC63,975$6.01M1.14%-3,74813F-HRTimeline
Meteora Capital, LLC62,500$5.87M1.1%new13F-HRTimeline
Fort Point Capital Partners LLC61,471$5.77M0.58%+44813F-HRTimeline
Columbus Macro, LLC60,603$5.69M0.7%+8,03013F-HRTimeline
FIRST AMERICAN TRUST, FSB58,884$5.53M0.44%-37313F-HRTimeline
Keystone Financial Services58,751$5.52M1.88%+3,76413F-HRTimeline
Belpointe Asset Management LLC58,332$5.48M0.23%+10,20213F-HRTimeline
McNaughton Wealth Management, LLC57,846$5.43M2.42%-78113F-HRTimeline
Endurance Services Ltd57,544$5.4M0.94%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH57,057$5.36M1.69%-57213F-HRTimeline
Betterment LLC57,017$5.35M0.01%+10,65813F-HRTimeline
Essential Planning, LLC.56,511$5.31M1.98%+2,01513F-HRTimeline
Cobblestone Asset Management LLC56,133$5.27M2.77%-1,68913F-HRTimeline
World Investment Advisors55,994$5.26M0.12%-5,01313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS55,492$5.21M0.01%-5,78713F-HRTimeline
Genesis Wealth Advisors, LLC55,325$5.19M3.9%+5,98413F-HRTimeline
SigFig Wealth Management, LLC55,404$5.18M0.17%-33613F-HRTimeline
Legacy Financial Group LLC54,634$5.13M0.72%+2,96713F-HRTimeline
WEALTH ALLIANCE, LLC54,315$5.1M0.57%+2,65713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC54,245$5.09M0.17%+2,65613F-HRTimelineGroup
CHOREO, LLC53,448$5.02M0.07%-9,65613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC53,316$5.01M0.78%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC52,783$4.96M0.51%+8,56813F-HRTimelineGroup
Advus Financial Partners, LLC51,934$4.88M1.93%-45413F-HR/ATimeline
McKinley Carter Wealth Services, Inc.50,674$4.76M0.26%-60313F-HRTimeline
Pettinga Financial Advisors LLC50,230$4.72M1.03%+1,94213F-HRTimeline
WCG Wealth Advisors LLC49,839$4.68M0.3%-97313F-HRTimeline
JMAC ENTERPRISES LLC49,646$4.66M1%+5,30213F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC49,576$4.65M1.64%+19,45813F-HRTimeline
Integrated Advisors Network LLC48,906$4.59M0.21%-10,34813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC48,438$4.55M0.04%-23,36213F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC48,288$4.53M0.16%+4,17813F-HRTimeline
True Vision MN LLC47,796$4.49M2.48%-27113F-HRTimeline
Graypoint LLC45,947$4.31M0.24%+53513F-HRTimeline
Sequoia Financial Advisors, LLC45,924$4.31M0.03%-85913F-HRTimeline
Cypress Wealth Services, LLC45,484$4.27M0.76%+1,96313F-HRTimeline
Semmax Financial Advisors Inc.45,554$4.26M1.1%+1,71413F-HRTimeline
Signal Advisors Wealth, LLC45,133$4.24M0.33%-10,95113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,533$4.18M0.01%-1,99513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC44,339$4.16M0.11%+15,29713F-HRTimeline
Shepherd Financial Partners LLC43,793$4.11M0.43%+2,13413F-HRTimeline
Mayflower Financial Advisors, LLC43,206$4.06M0.57%+5,68413F-HRTimeline
PROFFITT & GOODSON INC42,913$4.03M0.61%-1,30313F-HRTimeline
F/m Investments LLC42,520$3.99M0.14%+38,94513F-HRTimeline
Apeiron RIA LLC42,435$3.98M1.03%+2,87313F-HRTimeline
Focus Financial Network, Inc.42,137$3.96M0.16%+1,01513F-HRTimeline
Advisory Services Network, LLC42,356$3.94M0.06%+1,35813F-HRTimeline
Insight Wealth Strategies, LLC41,413$3.87M0.49%-1,05113F-HRTimeline
Csenge Advisory Group41,678$3.86M0.2%+5,10513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP40,770$3.82M<0.01%+6,25713F-HRTimelineGroup
Northwest Capital Management Inc40,643$3.82M2.07%-20,99013F-HRTimeline
WealthShield Partners, LLC40,420$3.8M0.46%+85113F-HRTimeline
Vestmark Advisory Solutions, Inc.39,768$3.73M0.05%-7,41013F-HRTimeline
Sovran Advisors, LLC39,787$3.69M0.39%-4,46413F-HRTimeline
KICKSTAND VENTURES, LLC.39,026$3.66M0.86%-3,89313F-HRTimeline
Riggs Asset Managment Co. Inc.37,985$3.57M0.88%-3,41813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC37,680$3.54M0.86%+1,01013F-HRTimeline
ARQ WEALTH ADVISORS, LLC37,444$3.51M1.21%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC36,918$3.47M1.26%+60213F-HRTimeline
Independent Advisor Alliance36,890$3.46M0.1%+2,41213F-HRTimeline
Mutual Advisors, LLC37,145$3.46M0.09%-70113F-HRTimeline
Summit X, LLC36,027$3.38M0.63%-25,15613F-HRTimeline
BAILARD, INC.35,960$3.38M0.08%-40,20313F-HRTimeline
Parallel Advisors, LLC35,809$3.36M0.07%+4,58113F-HRTimeline
Trajan Wealth LLC35,515$3.33M0.16%-2,96113F-HRTimeline
Sachetta, LLC34,872$3.27M1.29%-1,52913F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP34,380$3.23M0.86%+1,09013F-HRTimelineGroup
RESOLUTE WEALTH ADVISOR, INC.33,935$3.22M1.83%13F-HRTimeline
PRIVATE TRUST CO NA34,295$3.22M0.31%+3,14613F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC33,323$3.13M2.93%13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.33,296$3.13M0.37%-4,81513F-HRTimeline
First Horizon Advisors, Inc.33,235$3.12M0.08%+2,61313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC32,659$3.07M0.06%+2,17413F-HRTimelineGroup
TME FINANCIAL, INC.32,278$3.03M2.45%+7,36913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.32,235$3.03M1.43%+3,82913F-HRTimeline
Atlatl Advisers LLC32,185$3.02M1.43%-7413F-HRTimeline
Bristlecone Advisors, LLC31,883$2.99M0.25%+9,85513F-HRTimeline
Crabel Capital Management, LLC31,769$2.98M1.83%+12,05313F-HRTimeline
Centurion Wealth Management LLC31,352$2.94M0.84%-4,40613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC31,250$2.93M0.09%new13F-HRTimeline
Centennial Wealth Advisory LLC30,960$2.91M0.92%-7,61013F-HRTimeline
Jacobi Capital Management LLC30,948$2.91M0.19%+1,65213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,785$2.89M0.06%+11,19413F-HRTimelineGroup
IHT Wealth Management, LLC30,731$2.89M0.08%-2,20513F-HRTimeline
Sierra Capital LLC30,730$2.87M0.33%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding30,201$2.84M-3,206Timeline
My Legacy Advisors, LLC30,313$2.83M1.01%+3,60513F-HRTimeline
SWMG, LLC30,392$2.82M0.95%-25,10313F-HRTimeline
EP Wealth Advisors, LLC29,980$2.81M0.02%+19,54013F-HRTimeline
Snowden Capital Advisors LLC29,416$2.76M0.08%-1,87013F-HRTimeline
Bigelow Investment Advisors, LLC29,140$2.74M1.21%+8,46913F-HRTimeline
Hexagon Capital Partners LLC28,757$2.7M0.6%+2,60613F-HRTimeline
Yukon Wealth Management, Inc.28,505$2.68M0.96%-3,77513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp28,317$2.66M0.16%+2,56413F-HRTimelineGroup
Tradition Wealth Management, LLC27,860$2.62M0.21%-71513F-HRTimeline
Legacy Edge Advisors, LLC27,759$2.61M0.35%+19,58913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC27,741$2.6M0.24%-2613F-HRTimelineGroup
Fermata Advisors, LLC27,611$2.59M0.69%+2,26813F-HRTimeline
Quadrant Private Wealth Management, LLC27,170$2.55M0.53%+3,14613F-HRTimeline
5T Wealth, LLC26,622$2.5M1.27%-9313F-HRTimeline
Buttonwood Financial Group, LLC26,892$2.5M1.27%+20213F-HRTimeline
OARSMAN CAPITAL, INC.26,567$2.49M0.39%+13113F-HRTimeline
ArborFi Advisors, LLC26,331$2.47M2.18%-24113F-HRTimeline
Hoxton Planning & Management, LLC25,973$2.44M0.84%+1413F-HRTimeline
Barnes Wealth Management Group, Inc25,782$2.42M1.43%+12613F-HRTimeline
Saxony Capital Management, LLC25,506$2.39M1.84%+4,59513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/25,318$2.38M0.12%+4,09413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC25,274$2.37M<0.01%+17413F-HRTimelineGroup
DB Fitzpatrick & Co, Inc25,245$2.37M2.1%-32913F-HRTimeline
Washington Trust Bank24,860$2.33M0.2%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthPlan Investment Management, LLC24,342$2.29M0.17%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC24,333$2.28M0.18%+3,76013F-HR/ATimeline
Braun-Bostich & Associates Inc.24,317$2.28M1.56%+55913F-HRTimeline
Van Hulzen Asset Management, LLC24,152$2.27M0.19%+54713F-HRTimeline
DecisionMap Wealth Management, LLC24,150$2.27M1.56%-24313F-HRTimeline
IFP Advisors, Inc23,975$2.25M0.06%+2,95913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC23,813$2.24M0.2%+2,36713F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC23,757$2.23M0.11%+3,89313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC23,743$2.23M<0.01%-82,20513F-HRTimelineGroup
Community Bank, N.A.23,019$2.16M0.28%+5,76313F-HRTimeline
Arkadios Wealth Advisors23,008$2.16M0.06%-1,81813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22,554$2.12M0.15%-2,94613F-HRTimeline
Trivium Point Advisory, LLC22,290$2.09M0.23%+6,55313F-HRTimeline
MA Private Wealth22,214$2.09M0.37%-1,07513F-HRTimeline
ShoreHaven Wealth Partners, LLC22,096$2.07M0.85%+57913F-HRTimeline
Copperleaf Capital, LLC22,091$2.07M1.05%+50713F-HRTimeline
Bestgate Wealth Advisors, LLC21,895$2.05M4.26%013F-HRTimeline
Strategic Blueprint, LLC21,730$2.04M0.1%+66413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,572$2.03M0.03%-35,99013F-HRTimelineGroup
BCU Wealth Advisors, LLC21,503$2.02M0.91%-413F-HRTimeline
Haverford Trust Co21,495$2.02M0.02%-5,97113F-HRTimeline
Aptus Capital Advisors, LLC21,405$2.01M0.02%-2,56113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC21,143$1.99M0.93%+57113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC21,098$1.98M0.17%+2,45313F-HRTimeline
Patriot Financial Group Insurance Agenc…20,991$1.97M0.23%+51113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,891$1.96M0.03%-3613F-HRTimeline
Stelac Advisory Services LLC20,716$1.95M0.74%013F-HRTimeline
Lion Street Advisors, LLC20,455$1.92M0.58%+1,69713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,259$1.9M0.05%+3,52413F-HRTimeline
D.A. DAVIDSON & CO.20,182$1.89M0.01%+43113F-HRTimeline
Waverly Advisors, LLC20,017$1.88M0.02%+17,45113F-HRTimeline
Great Diamond Partners, LLC20,010$1.88M0.4%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT19,983$1.88M0.22%013F-HRTimeline
Intelligence Driven Advisers, LLC19,875$1.87M0.28%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC19,807$1.86M0.1%+69513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19,425$1.82M0.01%-10013F-HRTimelineGroup
Coordinated Financial Services, Inc.19,363$1.82M1.26%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC19,301$1.81M0.21%-1,27813F-HRTimeline