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Disclosery

MBB ISHARES TR

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SHS (fund)

922 managers (934 13F filers) reported a position in MBB shares at 2025-09-30, 382,528,760 shares in all. 76 filers opened a position and 84 filers sold out during the quarter.

Managers
922
13F filers
934
New
76
Added
450
Reduced
285
Sold out
84
Shares held by filers
382,528,760

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Hudson Capital Management LLC103,932$9.89M2.63%+49613F-HRTimeline
WBH ADVISORY INC102,664$9.77M0.75%-12,64813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS102,412$9.74M0.01%+33,84713F-HRTimelineGroup
COMMUNITY TRUST & INVESTMENT CO100,900$9.6M0.52%-3,60013F-HRTimeline
FOSTER & MOTLEY INC100,218$9.54M0.51%+19,62813F-HRTimeline
Invst, LLC98,228$9.35M1.06%-23613F-HRTimeline
CIM, LLC97,635$9.29M1.21%-9,01513F-HRTimeline
TSA Wealth Managment LLC96,191$9.15M3.11%+2,72113F-HRTimeline
Steward Partners Investment Advisory, L…93,330$8.88M0.05%+20,40013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC92,315$8.78M0.25%-21013F-HRTimeline
Procyon Advisors, LLC91,599$8.72M0.52%new13F-HRTimeline
Vertex Planning Partners, LLC90,089$8.57M1.64%+4,58913F-HRTimeline
TD Asset Management Inc90,000$8.56M0.01%013F-HRTimeline
Smartleaf Asset Management LLC89,346$8.5M0.53%+7,54613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC89,338$8.5M0.17%+13,40413F-HRTimelineGroup
RATIONAL ADVISORS, INC.85,050$8.09M0.81%-4,06013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding84,976$8.09M+1,626Timeline
LEUTHOLD GROUP, LLC84,496$8.04M0.88%+17,66413F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…84,022$7.99M0.04%-87,15713F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…83,893$7.98M2.35%-3,68013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.81,858$7.79M0.18%-9,27713F-HRTimeline
Blankinship & Foster, LLC81,791$7.78M1.7%-31213F-HRTimeline
West Family Investments, Inc.80,697$7.71M1.72%013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co80,720$7.68M0.37%+98113F-HRTimelineGroup
Edge Wealth Management LLC80,590$7.67M1.36%-1,09413F-HRTimeline
BEACON FINANCIAL GROUP79,567$7.57M0.74%+13,12713F-HRTimeline
SIMA Wealth Partners, LLC77,697$7.39M5.65%-2,00013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC76,859$7.31M0.08%+55,28713F-HRTimelineGroup
Snider Financial Group75,264$7.16M1.95%+49813F-HRTimeline
LINCOLN CAPITAL CORP73,640$7.01M2.52%+1,20713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding72,695$6.92M-164Timeline
Alternative Investment Advisors, LLC.72,511$6.9M3.14%-1,44113F-HRTimeline
Regal Investment Advisors LLC71,955$6.85M0.45%+1,32613F-HRTimeline
Forefront Wealth Partners, LLC71,706$6.82M1.72%new13F-HRTimeline
Lindenwold Advisors, INC70,870$6.74M3.19%+3,08713F-HRTimeline
PAX Financial Group, LLC70,427$6.7M1.21%+3,92413F-HRTimeline
Shared Vision Wealth Group LLC69,702$6.69M2.83%+2,17813F-HRTimeline
Proficio Capital Partners LLC70,011$6.66M0.46%-13,35213F-HR/ATimeline
Impact Partnership Wealth, LLC69,804$6.64M0.99%-11,66213F-HRTimeline
Prime Capital Investment Advisors, LLC69,295$6.59M0.08%+46013F-HRTimeline
Bay Harbor Wealth Management, LLC68,500$6.52M1.76%+2,42213F-HRTimeline
Winthrop Capital Management, LLC68,439$6.51M1.57%-1,31613F-HRTimeline
Municipal Employees' Retirement System …67,551$6.43M0.07%013F-HRTimeline
HRT FINANCIAL LP65,747$6.25M0.02%new13F-HRTimeline
Pettinga Financial Advisors LLC64,211$6.11M1.19%+13,98113F-HRTimeline
Fort Point Capital Partners LLC63,822$6.07M0.77%+2,35113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC62,000$5.9M0.15%+30,75013F-HRTimeline
Ashton Thomas Private Wealth, LLC61,490$5.85M0.15%+13,20213F-HRTimeline
McNaughton Wealth Management, LLC59,974$5.71M2.41%+2,12813F-HRTimeline
Keystone Financial Services59,963$5.71M1.77%+1,21213F-HRTimeline
Legacy Financial Group LLC59,712$5.68M0.74%+5,07813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC59,604$5.67M0.17%+5,35913F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.59,457$5.66M0.02%-35,60013F-HRTimelineGroup
Archford Capital Strategies, LLC58,857$5.6M0.67%new13F-HRTimeline
Columbus Macro, LLC58,847$5.6M0.64%-1,75613F-HRTimeline
SigFig Wealth Management, LLC58,506$5.57M0.17%+3,10213F-HRTimeline
Cobblestone Asset Management LLC58,291$5.55M2.54%+2,15813F-HRTimeline
Endurance Services Ltd57,544$5.48M0.92%013F-HRTimeline
Belpointe Asset Management LLC57,472$5.47M0.21%-86013F-HRTimeline
WEALTH ALLIANCE, LLC56,972$5.42M0.56%+2,65713F-HRTimeline
World Investment Advisors56,721$5.4M0.11%+72713F-HRTimeline
FIRST AMERICAN TRUST, FSB56,633$5.39M0.39%-2,25113F-HRTimeline
Essential Planning, LLC.56,319$5.36M1.84%-19213F-HRTimeline
Betterment LLC56,039$5.33M0.01%-97813F-HRTimeline
Genesis Wealth Advisors, LLC55,643$5.29M3.73%+31813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC55,610$5.29M0.75%+2,29413F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH54,685$5.2M1.55%-2,37213F-HRTimeline
JMAC ENTERPRISES LLC52,889$5.03M1%+3,24313F-HRTimeline
CHOREO, LLC52,471$4.99M0.07%-97713F-HRTimeline
Advus Financial Partners, LLC52,434$4.99M1.85%+50013F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC52,409$4.99M0.12%+8,07013F-HRTimeline
Tortoise Investment Management, LLC51,886$4.94M0.44%-18,94513F-HRTimeline
Sequoia Financial Advisors, LLC51,085$4.86M0.03%+5,16113F-HRTimeline
JT Stratford LLC51,046$4.86M0.65%+42,59713F-HRTimeline
Apeiron RIA LLC50,447$4.81M1.08%+8,01213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS50,457$4.8M0.01%-5,03513F-HRTimeline
True Vision MN LLC50,427$4.8M2.5%+2,63113F-HRTimeline
Beacon Pointe Advisors, LLC50,083$4.77M0.04%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC50,034$4.76M0.46%-2,74913F-HRTimelineGroup
Signal Advisors Wealth, LLC49,718$4.73M0.43%+4,58513F-HRTimeline
McKinley Carter Wealth Services, Inc.49,633$4.72M0.25%-1,04113F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…49,042$4.67M2.1%new13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC49,080$4.67M1.48%-49613F-HRTimeline
Vestmark Advisory Solutions, Inc.48,683$4.63M0.09%+8,91513F-HRTimeline
WCG Wealth Advisors LLC48,401$4.61M0.29%-1,43813F-HRTimeline
Integrated Advisors Network LLC48,069$4.57M0.19%-83713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …47,892$4.55M0.15%-43,63713F-HRTimelineGroup
Mayflower Financial Advisors, LLC47,656$4.53M0.57%+4,45013F-HRTimeline
Friedenthal Financial47,536$4.52M2.34%+43,58513F-HRTimeline
Riggs Asset Managment Co. Inc.47,127$4.48M0.97%+9,14213F-HRTimeline
Cypress Wealth Services, LLC46,393$4.41M0.72%+90913F-HRTimeline
Shepherd Financial Partners LLC45,850$4.36M0.42%+2,05713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP44,625$4.24M<0.01%+3,85513F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC43,729$4.16M0.24%+27,62913F-HRTimeline
Simplicity Wealth,LLC43,477$4.14M0.24%-39,02113F-HRTimeline
Focus Financial Network, Inc.43,386$4.13M0.15%+1,24913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC43,003$4.09M0.07%+10,34413F-HRTimelineGroup
PROFFITT & GOODSON INC42,198$4.02M0.58%-71513F-HRTimeline
WealthShield Partners, LLC41,501$3.95M0.45%+1,08113F-HRTimeline
Insight Wealth Strategies, LLC41,244$3.92M0.46%-16913F-HRTimeline
Independent Advisor Alliance41,123$3.91M0.1%+4,23313F-HRTimeline
Parallel Advisors, LLC41,018$3.9M0.07%+5,20913F-HRTimeline
Sunesis Advisors, LLC40,692$3.87M1.81%13F-HRTimeline
Bristlecone Advisors, LLC40,475$3.85M0.32%+8,59213F-HRTimeline
Sovran Advisors, LLC39,882$3.81M0.34%+9513F-HRTimeline
Advisory Services Network, LLC39,651$3.77M0.06%-2,70513F-HRTimeline
Fermata Advisors, LLC39,602$3.77M0.96%+11,99113F-HRTimeline
Mutual Advisors, LLC38,223$3.66M0.08%+1,07813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC38,269$3.64M1.21%+1,35113F-HRTimeline
Csenge Advisory Group37,245$3.54M0.17%-4,43313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC34,697$3.3M0.46%-2,98313F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP34,380$3.27M0.81%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…34,093$3.24M0.06%+3,30813F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.33,920$3.23M1%+1,68513F-HRTimeline
TME FINANCIAL, INC.33,749$3.21M2.41%+1,47113F-HRTimeline
Sachetta, LLC33,742$3.21M1.2%-1,13013F-HRTimeline
BAILARD, INC.33,217$3.16M0.07%-2,74313F-HRTimeline
Bigelow Investment Advisors, LLC33,182$3.16M1.27%+4,04213F-HRTimeline
Centurion Wealth Management LLC33,151$3.15M0.72%+1,79913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC32,993$3.14M0.22%+8,66013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.32,656$3.11M0.34%-64013F-HRTimeline
Jacobi Capital Management LLC32,630$3.1M0.19%+1,68213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp32,422$3.08M0.17%+4,10513F-HRTimelineGroup
Hexagon Capital Partners LLC32,089$3.05M0.61%+3,33213F-HRTimeline
Centennial Wealth Advisory LLC32,009$3.05M0.85%+1,04913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding31,779$3.02M+1,578Timeline
BRIAN LOW FINANCIAL GROUP, LLC31,719$3.02M2.34%-1,60413F-HRTimeline
Atlatl Advisers LLC31,501$3M1.19%-68413F-HRTimeline
Snowden Capital Advisors LLC30,486$2.9M0.08%+1,07013F-HRTimeline
5T Wealth, LLC30,145$2.87M1.25%+3,52313F-HRTimeline
Trivium Point Advisory, LLC30,054$2.86M0.29%+7,76413F-HRTimeline
Aptus Capital Advisors, LLC30,042$2.86M0.03%+8,63713F-HRTimeline
Sierra Capital LLC28,930$2.8M0.31%-1,80013F-HRTimeline
Hoxton Planning & Management, LLC29,171$2.78M0.89%+3,19813F-HRTimeline
Arkadios Wealth Advisors29,007$2.76M0.07%+5,99913F-HRTimeline
Quadrant Private Wealth Management, LLC28,457$2.71M0.49%+1,28713F-HRTimeline
D L CARLSON INVESTMENT GROUP INC28,324$2.7M0.45%+13,34513F-HRTimeline
Edgestream Partners, L.P.28,189$2.68M0.08%+19,31113F-HRTimeline
MMA ASSET MANAGEMENT LLC28,129$2.68M0.89%+9,59013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC28,052$2.67M0.12%+4,29513F-HRTimeline
Buttonwood Financial Group, LLC27,931$2.66M1.15%+1,03913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC27,851$2.65M0.21%+6,75313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC27,699$2.64M0.23%-4213F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/27,616$2.63M0.13%+2,29813F-HRTimeline
Yukon Wealth Management, Inc.27,615$2.63M0.86%-89013F-HRTimeline
Trajan Wealth LLC27,515$2.62M0.11%-8,00013F-HRTimeline
RHS Financial, LLC27,511$2.62M1.36%+8,29913F-HRTimeline
GeoWealth Management, LLC27,345$2.6M0.09%+20,98313F-HRTimeline
JGP Wealth Management, LLC27,102$2.58M0.29%+8,37513F-HRTimeline
SWMG, LLC26,815$2.57M0.78%-3,57713F-HRTimeline
Mach-1 Financial Group, LLC26,970$2.57M0.41%new13F-HRTimeline
Integrity Advisory Solutions, LLC26,970$2.57M0.41%13F-HRTimeline
PRIVATE TRUST CO NA26,777$2.55M0.22%-7,51813F-HRTimeline
Cornerstone Planning Group LLC26,477$2.53M0.4%+25,74113F-HRTimeline
ArborFi Advisors, LLC26,382$2.51M2.04%+5113F-HRTimeline
Optas, LLC26,325$2.5M0.43%-37,65013F-HRTimeline
Tradition Wealth Management, LLC26,136$2.49M0.18%-1,72413F-HRTimeline
Compass Financial Group, Inc.26,024$2.48M1.11%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC25,772$2.45M0.19%+1,95913F-HR/ATimeline
Barnes Wealth Management Group, Inc25,721$2.45M1.35%-6113F-HRTimeline
Braun-Bostich & Associates Inc.25,326$2.41M1.52%+1,00913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,303$2.41M<0.01%+1,56013F-HRTimelineGroup
American National Bank of Texas25,079$2.39M2.25%13F-HRTimeline
IFP Advisors, Inc25,036$2.38M0.06%+1,06113F-HR/ATimeline
Washington Trust Bank24,860$2.37M0.17%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DecisionMap Wealth Management, LLC24,777$2.36M1.51%+62713F-HRTimeline
DB Fitzpatrick & Co, Inc24,726$2.35M2.13%-51913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV24,566$2.34M0.16%+2,01213F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC24,442$2.33M0.22%-45,80913F-HRTimelineGroup
KICKSTAND VENTURES, LLC.23,875$2.27M0.5%-15,15113F-HRTimeline
Van Hulzen Asset Management, LLC23,831$2.27M0.17%-32113F-HRTimeline
Waverly Advisors, LLC23,784$2.26M0.02%+3,76713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC23,281$2.22M0.02%-25,15713F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…23,025$2.19M0.28%+2,03413F-HRTimeline
Great Diamond Partners, LLC22,957$2.18M0.42%+2,94713F-HRTimeline
ShoreHaven Wealth Partners, LLC22,931$2.18M0.81%+83513F-HRTimeline
MGO ONE SEVEN LLC22,618$2.15M0.05%+3,84513F-HRTimeline
Bestgate Wealth Advisors, LLC22,439$2.14M3.77%+54413F-HRTimeline
Copperleaf Capital, LLC22,373$2.13M1.02%+28213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC22,337$2.13M0.95%+1,19413F-HRTimeline
Community Bank, N.A.22,298$2.12M0.26%-72113F-HRTimeline
MA Private Wealth22,214$2.11M0.36%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO22,019$2.1M0.05%+8,02113F-HRTimeline
Dorsey & Whitney Trust CO LLC21,987$2.09M0.11%+2,18013F-HRTimeline
Trilogy Capital Inc.21,980$2.09M0.1%+5,47913F-HRTimeline
Stelac Advisory Services LLC21,166$2.01M0.7%+45013F-HRTimeline
D.A. DAVIDSON & CO.21,154$2.01M0.01%+97213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,894$1.99M0.05%-282,93813F-HRTimelineGroup
Strategic Blueprint, LLC20,892$1.99M0.09%-83813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC20,870$1.99M0.13%+7,27513F-HRTimeline
PATTEN & PATTEN INC/TN20,200$1.92M0.11%+5,27313F-HRTimeline
Northwest Capital Management Inc20,183$1.92M2.02%-20,46013F-HRTimeline
BCU Wealth Advisors, LLC19,972$1.9M0.77%-1,53113F-HRTimeline
Lifelong Wealth Advisors, Inc.19,682$1.87M0.56%+1,02113F-HRTimeline
Intelligence Driven Advisers, LLC19,658$1.87M0.26%-21713F-HRTimeline
Kilter Group LLC19,627$1.87M0.88%+1,73713F-HRTimeline
RDA Financial Network19,607$1.87M0.46%+61913F-HRTimeline
WealthPLAN Partners, LLC19,572$1.86M0.28%+2,44313F-HRTimeline
Gateway Wealth Partners, LLC19,533$1.86M0.25%+1,92913F-HRTimeline
Payne Capital LLC19,497$1.86M1.88%13F-HRTimeline