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Disclosery

MBB ISHARES TR

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SHS (fund)

1,012 managers (1,025 13F filers) reported a position in MBB shares at 2025-12-31, 346,822,834 shares in all. 92 filers opened a position and 59 filers sold out during the quarter.

Managers
1,012
13F filers
1,025
New
92
Added
475
Reduced
283
Sold out
59
Shares held by filers
346,822,834

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC110,454$10.5M2.64%+4,77213F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co109,570$10.4M2.33%+1,47013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC107,658$10.3M0.21%+18,32013F-HRTimelineGroup
JT Stratford LLC106,330$10.1M1.3%+55,28413F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…106,000$10.1M0.01%013F-HRTimelineGroup
Hudson Capital Management LLC105,974$10.1M2.53%+2,04213F-HRTimeline
FOSTER & MOTLEY INC103,372$9.84M0.52%+3,15413F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO101,182$9.63M0.51%+28213F-HRTimeline
CIM, LLC100,789$9.6M1.26%+3,15413F-HRTimeline
CONNABLE OFFICE INC97,215$9.26M0.85%-13,99413F-HRTimeline
TSA Wealth Managment LLC96,933$9.23M3.06%+74213F-HRTimeline
Smartleaf Asset Management LLC94,096$8.98M0.34%+4,75013F-HRTimeline
Steward Partners Investment Advisory, L…93,918$8.94M0.05%+58813F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC90,920$8.66M0.25%-1,39513F-HRTimeline
Procyon Advisors, LLC90,375$8.61M0.43%-1,22413F-HRTimeline
TD Asset Management Inc90,000$8.57M0.01%013F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding87,158$8.3M-50,997Timeline
BEACON FINANCIAL GROUP84,948$8.09M0.8%+5,38113F-HRTimeline
Impact Partnership Wealth, LLC84,877$8.08M1.04%+15,07313F-HRTimeline
Vestmark Advisory Solutions, Inc.84,802$8.07M0.11%+36,11913F-HRTimeline
Invst, LLC84,263$8.02M0.87%-13,96513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…84,261$8.02M2.53%+36813F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding83,679$7.97M-1,297Timeline
LEUTHOLD GROUP, LLC81,963$7.8M0.84%-2,53313F-HRTimeline
RATIONAL ADVISORS, INC.81,858$7.79M0.8%-3,19213F-HRTimeline
Blankinship & Foster, LLC81,702$7.78M1.68%-8913F-HRTimeline
West Family Investments, Inc.80,697$7.72M1.81%013F-HRTimeline
HARBOUR INVESTMENTS, INC.80,924$7.71M0.16%-93413F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co80,246$7.64M0.37%-47413F-HRTimelineGroup
PAX Financial Group, LLC80,149$7.63M1.32%+9,72213F-HRTimeline
Proficio Capital Partners LLC78,225$7.45M0.52%+8,21413F-HRTimeline
Snider Financial Group78,113$7.44M1.98%+2,84913F-HRTimeline
SIMA Wealth Partners, LLC77,591$7.39M5.62%-10613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC77,169$7.35M0.08%+31013F-HRTimelineGroup
Regal Investment Advisors LLC76,842$7.32M0.44%+4,88713F-HRTimeline
Alesco Advisors, LLC, An ESL Co74,672$7.11M0.18%+61,27713F-HRTimeline
FIRST AMERICAN TRUST, FSB73,601$7.01M0.48%+16,96813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding73,063$6.99M+25,171Timeline
McKinley Carter Wealth Services, Inc.71,740$6.83M0.38%+22,10713F-HRTimeline
Shared Vision Wealth Group LLC70,831$6.78M2.75%+1,12913F-HRTimeline
WBH ADVISORY INC70,779$6.74M0.5%-31,88513F-HRTimeline
Alternative Investment Advisors, LLC.70,466$6.71M2.91%-2,04513F-HRTimeline
Fort Point Capital Partners LLC69,704$6.67M0.81%+5,88213F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC69,903$6.66M1.99%+20,82313F-HRTimeline
Bay Harbor Wealth Management, LLC68,841$6.56M1.71%+34113F-HRTimeline
Elevated Financial Group LLC68,671$6.54M2.26%13F-HRTimeline
Ashton Thomas Private Wealth, LLC67,549$6.43M0.16%+6,05913F-HRTimeline
SAX WEALTH ADVISORS, LLC67,527$6.43M0.3%+62,65813F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC67,436$6.42M0.16%+5,43613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS66,338$6.32M0.01%+15,88113F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…65,134$6.2M0.03%-18,88813F-HRTimelineGroup
Winthrop Capital Management, LLC65,064$6.2M1.44%-3,37513F-HRTimeline
Pettinga Financial Advisors LLC64,971$6.19M1.17%+76013F-HRTimeline
Keystone Financial Services64,528$6.14M1.85%+4,56513F-HRTimeline
Prime Capital Investment Advisors, LLC63,771$6.07M0.07%-5,52413F-HRTimeline
Aureum Wealth Management, LLC63,761$6.07M5.63%13F-HRTimeline
Van Hulzen Asset Management, LLC63,033$6M0.44%+39,20213F-HRTimeline
Columbus Macro, LLC62,745$5.97M0.65%+3,89813F-HRTimeline
Archford Capital Strategies, LLC61,941$5.9M0.69%+3,08413F-HRTimeline
Cobblestone Asset Management LLC61,084$5.82M2.61%+2,79313F-HRTimeline
RETIREMENT CAPITAL STRATEGIES61,052$5.81M2.16%+58,52813F-HRTimeline
WEALTH ALLIANCE, LLC61,022$5.81M0.57%+4,05013F-HRTimeline
Legacy Financial Group LLC60,936$5.8M0.72%+1,22413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC60,759$5.79M0.16%+1,15513F-HR/ATimelineGroup
McNaughton Wealth Management, LLC60,019$5.72M2.35%+4513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…59,810$5.7M0.07%+25,71713F-HRTimelineGroup
SigFig Wealth Management, LLC59,676$5.68M0.17%+1,17013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.59,457$5.66M0.02%013F-HRTimelineGroup
Belpointe Asset Management LLC59,408$5.66M0.2%+1,93613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC59,014$5.62M0.13%+6,60513F-HRTimeline
Betterment LLC57,082$5.43M0.01%+1,04313F-HRTimeline
Genesis Wealth Advisors, LLC56,200$5.35M3.67%+55713F-HRTimeline
JMAC ENTERPRISES LLC56,192$5.35M1.02%+3,30313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding55,115$5.25M-17,580Timeline
Signal Advisors Wealth, LLC54,835$5.22M0.42%+5,11713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC54,240$5.16M0.48%+4,20613F-HRTimelineGroup
Essential Planning, LLC.53,431$5.09M1.62%-2,88813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC53,121$5.06M0.65%-2,48913F-HRTimeline
CHOREO, LLC52,908$5.05M0.06%+43713F-HRTimeline
Riggs Asset Managment Co. Inc.52,775$5.03M1.01%+5,64813F-HRTimeline
Advus Financial Partners, LLC52,762$5.02M1.81%+32813F-HR/ATimeline
Cypress Wealth Services, LLC52,214$4.97M0.69%+5,82113F-HRTimeline
True Vision MN LLC51,667$4.92M2.5%+1,24013F-HRTimeline
Mayflower Financial Advisors, LLC51,514$4.91M0.59%+3,85813F-HRTimeline
Parallel Advisors, LLC51,485$4.9M0.09%+10,46713F-HRTimeline
CORE WEALTH ADVISORS, LLC50,875$4.84M3.82%13F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV50,650$4.82M0.01%+34,32313F-HRTimeline
Monument Capital Management50,220$4.78M1.19%new13F-HRTimeline
WCG Wealth Advisors LLC47,796$4.55M0.13%-60513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC46,923$4.47M1.4%+8,65413F-HRTimeline
Shepherd Financial Partners LLC46,654$4.44M0.41%+80413F-HRTimeline
Daviman Financial, LLC46,182$4.4M2.58%13F-HRTimeline
Crabel Capital Management, LLC45,867$4.37M3.3%+31,03213F-HRTimeline
Integrated Advisors Network LLC45,506$4.33M0.19%-2,56313F-HRTimeline
Arax Advisory Partners45,428$4.33M0.13%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP45,313$4.31M<0.01%+68813F-HRTimelineGroup
Simplicity Wealth,LLC44,588$4.25M0.25%+1,11113F-HRTimeline
Sovran Advisors, LLC44,192$4.23M0.36%+4,31013F-HRTimeline
Focus Financial Network, Inc.43,789$4.17M0.15%+40313F-HRTimeline
Knights of Columbus Asset Advisors LLC43,729$4.16M0.24%013F-HRTimeline
Advisory Services Network, LLC43,623$4.15M0.06%+3,97213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC43,353$4.13M0.07%+35013F-HRTimelineGroup
WealthShield Partners, LLC42,851$4.08M0.45%+1,35013F-HRTimeline
Csenge Advisory Group42,334$4.03M0.18%+5,08913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC42,224$4.02M0.65%new13F-HRTimelineGroup
PROFFITT & GOODSON INC42,042$4M0.56%-15613F-HRTimeline
Sunesis Advisors, LLC41,787$3.98M1.8%+1,09513F-HRTimeline
Insight Wealth Strategies, LLC41,617$3.96M0.45%+37313F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…40,500$3.86M0.02%new13F-HRTimelineGroup
Fermata Advisors, LLC39,996$3.81M0.91%+39413F-HRTimeline
OpenArc Corporate Advisory, LLC39,909$3.8M0.06%13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC39,743$3.78M0.18%+6,75013F-HRTimeline
Mutual Advisors, LLC38,737$3.69M0.08%+51413F-HRTimeline
MMA ASSET MANAGEMENT LLC38,531$3.67M1.31%+10,40213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.38,358$3.65M1.05%+4,43813F-HRTimeline
JGP Wealth Management, LLC38,296$3.65M0.38%+11,19413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp37,788$3.6M0.19%+5,36613F-HRTimelineGroup
TME FINANCIAL, INC.37,607$3.58M2.52%+3,85813F-HRTimeline
Bigelow Investment Advisors, LLC37,400$3.56M1.39%+4,21813F-HRTimeline
Tortoise Investment Management, LLC37,002$3.52M0.31%-14,88413F-HRTimeline
Jacobi Capital Management LLC36,504$3.48M0.2%+3,87413F-HRTimeline
Independent Advisor Alliance35,984$3.43M0.08%-5,13913F-HRTimeline
Sachetta, LLC35,535$3.38M1.85%+1,79313F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP35,349$3.37M0.83%+96913F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC35,156$3.34M0.63%+45913F-HRTimeline
Range Financial Group LLC34,650$3.3M1.14%+19,82413F-HRTimeline
Centurion Wealth Management LLC34,322$3.27M0.72%+1,17113F-HRTimeline
Mosley Wealth Management34,272$3.26M1.49%13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC34,182$3.25M0.55%+5,85813F-HRTimeline
Hexagon Capital Partners LLC34,175$3.25M0.6%+2,08613F-HRTimeline
Trivium Point Advisory, LLC33,785$3.22M0.32%+3,73113F-HRTimeline
Sequoia Financial Advisors, LLC33,710$3.21M0.02%-17,37513F-HRTimeline
Atlatl Advisers LLC33,552$3.19M1.22%+2,05113F-HRTimeline
Centennial Wealth Advisory LLC33,418$3.18M0.84%+1,40913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC32,713$3.11M0.23%+4,86213F-HRTimeline
MGO ONE SEVEN LLC32,597$3.1M0.06%+9,97913F-HRTimeline
5T Wealth, LLC32,481$3.09M1.24%+2,33613F-HRTimeline
Arkadios Wealth Advisors31,687$3.02M0.06%+2,68013F-HRTimeline
Aptus Capital Advisors, LLC31,527$3M0.03%+1,48513F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC31,187$2.97M2.1%-53213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC30,743$2.93M0.06%+16,04013F-HRTimeline
Integrity Advisory Solutions, LLC30,727$2.93M0.42%+3,75713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.30,716$2.92M0.32%-1,94013F-HRTimeline
Quadrant Private Wealth Management, LLC30,571$2.91M0.48%+2,11413F-HRTimeline
Hoxton Planning & Management, LLC30,502$2.9M0.87%+1,33113F-HRTimeline
Cornerstone Planning Group LLC29,866$2.86M0.45%+3,38913F-HRTimeline
Snowden Capital Advisors LLC29,938$2.85M0.07%-54813F-HRTimeline
PRIVATE TRUST CO NA29,565$2.82M0.25%+2,78813F-HRTimeline
Yukon Wealth Management, Inc.28,954$2.76M1.59%+1,33913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC28,802$2.74M0.13%+75013F-HRTimeline
Sierra Capital LLC28,777$2.74M0.29%-15313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC28,189$2.68M0.18%+2,41713F-HR/ATimeline
Dorsey & Whitney Trust CO LLC27,945$2.66M0.14%+5,95813F-HRTimeline
ArborFi Advisors, LLC27,902$2.66M2.16%+1,52013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…27,698$2.64M0.3%+8,76113F-HR/ATimelineGroup
INSIGNEO ADVISORY SERVICES, LLC27,658$2.63M0.19%+20,48613F-HRTimeline
Chatterton & Associates Inc.27,053$2.58M2.21%13F-HRTimeline
SWMG, LLC26,638$2.54M0.71%-17713F-HRTimeline
Cassilly Financial Group LLC26,653$2.54M2.24%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding26,636$2.54M-5,143Timeline
Barnes Wealth Management Group, Inc26,490$2.52M1.35%+76913F-HRTimeline
Western Wealth Management, LLC26,447$2.52M0.12%+7,16613F-HRTimeline
Braun-Bostich & Associates Inc.26,109$2.49M1.53%+78313F-HRTimeline
Tradition Wealth Management, LLC26,105$2.49M0.18%-3113F-HRTimeline
AlphaCentric Advisors LLC26,000$2.48M2.47%13F-HRTimeline
Compass Financial Group, Inc.25,866$2.46M1.09%-15813F-HRTimeline
KICKSTAND VENTURES, LLC.25,734$2.45M0.52%+1,85913F-HRTimeline
EP Wealth Advisors, LLC25,307$2.41M0.01%13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO25,263$2.41M0.05%+3,24413F-HRTimeline
IFP Advisors, Inc25,194$2.4M0.05%+15813F-HRTimeline
Gateway Wealth Partners, LLC24,982$2.38M0.26%+5,44913F-HRTimeline
Washington Trust Bank24,860$2.37M0.17%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CREATIVE FINANCIAL DESIGNS INC /ADV24,493$2.33M0.15%-7313F-HRTimeline
Great Diamond Partners, LLC24,397$2.32M0.45%+1,44013F-HRTimeline
Patriot Financial Group Insurance Agenc…24,297$2.31M0.28%+1,27213F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC24,065$2.3M0.22%-37713F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers23,927$2.28M<0.01%new13F-HRTimelineGroup
Compass Financial Group, Inc. (Ohio)23,877$2.27M1.66%13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC23,772$2.26M0.96%+1,43513F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding23,711$2.26M-3,988Timeline
DB Fitzpatrick & Co, Inc23,587$2.25M2%-1,13913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC23,384$2.23M0.65%+4,60713F-HRTimeline
Bestgate Wealth Advisors, LLC23,457$2.23M3.92%+1,01813F-HRTimeline
Community Bank, N.A.23,102$2.2M0.26%+80413F-HRTimeline
Apeiron RIA LLC22,788$2.17M0.44%-27,65913F-HRTimeline
Lifelong Wealth Advisors, Inc.22,769$2.17M0.58%+3,08713F-HRTimeline
DecisionMap Wealth Management, LLC22,622$2.15M1.33%-2,15513F-HRTimeline
One Capital Management, LLC22,586$2.15M0.06%+16,37013F-HRTimeline
UMB Bank, n.a.22,556$2.15M0.03%+11,40513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PATTEN & PATTEN INC/TN22,480$2.14M0.13%+2,28013F-HRTimeline
D.A. DAVIDSON & CO.22,447$2.14M0.01%+1,29313F-HRTimeline
MA Private Wealth22,240$2.12M0.35%+2613F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P22,150$2.11M<0.01%+18,85013F-HRTimelineGroup
L & S Advisors Inc22,055$2.1M0.19%new13F-HRTimeline
Waverly Advisors, LLC21,999$2.09M0.02%-1,78513F-HRTimeline
ShoreHaven Wealth Partners, LLC21,961$2.09M0.75%-97013F-HRTimeline
Trilogy Capital Inc.21,803$2.08M0.09%-17713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC21,585$2.06M0.13%+71513F-HRTimeline
MIdWestOne Financial Group, Inc.21,334$2.03M0.23%+2,89413F-HRTimeline
Traveka Wealth, LLC21,073$2.01M0.82%+9,01613F-HRTimeline