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Disclosery

MBB ISHARES TR

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SHS (fund)

1,021 managers (1,032 13F filers) reported a position in MBB shares at 2026-03-31, 367,897,878 shares in all. 101 filers opened a position and 90 filers sold out during the quarter.

Managers
1,021
13F filers
1,032
New
101
Added
512
Reduced
286
Sold out
90
Shares held by filers
367,897,878

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SEEDS INVESTOR LLC113,393$10.8M1.47%new13F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co113,212$10.7M2.39%+3,64213F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC113,194$10.7M3.6%-4,55013F-HRTimeline
Farther Finance Advisors, LLC113,332$10.7M0.1%-5,51713F-HRTimeline
JT Stratford LLC112,190$10.7M1.36%+5,86013F-HRTimeline
THEORY FINANCIAL LLC111,949$10.6M3.73%+1,37513F-HRTimeline
World Investment Advisors110,922$10.5M0.17%-1,96113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.110,730$10.5M0.96%-75,52313F-HRTimelineGroup
Orion Porfolio Solutions, LLC109,405$10.4M0.09%-48,72213F-HRTimeline
Creative Planningin group Creative Planning107,925$10.2M0.01%-9,69313F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC106,025$10.1M0.32%+88,14913F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…106,000$10.1M0.01%013F-HRTimelineGroup
TSA Wealth Managment LLC103,238$9.8M3.17%+6,30513F-HRTimeline
FOSTER & MOTLEY INC102,180$9.7M0.5%-1,19213F-HRTimeline
CIM, LLC100,687$9.56M1.38%-10213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC100,537$9.55M0.23%+60,79413F-HRTimeline
Arax Advisory Partners98,798$9.38M0.26%+53,37013F-HRTimeline
Cascade Financial Partners, LLC97,714$9.28M0.96%new13F-HRTimeline
Smartleaf Asset Management LLC97,805$9.26M0.33%+3,70913F-HRTimeline
Gateway Wealth Partners, LLC96,332$9.15M0.36%+71,35013F-HRTimeline
Aureum Wealth Management, LLC92,201$8.75M6.09%+28,44013F-HRTimeline
BEACON FINANCIAL GROUP91,454$8.68M0.87%+6,50613F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding89,647$8.51M+2,489Timeline
Scarborough Advisors, LLC89,008$8.45M0.93%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.88,518$8.4M0.13%+7,59413F-HRTimeline
Procyon Advisors, LLC83,909$7.97M0.39%-6,46613F-HRTimeline
SIMA Wealth Partners, LLC83,770$7.95M6.06%+6,17913F-HRTimeline
Snider Financial Group83,684$7.95M2.4%+5,57113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding83,421$7.92M-258Timeline
Blankinship & Foster, LLC82,527$7.84M1.73%+82513F-HRTimeline
PAX Financial Group, LLC82,444$7.83M1.34%+2,29513F-HRTimeline
LEUTHOLD GROUP, LLC81,447$7.73M0.82%-51613F-HRTimeline
West Family Investments, Inc.80,697$7.7M2.7%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…80,960$7.69M0.08%+21,15013F-HRTimelineGroup
Darwin Wealth Management, LLC80,927$7.68M2.39%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB79,110$7.51M0.51%+5,50913F-HRTimeline
Invst, LLC78,244$7.43M0.84%-6,01913F-HRTimeline
Regal Investment Advisors LLC77,886$7.4M0.43%+1,04413F-HRTimeline
Alesco Advisors, LLC, An ESL Co75,512$7.17M0.18%+84013F-HRTimeline
Elevated Financial Group LLC75,386$7.16M2.37%+6,71513F-HRTimeline
Keebeck Wealth Management73,320$6.96M0.78%+56,67913F-HRTimeline
Steward Partners Investment Advisory, L…73,183$6.95M0.04%-20,73513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding73,404$6.94M+341Timeline
QUATTRO FINANCIAL ADVISORS LLC71,594$6.8M2.06%+1,69113F-HRTimeline
Archford Capital Strategies, LLC71,414$6.78M0.78%+9,47313F-HRTimeline
Ashton Thomas Private Wealth, LLC70,720$6.71M0.16%+3,17113F-HRTimeline
Bay Harbor Wealth Management, LLC70,446$6.69M1.73%+1,60513F-HRTimeline
Keystone Financial Services69,202$6.57M1.93%+4,67413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC68,162$6.47M0.17%+7,40313F-HRTimelineGroup
Pettinga Financial Advisors LLC68,112$6.47M1.22%+3,14113F-HRTimeline
Shared Vision Wealth Group LLC68,009$6.46M2.63%-2,82213F-HRTimeline
SAX WEALTH ADVISORS, LLC67,527$6.43M0.31%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC67,436$6.4M0.15%013F-HRTimeline
Van Hulzen Asset Management, LLC66,871$6.35M0.47%+3,83813F-HRTimeline
Fort Point Capital Partners LLC66,739$6.34M0.83%-2,96513F-HRTimeline
Alternative Investment Advisors, LLC.66,069$6.27M2.78%-4,39713F-HRTimeline
Sovran Advisors, LLC65,238$6.18M0.49%+21,04613F-HRTimeline
WEALTH ALLIANCE, LLC65,037$6.18M0.61%+4,01513F-HRTimeline
Winthrop Capital Management, LLC64,457$6.12M1.57%-60713F-HRTimeline
Riggs Asset Managment Co. Inc.64,011$6.08M1.25%+11,23613F-HRTimeline
Legacy Financial Group LLC63,898$6.07M0.76%+2,96213F-HRTimeline
Cobblestone Asset Management LLC63,835$6.06M2.73%+2,75113F-HRTimeline
Prime Capital Investment Advisors, LLC63,705$6.05M0.07%-6613F-HRTimeline
Signal Advisors Wealth, LLC63,390$6.02M0.41%+8,55513F-HRTimeline
Belpointe Asset Management LLC62,562$5.94M0.22%+3,15413F-HRTimeline
SigFig Wealth Management, LLC62,261$5.91M0.17%+2,58513F-HRTimeline
McNaughton Wealth Management, LLC61,601$5.85M2.42%+1,58213F-HRTimeline
Betterment LLC61,327$5.82M0.01%+4,24513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS61,318$5.82M0.01%-5,02013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC60,582$5.75M0.13%+1,56813F-HR/ATimeline
True Vision MN LLC60,402$5.74M2.96%+8,73513F-HRTimeline
MMA ASSET MANAGEMENT LLC59,368$5.64M1.98%+20,83713F-HRTimeline
Genesis Wealth Advisors, LLC59,167$5.62M3.75%+2,96713F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.58,739$5.58M1.19%-95,40513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC58,020$5.51M0.69%+4,89913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding57,692$5.48M+2,577Timeline
WBH ADVISORY INC57,475$5.44M0.41%-13,30413F-HRTimeline
JMAC ENTERPRISES LLC57,168$5.43M1.04%+97613F-HRTimeline
Knights of Columbus Asset Advisors LLC57,099$5.42M0.31%+13,37013F-HRTimeline
Cypress Wealth Services, LLC56,843$5.4M0.76%+4,62913F-HRTimeline
Advisory Services Network, LLC55,623$5.28M0.07%+12,00013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC55,573$5.28M0.43%+1,33313F-HRTimelineGroup
Mayflower Financial Advisors, LLC55,051$5.23M0.64%+3,53713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP54,658$5.16M<0.01%+9,34513F-HRTimelineGroup
CORE WEALTH ADVISORS, LLC53,678$5.1M3.92%+2,80313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO53,297$5.06M0.11%+28,03413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC53,155$5.05M0.74%+10,93113F-HRTimelineGroup
Advus Financial Partners, LLC52,934$5.03M1.9%+17213F-HR/ATimeline
Essential Planning, LLC.51,590$4.9M1.56%-1,84113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC50,940$4.84M1.47%+4,01713F-HRTimeline
Patriot Financial Group Insurance Agenc…50,228$4.77M0.27%+25,93113F-HRTimeline
WCG Wealth Advisors LLC49,717$4.72M0.13%+1,92113F-HRTimeline
CHOREO, LLC49,562$4.71M0.06%-3,34613F-HRTimeline
Shepherd Financial Partners LLC49,105$4.66M0.44%+2,45113F-HRTimeline
Columbus Macro, LLC48,838$4.64M0.5%-13,90713F-HRTimeline
Traveka Wealth, LLC48,799$4.63M1.77%+27,72613F-HRTimeline
Simplicity Wealth,LLC48,651$4.62M0.26%+4,06313F-HRTimeline
Monument Capital Management47,809$4.54M1.14%-2,41113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.47,247$4.49M0.02%-12,21013F-HRTimelineGroup
Daviman Financial, LLC46,738$4.44M2.62%+55613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC45,992$4.37M0.07%+2,63913F-HRTimelineGroup
WealthShield Partners, LLC44,766$4.25M0.47%+1,91513F-HRTimeline
Insight Wealth Strategies, LLC44,638$4.24M0.47%+3,02113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding43,968$4.17M+25,323Timeline
Csenge Advisory Group43,653$4.14M0.19%+1,31913F-HRTimeline
Atlatl Advisers LLC43,228$4.1M3.05%+9,67613F-HRTimeline
Focus Financial Network, Inc.43,111$4.09M0.15%-67813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp42,806$4.06M0.23%+5,01813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS42,542$4.04M<0.01%-76,27413F-HRTimelineGroup
Bigelow Investment Advisors, LLC42,357$4.02M1.61%+4,95713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.41,695$3.96M1.14%+3,33713F-HRTimeline
Integrated Advisors Network LLC41,395$3.93M0.21%-4,11113F-HRTimeline
PROFFITT & GOODSON INC41,242$3.92M0.6%-80013F-HRTimeline
Brucke Financial, Inc.39,262$3.73M1.89%new13F-HRTimeline
Cornerstone Planning Group LLC38,726$3.65M0.49%+8,86013F-HRTimeline
Hexagon Capital Partners LLC38,335$3.64M0.53%+4,16013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC37,825$3.59M0.62%+3,64313F-HRTimeline
Chatterton & Associates Inc.37,502$3.57M2.5%+10,44913F-HRTimeline
Intrua Financial, LLC37,199$3.53M0.38%+20,34913F-HRTimeline
WESPAC Advisors SoCal, LLC36,992$3.51M0.75%new13F-HRTimeline
Range Financial Group LLC36,981$3.51M1.18%+2,33113F-HRTimeline
JGP Wealth Management, LLC36,823$3.5M0.36%-1,47313F-HRTimeline
Jacobi Capital Management LLC36,707$3.49M0.19%+20313F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP36,655$3.48M0.87%+1,30613F-HRTimelineGroup
MGO ONE SEVEN LLC36,549$3.47M0.07%+3,95213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC36,524$3.47M0.25%+3,81113F-HRTimeline
Mutual Advisors, LLC36,501$3.47M0.07%-2,23613F-HRTimeline
Fermata Advisors, LLC36,076$3.43M0.77%-3,92013F-HRTimeline
Sachetta, LLC35,932$3.41M1.85%+39713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,819$3.4M0.03%-41,35013F-HRTimelineGroup
5T Wealth, LLC35,490$3.37M1.33%+3,00913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC35,496$3.37M0.42%+34013F-HRTimeline
TME FINANCIAL, INC.35,348$3.36M2.33%-2,25913F-HRTimeline
OpenArc Corporate Advisory, LLC35,202$3.34M0.05%-4,70713F-HRTimeline
Quadrant Private Wealth Management, LLC35,064$3.33M0.52%+4,49313F-HRTimeline
Centurion Wealth Management LLC35,004$3.32M0.75%+68213F-HRTimeline
Liberty Atlantic Advisors LLC34,962$3.32M2.84%+14,10813F-HRTimeline
GTS FINANCIAL, LLC35,156$3.3M2.61%13F-HRTimeline
Mosley Wealth Management34,444$3.28M1.48%+17213F-HRTimeline
Hoxton Planning & Management, LLC34,393$3.27M0.98%+3,89113F-HRTimeline
Sunesis Advisors, LLC34,308$3.26M1.47%-7,47913F-HRTimeline
Centennial Wealth Advisory LLC34,274$3.25M0.79%+85613F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.33,935$3.22M1.83%13F-HRTimeline
SWMG, LLC32,963$3.13M0.89%+6,32513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK32,875$3.12M0.02%+14,82113F-HRTimelineGroup
Integrity Advisory Solutions, LLC32,423$3.08M0.41%+1,69613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC32,296$3.07M0.06%+1,55313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC32,239$3.06M<0.01%-95,74513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,108$3.05M0.03%+5,47213F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.31,296$2.97M0.33%+58013F-HRTimeline
Snowden Capital Advisors LLC31,235$2.97M0.08%+1,29713F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC31,172$2.96M2.01%-1513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…31,004$2.94M0.37%+3,30613F-HR/ATimelineGroup
ArborFi Advisors, LLC30,726$2.92M2.38%+2,82413F-HRTimeline
Arkadios Wealth Advisors30,629$2.91M0.05%-1,05813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC30,612$2.91M0.13%+1,81013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC29,338$2.79M0.19%+1,14913F-HRTimeline
Yukon Wealth Management, Inc.29,259$2.78M1.66%+30513F-HRTimeline
PRIVATE TRUST CO NA28,698$2.72M0.24%-86713F-HRTimeline
Whalen Wealth Management Inc.28,571$2.71M1.45%+7,88513F-HRTimeline
Sierra Capital LLC28,777$2.67M0.29%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC28,000$2.66M<0.01%+19,61413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,622$2.62M0.19%-3613F-HRTimeline
Dorsey & Whitney Trust CO LLC27,618$2.62M0.14%-32713F-HRTimeline
Cassilly Financial Group LLC27,458$2.61M2.26%+80513F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC27,410$2.6M0.96%+3,69913F-HRTimelineGroup
Tradition Wealth Management, LLC27,001$2.56M0.18%+89613F-HRTimeline
Trajan Wealth LLC26,932$2.56M0.1%new13F-HRTimeline
Western Wealth Management, LLC26,930$2.56M0.1%+48313F-HR/ATimeline
Aptus Capital Advisors, LLC26,902$2.55M0.02%-4,62513F-HRTimeline
Parallel Advisors, LLC26,880$2.55M0.05%-24,60513F-HR/ATimeline
Barnes Wealth Management Group, Inc26,833$2.55M1.29%+34313F-HRTimeline
EP Wealth Advisors, LLC26,757$2.54M0.01%+1,45013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC26,658$2.53M0.64%+3,27413F-HRTimeline
PATTEN & PATTEN INC/TN26,466$2.51M0.15%+3,98613F-HRTimeline
Retirement Systems of Alabama26,190$2.49M0.01%new13F-HRTimeline
KICKSTAND VENTURES, LLC.25,882$2.46M0.52%+14813F-HRTimeline
Braun-Bostich & Associates Inc.25,839$2.45M1.54%-27013F-HRTimeline
Compass Financial Group, Inc.25,826$2.45M1.11%-4013F-HRTimeline
Brookwood Investment Group LLC25,782$2.45M0.31%+14,91313F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC25,926$2.44M0.24%+1,86113F-HRTimelineGroup
Bestgate Wealth Advisors, LLC25,579$2.43M4.38%+2,12213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC25,037$2.38M1.04%+1,26513F-HRTimeline
Compound Planning, Inc.25,033$2.38M0.07%+4,60513F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC24,965$2.37M0.09%+21,68013F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.24,694$2.34M0.63%+1,92513F-HRTimeline
DecisionMap Wealth Management, LLC24,633$2.34M1.51%+2,01113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…24,266$2.3M0.05%new13F-HRTimelineGroup
DB Fitzpatrick & Co, Inc24,230$2.3M1.97%+64313F-HRTimeline
International Private Wealth Advisors L…24,158$2.29M1.4%+21,11013F-HRTimeline
Sequoia Financial Advisors, LLC24,156$2.29M0.01%-9,55413F-HRTimeline
Midwest Trust Co24,146$2.29M0.03%+20,41913F-HRTimeline
MA Private Wealth24,024$2.28M0.39%+1,78413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV23,979$2.28M0.14%-51413F-HRTimeline
Community Bank, N.A.23,942$2.27M0.27%+84013F-HRTimeline
Compass Financial Group, Inc. (Ohio)23,748$2.25M1.65%-12913F-HRTimeline
D.A. DAVIDSON & CO.23,657$2.25M0.01%+1,21013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC23,625$2.24M1.7%+6,69613F-HRTimeline
Frisch Financial Group, Inc.23,160$2.2M0.46%+20,59113F-HRTimeline
IFP Advisors, Inc22,898$2.17M0.05%-2,29613F-HRTimeline