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Disclosery

MBB ISHARES TR

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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
MATHER GROUP, LLC.24,472$2.31M0.02%+4,93013F-HRTimeline
ShoreHaven Wealth Partners, LLC24,455$2.31M0.73%+2,24513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…24,266$2.29M0.04%013F-HRTimelineGroup
Community Bank, N.A.23,997$2.27M0.24%+5513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …23,809$2.25M0.02%+3,21613F-HRTimelineGroup
Compass Financial Group, Inc. (Ohio)23,555$2.23M1.49%-19313F-HRTimeline
L & S Advisors Inc23,485$2.22M0.23%+1,43013F-HRTimeline
J.M. Arbour, LLC23,419$2.21M1.91%+2,07813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC23,020$2.18M0.61%+55213F-HRTimeline
Soltis Investment Advisors LLC22,791$2.15M0.12%+3,82313F-HRTimeline
IFP Advisors, Inc22,723$2.15M0.04%-17513F-HRTimeline
B. Riley Wealth Advisors, Inc.22,530$2.14M0.12%+3,84113F-HRTimeline
Crabel Capital Management, LLC22,633$2.14M1.56%new13F-HRTimeline
WealthPLAN Partners, LLC22,262$2.1M0.4%+1,44213F-HRTimeline
KICKSTAND VENTURES, LLC.22,010$2.08M0.38%-3,87213F-HRTimeline
Frisch Financial Group, Inc.21,806$2.06M0.35%-1,35413F-HRTimeline
Polaris Investment Advisors, LLC21,779$2.06M1.32%+1,33213F-HRTimeline
One Capital Management, LLC21,387$2.03M0.06%013F-HRTimeline
Sowell Financial Services LLC21,393$2.02M0.07%+63213F-HRTimeline
UMB Bank, n.a.21,355$2.02M0.03%-54813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BCU Wealth Advisors, LLC21,265$2.01M0.67%+72513F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC21,227$2.01M1.7%-47913F-HRTimeline
Stelac Advisory Services LLC21,192$2M0.37%013F-HRTimeline
SAPIENT CAPITAL LLC21,153$2M0.03%+18,90013F-HR/ATimeline
Buttonwood Financial Group, LLC21,049$1.99M1.14%+1,19413F-HRTimeline
Trilogy Capital Inc.21,036$1.99M0.08%-1,66313F-HRTimeline
CENTAURUS FINANCIAL, INC.20,834$1.97M0.08%+16,91613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC20,792$1.97M0.11%+19013F-HRTimeline
GUIDANCE CAPITAL, INC20,689$1.94M0.41%+1,87313F-HRTimeline
Capital Investment Advisors, LLC20,315$1.92M0.03%+20913F-HRTimeline
Snider Financial Group20,301$1.92M0.49%-63,38313F-HRTimeline
Spectrum Investment Advisors, Inc.20,282$1.92M0.78%-114,23113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,011$1.89M0.03%+5,43813F-HRTimelineGroup
Invariant Investment Management19,976$1.88M1.1%+69913F-HRTimeline
Tempus Wealth Planning, LLC19,858$1.88M0.37%+5,79213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.19,758$1.87M0.13%+1,33513F-HRTimelineGroup
RHS Financial, LLC19,636$1.86M0.75%+5,43613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19,528$1.85M0.01%013F-HRTimelineGroup
Town Capital LLC19,453$1.84M1.17%+1,74613F-HRTimeline
Payne Capital LLC19,344$1.83M1.52%+413F-HRTimeline
Davis Wealth Advisors, LLC19,296$1.82M1.41%+25913F-HRTimeline
Balefire, LLC19,256$1.82M0.3%+15,84113F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC18,953$1.79M1.23%+3,09813F-HRTimeline
Proficio Capital Partners LLC18,749$1.77M0.06%-3,72613F-HRTimeline
Scissortail Wealth Management, LLC18,676$1.77M0.34%+48313F-HRTimeline
K2 Financial Inc.18,600$1.75M1.24%+1,03013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT18,549$1.75M0.18%-2413F-HRTimeline
Gen-Wealth Partners Inc18,478$1.75M0.49%+1,34713F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,197$1.72M0.26%+2,35213F-HRTimeline
JFS WEALTH ADVISORS, LLC18,182$1.72M0.09%+1,67213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC18,113$1.71M0.01%new13F-HRTimelineGroup
Kilter Group LLC18,016$1.7M0.62%-3,93413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,934$1.7M0.04%+15513F-HRTimelineGroup
Auour Investments LLC17,928$1.69M0.49%+35413F-HRTimeline
Two West Capital Advisors LLC17,989$1.68M0.84%+3,19813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC17,795$1.68M0.03%-14,50113F-HRTimeline
IMA Advisory Services, Inc.17,671$1.67M0.1%new13F-HRTimeline
Capital Investment Management, Inc.17,654$1.67M0.51%+2,29613F-HRTimeline
Portfolio Resources Advisor Group, Inc.17,630$1.67M1.41%+1,11013F-HRTimeline
Compound Planning, Inc.17,579$1.66M0.04%-7,45413F-HRTimeline
ADVISORY RESEARCH INC17,518$1.66M0.17%013F-HRTimeline
BOS Asset Management, LLC17,377$1.64M0.38%+1,93013F-HRTimeline
WealthPoint Financial, LLC17,281$1.63M1.19%+1,39013F-HRTimeline
RDA Financial Network17,076$1.61M0.35%+1,38513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV16,784$1.59M0.08%-7,19513F-HRTimeline
Tyche Wealth Partners LLC16,692$1.58M0.22%+3,27213F-HRTimeline
Caitlin John, LLC16,651$1.57M0.86%+16,63513F-HRTimeline
Buck Wealth Strategies, LLC16,585$1.57M0.16%-1,26613F-HRTimeline
Sequoia Financial Advisors, LLC16,573$1.57M0.01%-7,58313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…16,479$1.56M0.13%+3,41213F-HRTimelineGroup
Summit Financial, LLC16,379$1.55M0.02%+2,10613F-HRTimeline
Lakeshore Capital Group, Inc.16,344$1.54M1.14%-1,51613F-HRTimeline
Rosenberg Matthew Hamilton16,253$1.54M0.29%+1,65613F-HRTimeline
Farmers National Bank16,031$1.52M0.32%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding15,983$1.51M-27,985Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.15,912$1.5M0.28%-42,82713F-HRTimeline
M1 Capital Management LLC15,776$1.49M0.55%+1,63513F-HRTimeline
Moors & Cabot, Inc.15,589$1.47M0.06%+1,21413F-HRTimeline
Hopwood Nicholas Hunter15,571$1.47M0.4%+1,00013F-HRTimeline
Parallel Advisors, LLC15,538$1.47M0.02%-11,34213F-HRTimeline
Clear Creek Financial Management, LLC15,463$1.46M0.09%+1,36013F-HRTimeline
First Heartland Consultants, Inc.15,461$1.46M0.09%+88913F-HRTimeline
Arete Wealth Advisors, LLC15,446$1.46M0.1%+68513F-HR/ATimeline
Zinnia Wealth Advisory, LLC15,199$1.44M1.47%+58013F-HRTimeline
Edgestream Partners, L.P.14,890$1.41M0.04%new13F-HRTimeline
GHP Investment Advisors, Inc.14,873$1.41M0.05%+5513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp14,864$1.4M<0.01%013F-HRTimelineGroup
Venturi Wealth Management, LLC14,819$1.4M0.05%+6513F-HRTimeline
Intelligence Driven Advisers, LLC14,745$1.39M0.23%-1,44513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,518$1.37M0.02%-4,37213F-HRTimeline
Maia Wealth LLC14,500$1.37M0.2%-2,19813F-HRTimeline
Cresset Asset Management, LLC14,390$1.36M<0.01%+86313F-HRTimeline
CoreCap Advisors, LLC14,373$1.36M0.04%+99213F-HRTimeline
XY Planning Network, Inc.14,337$1.36M0.17%+1,57713F-HRTimeline
Exit Wealth Advisors, LLC.14,237$1.35M0.61%new13F-HRTimeline
Gotham Asset Management, LLC14,226$1.34M<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,125$1.34M<0.01%-48313F-HRTimelineGroup
Strive Financial Group ,LLC14,113$1.33M0.58%+2,29213F-HR/ATimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH14,110$1.33M0.36%+2,49413F-HRTimeline
Triad Wealth Partners, LLC14,365$1.33M0.08%-200,46813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC14,020$1.33M0.88%-12013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,972$1.32M<0.01%+2,20113F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,756$1.3M0.11%-80713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,719$1.3M<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK13,589$1.28M0.01%+3813F-HRTimelineGroup
MSH Capital Advisors LLC13,474$1.27M0.22%+9813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,287$1.26M<0.01%+1,26613F-HRTimelineGroup
WEDBUSH SECURITIES INC13,175$1.25M0.03%-52313F-HRTimeline
Alteri Wealth LLC13,167$1.24M0.34%+59313F-HRTimeline
Global Assets Advisory, LLC12,997$1.22M0.27%-5,25413F-HRTimeline
Savvy Advisors, Inc.12,896$1.22M0.03%+3,03813F-HRTimeline
Sigma Planning Corp12,883$1.22M0.03%-65913F-HRTimeline
IHT Wealth Management, LLC12,872$1.22M0.03%-1,91013F-HRTimeline
Cyndeo Wealth Partners, LLC12,803$1.21M0.06%+20613F-HRTimeline
Rose Capital Advisors LLC12,551$1.19M0.64%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC12,484$1.18M0.08%+1,27213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,462$1.18M0.02%+1,84713F-HRTimeline
HighPoint Advisor Group LLC12,446$1.18M0.04%+30313F-HRTimeline
BLAIR WILLIAM & CO/IL12,371$1.17M<0.01%+6,77813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV12,349$1.17M0.26%-5,28613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC12,294$1.16M0.41%+65713F-HRTimeline
Presidio Capital Management, LLC12,238$1.16M0.29%+2,99013F-HRTimeline
North Forty Two & Co.12,161$1.15M0.98%+44913F-HRTimeline
DMC Group, LLC12,123$1.15M0.79%-1,60513F-HRTimeline
PACIFIC FINANCIAL GROUP INC12,084$1.14M0.55%+1,20713F-HRTimeline
Saxony Capital Management, LLC11,959$1.13M0.52%new13F-HRTimeline
CacheTech Inc.11,884$1.12M0.18%+8,41213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,857$1.12M0.01%-75013F-HRTimelineGroup
Americana Partners, LLC11,684$1.1M0.02%+31613F-HRTimeline
Sculati Wealth Management, LLC11,624$1.09M0.36%+1,25613F-HRTimeline
Retirement Wealth Solutions LLC11,517$1.09M0.6%+1,77613F-HRTimeline
Beacon Capital Management, LLC11,358$1.07M0.16%new13F-HRTimeline
Capital Investment Advisory Services, L…11,329$1.07M0.07%+19413F-HRTimeline
REGIMEN WEALTH, LLC11,236$1.06M0.29%-24313F-HRTimeline
Vision Retirement, LLC11,169$1.06M0.26%+59413F-HRTimeline
Connecticut Wealth Management, LLC11,159$1.05M0.04%+62713F-HRTimeline
Rossby Financial, LCC11,042$1.04M0.19%+1,76313F-HRTimeline
DAVENPORT & Co LLC10,975$1.04M0.01%+55813F-HRTimeline
BIRCH FINANCIAL GROUP, LLC10,945$1.03M0.53%+96113F-HRTimeline
EHRLICH FINANCIAL GROUP10,870$1.03M0.53%-25913F-HRTimeline
TWO SIGMA SECURITIES, LLC10,782$1.02M0.09%new13F-HRTimeline
Madson Wealth Advisors Inc10,693$1.01M0.69%-2,69313F-HRTimeline
Summit Wealth Group, LLC10,509$993K0.2%-7613F-HRTimeline
Montecito Bank & Trust10,428$986K0.15%-1,29313F-HRTimeline
WealthTrak Capital Management LLC10,411$984K0.65%+60813F-HRTimeline
Optivise Advisory Services LLC10,369$980K0.5%+14413F-HRTimeline
RFG Advisory, LLC10,349$978K0.02%-44213F-HRTimeline
ASL Financial, LLC10,251$969K0.68%-58413F-HRTimeline
Financial Partners Group, Inc10,126$957K0.1%+1,20613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC10,087$953K0.24%+82113F-HRTimeline
LexAurum Advisors, LLC10,028$948K0.11%+13413F-HRTimeline
LOWE BROCKENBROUGH & CO INC9,972$943K0.04%013F-HRTimeline
GatePass Capital, LLC9,947$940K0.36%+1,97613F-HRTimeline
Carter Financial Group, INC.9,885$934K0.48%+1,03813F-HRTimeline
Latitude Advisors, LLC9,856$932K0.37%+56013F-HRTimeline
Diversified Enterprises, LLC9,788$925K0.04%-28213F-HRTimeline
Mosley Wealth Management9,632$910K0.29%-24,81213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC9,621$909K0.29%-3,13313F-HRTimeline
SUTTON PLACE INVESTORS LLC9,602$908K0.44%+13713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,571$897K<0.01%new13F-HRTimelineGroup
Estate Counselors, LLC9,485$897K0.08%-223,33413F-HRTimeline
Beacon Financial Advisory LLC9,478$896K0.18%+79113F-HRTimeline
Resurgent Financial Advisors LLC9,471$895K0.25%+51613F-HRTimeline
Haverford Trust Co9,451$893K0.01%-2,47713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,431$891K0.06%+86013F-HRTimeline
Seed Wealth Management, Inc.9,420$890K0.56%013F-HRTimeline
True Blue Financial, LLC9,402$889K0.38%+1,50213F-HRTimeline
Argent Trust Co9,305$880K0.03%-27213F-HRTimeline
Perennial Investment Advisors, LLC9,213$871K0.06%+32213F-HRTimeline
Carr Financial Group Corp9,180$868K0.2%+9613F-HRTimeline
Parkway Wealth Management Group, LLC9,133$863K0.1%+77513F-HRTimeline
Aspire Private Capital, LLC9,125$863K0.18%+28613F-HRTimeline
Prospera Financial Services Inc9,033$855K0.01%+15613F-HRTimeline
Quantinno Capital Management LP8,996$850K<0.01%+4,89313F-HRTimeline
FC Advisory LLC8,977$849K0.22%+15113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO8,948$846K0.21%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,881$839K0.03%-89613F-HRTimelineGroup
PFG Investments, LLC8,871$838K0.03%+15913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,867$838K0.02%+1,85913F-HRTimelineGroup
Greenspring Advisors, LLC8,759$828K0.05%+91013F-HRTimeline
Hobbs Wealth Management, LLC8,747$827K0.7%+98013F-HRTimeline
ADE, LLC8,729$825K0.35%+1,41413F-HRTimeline
Diversified Portfolios, Inc.8,705$823K0.06%013F-HRTimeline
Clarendon Private LLC8,697$822K0.53%-613F-HRTimeline
NWAM LLC8,580$811K0.04%-50113F-HRTimeline
Ausdal Financial Partners, Inc.8,579$811K0.03%+2,90113F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC8,528$806K0.12%-1,75113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,476$801K0.15%+1,61113F-HRTimeline
SWS Partners8,470$801K0.17%+313F-HRTimeline
Narus Financial Partners, LLC8,401$794K0.2%+48313F-HRTimeline
Layline Advisors, LLC8,387$793K0.71%+3,21513F-HRTimeline
Napier Financial, LLC8,379$792K0.17%-20913F-HRTimeline
LightSquare Wealth Management, LLC8,351$789K0.54%-60113F-HRTimeline
EFG International AGin group EFG International AG8,349$789K0.01%+1,25313F-HRTimelineGroup
LongView Wealth Management8,324$787K0.2%-1,56313F-HRTimeline
Adams Wealth Management8,259$781K0.15%+4,78713F-HRTimeline
Florin Court Capital LLP8,200$775K1.27%013F-HRTimeline
AMERICAN CAPITAL MANAGEMENT INC8,186$774K0.03%new13F-HRTimeline
Cape Investment Advisory, Inc.8,085$764K0.2%+22613F-HRTimeline
Hyundai Investments Co., Ltd.8,037$763K0.83%+3,92313F-HRTimeline