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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
Coordinated Financial Services, Inc.19,481$1.85M1.19%+11813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT19,465$1.85M0.21%-51813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,389$1.84M0.04%-87013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19,388$1.84M0.01%-3713F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.19,298$1.84M0.09%+76613F-HRTimeline
Western Wealth Management, LLC19,281$1.83M0.1%+1,68113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…18,937$1.8M0.2%+1,97813F-HR/ATimelineGroup
IFS Group,LLC18,853$1.79M1.58%13F-HRTimeline
Richmond Investment Services, LLC18,842$1.79M0.33%+4,78413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC18,806$1.79M0.19%-49513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC18,777$1.79M0.61%+2,44813F-HRTimeline
MIdWestOne Financial Group, Inc.18,440$1.75M0.21%+30413F-HRTimeline
Alteri Wealth LLC18,349$1.75M0.6%+1,79413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC18,337$1.74M0.02%-2,55413F-HRTimeline
LifePlan Investment Advisors, Inc.18,134$1.73M0.72%+2,30113F-HRTimeline
Lakeshore Capital Group, Inc.18,012$1.71M1.38%+3,03513F-HRTimeline
Maia Wealth LLC17,964$1.71M0.29%+1,15513F-HRTimeline
SYNOVUS FINANCIAL CORP17,901$1.7M0.02%+1,47113F-HRTimeline
Haverford Trust Co17,698$1.68M0.02%-3,79713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,635$1.68M0.01%-72113F-HRTimelineGroup
ADVISORY RESEARCH INC17,518$1.67M0.22%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp16,938$1.61M0.01%-11313F-HRTimelineGroup
Arete Wealth Advisors, LLC16,726$1.59M0.1%+1,82413F-HRTimeline
K2 Financial Inc.16,445$1.57M1.26%+91713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,327$1.55M<0.01%-28,20613F-HRTimeline
STRATEGY ASSET MANAGERS LLC16,231$1.54M0.28%+5,44413F-HRTimeline
Davis Wealth Advisors, LLC16,218$1.54M1.39%+92013F-HRTimeline
Clearview Wealth Advisors LLC16,100$1.53M0.98%+61413F-HRTimeline
Farmers National Bank16,031$1.53M0.36%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co15,892$1.51M0.02%-13013F-HRTimelineGroup
FULLCIRCLE WEALTH LLC15,866$1.51M0.53%+94713F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…15,880$1.51M0.32%-67513F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC15,755$1.5M0.47%+6,29713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,636$1.49M0.01%+56413F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.15,398$1.47M0.1%+34513F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV15,223$1.45M0.42%+8,30513F-HRTimeline
Financial Advocates Investment Manageme…15,174$1.44M0.81%-150,49913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC15,170$1.44M0.44%+6,30413F-HRTimeline
BOS Asset Management, LLC15,147$1.44M0.41%+1,47413F-HRTimeline
GHP Investment Advisors, Inc.15,020$1.43M0.06%-43513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC14,981$1.43M1.17%+2,43913F-HRTimeline
Crabel Capital Management, LLC14,835$1.41M1.26%-16,93413F-HRTimeline
Range Financial Group LLC14,826$1.41M0.51%+1,36813F-HRTimeline
J.W. COLE ADVISORS, INC.14,749$1.4M0.03%+97013F-HRTimeline
REGIMEN WEALTH, LLC14,713$1.4M0.42%+36213F-HRTimeline
DMC Group, LLC14,706$1.4M0.97%-1,65313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC14,703$1.4M0.03%+1,22213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,671$1.4M0.03%+60513F-HRTimelineGroup
Emergent Wealth Advisors, LLC14,491$1.38M0.8%-21713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC14,443$1.37M0.95%+5,22413F-HRTimeline
Concorde Asset Management, LLC14,422$1.37M0.57%13F-HRTimeline
May Hill Capital, LLC14,334$1.36M0.4%+1,17413F-HRTimeline
First Heartland Consultants, Inc.14,194$1.35M0.11%+41213F-HRTimeline
Two West Capital Advisors LLC13,994$1.34M0.81%+31313F-HRTimeline
Sage Advisory Services, Ltd.Co.14,094$1.34M0.7%-181,09413F-HRTimeline
Montecito Bank & Trust14,078$1.34M0.21%13F-HRTimeline
WEDBUSH SECURITIES INC14,009$1.33M0.04%+5,55413F-HRTimeline
Legacy Edge Advisors, LLC13,999$1.33M0.16%-13,76013F-HRTimeline
Capital Investment Advisors, LLC13,903$1.32M0.02%-3,73913F-HRTimeline
Keebeck Wealth Management13,876$1.32M0.16%+5,55313F-HRTimeline
CAP Partners, LLC13,800$1.31M0.75%+1,90913F-HRTimeline
Cadence Bank13,666$1.3M0.08%-29413F-HRTimeline
Optivise Advisory Services LLC13,658$1.3M0.77%-2,64013F-HRTimeline
MATHER GROUP, LLC.13,556$1.29M0.01%-56413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC13,486$1.28M0.51%+30813F-HRTimeline
Cresset Asset Management, LLC13,446$1.28M0.01%-8613F-HR/ATimeline
Alesco Advisors, LLC, An ESL Co13,395$1.27M0.03%+11013F-HRTimeline
Gen-Wealth Partners Inc13,337$1.27M0.43%+36013F-HRTimeline
BUSH INVESTMENT GROUP, LLC13,296$1.27M0.75%+98113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC13,070$1.24M0.31%-2,21813F-HRTimeline
Moors & Cabot, Inc.12,931$1.23M0.05%+15213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,834$1.22M<0.01%-12,44013F-HRTimelineGroup
Magnus Financial Group LLC12,668$1.21M0.1%-54813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,660$1.2M0.04%-1,91413F-HRTimelineGroup
RCS Financial Planning, LLC12,534$1.19M0.53%+1,89413F-HRTimeline
M1 Capital Management LLC12,277$1.17M0.5%+14613F-HRTimeline
Gotham Asset Management, LLC12,074$1.15M0.01%013F-HRTimeline
Traveka Wealth, LLC12,057$1.15M0.51%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,994$1.14M0.02%+2,91413F-HRTimeline
BNP PARIBASin group BNP PARIBAS12,000$1.14M0.03%013F-HRTimelineGroup
MSH Capital Advisors LLC11,964$1.14M0.31%+2,18013F-HRTimeline
Sigma Planning Corp11,854$1.13M0.03%-12113F-HRTimeline
Venturi Wealth Management, LLC11,851$1.13M0.05%+1,36313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC11,551$1.1M0.55%-2,48813F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/11,439$1.09M0.98%13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC11,455$1.09M<0.01%013F-HRTimelineGroup
Pure Financial Advisors, LLC11,225$1.07M0.02%+3,52913F-HRTimeline
UMB Bank, n.a.11,151$1.06M0.02%-43913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Investor's Fiduciary Advisor Network, L…11,087$1.05M0.36%+16613F-HRTimeline
Greenwich Wealth Management LLC10,908$1.04M0.05%+1,05913F-HRTimeline
IHT Wealth Management, LLC10,746$1.02M0.03%-19,98513F-HRTimeline
Brookwood Investment Group LLC10,645$1.01M0.13%+93013F-HRTimeline
Summit Wealth Group, LLC10,585$1.01M0.24%-713F-HRTimeline
Americana Partners, LLC10,584$1.01M0.03%+21313F-HRTimeline
Clarendon Private LLC10,491$998K0.91%+1213F-HRTimeline
Diversified Enterprises, LLC10,477$997K0.07%+32313F-HRTimeline
Resurgent Financial Advisors LLC10,349$985K0.48%-40113F-HRTimeline
Tempus Wealth Planning, LLC10,342$984K0.23%-1,68113F-HRTimeline
NWAM LLC10,249$984K0.05%+1,11113F-HR/ATimeline
Koshinski Asset Management, Inc.10,198$970K0.07%+45313F-HRTimeline
Rosenberg Matthew Hamilton10,132$964K0.21%+1,56413F-HRTimeline
Perennial Investment Advisors, LLC10,058$957K0.08%-59613F-HRTimeline
Auour Investments LLC9,934$945K0.31%+7,38313F-HRTimeline
Vernal Point Advisors, LLC9,795$932K0.4%-75013F-HRTimeline
Argent Trust Co9,790$932K0.03%+6,85513F-HRTimeline
WEALTHGARDEN F.S. LLC9,705$931K0.66%-1,22713F-HRTimeline
LexAurum Advisors, LLC9,713$924K0.13%-1513F-HRTimeline
BIRCH FINANCIAL GROUP, LLC9,694$922K0.54%+1,15013F-HRTimeline
FC Advisory LLC9,540$908K0.27%+2313F-HRTimeline
FSC Wealth Advisors, LLC9,492$903K0.52%+93313F-HRTimeline
Seed Wealth Management, Inc.9,420$896K0.62%013F-HRTimeline
Tyche Wealth Partners LLC9,358$890K0.16%+2,91813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,345$889K<0.01%-5,72813F-HRTimelineGroup
Acropolis Investment Management, LLC9,467$889K0.05%+43613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,173$873K-8,100Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,120$868K<0.01%+1,94513F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC9,116$867K0.49%-5013F-HRTimeline
PFG Investments, LLC9,082$864K0.04%-2,79513F-HRTimeline
Sowell Financial Services LLC9,065$863K0.03%+38713F-HRTimeline
Carter Financial Group, INC.8,894$846K0.51%-2,81813F-HRTimeline
Carr Financial Group Corp8,894$846K0.23%+9513F-HRTimeline
Presidio Capital Management, LLC8,778$835K0.29%+1,47313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,727$830K0.02%+30313F-HRTimelineGroup
Summit Financial, LLC8,682$826K0.01%+72513F-HRTimeline
Cyndeo Wealth Partners, LLC8,659$824K0.05%+14713F-HRTimeline
Delta Wealth Advisors LLC8,599$818K0.64%+6513F-HRTimeline
Concord Investment Counsel Inc.8,565$815K0.26%13F-HRTimeline
Aspire Private Capital, LLC8,560$815K0.18%+23013F-HR/ATimeline
Retirement Wealth Solutions LLC8,543$813K0.53%+81713F-HRTimeline
PACIFIC FINANCIAL GROUP INC8,542$813K0.6%+61413F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT8,512$810K0.38%13F-HRTimeline
North Forty Two & Co.8,433$802K0.78%+2,68013F-HRTimeline
Balance Wealth Partners LLC8,428$802K0.2%-1,61113F-HRTimeline
Capital Investment Advisory Services, L…8,419$801K0.06%+1,00613F-HRTimeline
Diversified Portfolios, Inc.8,175$778K0.07%013F-HRTimeline
Global Assets Advisory, LLC8,151$776K0.23%-27613F-HRTimeline
DAVENPORT & Co LLC8,111$772K<0.01%+78813F-HRTimeline
SWS Partners8,034$764K0.19%+713F-HRTimeline
WealthTrak Capital Management LLC7,888$751K0.62%+2,44113F-HRTimeline
Gladstone Institutional Advisory LLC7,828$745K0.03%-45713F-HRTimeline
United Advisor Group, LLC7,810$743K0.1%+71413F-HRTimeline
Florin Court Capital LLP7,800$742K0.58%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,799$742K0.06%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC7,780$740K0.02%+33613F-HRTimeline
Prospera Financial Services Inc7,731$737K0.01%-2113F-HRTimeline
Exit Wealth Advisors, LLC.7,750$737K0.49%13F-HRTimeline
180 WEALTH ADVISORS, LLC7,723$735K0.09%+64613F-HRTimeline
Beacon Financial Advisory LLC7,590$722K0.17%-1413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,570$720K0.05%+68613F-HRTimeline
Sovereign Financial Group, Inc.7,558$719K0.13%+16913F-HRTimeline
CoreCap Advisors, LLC7,533$717K0.03%+52213F-HRTimeline
Pinnacle Bancorp, Inc.7,427$707K0.21%-85013F-HRTimeline
Legacy Capital Wealth Partners, LLC7,384$703K0.15%+12913F-HRTimeline
Spectrum Planning & Advisory Services I…7,321$697K0.39%-67313F-HRTimeline
F/m Investments LLC7,173$682K0.03%-35,34713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,172$682K0.05%new13F-HRTimeline
Vantage Financial Partners, LLC7,168$682K0.14%-1,80413F-HRTimeline
Sculati Wealth Management, LLC7,167$682K0.24%+2,72213F-HRTimeline
Fortis Capital Advisors, LLC7,147$680K0.11%new13F-HRTimeline
Narus Financial Partners, LLC7,100$676K0.18%+38313F-HR/ATimeline
Latitude Advisors, LLC7,051$671K0.31%+56913F-HRTimeline
Lion Street Advisors, LLC6,151$663K0.23%-14,30413F-HRTimeline
Trinity Wealth Management, LLC6,934$660K0.25%+8513F-HRTimeline
Saxony Capital Management, LLC6,896$656K0.43%-18,61013F-HRTimeline
Engineers Gate Manager LP6,896$656K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,813$648K0.01%-11613F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.5,565$648K0.04%-1,24113F-HRTimelineGroup
VestGen Advisors, LLC6,800$647K0.02%+61313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC6,787$646K0.28%+43913F-HRTimeline
Aprio Wealth Management, LLC6,781$645K0.06%-31513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC6,754$643K0.02%+79813F-HRTimeline
Cypress Capital, LLC6,721$640K0.18%-23813F-HRTimeline
LANARK FINANCIAL, INC.6,698$637K0.05%-60013F-HRTimeline
Kingdom Financial Group LLC.6,682$636K0.39%new13F-HRTimeline
ADE, LLC6,648$633K0.32%-1,14513F-HRTimeline
LOWE BROCKENBROUGH & CO INC6,622$630K0.03%-2,03813F-HRTimeline
Heritage Family Offices, LLP6,568$625K0.29%+13613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,556$624K0.01%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,476$616K0.07%-32013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,469$616K0.07%+22013F-HRTimeline
Cooper Financial Group6,367$606K0.07%-33413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE6,312$601K0.09%new13F-HRTimeline
Financial Partners Group, Inc6,308$600K0.07%+2,77813F-HRTimeline
River Street Advisors LLC6,305$600K0.23%-1,61713F-HRTimeline
One Capital Management, LLC6,216$591K0.02%new13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC6,199$590K0.08%013F-HRTimeline
Quartz Partners, LLC6,187$589K0.21%+2713F-HRTimeline
Abich Financial Wealth Management LLC6,149$585K0.21%13F-HRTimeline
VestGen Investment Management6,140$584K0.35%-4,53813F-HRTimeline
Laird Norton Wetherby Wealth Management…6,059$577K0.02%+2313F-HRTimeline
Hobbs Wealth Management, LLC6,057$576K0.48%+30513F-HRTimeline
ONE Advisory Partners, LLC6,017$574K0.18%+95113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.6,009$572K0.04%+6413F-HRTimeline
Fourth Dimension Wealth, LLC6,006$571K0.22%-3213F-HRTimeline
Empirical Asset Management, LLC5,898$561K0.16%+26513F-HRTimeline
BLAIR WILLIAM & CO/IL5,839$556K<0.01%+1,05913F-HRTimeline
Merkkuri Wealth Advisors LLC5,771$549K0.4%+23613F-HRTimeline
Ausdal Financial Partners, Inc.5,762$548K0.03%+91013F-HRTimeline
W ADVISORS, LLC5,709$543K0.29%+13513F-HRTimeline
Park Place Capital Corp5,682$541K0.11%-2,95113F-HRTimeline