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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
CURTIS WEALTH MANAGEMENT LLC20,948$2.01M1.75%13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …20,878$1.99M0.02%13F-HR/ATimelineGroup
Liberty Atlantic Advisors LLC20,854$1.99M1.95%13F-HRTimeline
Whalen Wealth Management Inc.20,686$1.97M1.06%new13F-HRTimeline
Stelac Advisory Services LLC20,641$1.97M0.69%-52513F-HRTimeline
Compound Planning, Inc.20,428$1.95M0.06%-104,77613F-HRTimeline
RHS Financial, LLC20,325$1.94M0.94%-7,18613F-HRTimeline
J.M. Arbour, LLC20,191$1.92M1.92%13F-HRTimeline
Buttonwood Financial Group, LLC20,018$1.92M1.02%-7,91313F-HRTimeline
WealthPLAN Partners, LLC20,104$1.91M0.29%+53213F-HRTimeline
Richmond Investment Services, LLC20,097$1.91M0.33%+1,25513F-HRTimeline
Kilter Group LLC19,846$1.89M0.83%+21913F-HRTimeline
Payne Capital LLC19,714$1.88M1.91%+21713F-HRTimeline
BCU Wealth Advisors, LLC19,610$1.87M0.71%-36213F-HRTimeline
Strategic Blueprint, LLC19,600$1.87M0.11%-1,29213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19,529$1.86M0.01%+14113F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT19,356$1.84M0.2%-10913F-HRTimeline
Sowell Financial Services LLC19,356$1.84M0.07%+10,29113F-HRTimeline
LifePlan Investment Advisors, Inc.19,327$1.84M0.75%+1,19313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,179$1.83M0.04%-1,71513F-HRTimelineGroup
Polaris Investment Advisors, LLC19,171$1.83M1.32%13F-HRTimeline
Coordinated Financial Services, Inc.19,124$1.82M1.05%-35713F-HRTimeline
B. Riley Wealth Advisors, Inc.18,807$1.79M0.08%-49113F-HRTimeline
Edgestream Partners, L.P.18,795$1.79M0.05%-9,39413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding18,645$1.78M+2,765Timeline
May Hill Capital, LLC18,491$1.76M0.47%+4,15713F-HR/ATimeline
Alteri Wealth LLC18,467$1.76M0.57%+11813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC18,371$1.75M0.02%+3413F-HRTimeline
Davis Wealth Advisors, LLC18,258$1.74M1.45%+2,04013F-HRTimeline
Invariant Investment Management18,104$1.73M1.11%13F-HRTimeline
Lakeshore Capital Group, Inc.18,140$1.73M1.38%+12813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,054$1.72M0.01%+2,41813F-HRTimelineGroup
Town Capital LLC17,957$1.71M1.4%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,876$1.7M0.03%-1,51313F-HR/ATimeline
Maia Wealth LLC17,551$1.69M0.29%-41313F-HRTimeline
Legacy Edge Advisors, LLC17,716$1.69M0.18%+3,71713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV17,635$1.68M0.44%+2,41213F-HRTimeline
Intelligence Driven Advisers, LLC17,618$1.68M0.24%-2,04013F-HRTimeline
ADVISORY RESEARCH INC17,518$1.67M0.21%013F-HRTimeline
Haverford Trust Co17,506$1.67M0.01%-19213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,244$1.64M0.01%-39113F-HRTimelineGroup
Auour Investments LLC17,040$1.62M0.52%+7,10613F-HRTimeline
BAILARD, INC.17,013$1.62M0.04%-16,20413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC16,929$1.61M1.34%+1,94813F-HRTimeline
Intrua Financial, LLC16,850$1.6M0.18%new13F-HRTimeline
Clearview Wealth Advisors LLC16,809$1.6M1.01%+70913F-HRTimeline
K2 Financial Inc.16,795$1.6M1.24%+35013F-HRTimeline
OLD MISSION CAPITAL LLC16,737$1.59M0.06%new13F-HRTimeline
Arete Wealth Advisors, LLC16,663$1.59M0.11%-6313F-HR/ATimeline
Keebeck Wealth Management16,641$1.58M0.18%+2,76513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC16,615$1.58M0.16%-2,19113F-HRTimeline
Gen-Wealth Partners Inc16,528$1.57M0.51%+3,19113F-HRTimeline
Concorde Asset Management, LLC16,148$1.54M0.62%+1,72613F-HRTimeline
Farmers National Bank16,031$1.53M0.34%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC16,006$1.52M0.25%-22513F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC15,903$1.51M1.31%13F-HRTimeline
RDA Financial Network15,892$1.51M0.36%-3,71513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC15,642$1.49M0.45%-11313F-HRTimeline
J.W. COLE ADVISORS, INC.15,737$1.49M0.04%+98813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.15,391$1.47M0.11%-713F-HRTimelineGroup
BOS Asset Management, LLC15,244$1.45M0.39%+9713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp15,216$1.45M<0.01%-1,72213F-HR/ATimelineGroup
WealthPoint Financial, LLC15,212$1.45M1.26%13F-HRTimeline
REGIMEN WEALTH, LLC15,197$1.45M0.42%+48413F-HRTimeline
GHP Investment Advisors, Inc.15,191$1.45M0.06%+17113F-HRTimeline
Portfolio Resources Advisor Group, Inc.15,082$1.44M1.44%13F-HRTimeline
MATHER GROUP, LLC.15,081$1.44M0.01%+1,52513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC15,047$1.43M<0.01%+11,12113F-HR/ATimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co15,027$1.43M0.02%-86513F-HRTimelineGroup
CAP Partners, LLC14,996$1.43M0.81%+1,19613F-HRTimeline
Emergent Wealth Advisors, LLC14,798$1.41M0.79%+30713F-HRTimeline
DMC Group, LLC14,641$1.39M0.93%-6513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,562$1.39M0.03%-10913F-HRTimelineGroup
Archer Investment Management, LLC14,434$1.37M0.74%new13F-HRTimeline
First Heartland Consultants, Inc.14,410$1.37M0.1%+21613F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC14,388$1.37M0.23%13F-HRTimeline
Hopwood Nicholas Hunter14,368$1.37M0.45%13F-HRTimeline
Pure Financial Advisors, LLC14,316$1.36M0.02%+3,09113F-HRTimeline
Gotham Asset Management, LLC14,226$1.35M<0.01%+2,15213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC14,162$1.35M0.92%-28113F-HRTimeline
Cresset Asset Management, LLC13,953$1.33M0.01%+50713F-HRTimeline
MSH Capital Advisors LLC13,828$1.32M0.28%+1,86413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,719$1.31M<0.01%-1,462,00013F-HRTimelineGroup
WEDBUSH SECURITIES INC13,699$1.3M0.04%-31013F-HRTimeline
Capital Investment Advisors, LLC13,686$1.3M0.02%-21713F-HRTimeline
Cadence Bank13,670$1.3M0.08%+413F-HRTimeline
Capital Investment Management, Inc.13,638$1.3M0.45%13F-HRTimeline
RCS Financial Planning, LLC13,610$1.3M0.56%+1,07613F-HRTimeline
Mach-1 Financial Group, LLC13,446$1.28M0.26%-13,52413F-HRTimeline
BUSH INVESTMENT GROUP, LLC13,431$1.28M0.72%+13513F-HRTimeline
Moors & Cabot, Inc.13,327$1.27M0.05%+39613F-HRTimeline
Rosenberg Matthew Hamilton13,025$1.24M0.26%+2,89313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,967$1.23M<0.01%+13313F-HRTimelineGroup
Tyche Wealth Partners LLC12,804$1.22M0.19%+3,44613F-HRTimeline
Vision Retirement, LLC12,692$1.21M0.32%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC12,684$1.21M0.45%-80213F-HRTimeline
Global Assets Advisory, LLC12,548$1.19M0.34%+4,39713F-HRTimeline
Range Advisory, LLC12,417$1.18M0.3%13F-HRTimeline
M1 Capital Management LLC12,363$1.18M0.49%+8613F-HRTimeline
PFG Investments, LLC12,282$1.17M0.06%+3,20013F-HRTimeline
Montecito Bank & Trust12,201$1.16M0.19%-1,87713F-HRTimeline
Two West Capital Advisors LLC12,062$1.15M0.67%-1,93213F-HRTimeline
BNP PARIBASin group BNP PARIBAS12,000$1.14M0.03%013F-HRTimelineGroup
HighPoint Advisor Group LLC11,984$1.14M0.03%new13F-HRTimeline
Venturi Wealth Management, LLC11,914$1.13M0.05%+6313F-HRTimeline
CoreCap Advisors, LLC11,855$1.13M0.04%+4,32213F-HRTimeline
Saxony Capital Management, LLC11,848$1.13M0.69%+4,95213F-HRTimeline
Sigma Planning Corp11,806$1.12M0.03%-4813F-HRTimeline
Optivise Advisory Services LLC11,783$1.12M0.65%-1,87513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC11,455$1.09M<0.01%013F-HRTimelineGroup
CHESAPEAKE CAPITAL CORP /IL/11,439$1.09M0.91%013F-HRTimeline
IHT Wealth Management, LLC11,203$1.07M0.03%+45713F-HRTimeline
PACIFIC FINANCIAL GROUP INC11,136$1.06M0.59%+2,59413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC11,083$1.06M0.49%-46813F-HRTimeline
Diversified Enterprises, LLC11,046$1.05M0.06%+56913F-HRTimeline
Investor's Fiduciary Advisor Network, L…11,028$1.05M0.23%-5913F-HRTimeline
Florin Court Capital LLP11,000$1.05M1.46%+3,20013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH10,956$1.04M0.3%-43,72913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,951$1.04M<0.01%+1,83113F-HRTimelineGroup
Strive Financial Group ,LLC10,914$1.04M0.55%13F-HR/ATimeline
North Forty Two & Co.10,903$1.04M0.98%+2,47013F-HRTimeline
Summit Wealth Group, LLC10,892$1.04M0.24%+30713F-HRTimeline
Tempus Wealth Planning, LLC10,876$1.04M0.24%+53413F-HRTimeline
Brookwood Investment Group LLC10,869$1.03M0.12%+22413F-HRTimeline
Americana Partners, LLC10,544$1M0.03%-4013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,265$977K0.03%-2,39513F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10,261$977K0.08%+2,46213F-HRTimelineGroup
ASL Financial, LLC10,260$977K0.77%13F-HRTimeline
Capital Investment Advisory Services, L…10,208$972K0.07%+1,78913F-HRTimeline
BIRCH FINANCIAL GROUP, LLC10,126$964K0.55%+43213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,121$964K0.02%-1,87313F-HRTimeline
Koshinski Asset Management, Inc.10,055$957K0.06%-14313F-HRTimeline
EJMK Ventures LLC9,936$946K0.58%13F-HRTimeline
Merkkuri Wealth Advisors LLC9,824$935K0.64%+4,05313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,786$932K<0.01%+44113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC9,607$915K0.01%-13,67413F-HRTimelineGroup
XY Planning Network, Inc.9,539$908K0.16%new13F-HRTimeline
WealthTrak Capital Management LLC9,503$905K0.65%+1,61513F-HRTimeline
Engineers Gate Manager LP9,495$904K0.01%+2,59913F-HRTimeline
Perennial Investment Advisors, LLC9,455$900K0.07%-60313F-HRTimeline
Seed Wealth Management, Inc.9,420$897K0.62%013F-HRTimeline
Cyndeo Wealth Partners, LLC9,402$895K0.05%+74313F-HRTimeline
WEALTHGARDEN F.S. LLC9,197$881K0.58%-50813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,189$875K+16Timeline
Resurgent Financial Advisors LLC9,152$871K0.44%-1,19713F-HRTimeline
FC Advisory LLC9,147$871K0.25%-39313F-HRTimeline
Magnus Financial Group LLC9,113$868K0.07%-3,55513F-HRTimeline
Carter Financial Group, INC.9,045$861K0.51%+15113F-HRTimeline
Clarendon Private LLC9,038$861K0.73%-1,45313F-HRTimeline
Carr Financial Group Corp9,021$859K0.23%+12713F-HRTimeline
SUTTON PLACE INVESTORS LLC8,975$855K0.47%-14113F-HRTimeline
Exit Wealth Advisors, LLC.8,919$849K0.5%+1,16913F-HRTimeline
LongView Wealth Management8,837$845K0.2%+4,96813F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT8,666$825K0.39%+15413F-HRTimeline
DAVENPORT & Co LLC8,588$818K<0.01%+47713F-HRTimeline
Aspire Private Capital, LLC8,581$817K0.18%+2113F-HRTimeline
Retirement Wealth Solutions LLC8,513$811K0.51%-3013F-HRTimeline
Latitude Advisors, LLC8,497$809K0.36%+1,44613F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,446$804K0.02%+66613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,386$799K<0.01%new13F-HRTimeline
Presidio Capital Management, LLC8,347$795K0.24%-43113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,315$792K<0.01%+4,08613F-HRTimelineGroup
Capital Asset Managemnet, LLC8,310$791K0.88%13F-HRTimeline
Sculati Wealth Management, LLC8,298$790K0.28%+1,13113F-HRTimeline
Diversified Portfolios, Inc.8,118$773K0.06%-5713F-HRTimeline
SWS Partners8,038$765K0.18%+413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,012$763K0.17%-5,05813F-HRTimeline
NWAM LLC7,960$762K0.04%-2,28913F-HRTimeline
Balance Wealth Partners LLC7,963$758K0.24%-46513F-HRTimeline
Gladstone Institutional Advisory LLC7,908$753K0.03%+8013F-HRTimeline
Financial Partners Group, Inc7,784$745K0.09%+1,47613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,753$738K0.03%+7,54013F-HRTimelineGroup
Bedminster, LLC7,728$736K0.68%13F-HRTimeline
Beacon Financial Advisory LLC7,717$735K0.17%+12713F-HRTimeline
TrueWealth Financial Partners7,642$728K0.6%new13F-HRTimeline
True Blue Financial, LLC7,642$728K0.6%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC7,584$722K0.26%+79713F-HRTimeline
180 WEALTH ADVISORS, LLC7,524$716K0.08%-19913F-HRTimeline
Narus Financial Partners, LLC7,522$716K0.2%+42213F-HRTimeline
Pinnacle Bancorp, Inc.7,500$714K0.21%+7313F-HRTimeline
F/m Investments LLC7,476$712K0.03%+30313F-HRTimeline
Legacy Wealth Partners, LLC7,475$712K0.18%13F-HRTimeline
Legacy Capital Wealth Partners, LLC7,473$712K0.15%+8913F-HRTimeline
Klaas Financial Asset Advisors, LLC7,427$707K0.1%new13F-HRTimeline
ADE, LLC7,360$701K0.34%+71213F-HRTimeline
Spectrum Planning & Advisory Services I…7,344$699K0.36%+2313F-HRTimeline
Summit Financial, LLC7,307$696K0.01%-1,37513F-HRTimeline
Fortis Capital Advisors, LLC7,274$693K0.1%+12713F-HRTimeline
Zinnia Wealth Advisory, LLC7,220$687K0.74%13F-HRTimeline
Greenspring Advisors, LLC7,216$687K0.04%+4,98513F-HRTimeline
Concord Investment Counsel Inc.7,188$684K0.22%-1,37713F-HRTimeline
Prospera Financial Services Inc7,160$684K0.01%-57113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,074$674K<0.01%new13F-HRTimelineGroup
Northwest Capital Management Inc7,027$669K2.9%-13,15613F-HRTimeline
GatePass Capital, LLC7,005$667K0.34%+3,66613F-HRTimeline
Sovereign Financial Group, Inc.7,004$667K0.12%-55413F-HRTimeline
Parkway Wealth Management Group, LLC6,980$665K0.09%13F-HRTimeline
Cape Investment Advisory, Inc.6,945$661K0.2%+3,51813F-HRTimeline
Annandale Capital, LLC6,939$661K0.11%-7213F-HRTimeline
Trinity Wealth Management, LLC6,929$660K0.24%-513F-HRTimeline