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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
United Advisor Group, LLC8,022$758K0.08%+43613F-HRTimeline
FLP Wealth Management, LLC8,011$757K1.35%+1,77913F-HRTimeline
Merkkuri Wealth Advisors LLC7,942$751K0.47%-2,00213F-HRTimeline
Central Pacific Bank - Trust Division7,874$744K0.08%013F-HRTimeline
Advisory Alpha, LLC7,861$743K0.02%+4,08413F-HRTimeline
Pinnacle Bancorp, Inc.7,664$724K0.19%+17813F-HRTimeline
Continuum Advisory, LLC7,655$724K0.06%+1,22013F-HRTimeline
Legacy Wealth Partners, LLC7,640$722K0.16%+48513F-HRTimeline
Cooper Financial Group7,582$717K0.06%+32813F-HRTimeline
Balance Wealth Partners LLC7,579$716K0.19%-38313F-HRTimeline
Gladstone Institutional Advisory LLC7,577$716K0.02%-37913F-HRTimeline
Legacy Edge Advisors, LLC7,553$714K0.07%-84513F-HR/ATimeline
F/m Investments LLC7,537$712K0.04%+11313F-HRTimeline
ZENITH SOLUTIONS, INC.7,536$712K0.65%13F-HRTimeline
180 WEALTH ADVISORS, LLC7,527$711K0.07%-14613F-HRTimeline
Advyzon Investment Management, LLC7,505$709K0.05%+1,15713F-HRTimeline
Heritage Family Offices, LLP7,494$708K0.27%-22213F-HRTimeline
Pacific Excel Wealth Advisors, Inc.7,494$708K0.27%new13F-HRTimeline
Trinity Wealth Management, LLC7,381$698K0.22%+32013F-HRTimeline
Sovereign Financial Group, Inc.7,364$696K0.11%+1,58913F-HRTimeline
Apeiron RIA LLC7,338$694K0.18%-5,80313F-HRTimeline
IFS Group,LLC7,255$686K0.94%-13,46713F-HRTimeline
W ADVISORS, LLC7,194$680K0.31%+40713F-HRTimeline
Spectrum Planning & Advisory Services I…7,091$670K0.3%+25213F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co7,029$664K0.03%+1,07613F-HRTimelineGroup
Magnolia Private Wealth, LLC7,010$663K0.36%-64413F-HRTimeline
TFO Wealth Partners, LLC6,941$656K0.07%new13F-HRTimeline
Annandale Capital, LLC6,939$656K0.1%013F-HRTimeline
Quartz Partners, LLC6,923$654K0.21%+1,09013F-HRTimeline
Cypress Capital, LLC6,908$653K0.18%+37013F-HRTimeline
WORLD EQUITY GROUP, INC.6,893$652K0.15%+97113F-HRTimeline
Fiscal Wisdom Wealth Management, LLC6,894$652K0.55%+1,24713F-HRTimeline
Concord Investment Counsel Inc.6,822$645K0.18%+58713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC6,702$633K<0.01%+2,02813F-HRTimelineGroup
Aprio Wealth Management, LLC6,580$622K0.03%new13F-HRTimeline
WEALTHGARDEN F.S. LLC6,572$621K0.35%-1,86213F-HRTimeline
Successful Portfolios LLC6,614$620K0.29%+93513F-HRTimeline
CAP Partners, LLC6,524$617K0.3%-9,69013F-HRTimeline
VestGen Investment Management6,338$599K0.32%+29513F-HRTimeline
Advisor Resource Council6,301$594K0.2%+33013F-HRTimeline
Sound Income Strategies, LLC6,262$592K0.03%+1,25213F-HRTimeline
Churchill Financial Advisors, LLC6,256$591K0.11%+2,15113F-HRTimeline
IVC Wealth Advisors LLC6,254$591K0.23%+46313F-HRTimeline
Blue Capital, Inc.6,223$588K0.37%+2,71913F-HRTimeline
River Street Advisors LLC6,212$587K0.17%013F-HRTimeline
McCartney Wealth Management LLC6,104$577K0.44%-813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6,097$576K0.04%-1,21113F-HRTimelineGroup
Keel Point, LLC6,033$570K0.03%+34113F-HRTimeline
Tortoise Investment Management, LLC6,005$568K0.04%-48413F-HRTimeline
Veltria Advisors Corp.5,994$567K1.74%+313F-HRTimeline
Integrated Wealth Management5,973$565K0.6%+48713F-HRTimeline
OMNI 360 Wealth, Inc.5,941$562K0.26%+27213F-HRTimeline
FAS Wealth Partners, Inc.5,861$554K0.03%-14013F-HRTimeline
Fourth Dimension Wealth, LLC5,785$547K0.17%+20813F-HRTimeline
LANARK FINANCIAL, INC.5,770$545K0.04%+17913F-HRTimeline
BridgePort Financial Solutions, LLC5,745$543K0.14%+1,81113F-HRTimeline
Kovack Advisors, Inc.5,757$543K0.03%+1,29613F-HRTimeline
Bell Investment Advisors, Inc5,734$542K0.08%+1,02313F-HRTimeline
EJMK Ventures LLC5,724$541K0.25%-1,00713F-HRTimeline
Stash Investments, LLC5,671$536K0.17%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,665$535K0.02%-36613F-HRTimelineGroup
ONE Advisory Partners, LLC5,629$532K0.14%+16613F-HRTimeline
Empirical Asset Management, LLC5,588$528K0.12%+45113F-HRTimeline
Pinnacle Family Advisors, LLC5,531$523K0.22%+45713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,491$519K0.01%013F-HRTimeline
Main Street Financial Solutions, LLC5,422$513K0.03%+2,95913F-HRTimeline
PFG Advisors5,419$512K0.03%+62213F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,414$512K0.03%+20713F-HRTimeline
BLALOCK WILLIAMS, LLC5,321$503K0.33%+65513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,298$501K0.05%013F-HRTimelineGroup
GeoWealth Management, LLC5,257$497K0.02%+83813F-HRTimeline
Rialto Wealth Management, LLC5,198$491K0.1%+1,10213F-HRTimeline
DEARBORN PARTNERS LLC5,195$491K0.03%-4113F-HR/ATimeline
CAHABA WEALTH MANAGEMENT, INC.5,129$485K0.03%+5413F-HRTimeline
Claro Advisors Inc.5,091$481K0.05%+82013F-HRTimeline
Golden State Wealth Management, LLC5,063$479K0.04%+2,28213F-HRTimeline
NOVUS ADVISORS, LLC4,994$472K0.98%+1813F-HRTimeline
MONECO ADVISORS, LLC4,980$471K0.03%+63613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC4,965$469K0.11%-65013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,963$469K0.01%new13F-HRTimelineGroup
Facet Wealth, Inc.4,955$468K0.01%-1,95913F-HRTimeline
Bryn Mawr Trust Advisors, LLC4,878$461K0.02%+76713F-HRTimeline
Fortis Capital Advisors, LLC4,868$460K0.05%-1,17713F-HRTimeline
First Citizens Asset Management, Inc.4,802$454K0.15%+25713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,730$447K0.04%013F-HRTimeline
Sage Advisory Services, Ltd.Co.4,689$443K0.22%+40613F-HRTimeline
Financial Plan, Inc.4,649$439K0.04%+56113F-HRTimeline
CALTON & ASSOCIATES, INC.4,628$437K0.06%-68613F-HRTimeline
HB Wealth Management, LLC4,547$430K<0.01%-4613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,508$426K0.04%new13F-HRTimeline
Legacy Capital Group California, Inc.4,498$425K0.13%-8513F-HRTimeline
Gilliland Jeter Wealth Management LLC4,493$425K0.11%+1,37913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,452$421K<0.01%-4,52713F-HRTimelineGroup
CENTRAL BANK & TRUST CO4,408$417K0.06%+9013F-HRTimeline
KPP Advisory Services LLC4,357$412K0.05%+67813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC4,343$410K0.12%+10613F-HRTimeline
Dynamic Advisor Solutions LLC4,295$406K0.01%-63713F-HRTimeline
Talisman Wealth Advisors LLC4,294$406K0.3%new13F-HRTimeline
FIRST HORIZON CORP4,291$406K0.02%+4,27613F-HRTimeline
Pallas Capital Advisors LLC4,269$404K0.01%+213F-HRTimeline
Stonebridge Financial Group, LLC/CA4,228$399K0.06%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,214$398K<0.01%-1313F-HRTimeline
Western Financial Corp/CA4,150$392K0.11%+29313F-HRTimeline
RCW Management, LLC4,117$389K0.35%+26713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,077$385K0.02%-84213F-HRTimeline
Rede Wealth, LLC4,031$381K0.13%+40613F-HRTimeline
FWG Investments, LLC.4,018$380K0.2%+66713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,015$379K0.03%+37513F-HRTimelineGroup
Stewardship Advisors, LLC4,001$378K0.08%+19013F-HRTimeline
LGT Financial Advisors LLC3,969$375K1.98%-31313F-HRTimeline
Friedenthal Financial3,929$371K0.17%+213F-HRTimeline
Apella Capital, LLC3,914$367K0.01%+16613F-HRTimeline
Financial Enhancement Group LLC3,861$365K0.04%-9013F-HRTimeline
NORTHLAND SECURITIES, INC.3,861$365K0.21%+80613F-HRTimeline
Koshinski Asset Management, Inc.3,838$363K0.02%-6,44913F-HRTimeline
Delta Wealth Advisors LLC3,822$361K0.26%-1,71813F-HRTimeline
OARSMAN CAPITAL, INC.3,817$361K0.04%-1,17113F-HRTimeline
Synergy Investment Management, LLC3,758$355K0.09%-3213F-HRTimeline
Precision Wealth Strategies, LLC3,727$352K0.11%-5913F-HRTimeline
Archer Investment Management, LLC3,715$351K0.12%-2,20513F-HRTimeline
Windward Private Wealth Management Inc.3,684$348K0.11%+39013F-HRTimeline
Petix & Botte Co3,668$347K0.07%+3,02913F-HRTimeline
Total Clarity Wealth Management, Inc.3,658$346K0.07%-89513F-HRTimeline
Raleigh Capital Management Inc.3,619$342K0.11%+1,12513F-HRTimeline
Vantage Point Financial LLC3,593$340K0.1%-1,86313F-HRTimeline
Hutchens & Kramer Investment Management…3,584$339K0.09%-313F-HRTimeline
City State Bank3,580$338K0.08%+7313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,560$337K0.04%-613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,551$336K0.03%013F-HRTimeline
Fiduciary Alliance LLC3,532$334K0.02%-37813F-HRTimeline
Aviance Capital Partners, LLC3,523$333K0.03%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,519$333K0.04%013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC3,519$333K<0.01%013F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC3,501$331K0.06%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC3,500$331K0.07%-1,00013F-HRTimeline
Fairvoy Private Wealth, LLC3,478$329K0.07%+1,27413F-HRTimeline
Fulcrum Equity Management3,471$328K0.27%+38313F-HRTimeline
GREENWOOD GEARHART LLC3,459$327K0.02%new13F-HRTimeline
Comprehensive Money Management Services…3,450$326K0.21%-26513F-HRTimeline
Hillsdale Investment Management Inc.3,430$324K0.01%013F-HRTimeline
PROTECTIVE LIFE CORP3,415$323K2.31%013F-HRTimeline
Avantra Family Wealth, Inc.3,415$323K0.21%+5713F-HRTimeline
Ground Swell Capital, LLC3,400$321K0.35%new13F-HRTimeline
Midwest Financial Network, LLC3,398$321K0.22%new13F-HRTimeline
Rehmann Capital Advisory Group3,391$321K0.01%+6513F-HRTimeline
Lynx Investment Advisory3,352$317K0.1%+39513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC3,337$315K0.01%+59413F-HRTimeline
Elevated Capital Advisors, LLC3,321$314K0.09%+28113F-HRTimeline
Oxinas Partners, LLC3,318$314K0.12%+70813F-HRTimeline
GWN SECURITIES INC.3,317$314K0.05%+18313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC3,288$311K0.08%+7113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,258$308K0.47%+72613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,196$302K0.09%+7213F-HRTimelineGroup
GTS SECURITIES LLC3,164$299K0.01%-1,83213F-HRTimeline
Beverly Hills Private Wealth, LLC3,163$299K0.06%-31713F-HRTimeline
Sharper & Granite LLC3,155$298K0.09%-513F-HRTimeline
Lloyd Advisory Services, LLC.3,151$298K0.12%+45113F-HRTimeline
Ifrah Financial Services, Inc.3,140$297K0.07%-11313F-HRTimeline
Cassady Wealth & Retirement Planning, L…3,113$294K0.14%-713F-HRTimeline
Tidemark, LLC3,026$286K0.06%-36913F-HRTimeline
Warner Group LLC3,006$284K0.07%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,999$283K<0.01%+41313F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,981$282K0.04%+11613F-HRTimeline
Tactive Advisors, LLC2,978$281K0.07%-1,20213F-HRTimeline
Clearwave Capital, LLC2,975$281K0.16%-1,29413F-HRTimeline
Clark Asset Management, LLC2,973$281K0.02%+26913F-HRTimeline
Nordwand Advisors, LLC2,955$279K0.04%-22013F-HRTimeline
Joule Financial, LLC2,944$278K0.08%-1,24513F-HRTimeline
Ballast Rock Private Wealth LLC2,940$278K0.13%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,936$278K0.01%+1213F-HRTimelineGroup
Valeo Financial Advisors, LLC2,882$272K0.01%-513F-HRTimeline
PETRA FINANCIAL ADVISORS INC2,870$271K0.13%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,858$270K0.01%-1,92013F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,850$269K0.01%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC2,843$269K<0.01%+13913F-HRTimelineGroup
Stablepoint Partners, LLC2,840$268K0.04%+3013F-HRTimeline
Verdence Capital Advisors LLC2,835$268K0.01%-4413F-HRTimeline
Bridgewealth Advisory Group, LLC2,797$264K0.05%+50013F-HRTimeline
Kingdom Financial Group LLC.2,788$264K0.07%+8813F-HRTimeline
Institute for Wealth Management, LLC.2,759$261K0.02%new13F-HRTimeline
Berger Financial Group, Inc2,758$261K0.01%+47713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,747$260K0.01%-1,02113F-HRTimelineGroup
Prosperity Consulting Group, LLC2,744$259K0.01%+23613F-HRTimeline
PSI Advisors, LLC2,727$258K0.06%+37013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,719$257K0.02%new13F-HRTimeline
LiftPoint Family Wealth Advisors LLC2,704$256K0.17%+32313F-HRTimeline
Annex Advisory Services, LLC2,685$254K<0.01%-10,22913F-HRTimeline
LINCOLN CAPITAL CORP2,673$253K0.08%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,672$253K<0.01%+40813F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.2,672$253K0.15%+6813F-HRTimeline
Chesley Taft & Associates LLC2,665$252K0.01%+4513F-HRTimeline
Argentarii, LLC2,705$252K0.08%+8213F-HRTimeline
Graetz Wealth LLC2,661$252K0.2%+7313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,658$251K0.04%-50013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,643$250K0.13%013F-HRTimeline
Alta Wealth Advisors LLC2,642$250K0.07%+32613F-HRTimeline
Investment Advisory Group, LLC2,632$249K0.05%new13F-HRTimeline
Symphony Financial, Ltd. Co.2,610$247K0.03%new13F-HRTimeline
Asempa Wealth Advisors2,611$247K0.19%-42413F-HRTimeline
Breakwater Capital Group2,598$246K0.03%-3313F-HRTimeline