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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
Pinnacle Bancorp, Inc.7,486$711K0.21%-1413F-HRTimeline
F/m Investments LLC7,424$705K0.05%-5213F-HRTimeline
Legacy Capital Wealth Partners, LLC7,384$701K0.14%-8913F-HRTimeline
ADE, LLC7,315$695K0.33%-4513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,308$694K0.05%+1,74313F-HRTimelineGroup
Cooper Financial Group7,254$689K0.07%+92013F-HRTimeline
Legacy Wealth Partners, LLC7,155$679K0.17%-32013F-HRTimeline
EFG International AGin group EFG International AG7,096$674K0.01%new13F-HRTimelineGroup
Trinity Wealth Management, LLC7,061$670K0.25%+13213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,008$665K0.01%+2,61613F-HRTimelineGroup
Annandale Capital, LLC6,939$659K0.11%013F-HRTimeline
Facet Wealth, Inc.6,914$656K0.01%+1,75113F-HRTimeline
VestGen Advisors, LLC6,967$656K0.02%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,865$652K0.14%-1,14713F-HRTimeline
Spectrum Planning & Advisory Services I…6,839$649K0.32%-50513F-HRTimeline
W ADVISORS, LLC6,787$644K0.33%+45613F-HRTimeline
EJMK Ventures LLC6,731$639K0.36%-3,20513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,564$623K0.07%013F-HRTimeline
Cypress Capital, LLC6,538$621K0.18%+14913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC6,514$619K0.02%+28013F-HRTimeline
Tortoise Investment Management, LLC6,489$616K0.05%-30,51313F-HRTimeline
Continuum Advisory, LLC6,435$611K0.06%+18813F-HRTimeline
Advyzon Investment Management, LLC6,348$603K0.05%+7713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,247$593K0.01%-12813F-HRTimelineGroup
Concord Investment Counsel Inc.6,235$592K0.2%-95313F-HRTimeline
FLP Wealth Management, LLC6,232$592K1.22%+1,07413F-HR/ATimeline
River Street Advisors LLC6,212$590K0.2%-9313F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC6,199$589K0.07%013F-HRTimeline
Catalina Capital Group, LLC6,133$582K0.36%+54613F-HRTimeline
McCartney Wealth Management LLC6,112$580K0.49%013F-HRTimeline
Fortis Capital Advisors, LLC6,045$574K0.08%-1,22913F-HRTimeline
VestGen Investment Management6,043$574K0.32%+5313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,031$570K0.03%+2,64213F-HRTimelineGroup
FAS Wealth Partners, Inc.6,001$570K0.04%+26713F-HRTimeline
Advisor Resource Council5,971$567K0.22%-4313F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co5,953$565K0.03%-74,29313F-HRTimelineGroup
Veltria Advisors Corp.5,991$565K1.88%new13F-HRTimeline
WORLD EQUITY GROUP, INC.5,922$562K0.15%+56013F-HRTimeline
Archer Investment Management, LLC5,920$562K0.24%-8,51413F-HRTimeline
Quartz Partners, LLC5,833$554K0.21%-66813F-HRTimeline
IVC Wealth Advisors LLC5,791$550K0.24%+2713F-HRTimeline
Sovereign Financial Group, Inc.5,775$548K0.1%-1,22913F-HRTimeline
Keel Point, LLC5,692$540K0.04%+80713F-HRTimeline
Ausdal Financial Partners, Inc.5,678$539K0.02%+18013F-HRTimeline
Successful Portfolios LLC5,679$539K0.3%+35713F-HRTimeline
OMNI 360 Wealth, Inc.5,669$538K0.28%+37913F-HRTimeline
Fiscal Wisdom Wealth Management, LLC5,647$536K0.51%+1,26313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,615$533K0.15%-73313F-HRTimeline
BLAIR WILLIAM & CO/IL5,593$531K<0.01%-20713F-HRTimeline
LANARK FINANCIAL, INC.5,591$531K0.04%+38213F-HRTimeline
Fourth Dimension Wealth, LLC5,577$530K0.2%-27513F-HRTimeline
Delta Wealth Advisors LLC5,540$526K0.4%-3013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,491$521K0.01%-1,06513F-HRTimeline
Integrated Wealth Management5,486$521K0.6%-20113F-HRTimeline
ONE Advisory Partners, LLC5,463$519K0.16%-53513F-HRTimeline
Vantage Point Financial LLC5,456$518K0.18%+26213F-HRTimeline
CALTON & ASSOCIATES, INC.5,314$505K0.07%+1,59713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,298$503K0.06%new13F-HRTimelineGroup
DEARBORN PARTNERS LLC5,236$497K0.03%-22713F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,207$494K0.03%013F-HRTimeline
Layline Advisors, LLC5,172$491K0.55%13F-HRTimeline
Empirical Asset Management, LLC5,137$488K0.13%+35813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,075$482K0.03%+3513F-HRTimeline
Pinnacle Family Advisors, LLC5,074$482K0.23%+19413F-HRTimeline
FLOW TRADERS U.S. LLC5,057$480K0.02%new13F-HRTimeline
GTS SECURITIES LLC4,996$474K0.02%+86213F-HRTimeline
Sound Income Strategies, LLC5,010$474K0.02%-3913F-HRTimeline
OARSMAN CAPITAL, INC.4,988$474K0.06%-15713F-HRTimeline
NOVUS ADVISORS, LLC4,976$472K1.06%+18113F-HRTimeline
Dynamic Advisor Solutions LLC4,932$468K0.01%-66013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,919$467K0.02%+1,04513F-HRTimeline
Larry Mathis Financial Planning, LLC4,919$467K0.42%-1,43613F-HRTimeline
Founders Financial Alliance, LLC4,875$463K0.08%+3,66913F-HRTimeline
PFG Advisors4,797$456K0.02%+1,33113F-HRTimeline
AdvisorNet Financial, Inc4,795$455K0.02%-5913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,778$455K0.03%+76313F-HR/ATimeline
DRAVO BAY LLC4,766$453K0.18%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,730$449K0.05%-1,30313F-HRTimeline
Bell Investment Advisors, Inc4,711$447K0.07%-32113F-HRTimeline
DT Investment Partners, LLC4,701$446K0.04%+6613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,674$444K<0.01%-93113F-HRTimelineGroup
BLALOCK WILLIAMS, LLC4,666$443K0.34%+91213F-HRTimeline
HB Wealth Management, LLC4,593$436K<0.01%-87313F-HRTimeline
Legacy Capital Group California, Inc.4,583$435K0.17%-33913F-HRTimeline
Total Clarity Wealth Management, Inc.4,553$432K0.1%+1,27013F-HRTimeline
First Citizens Asset Management, Inc.4,545$432K0.15%+28413F-HRTimeline
MONETARY MANAGEMENT GROUP INC4,500$427K0.1%013F-HRTimeline
Kovack Advisors, Inc.4,461$423K0.02%-35013F-HRTimeline
GeoWealth Management, LLC4,419$420K0.02%-97913F-HRTimeline
MONECO ADVISORS, LLC4,344$412K0.03%-83013F-HRTimeline
CENTRAL BANK & TRUST CO4,318$410K0.06%-2113F-HRTimeline
Sage Advisory Services, Ltd.Co.4,283$407K0.22%-78113F-HRTimeline
LGT Financial Advisors LLC4,282$407K2.08%+28913F-HRTimeline
Claro Advisors Inc.4,271$405K0.05%+1,15813F-HRTimeline
Clearwave Capital, LLC4,269$405K0.28%+2113F-HRTimeline
Pallas Capital Advisors LLC4,267$405K0.02%-12713F-HRTimeline
Trivium Point Advisory, LLC4,265$405K0.07%-29,52013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC4,237$402K0.13%+77413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,227$401K<0.01%new13F-HRTimeline
Joule Financial, LLC4,189$398K0.12%new13F-HRTimeline
Tactive Advisors, LLC4,180$397K0.11%+8013F-HRTimeline
Emergent Wealth Advisors, LLC4,115$391K0.23%-10,68313F-HRTimeline
Bryn Mawr Trust Advisors, LLC4,111$390K0.02%+1,98213F-HRTimeline
Churchill Financial Advisors, LLC4,105$390K0.08%+1,58513F-HRTimeline
Hyundai Investments Co., Ltd.4,114$390K0.44%-1,42113F-HRTimeline
Quantinno Capital Management LP4,103$390K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC4,096$389K0.09%+2,19413F-HRTimeline
Financial Plan, Inc.4,088$388K0.04%013F-HRTimeline
Bedminster, LLC4,050$385K0.36%-3,67813F-HRTimeline
Financial Enhancement Group LLC3,951$378K0.05%-2113F-HRTimeline
BridgePort Financial Solutions, LLC3,934$374K0.11%-34113F-HRTimeline
Friedenthal Financial3,927$373K0.19%+4613F-HRTimeline
Fiduciary Alliance LLC3,910$373K0.02%-1,14713F-HRTimeline
CENTAURUS FINANCIAL, INC.3,918$372K0.02%-10513F-HRTimeline
Western Financial Corp/CA3,857$366K0.14%-28013F-HRTimeline
RCW Management, LLC3,850$366K0.37%+7713F-HRTimeline
Stewardship Advisors, LLC3,811$362K0.08%+25413F-HRTimeline
Synergy Investment Management, LLC3,790$360K0.12%+12713F-HRTimeline
Precision Wealth Strategies, LLC3,786$359K0.12%-54813F-HRTimeline
Advisory Alpha, LLC3,777$359K0.01%+8813F-HRTimeline
Apella Capital, LLC3,748$358K0.01%+45913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,768$358K0.02%new13F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC3,738$355K0.02%+2113F-HRTimeline
Comprehensive Money Management Services…3,715$353K0.23%+20013F-HRTimeline
KPP Advisory Services LLC3,679$349K0.05%-26513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,640$346K0.03%013F-HRTimelineGroup
Rede Wealth, LLC3,625$344K0.12%-1513F-HRTimeline
Hutchens & Kramer Investment Management…3,587$341K0.11%+2913F-HRTimeline
HUB Investment Partners, LLC3,569$339K0.01%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,566$339K0.04%+44613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,551$337K0.03%013F-HRTimeline
Aviance Capital Partners, LLC3,523$335K0.04%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,519$334K0.05%013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC3,519$334K<0.01%013F-HRTimelineGroup
City State Bank3,507$333K0.09%013F-HRTimeline
Blue Capital, Inc.3,504$333K0.22%-1813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,501$332K0.07%-34213F-HRTimeline
BRIGHTON JONES LLC3,490$331K0.01%new13F-HR/ATimeline
Beverly Hills Private Wealth, LLC3,480$330K0.06%-1813F-HRTimeline
Adams Wealth Management3,472$330K0.07%-4113F-HRTimeline
CacheTech Inc.3,472$330K0.06%-4113F-HRTimeline
Hillsdale Investment Management Inc.3,430$326K0.01%+1,00013F-HRTimeline
Balefire, LLC3,415$324K0.06%new13F-HRTimeline
PROTECTIVE LIFE CORP3,415$324K1.08%new13F-HRTimeline
Tidemark, LLC3,395$322K0.08%+2,01513F-HRTimeline
Avantra Family Wealth, Inc.3,358$319K0.24%+1813F-HRTimeline
FWG Investments, LLC.3,351$318K0.2%+62913F-HRTimeline
Rehmann Capital Advisory Group3,326$316K0.02%-16013F-HRTimeline
Windward Private Wealth Management Inc.3,294$313K0.11%-3313F-HRTimeline
Ifrah Financial Services, Inc.3,253$309K0.08%-5713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC3,217$305K0.09%+2713F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.3,180$302K<0.01%new13F-HRTimelineGroup
Nordwand Advisors, LLC3,175$301K0.05%013F-HRTimeline
Sharper & Granite LLC3,160$300K0.1%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,158$300K0.05%-2,31313F-HRTimeline
GWN SECURITIES INC.3,134$298K0.06%-4213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,124$297K0.11%-31713F-HR/ATimelineGroup
Cassady Wealth & Retirement Planning, L…3,120$296K0.15%-26913F-HRTimeline
Gilliland Jeter Wealth Management LLC3,114$296K0.09%+42913F-HRTimeline
Fulcrum Equity Management3,088$293K0.29%+713F-HRTimeline
NORTHLAND SECURITIES, INC.3,055$290K0.28%+63213F-HRTimeline
Elevated Capital Advisors, LLC3,040$289K0.07%+22913F-HRTimeline
Asempa Wealth Advisors3,035$287K0.25%+79213F-HRTimeline
Acropolis Investment Management, LLC3,022$287K0.01%-1,64313F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE3,000$285K0.04%-3,64813F-HRTimeline
Lynx Investment Advisory2,957$281K0.13%+4813F-HRTimeline
Ballast Rock Private Wealth LLC2,940$279K0.15%new13F-HRTimeline
Global Financial Private Client, LLC2,937$279K0.09%+10813F-HRTimeline
Elevation Wealth Management LLC2,934$279K0.26%-25913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,924$278K0.02%-1,00313F-HRTimelineGroup
Valeo Financial Advisors, LLC2,887$274K0.01%new13F-HRTimeline
Verdence Capital Advisors LLC2,879$273K0.02%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,865$272K0.04%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,850$271K0.01%013F-HRTimeline
Stablepoint Partners, LLC2,810$267K0.04%new13F-HRTimeline
EQ LLC2,783$264K0.07%+9313F-HRTimeline
Golden State Wealth Management, LLC2,781$264K0.03%+72113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC2,743$260K0.01%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC2,704$257K<0.01%-1,77713F-HRTimelineGroup
Clark Asset Management, LLC2,704$257K0.02%-7713F-HRTimeline
ARWA LLC2,695$256K0.13%-75613F-HRTimeline
Lloyd Advisory Services, LLC.2,700$256K0.07%+1,21813F-HRTimeline
Kingdom Financial Group LLC.2,700$256K0.07%+7313F-HRTimeline
OLD NATIONAL BANCORP /IN/2,698$256K<0.01%-5613F-HRTimeline
TrueWealth Financial Partners2,679$254K0.1%-4,96313F-HRTimeline
LINCOLN CAPITAL CORP2,673$254K0.09%-5713F-HRTimeline
Atomic Invest LLC2,653$251K0.12%+22313F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,643$251K0.17%new13F-HRTimeline
Breakwater Capital Group2,631$250K0.03%+6513F-HRTimeline
Activest Wealth Management2,624$249K0.04%013F-HRTimeline
Argentarii, LLC2,623$249K0.09%+33513F-HRTimeline
Chesley Taft & Associates LLC2,620$249K0.01%+21713F-HRTimeline
Oxinas Partners, LLC2,610$248K0.11%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,604$247K0.18%-1913F-HRTimeline
Graetz Wealth LLC2,588$246K0.22%+1013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,586$246K<0.01%+60113F-HRTimelineGroup
Mill Capital Management, LLC2,584$245K0.02%+52413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,579$245K0.02%new13F-HRTimelineGroup
Obermeyer Wealth Partners2,541$241K0.01%-30113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,532$240K0.43%new13F-HRTimeline