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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
LWM Advisory Services, LLC2,589$245K0.44%new13F-HRTimeline
CV Advisors LLC2,597$245K0.05%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,598$244K0.01%+6813F-HRTimeline
Mill Capital Management, LLC2,584$244K0.02%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,580$244K0.02%+113F-HRTimelineGroup
Elevation Wealth Management LLC2,579$244K0.18%-35513F-HRTimeline
Caliber Wealth Management, LLC / KS2,570$243K0.02%+16713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,560$242K0.09%+17013F-HRTimeline
Stirlingshire Investments, Inc.2,551$241K0.18%+4913F-HRTimeline
Pine Valley Investments Ltd Liability Co2,542$240K0.01%+22813F-HRTimeline
TRUST CO OF VERMONT2,534$240K0.01%13F-HRTimeline
EQ LLC2,531$239K0.06%-25213F-HRTimeline
TrueWealth Advisors, LLC2,528$239K0.05%+14313F-HRTimeline
Global Financial Private Client, LLC2,518$238K0.06%-41913F-HRTimeline
Horizon Investments, LLC2,526$237K<0.01%-7,41213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,494$236K<0.01%-3,75313F-HRTimelineGroup
Bison Wealth, LLC2,473$233K0.02%-1113F-HRTimeline
Yoffe Investment Management, LLC2,458$232K0.27%013F-HRTimeline
Three Bridge Wealth Advisors, LLC2,441$231K0.06%+17213F-HRTimeline
Larry Mathis Financial Planning, LLC2,418$229K0.17%-2,50113F-HR/ATimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,407$227K0.09%+2,34013F-HRTimelineGroup
Syntegra Private Wealth Group, LLC2,363$223K0.02%new13F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,354$222K0.05%-12313F-HRTimelineGroup
Kesler, Norman & Wride, LLC2,350$222K0.04%+1413F-HRTimeline
Key Capital Management, INC2,349$222K0.11%+1,27213F-HRTimeline
BIP Wealth, LLC2,344$222K0.01%+4213F-HRTimeline
Robertson Stephens Wealth Management, L…2,325$220K0.01%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,286$216K<0.01%+15313F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,282$216K0.03%-71813F-HRTimeline
Sunflower Bank, N.A.2,281$216K0.05%new13F-HR/ATimeline
Capital Advisor Network LLC2,276$215K0.27%+20813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,274$215K<0.01%new13F-HRTimelineGroup
Independent Wealth Network Inc.2,267$214K0.05%+9813F-HRTimeline
J.E. Simmons & Co., P.C.2,257$213K0.12%new13F-HRTimeline
Advisors Capital Management, LLC2,245$212K<0.01%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,245$212K0.02%+1513F-HRTimeline
NOVEM GROUP2,245$212K0.02%-7313F-HRTimeline
Avior Wealth Management, LLC2,199$208K0.01%-26013F-HRTimeline
Noble Wealth Partners LLC2,199$208K0.18%13F-HRTimeline
KELLY FINANCIAL GROUP LLC2,185$207K0.05%+2713F-HRTimeline
First PREMIER Bank2,171$205K0.03%+5013F-HRTimeline
HUB Investment Partners, LLC2,163$204K<0.01%-1,40613F-HRTimeline
Centennial Advisors, LLC2,148$203K0.24%new13F-HRTimeline
Intellectus Partners, LLC2,134$202K0.03%013F-HRTimeline
Crews Bank & Trust2,100$198K0.03%new13F-HRTimeline
Clearstead Advisors, LLC1,966$186K<0.01%+13513F-HRTimeline
Rice Partnership, LLC1,950$184K0.02%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,906$180K<0.01%013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,887$179K<0.01%+2013F-HRTimeline
Caldwell Trust Co1,698$160K0.01%013F-HRTimeline
Fairscale Capital, LLC1,628$154K0.09%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,627$154K0.06%013F-HRTimeline
New Republic Capital, LLC1,497$142K0.03%+11213F-HRTimeline
Atomic Invest LLC1,430$136K0.01%-1,22313F-HRTimeline
WPG Advisers, LLC1,377$130K0.08%+3513F-HRTimeline
SBI Securities Co., Ltd.1,342$127K<0.01%-713F-HRTimeline
Private Wealth Asset Management, LLC1,236$117K0.01%013F-HRTimeline
Acropolis Investment Management, LLC1,230$116K<0.01%-1,79213F-HR/ATimeline
Crewe Advisors LLC1,186$112K0.01%+1213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,156$109K0.01%-20313F-HRTimelineGroup
Independence Bank of Kentucky1,131$107K0.01%-8013F-HRTimeline
AdvisorNet Financial, Inc1,088$103K<0.01%-3,70713F-HRTimeline
Provident Wealth Management, LLC1,038$98.1K0.03%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,004$94.9K0.04%new13F-HRTimeline
Signature Equity Partners, LLC926$87.5K0.04%+36413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.920$87K0.05%+1413F-HRTimeline
SIMPLEX TRADING, LLC914$86.4K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.895$84.1K<0.01%013F-HRTimeline
Evolution Advisers, Inc.849$80K0.03%new13F-HRTimeline
BankChampaign, National Association830$78.5K0.06%013F-HRTimeline
Larson Financial Group LLC828$78.3K<0.01%-3113F-HRTimeline
AlphaCore Capital LLC807$76.3K<0.01%-8213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP795$75.1K0.01%013F-HRTimelineGroup
LifeSteps Financial, Inc.783$74K0.03%new13F-HRTimeline
YANKCOM Partnership761$71.9K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC717$67.8K0.02%013F-HRTimeline
Realta Investment Advisors706$66.7K0.02%-2113F-HRTimeline
AMERIFLEX GROUP, INC.698$65.9K0.03%+613F-HRTimeline
SIGNATUREFD, LLC680$64.2K<0.01%-76813F-HRTimeline
Strengthening Families & Communities, L…666$62.9K0.01%+713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC621$58.7K<0.01%+10913F-HRTimeline
Park Place Capital Corp607$57.4K0.01%-7413F-HRTimeline
WHITTIER TRUST CO607$57.2K<0.01%+17513F-HRTimeline
Silver Grove Financial Group, Inc.604$57.1K0.03%+7913F-HRTimeline
Wagner Wealth Management, LLC601$56.8K0.01%new13F-HRTimeline
Lavaca Capital LLC598$56.6K0.01%+13213F-HRTimeline
Quest 10 Wealth Builders, Inc.586$55.4K0.04%+1213F-HRTimeline
Delos Wealth Advisors, LLC575$54.3K0.03%+20613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…549$51.9K<0.01%new13F-HRTimelineGroup
Covestor Ltd489$46K0.03%+4713F-HRTimeline
Wilmington Savings Fund Society, FSB433$40.9K<0.01%013F-HRTimeline
SHP Wealth Management431$40.7K<0.01%+16313F-HRTimeline
HOWE & RUSLING INC415$39.2K<0.01%-11113F-HRTimeline
ROGCO, LP405$38.3K0.01%new13F-HRTimeline
Beacon Financial Strategies CORP398$37.6K0.02%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.395$37.3K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC393$37.1K<0.01%-913F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC384$36.3K<0.01%-5,81513F-HRTimeline
Triumph Capital Management383$36.2K0.01%013F-HRTimeline
Westfuller Advisors, LLC383$36.2K0.01%013F-HRTimeline
Beutel, Goodman & Co Ltd.380$35K<0.01%+11013F-HRTimeline
Nemes Rush Group LLC364$34.4K<0.01%+213F-HRTimeline
Beaird Harris Wealth Management, LLC358$33.8K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC354$33.5K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC350$33.1K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.332$31.4K0.02%+1013F-HRTimeline
TSFG, LLC331$31K<0.01%013F-HRTimeline
LRI Investments, LLC320$30.2K<0.01%013F-HRTimeline
HM PAYSON & CO310$29.3K<0.01%013F-HRTimeline
Addison Advisors LLC299$28.3K0.01%new13F-HRTimeline
Archer Investment Corp296$27.9K0.01%+10913F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.294$27.8K0.01%013F-HRTimeline
ESL Trust Services, LLC293$27.7K<0.01%013F-HRTimeline
Montgomery Financial Services LLC285$26.9K0.02%13F-HRTimeline
REAP Financial Group, LLC269$25.4K<0.01%+113F-HRTimeline
MCF Advisors LLC266$25.1K<0.01%+3913F-HRTimeline
Vermillion Wealth Management, Inc.252$23.8K0.01%+113F-HRTimeline
First Bancorp, Inc /ME/250$23.6K0.01%new13F-HRTimeline
Westside Investment Management, Inc.246$23.3K<0.01%013F-HRTimeline
Kings Path Partners LLC242$22.9K0.01%new13F-HRTimeline
Oakmont Advisory Group, LLC242$22.9K0.02%new13F-HRTimeline
Medallion Wealth Advisors, LLC227$21.5K0.01%-1013F-HRTimeline
Boreal Capital Management LLC216$20.4K0.02%new13F-HRTimeline
EASTERN BANK215$20.3K<0.01%-11913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.212$20K<0.01%013F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.215$20K<0.01%+3713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advocate Investing Services LLC205$19.4K0.01%+5413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC195$18.4K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC194$18.3K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.188$18K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…190$18K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC187$17.7K<0.01%13F-HRTimeline
Biltmore Family Office, LLC186$17.6K<0.01%+16813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC174$16.4K0.01%+513F-HRTimeline
Bravera Wealth170$16.1K0.01%-37513F-HRTimeline
CENTRAL TRUST Co166$15.7K<0.01%+7513F-HRTimeline
WestEnd Advisors, LLC164$15.5K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC163$15.4K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST156$14.7K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC137$12.9K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC134$12.7K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…131$12.4K<0.01%013F-HRTimeline
Hughes Financial Services, LLC130$12.3K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC121$11.4K0.01%-6713F-HRTimeline
Breakwater Investment Management119$11.2K<0.01%013F-HRTimeline
Harborfront Financial Group LLC118$11.2K0.04%13F-HRTimeline
KERR FINANCIAL PLANNING Corp114$10.7K0.01%-1,62213F-HRTimeline
Asset Dedication, LLC109$10.3K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners107$10.1K<0.01%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC102$9.64K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD100$9.45K<0.01%013F-HRTimelineGroup
TOP Private Wealth LLC.100$9.45K0.01%13F-HRTimeline
Abound Wealth Management99$9.39K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC96$9.07K<0.01%new13F-HRTimeline
Robinswood Financial LLC92$8.7K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC90$8.51K0.01%013F-HRTimeline
United Financial Planning Group LLC88$8.31K<0.01%-713F-HRTimeline
Networth Advisors, LLC79$7.44K<0.01%+1713F-HRTimeline
SYM FINANCIAL Corp77$7.28K<0.01%+4913F-HRTimeline
BARRETT & COMPANY, INC.69$6.52K<0.01%013F-HRTimeline
NFSG Corp69$6.52K<0.01%+513F-HRTimeline
Spectrum Wealth Advisory Group, LLC67$6.3K<0.01%new13F-HRTimeline
Kroeger Financial Partners61$5.77K0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC60$5.67K<0.01%new13F-HRTimeline
Axiom Investment Management LLC60$5.67K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.60$5.67K<0.01%013F-HRTimeline
EPG Wealth Management LLC60$5.63K<0.01%+113F-HRTimeline
Rachor Investment Advisory Services, LLC58$5.52K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC58$5.48K<0.01%+413F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …58$5.48K<0.01%13F-HRTimelineGroup
BFSG, LLC55$5.2K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC48$4.54K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…46$4.35K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC41$3.88K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp40$3.78K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.40$3.78K<0.01%-6713F-HRTimeline
Salomon & Ludwin, LLC40$3.76K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…39$3.69K<0.01%-913F-HRTimeline
Copia Wealth Management36$3.4K<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS35$3.31K<0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC34$3.21K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL33$3.16K<0.01%013F-HRTimeline
Olistico Wealth, LLC33$3.12K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.31$2.95K<0.01%-15513F-HRTimeline
Front Row Advisors LLC30$2.79K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB28$2.65K<0.01%+1813F-HRTimeline
Lodestone Wealth Management LLC25$2.36K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.24$2.27K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC24$2.27K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.23$2.17K<0.01%-84213F-HRTimeline
Keating Financial Advisory Services, In…23$2.17K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.16$2K<0.01%-1,45113F-HRTimeline
Millstone Evans Group, LLC20$1.89K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.20$1.89K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC19$1.8K<0.01%+813F-HRTimeline
Dunhill Financial, LLC17$1.61K<0.01%013F-HRTimeline
Eukles Asset Management14$1.32K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC14$1.32K<0.01%013F-HRTimeline
CrossGen Wealth, LLC14$1.32K<0.01%new13F-HRTimeline
Bogart Wealth, LLC13$1.23K<0.01%013F-HRTimeline