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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
Main Street Financial Solutions, LLC2,427$231K0.02%-1,01013F-HRTimeline
NORTHLAND SECURITIES, INC.2,423$231K0.22%13F-HRTimeline
Chesley Taft & Associates LLC2,403$229K0.01%+24213F-HRTimeline
Headland Capital, LLC2,401$229K0.06%-8013F-HRTimeline
NVWM, LLC2,398$228K0.05%new13F-HRTimeline
TrueWealth Advisors, LLC2,394$228K0.06%+20313F-HRTimeline
BIP Wealth, LLC2,394$228K0.01%+9213F-HRTimeline
SageView Advisory Group, LLC2,389$228K0.01%+24013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,365$225K0.09%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,355$224K0.01%+17413F-HRTimeline
LiftPoint Family Wealth Advisors LLC2,341$223K0.19%13F-HRTimeline
Caliber Wealth Management, LLC / KS2,315$220K0.02%+2513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,314$220K<0.01%-9613F-HRTimelineGroup
Argentarii, LLC2,288$218K0.07%-68213F-HRTimeline
Van Diest Capital, LLC2,275$217K0.32%13F-HRTimeline
Financial Sense Advisors, Inc.2,269$216K0.04%-1,14013F-HRTimeline
Berger Financial Group, Inc2,264$216K0.01%-56813F-HRTimeline
SAPIENT CAPITAL LLC2,253$215K<0.01%new13F-HRTimeline
KDK Private Wealth Management, LLC2,249$214K0.19%-12713F-HR/ATimeline
Asempa Wealth Advisors2,243$214K0.18%13F-HRTimeline
Three Bridge Wealth Advisors, LLC2,239$213K0.06%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,220$211K0.03%-2013F-HRTimeline
Grove Bank & Trust2,201$210K0.02%013F-HRTimeline
Vantus Wealth LLC2,198$209K0.15%13F-HRTimeline
Qube Research & Technologies Ltd2,155$205K<0.01%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC2,139$204K0.05%-7313F-HRTimeline
ALTFEST L J & CO INC2,131$203K0.02%+213F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,129$203K0.01%new13F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,108$201K0.09%13F-HRTimeline
Golden State Wealth Management, LLC2,060$196K0.02%-76713F-HRTimeline
Mill Capital Management, LLC2,060$196K0.01%+21013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,985$189K<0.01%-44313F-HRTimelineGroup
Rice Partnership, LLC1,950$186K0.03%-2213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,906$181K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC1,902$181K0.04%+213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,855$177K<0.01%+2713F-HRTimeline
Raleigh Capital Management Inc.1,849$176K0.06%+30213F-HRTimeline
Solstein Capital, LLC1,820$173K0.07%new13F-HRTimeline
Prestige Wealth Management Group LLC1,750$167K0.03%013F-HRTimeline
Caldwell Trust Co1,698$162K0.01%013F-HRTimeline
Fairscale Capital, LLC1,628$155K0.1%-713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,627$155K0.07%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,492$142K0.02%-6413F-HRTimelineGroup
Lloyd Advisory Services, LLC.1,482$141K0.05%new13F-HRTimeline
WPG Advisers, LLC1,406$134K0.1%-713F-HRTimeline
Park Place Capital Corp1,403$134K0.03%-4,27913F-HRTimeline
SIGNATUREFD, LLC1,380$131K<0.01%-10513F-HRTimeline
Tidemark, LLC1,380$131K0.04%-813F-HRTimeline
Private Wealth Asset Management, LLC1,379$131K0.01%new13F-HRTimeline
New Republic Capital, LLC1,369$130K0.03%+18213F-HRTimeline
SBI Securities Co., Ltd.1,283$122K<0.01%+3513F-HRTimeline
Independence Bank of Kentucky1,244$118K0.01%-45913F-HRTimeline
Founders Financial Alliance, LLC1,206$115K0.02%-9913F-HRTimeline
Larson Financial Group LLC1,171$112K<0.01%+3513F-HRTimeline
Crewe Advisors LLC1,166$111K0.01%-16313F-HRTimeline
Financial Freedom, LLC1,162$111K0.05%+1713F-HRTimeline
Clearstead Advisors, LLC1,143$109K<0.01%-62713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,115$106K0.03%+14613F-HRTimeline
YANKCOM Partnership1,045$99.5K0.04%+28413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,015$96.6K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP915$87.1K0.01%+12013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.914$87K0.03%-8013F-HRTimeline
OAKWORTH CAPITAL, INC.895$85.2K<0.01%-3413F-HRTimeline
Vermillion & White Wealth Management Gr…834$79.4K0.04%013F-HRTimeline
Root Financial Partners, LLC828$78.8K<0.01%-17113F-HRTimeline
Commonwealth Retirement Investments LLC772$73.5K0.02%new13F-HRTimeline
Realta Investment Advisors769$73.2K0.02%+26213F-HRTimeline
Sunbelt Securities, Inc.706$67.2K<0.01%+7513F-HRTimeline
HOWE & RUSLING INC705$67.1K<0.01%+42113F-HRTimeline
AMERIFLEX GROUP, INC.692$65.9K0.03%-11813F-HRTimeline
Key Capital Management, INC668$63.6K0.06%13F-HRTimeline
Merited Wealth, LLC663$63.1K0.06%13F-HRTimeline
Rossby Financial, LCC617$58.8K0.02%-17913F-HRTimeline
Ransom Advisory, Ltd598$56.9K0.02%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC583$55.6K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.568$54.1K0.05%+12513F-HRTimeline
OPTIMA CAPITAL LLC498$47.4K0.02%new13F-HRTimeline
Lavaca Capital LLC463$44.1K0.01%new13F-HRTimeline
Covestor Ltd438$42K0.02%+913F-HRTimeline
Signature Equity Partners, LLC441$42K0.02%13F-HRTimeline
Wilmington Savings Fund Society, FSB433$41.2K<0.01%-4113F-HRTimeline
TRUST CO OF VERMONT427$40.7K<0.01%-43713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP426$40.6K<0.01%new13F-HRTimeline
TSFG, LLC409$39K0.01%+713F-HRTimeline
Triumph Capital Management396$37.7K0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.395$37.6K<0.01%013F-HRTimeline
SHP Wealth Management393$37.4K<0.01%13F-HRTimeline
Birchwood Financial Partners, Inc.389$37K0.04%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC386$36.8K<0.01%+513F-HRTimeline
Key Financial Inc380$36.2K0.01%+18713F-HRTimeline
Aventura Private Wealth, LLC365$34.8K0.01%013F-HRTimeline
Nemes Rush Group LLC361$34.4K<0.01%+20613F-HRTimeline
DUNCKER STREETT & CO INC350$33.3K0.01%013F-HRTimeline
CENTRAL TRUST Co347$33K<0.01%-20013F-HRTimeline
Westfuller Advisors, LLC344$32.8K0.01%013F-HRTimeline
LRI Investments, LLC320$30.5K<0.01%013F-HRTimeline
ESL Trust Services, LLC293$27.9K0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC283$26.9K0.02%-1513F-HRTimeline
REAP Financial Group, LLC268$25.5K0.01%-2513F-HRTimeline
Beutel, Goodman & Co Ltd.270$25K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.250$23.8K0.01%+413F-HRTimeline
Westside Investment Management, Inc.246$23.4K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp243$23.1K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC236$22.5K0.01%013F-HRTimeline
Kozak & Associates, Inc.226$21.7K<0.01%+18813F-HRTimeline
MCF Advisors LLC227$21.6K<0.01%013F-HRTimeline
Curat Global, LLC225$21.4K0.02%-10013F-HRTimeline
McIlrath & Eck, LLC217$20.7K<0.01%013F-HRTimeline
Boreal Capital Management LLC216$20.6K0.02%-3,24513F-HRTimeline
EASTERN BANK215$20.5K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC214$20.4K0.01%13F-HRTimeline
Laurel Wealth Advisors LLC200$19K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.204$19K<0.01%-48813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MCGUIRE CAPITAL ADVISORS INC196$18.7K0.01%13F-HRTimeline
Measured Wealth Private Client Group, L…190$18.1K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.188$18K0.01%new13F-HRTimeline
HM PAYSON & CO188$17.9K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC188$17.9K0.01%13F-HRTimeline
Archer Investment Corp187$17.8K<0.01%-1113F-HRTimeline
DecisionPoint Financial, LLC178$16.9K<0.01%new13F-HRTimeline
Bravera Wealth170$16.2K0.01%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC167$15.9K0.01%13F-HRTimeline
WestEnd Advisors, LLC164$15.6K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC162$15.4K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC157$14.9K<0.01%+713F-HRTimeline
United Financial Planning Group LLC149$14.2K0.01%-5613F-HRTimeline
MidFirst Bank147$14K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC144$13.7K<0.01%+7613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …142$13.5K<0.01%-4613F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC134$12.8K<0.01%-10613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…131$12.5K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC130$12.4K<0.01%-2913F-HRTimeline
Breakwater Investment Management119$11.3K<0.01%013F-HRTimeline
Motiv8 Investments LLC120$11K0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp112$10.7K0.01%+113F-HR/ATimeline
Asset Dedication, LLC109$10.4K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners107$10.2K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC103$9.81K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC102$9.71K<0.01%-26913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD100$9.52K<0.01%013F-HRTimelineGroup
Premier Financial Group96$9.14K<0.01%new13F-HRTimeline
Robinswood Financial LLC92$8.76K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC90$8.57K0.01%13F-HRTimeline
Luminist Capital LLC88$8.38K0.01%+313F-HRTimeline
Park Square Financial Group, LLC85$7.79K0.05%-913F-HRTimeline
MONTAG A & ASSOCIATES INC79$7.52K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…78$7.43K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.75$7.15K<0.01%+613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV76$7K<0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC67$6.38K<0.01%-1813F-HRTimeline
NFSG Corp64$6.09K<0.01%013F-HRTimeline
Networth Advisors, LLC62$5.88K<0.01%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.61$5.81K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.60$5.71K<0.01%013F-HRTimeline
EPG Wealth Management LLC59$5.6K<0.01%+113F-HRTimeline
BFSG, LLC55$5.24K<0.01%013F-HRTimeline
Hurley Capital, LLC51$4.86K<0.01%new13F-HRTimeline
Rachor Investment Advisory Services, LLC48$4.59K<0.01%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC48$4.57K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…48$4.57K<0.01%-8613F-HR/ATimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…46$4.38K<0.01%+2513F-HRTimelineGroup
Lodestone Wealth Management LLC46$4.38K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…46$4.38K<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB43$4.09K<0.01%013F-HRTimeline
Copia Wealth Management42$4K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC41$3.9K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC40$3.81K<0.01%-513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp40$3.81K<0.01%013F-HRTimelineGroup
Quent Capital, LLC40$3.81K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.40$3.81K<0.01%013F-HRTimeline
Operose Advisors LLC40$3.8K<0.01%new13F-HRTimeline
one8zero8, LLC35$3.33K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC34$3.24K<0.01%013F-HRTimeline
Olistico Wealth, LLC33$3.14K<0.01%new13F-HRTimeline
Team Financial Group, LLC33$3.13K<0.01%+113F-HRTimeline
Strategic Investment Solutions, Inc. /IL33$3.12K<0.01%+113F-HRTimeline
IFC & Insurance Marketing, Inc.28$3K<0.01%13F-HRTimeline
Decker Retirement Planning Inc.31$2.98K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC31$2.95K<0.01%new13F-HRTimeline
BankChampaign, National Association518$2.86K<0.01%13F-HRTimeline
Front Row Advisors LLC30$2.86K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC30$2.86K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.24$2.29K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC24$2.29K<0.01%013F-HRTimeline
Investors Research Corp23$2.19K<0.01%-5913F-HRTimeline
Center for Financial Planning, Inc.20$1.91K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC20$1.9K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.20$1.9K<0.01%013F-HRTimeline
Biltmore Family Office, LLC18$1.71K<0.01%new13F-HRTimeline
Estate Planners Group, LLC18$1.69K<0.01%13F-HRTimeline
Caitlin John, LLC16$1.52K<0.01%013F-HRTimeline
CURIO WEALTH, LLC15$1.43K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO15$1.43K<0.01%013F-HRTimeline
FIRST HORIZON CORP15$1.43K<0.01%-85013F-HRTimeline
Eukles Asset Management14$1.33K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC14$1.33K<0.01%013F-HRTimeline
Bogart Wealth, LLC13$1.24K<0.01%-113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC11$1.05K<0.01%013F-HRTimeline
Richard Bernstein Advisors LLC10$1.03K<0.01%-113F-HRTimeline
Hanson & Doremus Investment Management13$1K<0.01%new13F-HRTimeline