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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,617 managers (1,640 13F filers) reported a position in MUB shares at 2026-06-30, 371,854,286 shares in all. 95 filers opened a position and 76 filers sold out during the quarter.

Managers
1,617
13F filers
1,640
New
95
Added
787
Reduced
510
Sold out
76
Shares held by filers
371,854,286

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/44,699,544$4.81B0.31%+2,585,88413F-HRTimelineGroup
FMR LLCin group FMR LLC22,787,508$2.45B0.11%+843,79813F-HRTimelineGroup
Betterment LLC21,039,515$2.26B3.83%+1,455,78313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding18,828,137$2.03B+948,138Timeline
Creative Planningin group Creative Planning14,801,826$1.59B0.93%+434,34813F-HRTimelineGroup
LPL Financial LLC12,757,070$1.37B0.31%+994,68613F-HRTimeline
Fisher Asset Management, LLC12,648,532$1.36B0.41%+1,052,37113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,375,308$1.12B0.19%+366,82013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,361,448$1.12B1.38%+1,003,77413F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,354,522$1.01B0.54%+451,16313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding9,013,962$970M+221,758Timeline
MORGAN STANLEYin group MORGAN STANLEY7,865,009$846M0.04%-1,349,30813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,514,130$809M0.13%+210,50013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,256,953$781M0.39%+71,68113F-HRTimelineGroup
TIAAgroup of 4 filers holding6,421,218$691M+454,085Timeline
US BANCORP \DE\in group US BANCORP \DE\5,353,257$576M0.63%+120,70613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,065,381$545M0.48%-209,31413F-HRTimelineGroup
Wealthfront Advisers LLC4,552,278$490M0.94%+109,51413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,479,123$482M0.03%-230,43213F-HRTimelineGroup
Cetera Investment Advisers3,581,966$385M0.35%+371,03013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,352,646$361M0.62%+155,75713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,176,798$342M0.14%+222,96213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,808,282$302M0.38%-15,27013F-HRTimeline
Orgel Wealth Management, LLC2,708,345$291M5.53%+31,25213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,580,280$278M0.03%+466,15413F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP2,568,075$276M2.76%+834,55113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,391,883$257M0.53%+444,19013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,269,886$244M0.07%-11,94013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC2,248,617$242M2.32%-82,97413F-HRTimeline
Sequoia Financial Advisors, LLC2,128,656$229M1.14%+151,63713F-HRTimeline
Mariner, LLCin group Mariner, LLC2,096,093$226M0.24%-12,12113F-HRTimelineGroup
Facet Wealth, Inc.1,883,582$203M2.9%+485,78613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,823,329$196M0.04%+148,03913F-HRTimelineGroup
HighTower Advisors, LLC1,689,093$182M0.17%-48,12013F-HRTimeline
One Capital Management, LLC1,606,330$171M4.74%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,366,152$147M0.23%+94,40213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,323,673$142M0.07%+24,74413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,122,416$121M-289,089Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,120,668$121M0.75%+41,33413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,115,072$120M<0.01%+464,45413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,112,879$120M0.14%+185,70413F-HRTimelineGroup
SIGNATUREFD, LLC1,104,580$119M1.59%-22,17013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,103,924$119M0.02%-154,42313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,101,170$119M0.14%+30,90513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,004,526$108M0.15%+909,82613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding982,220$106M-141,533Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP945,128$102M0.12%-34,98313F-HRTimelineGroup
OneDigital Investment Advisors LLC895,982$96.4M0.81%+53,26913F-HRTimeline
Orion Porfolio Solutions, LLC895,244$96.3M0.74%+114,18413F-HRTimeline
EP Wealth Advisors, LLC854,384$91.9M0.35%+6,76513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC840,791$90.5M4.58%+10,69713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding779,475$83.9M+11,155Timeline
Beacon Pointe Advisors, LLC778,307$83.8M0.39%+22,22913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC753,693$81.1M0.38%+101,41213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…694,504$74.7M0.11%-12,03613F-HRTimelineGroup
Integrated Wealth Concepts LLC693,109$74.6M0.36%+341,14513F-HRTimeline
SOFI WEALTH, LLC666,493$71.7M2.89%+45,59613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC654,889$70.5M0.1%+7,87213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…655,019$70.4M0.39%+41,35913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…652,810$69.9M0.12%+160,57913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP647,854$69.7M0.06%+12,12313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC643,767$69.3M0.67%-2,04813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC630,739$67.9M1.13%-2,85713F-HRTimeline
Farther Finance Advisors, LLC618,645$66.6M0.52%+85,90013F-HRTimeline
Crestwood Advisors Group, LLC616,861$66.4M0.98%+50,48713F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD607,800$65.4M0.13%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding596,349$64.2M+31,938Timeline
Financial Engines Advisors L.L.C.594,473$64M0.11%+14,90113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding587,413$63.2M+54,222Timeline
Wealthspire Advisors, LLC568,001$61.1M0.34%+55,53213F-HRTimeline
Foster Group, Inc.566,053$60.9M1.62%+23,35313F-HRTimeline
Choate Investment Advisors547,382$58.9M1.04%-170,37313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/547,248$58.9M0.02%-12,14013F-HRTimelineGroup
Retirement Investment Advisors, Inc.543,022$58M4.14%+118,91813F-HRTimeline
Avantax Planning Partners, Inc.537,122$57.8M1.44%+41,46813F-HRTimeline
Dynasty Wealth Management, LLC517,550$55.7M0.41%-8,87513F-HRTimeline
MANNING & NAPIER ADVISORS LLC508,120$54.7M0.7%+15,37913F-HRTimeline
Parcion Private Wealth LLC503,579$54.2M3.01%-21,85713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources499,586$53.8M0.01%+10,90513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC479,909$51.6M0.65%-42,55513F-HRTimeline
Wedmont Private Capital477,489$51.1M1.4%+5,01613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC474,766$51.1M0.7%+112,53013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.470,875$50M0.02%+8,86013F-HRTimeline
SEEDS INVESTOR LLC463,913$49.9M5.13%+54,71813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC459,748$49.5M0.03%-452,45413F-HRTimelineGroup
CHOREO, LLC450,490$48.5M0.53%+12,26213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK437,228$47.1M0.21%+129,71713F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC436,441$47M0.62%-98,67713F-HRTimeline
Savvy Advisors, Inc.434,940$46.8M1%+54,03113F-HRTimeline
Cambridge Investment Research Advisors,…427,319$46M0.1%+38,48513F-HR/ATimeline
Arkos Global Advisors425,326$45.8M5.42%-17,72013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP422,533$45.5M0.06%-442,02113F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.418,400$45M0.27%+44,45213F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…417,162$44.9M0.31%+183,76113F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC411,221$44.3M1.32%-5,05913F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.408,101$43.9M2.65%+24,67513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC399,895$43M0.02%+10,98313F-HRTimelineGroup
Liquid Strategies, LLC396,261$42.6M5.82%+64,40313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…393,335$42.3M0.07%+17,56613F-HRTimelineGroup
Arax Advisory Partners393,109$42.3M0.28%+197,45313F-HRTimeline
JFS WEALTH ADVISORS, LLC387,660$41.7M2.08%+1,66713F-HRTimeline
Schneider Downs Wealth Management Advis…382,510$41.2M3.87%+22,03513F-HRTimeline
Bluespring Wealth Management, LLC379,368$40.8M0.78%+106,98813F-HRTimeline
Cardinal Point Capital Management ULC368,010$39.6M2.24%+8,69013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.364,923$39.3M0.05%+25,64913F-HRTimelineGroup
Sanctuary Advisors, LLC364,746$39.3M0.18%+24,76913F-HRTimeline
Allworth Financial LP361,425$38.9M0.17%-74,43813F-HRTimeline
Merit Financial Group, LLC359,522$38.7M0.24%+103,58713F-HR/ATimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC358,958$38.6M1.23%+8,11013F-HRTimelineGroup
Lutz Financial Services LLC357,361$38.5M2.34%+4,19813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding349,267$37.6M+74,349Timeline
RIVERNORTH CAPITAL MANAGEMENT, LLC340,663$36.7M1.74%+3,71213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC336,267$36.2M0.26%+1,34213F-HRTimeline
Garde Capital, Inc.330,129$35.5M1.59%new13F-HRTimeline
Balentine LLC329,446$35.5M1.26%-89713F-HRTimeline
Trust Co317,842$34.2M3.09%+2,89613F-HRTimeline
Fort Point Capital Partners LLC308,130$33.2M3.54%-18,80713F-HRTimeline
Quotient Wealth Partners, LLC301,535$32.5M0.77%+2,84113F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC299,860$32.3M0.04%013F-HRTimelineGroup
Janney Montgomery Scott LLC293,191$31.6M0.06%+60,02913F-HRTimeline
WESBANCO BANK INC291,624$31.4M0.78%+30,89813F-HRTimeline
Vise Technologies, Inc.284,540$30.6M0.35%+112,72713F-HRTimeline
Legacy Edge Advisors, LLC281,933$30.3M2.79%+20,66713F-HR/ATimeline
Rockwood Wealth Management, LLC281,594$30.3M1.92%-10,15113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP280,643$30.2M0.35%+13,97913F-HRTimeline
ASPIRIANT, LLC280,348$30.2M0.74%-8,54313F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…277,663$29.9M3.24%+11,63013F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…276,304$29.7M0.57%+4,62313F-HRTimelineGroup
Ackerman Capital Advisors, LLC275,545$29.7M5.98%-8,61713F-HRTimeline
Global Strategic Investment Solutions, …273,481$29.4M2.64%-22,69713F-HRTimeline
Dakota Wealth Management268,682$28.9M0.55%+3,89913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers261,317$28.1M0.03%-131,57213F-HRTimelineGroup
Atlatl Advisers LLC260,812$28.1M6.66%+1913F-HRTimeline
Ally Invest Advisors Inc.256,431$27.6M1.67%+9,53313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…256,103$27.6M0.02%+66,86813F-HRTimelineGroup
Crewe Advisors LLC256,075$27.6M2%+20,82213F-HRTimeline
Resonant Capital Advisors, LLC254,378$27.4M1.31%+46,90913F-HRTimeline
One Wealth Advisors, LLC254,110$27.3M3.02%+3,52313F-HRTimeline
Salomon & Ludwin, LLC253,804$27.3M2.25%+12,48713F-HRTimeline
SageView Advisory Group, LLC250,803$27M0.88%-13,29113F-HRTimeline
GAMMA Investing LLC250,754$27M1%+37,16113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp246,326$26.5M0.08%-19,69513F-HRTimelineGroup
NewEdge Advisors, LLC245,557$26.4M0.08%+27,25213F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC241,400$26M0.34%013F-HRTimelineGroup
Cresset Asset Management, LLC237,825$25.6M0.09%+7,26013F-HRTimeline
CX Institutional237,041$25.5M0.74%-11,96513F-HRTimeline
Plante Moran Financial Advisors, LLC236,723$25.5M1.19%+10,70113F-HRTimeline
Icon Wealth Advisors, LLC232,862$25.1M1.51%+3,06613F-HRTimeline
UNIQUE WEALTH, LLC232,682$25M2.92%-1,93113F-HRTimeline
Steward Partners Investment Advisory, L…228,418$24.6M0.13%-20,36913F-HRTimeline
Alesco Advisors, LLC, An ESL Co227,854$24.5M0.56%+12,50213F-HRTimeline
Boston Standard Wealth Management, LLC225,728$24.2M3.51%+13,26913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…223,509$24.1M0.63%+15,75913F-HRTimelineGroup
AE Wealth Management LLC222,382$23.9M0.11%+52,54613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC219,617$23.6M0.36%+5,73513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC218,365$23.5M0.07%+5,25913F-HRTimelineGroup
Modera Wealth Management, LLC215,871$23.2M0.25%+1,94213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC214,584$23.1M0.37%new13F-HRTimeline
Waldron Private Wealth LLC212,725$22.9M0.79%-1,52813F-HRTimeline
Bernicke Wealth Management, Ltd.210,540$22.7M2.63%+7,73213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO210,114$22.6M0.34%+6,08913F-HRTimeline
Perigon Wealth Management, LLC209,187$22.5M0.36%+4,85213F-HRTimeline
Slow Capital, Inc.205,251$22.1M2.58%+3,54413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding207,530$22M+103,359Timeline
Morton Brown Family Wealth, LLC202,817$21.8M4.95%+27,46213F-HRTimeline
Avior Wealth Management, LLC199,103$21.4M0.56%-21,08313F-HRTimeline
Aptus Capital Advisors, LLC197,324$21.2M0.16%+9,11113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC193,485$20.8M4.66%+24,73513F-HRTimeline
Apella Capital, LLC193,569$20.8M0.29%-1,33913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS192,573$20.7M0.01%+111,97313F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding189,508$20.4M+2,431Timeline
Stairway Partners, LLC188,745$20.3M0.96%+15,41313F-HRTimeline
Capital Asset Advisory Services LLC187,972$20.2M0.73%+3,16113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…187,001$20.1M0.14%new13F-HRTimelineGroup
VICUS CAPITAL183,682$19.8M1.28%+213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.181,282$19.5M0.31%+10,04213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management180,977$19.5M0.2%+21,40013F-HRTimelineGroup
HRT FINANCIAL LP180,303$19.4M0.04%+177,01613F-HRTimeline
Triad Wealth Partners, LLC183,286$19.3M1.15%+82,70613F-HRTimeline
Symmetry Partners, LLC179,029$19.3M0.98%+11,10313F-HRTimeline
Black Diamond Financial, LLC177,822$19.1M1.69%+9,30613F-HRTimeline
Altura Wealth Advisors Inc.174,883$18.8M6.35%+18,65913F-HRTimeline
Savant Capital, LLC175,533$18.7M0.06%+95,12513F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…171,791$18.5M1.11%+34,46213F-HRTimeline
World Investment Advisors171,455$18.2M0.3%+44013F-HRTimeline
&PARTNERS164,088$18M0.07%+46,37613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP167,042$18M0.11%-10,03613F-HRTimelineGroup
RTD Financial Advisors, Inc.165,842$17.8M1.95%-3,61513F-HRTimeline
Robertson Stephens Wealth Management, L…164,242$17.7M0.44%+11,44013F-HRTimeline
Vestmark Advisory Solutions, Inc.163,753$17.6M0.17%+9,61113F-HRTimeline
RMR Wealth Builders162,583$17.5M1.09%+10,34613F-HRTimeline
Advisory Services Network, LLC160,212$17.2M0.2%+17,68213F-HRTimeline
Keebeck Wealth Management156,396$16.8M1.64%+19,53213F-HRTimeline
Waterway Wealth Management, LLC155,846$16.8M3.42%-19,89413F-HRTimeline
Zhang Financial LLC154,233$16.6M0.48%+52,89013F-HRTimeline
Private Advisor Group, LLC154,148$16.6M0.08%-141,17313F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co153,000$16.5M0.96%013F-HRTimeline
Meridian Wealth Partners, LLC152,797$16.4M1.99%-18,82113F-HRTimeline
North Star Investment Management Corp.151,402$16.3M0.89%+4713F-HRTimeline
PDS Planning, Inc148,686$16M0.93%+7,34013F-HRTimeline