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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
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp148,493$16M0.78%+4,74613F-HRTimelineGroup
STAGE HARBOR FINANCIAL, LLC148,320$16M9.22%-2,45113F-HRTimeline
Towercrest Capital Management144,937$15.6M2.17%+4,98413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.144,264$15.4M0.02%+38413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC142,258$15.3M0.05%+6,24313F-HRTimelineGroup
Chesley Taft & Associates LLC138,943$15M0.58%-45013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…138,490$14.9M0.18%+4,93513F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC137,613$14.8M7.55%+13,60313F-HRTimeline
Ellevest, Inc.137,354$14.8M1.74%+14,82313F-HRTimeline
Alley Investment Management Company, LLC136,328$14.7M1.71%+2,28913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION136,174$14.7M1.05%-4,99813F-HRTimeline
Clearwater Capital Advisors, LLC135,495$14.6M1.07%-45513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC135,376$14.6M4.15%+65,87113F-HRTimeline
Tyche Wealth Partners LLC134,608$14.5M2.03%+17,68913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.134,158$14.4M1.08%+97413F-HRTimeline
CONNABLE OFFICE INC133,575$14.4M1.27%+59,26913F-HRTimeline
Waterloo Capital, L.P.133,204$14.3M0.81%-4,73413F-HRTimeline
McNamara Financial Services, Inc.132,166$14.2M2.45%-1,05913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.131,321$14.1M0.29%+22,81313F-HRTimelineGroup
Brooklyn FI, LLC132,488$14M2.57%-11513F-HRTimeline
AMG National Trust Bank129,267$13.9M0.29%-47,43813F-HRTimeline
Single Point Partners, LLC128,051$13.8M2.43%-1,74613F-HRTimeline
Beacon Bridge Wealth Partners, LLC128,023$13.8M3.93%+10,50913F-HRTimeline
Clearstead Advisors, LLC125,216$13.5M0.13%+3,17513F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC123,546$13.3M10.96%-2,23213F-HRTimeline
BIP Wealth, LLC123,417$13.3M0.38%+33,88013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.123,247$13.3M0.81%+19,20913F-HRTimelineGroup
Revolve Wealth Partners, LLC123,079$13.2M1.38%+10,30813F-HRTimeline
Manhattan West Asset Management, LLC122,784$13.2M2.21%-18,10613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding121,274$13.1M+27,646Timeline
OpenArc Corporate Advisory, LLC121,234$13M0.16%+4,60613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\121,124$13M<0.01%-5,47313F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co121,071$13M0.14%+17,36113F-HRTimelineGroup
SCS Capital Management LLC120,842$13M0.12%-14,83213F-HRTimeline
Global Wealth Strategies & Associates119,218$12.8M2.43%+2,61213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC119,145$12.8M0.04%+3,98013F-HRTimeline
Integrated Advisors Network LLC118,874$12.8M0.59%+6,55213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…118,220$12.7M0.43%+6,87213F-HRTimelineGroup
Quantinno Capital Management LP117,186$12.6M0.02%+53,37913F-HRTimeline
Diversified Portfolios, Inc.116,918$12.6M0.91%-5,78013F-HRTimeline
Waverly Advisors, LLC116,781$12.6M0.07%+1,81313F-HRTimeline
Atria Investments, Inc116,329$12.5M0.13%+15,96913F-HRTimeline
ALBION FINANCIAL GROUP /UT115,617$12.4M0.72%+1,83513F-HRTimeline
Rinkey Investments115,606$12.4M2.93%+4,15013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC115,086$12.4M1.18%+8,06513F-HRTimeline
Veery Capital, LLC113,805$12.2M3.29%+5,73713F-HRTimeline
Confluence Wealth Services, Inc.113,268$12.2M0.35%+13,27613F-HRTimeline
First Command Advisory Services, Inc.112,432$12.1M0.07%+111,81513F-HRTimeline
Diversified Enterprises, LLC111,904$12M0.58%+4,02913F-HRTimeline
Summit Financial, LLC107,650$11.6M0.13%+8,48713F-HRTimeline
Regal Investment Advisors LLC106,890$11.5M0.6%+3,11213F-HRTimeline
May Hill Capital, LLC105,020$11.3M2.36%+17,70213F-HRTimeline
Martel Wealth Advisors LLC104,632$11.3M1.77%+1,04013F-HRTimeline
Compound Planning, Inc.104,620$11.3M0.29%-28,73713F-HRTimeline
WealthCollab, LLC104,517$11.2M4.07%+4,29213F-HRTimeline
Leonard Rickey Investment Advisors P.L.…103,476$11.1M1.75%-8,90613F-HRTimeline
Elm Partners Management LLC103,433$11.1M0.4%-36,96313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC100,702$10.8M0.02%+70,24713F-HRTimelineGroup
Valmark Advisers, Inc.100,505$10.8M0.11%+11,02213F-HRTimeline
Bragg Financial Advisors, Inc100,248$10.8M0.29%+3,23513F-HRTimeline
CWA Asset Management Group, LLC100,214$10.8M0.33%+12,07013F-HRTimeline
Pure Financial Advisors, LLC99,802$10.7M0.14%+2,23313F-HRTimeline
OKABENA INVESTMENT SERVICES INC99,038$10.7M1.9%-3,55613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC97,228$10.5M0.01%-220,47213F-HRTimelineGroup
Heritage Wealth Management, Inc./Texas97,202$10.5M4.03%+2,01013F-HRTimeline
Weitzel Financial Services, Inc.94,866$10.2M3.47%+1,40613F-HRTimeline
Aquire Wealth Advisors, LLC93,898$10.1M2.32%-10,03113F-HRTimeline
BSW Wealth Partners92,559$9.96M1.11%-2,07713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC92,293$9.93M1.13%-40213F-HRTimeline
Skyline Advisors, Inc.92,092$9.91M3.11%-17,13613F-HRTimeline
Belpointe Asset Management LLC91,766$9.88M0.32%+17,25013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC91,665$9.86M0.75%+45513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…91,385$9.83M1.24%+2,19913F-HRTimeline
Alliance Wealth Management Group91,254$9.82M1.91%+3,36013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC91,224$9.82M0.12%+4,40213F-HRTimeline
Granite Harbor Advisors, Inc.90,444$9.73M3.85%+24,38513F-HRTimeline
Ullmann Wealth Partners Group, LLC90,395$9.73M0.88%013F-HRTimeline
Smith & Howard Wealth Management, LLC90,247$9.71M2%-4,26513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC90,118$9.7M0.5%+4,55413F-HRTimeline
MATHER GROUP, LLC.90,082$9.69M0.08%-5,58313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…89,220$9.6M0.01%+82,66813F-HRTimelineGroup
Fragasso Financial Advisors Inc89,065$9.59M0.51%+35913F-HRTimeline
Horiko Capital Management LLC88,700$9.55M1.68%-9,90013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC88,234$9.5M0.94%+3,60813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…86,895$9.35M0.54%-44313F-HRTimeline
Aspen Wealth Management LLC85,027$9.15M1.55%-14613F-HRTimeline
Cascade Financial Partners, LLC84,856$9.13M0.79%+37,66513F-HRTimeline
25 LLC84,806$9.13M2.5%+7,93613F-HRTimeline
Orin Green Financial, LLC84,531$9.1M3.36%+11213F-HRTimeline
BCO Wealth Management LLC83,192$8.95M4.88%-1,78313F-HRTimeline
Global Retirement Partners, LLC82,801$8.91M0.14%13F-HRTimeline
Wrenne Financial Planning LLC82,514$8.88M3%+5,35213F-HRTimeline
Fortis Capital Advisors, LLC82,195$8.85M0.99%+17,71813F-HRTimeline
WealthShield Partners, LLC82,097$8.84M1.35%+6,29013F-HRTimeline
NewEdge Wealth, LLC81,866$8.81M0.09%-9,04613F-HRTimeline
Horizon Investments, LLC82,244$8.8M0.1%-68,36013F-HRTimeline
Wealth Advisory Solutions, LLC81,254$8.74M1.8%+14,77213F-HRTimeline
Smithfield Trust Co81,306$8.74M0.35%+17,31913F-HRTimeline
Simplicity Wealth,LLC80,728$8.69M0.29%-53513F-HRTimeline
Summit Wealth Group, LLC80,642$8.68M1.77%-1,08913F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/80,521$8.67M4.69%+20,99613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC80,521$8.64M0.02%+20,99613F-HRTimelineGroup
Cardinal Strategic Wealth Guidance79,993$8.61M1.95%-97,44813F-HRTimeline
Liberty Capital Management, Inc.79,475$8.55M1.47%13F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC78,709$8.47M6.33%-2,68813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC78,654$8.46M0.3%+2,79613F-HRTimelineGroup
Connecticut Wealth Management, LLC78,464$8.44M0.31%-2,10713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…77,176$8.31M0.22%+1,94613F-HRTimeline
WIT, LLC76,599$8.24M0.13%+10,67713F-HRTimeline
Pines Wealth Management, LLC76,275$8.21M2.36%+3,30713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC75,700$8.15M<0.01%-114,80013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC75,271$8.1M0.5%+4,55513F-HRTimeline
Harbor Group, Inc.75,130$8.09M0.95%-10,35513F-HRTimeline
Stone House Investment Management, LLC74,997$8.07M1.07%+11,72213F-HRTimeline
Advyzon Investment Management, LLC74,851$8.06M0.58%-20,25413F-HRTimeline
Acropolis Investment Management, LLC74,238$7.99M0.32%+1713F-HR/ATimeline
PROATHLETE WEALTH MANAGEMENT LLC74,070$7.96M1.97%+7,50913F-HRTimeline
Legacy Private Trust Co.72,195$7.77M0.43%-8,14313F-HRTimeline
Legacy Financial Strategies, LLC72,042$7.75M1.2%-5,30713F-HRTimeline
Edgestream Partners, L.P.71,305$7.67M0.23%+26,60913F-HRTimeline
Focus Financial Network, Inc.70,944$7.63M0.24%-55813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC70,889$7.63M0.45%+1,56513F-HRTimeline
Bare Financial Services, Inc70,033$7.54M1.73%+5,73113F-HRTimeline
MOLLER WEALTH PARTNERS69,518$7.48M1.35%-1,73813F-HRTimeline
Mainsail Financial Group, LLC69,453$7.47M2.54%+14,73213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…69,429$7.46M0.02%-5,98413F-HRTimeline
IMPACTfolio, LLC69,350$7.46M2.81%+1,94813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP68,570$7.38M<0.01%+41,74813F-HRTimelineGroup
Premier Path Wealth Partners, LLC67,724$7.29M0.84%+3,74613F-HRTimeline
Ashton Thomas Private Wealth, LLC67,604$7.28M0.15%-2,18413F-HRTimeline
Foundations Investment Advisors, LLC66,889$7.2M0.07%+12,17613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…66,767$7.19M0.43%-6,90713F-HRTimeline
Kingsview Wealth Management, LLC66,258$7.13M0.09%+3,04513F-HRTimeline
Private Wealth Management Group, LLC65,597$7.06M1.64%-1,18313F-HRTimeline
SVB WEALTH LLC65,327$7.03M0.44%-1,65113F-HRTimeline
Advus Financial Partners, LLC65,162$7.01M2%-24013F-HR/ATimeline
Tilson Financial Group, Inc.65,028$7M1.92%+12513F-HRTimeline
HUB Investment Partners, LLC64,714$6.96M0.13%+5,84713F-HRTimeline
Hobart Private Capital, LLC64,424$6.93M1.19%+12,07513F-HRTimeline
Joel Isaacson & Co., LLC64,375$6.93M0.2%+4,20613F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC64,111$6.9M3.2%-47313F-HRTimeline
Partners in Financial Planning63,857$6.87M1.04%-49013F-HRTimeline
Johnson Bixby & Associates, LLC63,831$6.87M0.77%+9,75413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC63,764$6.86M0.13%-6,32713F-HRTimeline
Kings Path Partners LLC63,026$6.78M1.8%+41,32913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…62,742$6.75M0.06%+21,74413F-HRTimelineGroup
Sterling Investment Advisors, Ltd.62,389$6.71M1.12%+11,80013F-HRTimeline
First Citizens Asset Management, Inc.62,199$6.69M2.14%-21313F-HRTimeline
NORTH DALLAS BANK & TRUST CO61,238$6.59M3.91%+1,54013F-HRTimeline
Prospera Financial Services Inc61,228$6.59M0.1%+3,53713F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC61,109$6.58M1.01%+2,70013F-HRTimeline
San Luis Wealth Advisors LLC60,921$6.56M0.99%-3,65813F-HRTimeline
Composition Wealth, LLC60,688$6.53M0.08%+3,47413F-HRTimeline
Visionary Wealth Advisors59,571$6.41M0.25%+1,07713F-HRTimeline
Valeo Financial Advisors, LLC59,128$6.36M0.13%+4,24513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC58,782$6.33M0.01%-10113F-HRTimelineGroup
Aletheian Wealth Advisors LLC58,503$6.3M2.69%+1,18613F-HRTimeline
Somnio Financial Group, LLC57,969$6.24M3.7%+79213F-HRTimeline
FIRST AMERICAN TRUST, FSB57,548$6.19M0.37%+1,80713F-HRTimeline
21 West Wealth Management LLC57,240$6.16M5.26%-20413F-HRTimeline
Level Wealth Management LLC56,977$6.13M2.46%+2,03713F-HRTimeline
49 WEALTH MANAGEMENT, LLC56,928$6.13M1.17%+44,71513F-HR/ATimeline
ALONGSIDE, LLC56,928$6.13M1.17%13F-HRTimeline
Financial Planning Fort Collins, LLC57,194$6.12M4.83%+2,50713F-HRTimeline
Alpha Financial Partners LLC56,778$6.11M3.21%+98413F-HRTimeline
JB Capital LLC56,393$6.07M0.21%+16,93213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC56,153$6.04M1%+1,84813F-HRTimeline
Dogwood Wealth Management LLC55,041$5.92M2.34%+57013F-HRTimeline
Veratis Advisors, Inc.54,980$5.92M4.19%13F-HRTimeline
Ironwood Wealth Management, LLC.54,859$5.9M1.31%+10,69113F-HRTimeline
EFG International AGin group EFG International AG54,784$5.9M0.11%+7,61613F-HRTimelineGroup
First Business Financial Services, Inc.54,736$5.89M0.46%+1,75613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC54,696$5.89M0.05%-8,48213F-HRTimelineGroup
Smartleaf Asset Management LLC54,337$5.85M0.19%013F-HRTimeline
Sincerus Advisory, LLC54,239$5.84M3.96%+1,82413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…54,150$5.83M0.31%013F-HRTimeline
IFG Advisory, LLC54,148$5.83M0.2%new13F-HRTimeline
Seaside Wealth Management, Inc.53,875$5.8M1.43%+75613F-HRTimeline
Spartan Wealth Advisory Services LLC53,862$5.8M0.47%+9,06213F-HRTimeline
IEQ CAPITAL, LLC53,377$5.74M0.03%+3,79613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP53,297$5.74M0.07%+17,34113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC53,139$5.72M0.12%+4,67213F-HRTimelineGroup
Prosperity Consulting Group, LLC52,683$5.67M0.21%-8,76213F-HRTimeline
Empirical Financial Services, LLC d.b.a…52,579$5.66M0.08%-84313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding52,224$5.62M+1,122Timeline
Capital Analysts, LLCin group Capital Analysts, LLC51,949$5.59M0.13%+91713F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO51,955$5.59M0.07%-5,10413F-HRTimeline
TruNorth Capital Management, LLC51,941$5.59M0.9%+9,17213F-HRTimeline
Brio Consultants, LLC51,572$5.55M0.65%+9,98713F-HRTimeline
Apeiron RIA LLC51,545$5.55M1.42%-53,07613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …51,165$5.51M0.04%-1,18313F-HRTimelineGroup
Armor Investment Advisors, LLC51,115$5.5M1.76%+1,48913F-HRTimeline
Westside Investment Management, Inc.51,072$5.5M0.72%+3,06113F-HRTimeline
Capital Investment Services of America,…50,879$5.48M0.54%-2,70013F-HRTimeline
Forza Wealth Management, LLC50,700$5.46M1.67%013F-HRTimeline
Midwest Trust Co50,658$5.45M0.06%-1,01013F-HRTimeline
Greenspring Advisors, LLC50,266$5.41M0.3%-3313F-HRTimeline
Opus Capital Group, LLC50,151$5.4M0.52%+8,01613F-HRTimeline
Lifeworks Advisors, LLC49,288$5.3M0.56%-1,33713F-HRTimeline
Bleakley Financial Group, LLC49,049$5.28M0.07%-1,94213F-HRTimeline