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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,614 managers (1,635 13F filers) reported a position in MUB shares at 2025-12-31, 336,450,480 shares in all. 100 filers opened a position and 92 filers sold out during the quarter.

Managers
1,614
13F filers
1,635
New
100
Added
776
Reduced
449
Sold out
92
Shares held by filers
336,450,480

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
GERMAN AMERICAN BANCORP, INC.138,722$14.9M1.27%-13113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding138,663$14.9M+7,719Timeline
Manhattan West Asset Management, LLC138,534$14.8M3.04%+9,91013F-HRTimeline
Waterloo Capital, L.P.138,385$14.8M1.07%+2,84413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC138,638$14.8M0.06%-1,75513F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp137,139$14.7M0.78%-30413F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…136,089$14.6M0.2%+7,70413F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION135,135$14.5M1.19%+6,57713F-HRTimeline
Towercrest Capital Management134,296$14.4M2.27%+4,59413F-HRTimeline
Clearwater Capital Advisors, LLC134,078$14.4M1.2%-18,13913F-HRTimeline
AMG National Trust Bank133,167$14.3M0.34%-61,50413F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC131,357$14.1M2.98%-16,47913F-HRTimeline
Alley Investment Management Company, LLC131,111$14M1.64%+12713F-HRTimeline
Elm Partners Management LLC130,108$13.9M0.52%+79,95613F-HR/ATimeline
PDS Planning, Inc130,034$13.9M0.93%+24,98513F-HRTimeline
Single Point Partners, LLC129,531$13.9M2.74%+6,68313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC128,850$13.8M0.02%-156,25013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.128,303$13.7M0.02%+2,38313F-HRTimelineGroup
Robertson Stephens Wealth Management, L…128,103$13.7M0.39%+10,03713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…126,376$13.5M0.26%+25,50013F-HRTimelineGroup
&PARTNERS125,314$13.4M0.07%+6,71013F-HRTimeline
Diversified Portfolios, Inc.124,634$13.3M1.11%-8,23613F-HRTimeline
OpenArc Corporate Advisory, LLC124,442$13.3M0.22%13F-HRTimeline
McNamara Financial Services, Inc.123,713$13.3M2.51%-50,56413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…123,212$13.2M0.01%+35,20213F-HRTimelineGroup
Clearstead Advisors, LLC121,369$13M0.16%+82813F-HRTimeline
NISA INVESTMENT ADVISORS, LLC119,840$12.8M0.04%+19,31013F-HRTimeline
Waverly Advisors, LLC117,485$12.6M0.1%-7,16813F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC117,216$12.6M11.7%+1,68213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …116,477$12.5M0.02%+92,55613F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC116,095$12.4M4.13%-2,20613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\112,596$12.1M<0.01%-3,43913F-HRTimelineGroup
Veery Capital, LLC112,489$12M3.7%+3,50913F-HRTimeline
Skyline Advisors, Inc.112,348$12M4.02%+3,02213F-HRTimeline
Horiko Capital Management LLC111,900$12M2.64%-7,30013F-HRTimeline
ALBION FINANCIAL GROUP /UT111,352$11.9M0.74%-1,14913F-HRTimeline
Ellevest, Inc.110,702$11.9M1.64%+3,09913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.109,490$11.7M0.25%-30,72213F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…108,689$11.6M2.11%+3,01213F-HRTimeline
Global Wealth Strategies & Associates108,465$11.6M2.9%+4,72613F-HRTimeline
Connecticut Wealth Management, LLC108,122$11.6M0.5%+15,57613F-HRTimeline
Diversified Enterprises, LLC107,220$11.5M0.68%+15,22113F-HRTimeline
Aquire Wealth Advisors, LLC105,464$11.3M2.94%-80513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding104,808$11.3M+2,947Timeline
Tyche Wealth Partners LLC104,899$11.2M1.78%+9,16013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co104,395$11.2M0.13%+5,03013F-HRTimelineGroup
Apeiron RIA LLC102,961$11.1M2.24%-1,57613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…101,120$10.8M0.33%+12,45813F-HRTimelineGroup
Martel Wealth Advisors LLC100,952$10.8M1.85%+2,29613F-HRTimeline
BSW Wealth Partners99,354$10.6M1.28%+30,23913F-HRTimeline
Atria Investments, Inc99,125$10.6M0.12%+17,81413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC98,759$10.6M1.05%+27,15413F-HRTimeline
Nolet Wealth Management, LLC98,583$10.6M5.89%13F-HR/ATimeline
MATHER GROUP, LLC.96,660$10.4M0.11%-2,37913F-HRTimeline
Bragg Financial Advisors, Inc95,876$10.3M0.33%+4,95313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC95,206$10.2M6.31%+34,34413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.94,677$10.1M0.71%+12,71513F-HRTimelineGroup
NewEdge Wealth, LLC94,333$10.1M0.11%-36,57513F-HRTimeline
Regal Investment Advisors LLC94,332$10.1M0.6%+8,40813F-HRTimeline
Ullmann Wealth Partners Group, LLC93,963$10.1M1.05%013F-HRTimeline
WealthCollab, LLC93,395$10M4.09%+10,38113F-HRTimeline
Weitzel Financial Services, Inc.92,563$9.93M3.84%-1,31613F-HRTimeline
Smith & Howard Wealth Management, LLC92,350$9.89M2.26%+2,52913F-HRTimeline
Confluence Wealth Services, Inc.91,906$9.84M0.41%+8,98413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding91,098$9.8M+64,504Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding91,297$9.78M+10,763Timeline
RIVERNORTH CAPITAL MANAGEMENT, LLC90,811$9.73M0.46%new13F-HRTimeline
Sigma Planning Corp90,725$9.72M0.27%-3,79813F-HRTimeline
First Citizens Asset Management, Inc.90,696$9.71M3.4%+1,34513F-HRTimeline
Heritage Wealth Management, Inc./Texas90,664$9.71M4.21%-25,70413F-HRTimeline
Wealth Advisory Solutions, LLC90,158$9.66M2.25%+7,50013F-HRTimeline
Fragasso Financial Advisors Inc89,900$9.63M0.58%-1,41413F-HRTimeline
BIP Wealth, LLC89,574$9.59M0.34%+18,42213F-HRTimeline
Orin Green Financial, LLC88,995$9.53M3.81%-3,89213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC88,600$9.49M<0.01%013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…87,012$9.32M0.43%+4,88813F-HRTimeline
Harbor Group, Inc.87,012$9.32M1.4%-17413F-HRTimeline
Rinkey Investments87,004$9.32M2.37%-14,54313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…86,825$9.3M0.59%+7,70613F-HRTimeline
OKABENA INVESTMENT SERVICES INC86,457$9.26M1.77%+7,71313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC86,311$9.24M0.12%+18,02213F-HRTimeline
Pure Financial Advisors, LLC85,935$9.2M0.14%+9,94913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…85,908$9.2M1.33%+2613F-HRTimeline
Alliance Wealth Management Group84,566$9.06M1.99%+6,52613F-HRTimeline
Legacy Private Trust Co.84,493$9.05M0.53%+3,52313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC83,727$8.97M1.27%-1,25413F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC83,621$8.96M8.13%-1,93513F-HRTimeline
CWA Asset Management Group, LLC83,258$8.92M0.32%-1,81013F-HRTimeline
Summit Wealth Group, LLC81,767$8.76M2.04%-1,25213F-HRTimeline
Summit Financial, LLC81,508$8.73M0.13%+6,02413F-HRTimeline
Atlatl Advisers LLC81,472$8.73M3.35%+7,42213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC80,678$8.64M0.96%+6,76213F-HRTimeline
Valmark Advisers, Inc.80,616$8.63M0.11%-7,15113F-HRTimeline
IMPACTfolio, LLC80,456$8.62M3.62%+4,97513F-HRTimeline
Liberty Capital Management, Inc.78,905$8.45M1.57%+64613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC78,455$8.4M0.33%+9013F-HRTimelineGroup
Simplicity Wealth,LLC78,413$8.4M0.5%-11,33913F-HRTimeline
BCO Wealth Management LLC78,249$8.38M5.14%-6,96913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC78,128$8.37M0.18%+18,69013F-HRTimeline
SVB WEALTH LLC77,521$8.3M0.49%+1,34913F-HRTimeline
Pines Wealth Management, LLC76,425$8.19M2.65%+1,48113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…75,584$8.08M0.02%+2,89213F-HRTimeline
Legacy Financial Strategies, LLC74,929$8.03M1.42%+2,13113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC74,911$8.02M0.67%+6,19513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.74,906$8.02M0.01%-171,09413F-HRTimelineGroup
Keebeck Wealth Management74,241$7.95M0.92%+11,68413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…73,957$7.92M0.28%-1,59213F-HRTimeline
Global Retirement Partners, LLC73,811$7.91M0.14%+27,75713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC73,739$7.9M3.36%+2,66913F-HRTimeline
Clarity Asset Management, Inc.73,410$7.86M4.33%+1,82113F-HRTimeline
Advyzon Investment Management, LLC72,532$7.77M0.9%+31,10613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC71,932$7.7M0.45%+15,21113F-HRTimeline
Wrenne Financial Planning LLC71,896$7.7M3.13%+13,01013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC71,552$7.66M0.04%-1,57213F-HRTimelineGroup
MOLLER WEALTH PARTNERS71,256$7.63M1.6%-3,08913F-HRTimeline
25 LLC70,685$7.57M2.4%-27,11513F-HRTimeline
May Hill Capital, LLC70,561$7.56M2.04%+2,08713F-HR/ATimeline
Private Wealth Management Group, LLC70,560$7.56M2.02%-93713F-HRTimeline
Acropolis Investment Management, LLC70,016$7.5M0.34%-2,86413F-HRTimeline
Triad Wealth Partners, LLC69,856$7.48M0.71%+36,89913F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding69,613$7.46M+37,324Timeline
MLG Wealth Management DBA Pine Grove Fi…69,214$7.41M0.89%13F-HRTimeline
Ashton Thomas Private Wealth, LLC68,441$7.33M0.18%+82613F-HRTimeline
San Luis Wealth Advisors LLC67,190$7.2M1.21%+4,48813F-HRTimeline
High Falls Advisors, Inc66,390$7.11M1.44%+4,78913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO65,620$7.03M0.1%+1,09413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC65,472$7.01M0.52%+9,50513F-HRTimeline
Kingsview Wealth Management, LLC65,183$6.98M0.1%+17,61213F-HRTimeline
Tilson Financial Group, Inc.64,663$6.93M2.13%-3,68213F-HRTimeline
Horizon Investments, LLC64,626$6.92M0.09%+8,03213F-HRTimeline
GM Advisory Group, LLC64,606$6.92M0.27%-1,12313F-HRTimeline
NORTH DALLAS BANK & TRUST CO63,873$6.84M4.46%13F-HRTimeline
Advus Financial Partners, LLC63,789$6.83M2.45%+2,94013F-HR/ATimeline
PROATHLETE WEALTH MANAGEMENT LLC63,461$6.81M1.86%+5,57813F-HRTimeline
Focus Financial Network, Inc.63,326$6.78M0.24%+21313F-HRTimeline
Asio Capital, LLC63,224$6.77M0.96%-14,26113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC62,844$6.73M0.42%+1,94813F-HRTimeline
WIT, LLC61,978$6.64M0.13%013F-HRTimeline
Prosperity Consulting Group, LLC61,751$6.61M0.3%+11,04913F-HRTimeline
Caliber Wealth Management, LLC / KS61,432$6.58M0.71%-4,42413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC61,028$6.54M0.21%+21013F-HRTimeline
Premier Path Wealth Partners, LLC60,880$6.52M0.84%+11,06813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding60,410$6.47M+20,275Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC60,136$6.44M0.01%-4,63313F-HRTimelineGroup
Compound Planning, Inc.60,117$6.44M0.19%+8,36513F-HRTimeline
LifeWealth Investments, LLC59,492$6.37M2.02%+5,30013F-HRTimeline
HANCOCK WHITNEY CORP59,101$6.33M0.11%+26,31413F-HRTimeline
WealthShield Partners, LLC59,076$6.33M0.7%-10,31913F-HRTimeline
Financial Planning Fort Collins, LLC57,798$6.19M5.44%13F-HRTimeline
21 West Wealth Management LLC57,765$6.19M5.65%-34313F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC57,145$6.12M3.07%-44013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56,907$6.1M0.39%+6,50113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…56,550$6.06M0.31%013F-HRTimeline
Somnio Financial Group, LLC56,282$6.03M3.98%+2,95713F-HRTimeline
Visionary Wealth Advisors56,230$6.02M0.27%+18,93513F-HRTimeline
Partners in Financial Planning55,813$5.98M1.01%+5,32913F-HRTimeline
Valeo Financial Advisors, LLC55,778$5.97M0.13%+11,54913F-HRTimeline
Prospera Financial Services Inc55,519$5.95M0.1%-84313F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC55,405$5.93M1.08%+3,01713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.55,359$5.93M0.07%+52,23913F-HRTimelineGroup
FOSTER & MOTLEY INC55,162$5.91M0.32%+39513F-HRTimeline
ANDERSON HOAGLAND & CO54,756$5.86M0.5%-69413F-HRTimeline
Granite Harbor Advisors, Inc.54,690$5.86M2.47%-38,81813F-HRTimeline
Biltmore Family Office, LLC54,684$5.86M0.81%+6,35613F-HRTimeline
Capital Investment Services of America,…54,629$5.85M0.55%013F-HRTimeline
Smithfield Trust Co54,616$5.85M0.26%+15013F-HRTimeline
CONNABLE OFFICE INC54,182$5.8M0.53%+3,92613F-HRTimeline
Foundations Investment Advisors, LLC54,070$5.79M0.08%+11,55013F-HRTimeline
Stone House Investment Management, LLC53,771$5.76M0.89%-1,73213F-HRTimeline
Veratis Advisors, Inc.53,101$5.76M4.56%13F-HRTimeline
Zhang Financial LLC53,658$5.75M0.21%+9,90413F-HRTimeline
Seaside Wealth Management, Inc.53,462$5.73M1.63%-61813F-HRTimeline
Bare Financial Services, Inc53,313$5.71M1.59%+18,35613F-HRTimeline
Level Wealth Management LLC53,085$5.69M2.91%-91213F-HRTimeline
Alpha Financial Partners LLC52,443$5.62M3.43%+23613F-HRTimeline
Dogwood Wealth Management LLC52,389$5.61M2.47%-8,30213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC52,071$5.58M0.46%+4,17313F-HRTimeline
ONE Advisory Partners, LLC52,020$5.57M1.68%+4,23213F-HRTimeline
Edgestream Partners, L.P.51,698$5.54M0.16%-9,45613F-HRTimeline
Exchange Bank51,375$5.5M3.81%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding50,754$5.44M-435Timeline
Forza Wealth Management, LLC50,700$5.43M1.96%-1,90013F-HRTimeline
Gutierrez Wealth Advisory, LLC50,372$5.4M3.39%+1,17613F-HRTimeline
Centiva Capital, LP50,000$5.36M0.32%new13F-HRTimeline
Crabel Capital Management, LLC49,992$5.35M4.05%+28,18113F-HRTimeline
DAVIDSON INVESTMENT ADVISORS49,865$5.34M0.22%-2,84213F-HRTimeline
K2 Financial Inc.49,331$5.3M4.1%+1,87313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC49,209$5.27M1.58%+73413F-HRTimeline
Empirical Financial Services, LLC d.b.a…49,001$5.25M0.09%-10313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC48,965$5.24M1.1%-85613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …48,947$5.24M0.04%13F-HR/ATimelineGroup
Armor Investment Advisors, LLC48,872$5.23M1.93%+2,04113F-HRTimeline
McAdam, LLC48,619$5.21M0.24%+8,41713F-HRTimeline
Greenspring Advisors, LLC48,602$5.21M0.32%+29,60913F-HRTimeline
Vannoy Advisory Group, Inc.48,478$5.19M3.29%+42313F-HRTimeline
ALONGSIDE, LLC48,281$5.17M1.72%13F-HRTimeline
Lifeworks Advisors, LLC48,016$5.14M0.67%+1,91313F-HRTimeline
Traveka Wealth, LLC47,859$5.13M2.09%+97413F-HRTimeline
FIRST AMERICAN TRUST, FSB47,816$5.12M0.35%+2,38813F-HRTimeline
Joel Isaacson & Co., LLC47,089$5.04M0.17%+4,24913F-HRTimeline