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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,612 managers (1,634 13F filers) reported a position in MUB shares at 2026-03-31, 355,820,299 shares in all. 100 filers opened a position and 91 filers sold out during the quarter.

Managers
1,612
13F filers
1,634
New
100
Added
794
Reduced
503
Sold out
91
Shares held by filers
355,820,299

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Manhattan West Asset Management, LLC140,890$15M2.93%+2,35613F-HRTimeline
Elm Partners Management LLC140,396$14.9M0.64%+10,28813F-HRTimeline
Towercrest Capital Management139,953$14.9M2.31%+5,65713F-HRTimeline
Chesley Taft & Associates LLC139,393$14.8M0.62%-2,41013F-HRTimeline
Waterloo Capital, L.P.137,938$14.6M1.03%-44713F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…137,329$14.6M1.06%-18,65013F-HRTimeline
Keebeck Wealth Management136,864$14.5M1.63%+62,62313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC136,015$14.4M0.06%-2,62313F-HRTimelineGroup
Clearwater Capital Advisors, LLC135,950$14.4M1.16%+1,87213F-HRTimeline
SCS Capital Management LLC135,674$14.4M0.15%-18,47213F-HRTimeline
Alley Investment Management Company, LLC134,039$14.2M1.73%+2,92813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…133,555$14.2M0.2%-2,53413F-HRTimelineGroup
Compound Planning, Inc.133,357$14.2M0.44%+73,24013F-HRTimeline
McNamara Financial Services, Inc.133,225$14.1M2.68%+9,51213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.133,184$14.1M1.22%-5,53813F-HRTimeline
Brooklyn FI, LLC132,603$14.1M2.96%-6,96113F-HRTimeline
Centiva Capital, LP130,874$13.9M0.65%+80,87413F-HRTimeline
Single Point Partners, LLC129,797$13.8M2.74%+26613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\126,597$13.4M<0.01%+14,00113F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC125,778$13.4M12.39%+8,56213F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC124,010$13.2M7.55%+28,80413F-HRTimeline
Diversified Portfolios, Inc.122,698$13M1.07%-1,93613F-HRTimeline
Ellevest, Inc.122,531$13M1.81%+11,82913F-HRTimeline
Clearstead Advisors, LLC122,041$13M0.12%+67213F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…121,903$12.9M3.44%-29,58613F-HRTimelineGroup
&PARTNERS117,712$12.5M0.06%-7,60213F-HRTimeline
Beacon Bridge Wealth Partners, LLC117,514$12.5M4.18%+1,41913F-HRTimeline
Tyche Wealth Partners LLC116,919$12.4M1.91%+12,02013F-HRTimeline
OpenArc Corporate Advisory, LLC116,628$12.4M0.18%-7,81413F-HRTimeline
Global Wealth Strategies & Associates116,606$12.4M3.04%+8,14113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC115,165$12.2M0.05%-4,67513F-HRTimeline
Waverly Advisors, LLC114,968$12.2M0.09%-2,51713F-HRTimeline
ALBION FINANCIAL GROUP /UT113,782$12.1M0.78%+2,43013F-HRTimeline
Revolve Wealth Partners, LLC112,771$12M1.56%-35,97913F-HRTimeline
Leonard Rickey Investment Advisors P.L.…112,382$11.9M2.06%+3,69313F-HRTimeline
Integrated Advisors Network LLC112,322$11.9M0.63%-60,29113F-HRTimeline
Rinkey Investments111,456$11.8M3.03%+24,45213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…111,348$11.8M0.43%+10,22813F-HRTimelineGroup
Skyline Advisors, Inc.109,228$11.6M4.05%-3,12013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.108,508$11.5M0.25%-98213F-HRTimelineGroup
Veery Capital, LLC108,068$11.5M3.52%-4,42113F-HRTimeline
Diversified Enterprises, LLC107,875$11.5M0.63%+65513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC107,021$11.4M1.14%+8,26213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding104,171$11.2M+13,073Timeline
Apeiron RIA LLC104,621$11.1M2.57%+1,66013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.104,038$11.1M0.75%+9,36113F-HRTimelineGroup
Aquire Wealth Advisors, LLC103,929$11M2.9%-1,53513F-HRTimeline
Regal Investment Advisors LLC103,778$11M0.64%+9,44613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co103,710$11M0.13%-68513F-HRTimelineGroup
Martel Wealth Advisors LLC103,592$11M1.87%+2,64013F-HRTimeline
OKABENA INVESTMENT SERVICES INC102,594$10.9M2.1%+16,13713F-HRTimeline
Zhang Financial LLC101,343$10.8M0.37%+47,68513F-HRTimeline
Triad Wealth Partners, LLC100,580$10.7M0.85%+30,72413F-HRTimeline
Atria Investments, Inc100,360$10.7M0.12%+1,23513F-HRTimeline
WealthCollab, LLC100,225$10.6M4.38%+6,83013F-HRTimeline
Confluence Wealth Services, Inc.99,992$10.6M0.41%+8,08613F-HRTimeline
Summit Financial, LLC99,163$10.5M0.13%+17,65513F-HRTimeline
Horiko Capital Management LLC98,600$10.5M2.41%-13,30013F-HRTimeline
Pure Financial Advisors, LLC97,569$10.4M0.15%+11,63413F-HRTimeline
Bragg Financial Advisors, Inc97,013$10.3M0.33%+1,13713F-HRTimeline
MATHER GROUP, LLC.95,665$10.2M0.1%-99513F-HRTimeline
Heritage Wealth Management, Inc./Texas95,192$10.1M4.32%+4,52813F-HRTimeline
Advyzon Investment Management, LLC95,105$10.1M0.9%+22,57313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC94,700$10.1M0.02%-34,15013F-HRTimeline
BSW Wealth Partners94,636$10M1.23%-4,71813F-HRTimeline
Smith & Howard Wealth Management, LLC94,512$10M2.17%+2,16213F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding93,628$9.94M+2,331Timeline
Weitzel Financial Services, Inc.93,460$9.93M3.74%+89713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC92,695$9.84M1.3%+8,96813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC91,210$9.68M0.81%+16,29913F-HRTimeline
NewEdge Wealth, LLC90,912$9.65M0.12%-3,42113F-HRTimeline
Sigma Planning Corp90,555$9.61M0.27%-17013F-HRTimeline
Ullmann Wealth Partners Group, LLC90,395$9.6M1%-3,56813F-HRTimeline
BIP Wealth, LLC89,537$9.5M0.39%-3713F-HRTimeline
Valmark Advisers, Inc.89,483$9.5M0.11%+8,86713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…89,186$9.47M1.37%+3,27813F-HRTimeline
Fragasso Financial Advisors Inc88,706$9.44M0.57%-1,19413F-HRTimeline
CWA Asset Management Group, LLC88,144$9.36M0.32%+4,88613F-HRTimeline
Alliance Wealth Management Group87,894$9.33M2.04%+3,32813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC86,822$9.29M0.12%+51113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…87,338$9.27M0.59%+51313F-HRTimeline
May Hill Capital, LLC87,318$9.27M2.33%+16,75713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC85,564$9.16M0.52%+13,63213F-HR/ATimeline
Harbor Group, Inc.85,485$9.07M1.31%-1,52713F-HRTimeline
Aspen Wealth Management LLC85,173$9.04M1.8%+66,26113F-HRTimeline
BCO Wealth Management LLC84,975$9.02M5.42%+6,72613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC84,626$8.98M1.06%+3,94813F-HRTimeline
Orin Green Financial, LLC84,419$8.96M3.68%-4,57613F-HRTimeline
Summit Wealth Group, LLC81,731$8.68M1.99%-3613F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC81,397$8.64M7.08%-2,22413F-HRTimeline
Simplicity Wealth,LLC81,263$8.63M0.49%+2,85013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS80,600$8.56M0.01%-122,52013F-HRTimelineGroup
Connecticut Wealth Management, LLC80,571$8.55M0.36%-27,55113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC80,408$8.54M0.04%+8,85613F-HRTimelineGroup
Legacy Private Trust Co.80,338$8.53M0.53%-4,15513F-HRTimeline
Legacy Financial Strategies, LLC77,349$8.21M1.48%+2,42013F-HRTimeline
Wrenne Financial Planning LLC77,162$8.19M3.21%+5,26613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…76,821$8.17M0.95%+7,60713F-HRTimeline
25 LLC76,870$8.16M2.51%+6,18513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC75,858$8.05M0.32%-2,59713F-HRTimelineGroup
WealthShield Partners, LLC75,807$8.05M0.9%+16,73113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…75,413$8M0.02%-17113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…75,230$7.99M0.25%+1,27313F-HRTimeline
Belpointe Asset Management LLC74,516$7.91M0.29%+36,03713F-HRTimeline
CONNABLE OFFICE INC74,306$7.89M0.78%+20,12413F-HRTimeline
Acropolis Investment Management, LLC74,221$7.88M0.35%+4,20513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…73,674$7.82M0.5%-13,33813F-HRTimeline
Pines Wealth Management, LLC72,968$7.75M2.51%-3,45713F-HRTimeline
Focus Financial Network, Inc.71,502$7.59M0.27%+8,17613F-HRTimeline
MOLLER WEALTH PARTNERS71,256$7.56M1.49%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC70,716$7.51M0.55%+5,24413F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC69,505$7.46M3.26%-4,23413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC70,091$7.44M0.15%-8,03713F-HRTimeline
Ashton Thomas Private Wealth, LLC69,788$7.41M0.18%+1,34713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC69,324$7.36M0.48%+6,48013F-HRTimeline
IMPACTfolio, LLC67,402$7.15M3.04%-13,05413F-HRTimeline
SVB WEALTH LLC66,978$7.11M0.47%-10,54313F-HRTimeline
Private Wealth Management Group, LLC66,780$7.09M1.86%-3,78013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC66,561$7.07M1.96%+3,10013F-HRTimeline
Wealth Advisory Solutions, LLC66,482$7.06M1.57%-23,67613F-HRTimeline
Granite Harbor Advisors, Inc.66,059$7.01M3.06%+11,36913F-HRTimeline
WIT, LLC65,922$7M0.13%+3,94413F-HRTimeline
Advus Financial Partners, LLC65,402$6.94M2.63%+1,61313F-HR/ATimeline
GM Advisory Group, LLC65,262$6.93M0.27%+65613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC65,130$6.91M0.21%+4,10213F-HRTimeline
Tilson Financial Group, Inc.64,903$6.89M2.07%+24013F-HRTimeline
Clarity Asset Management, Inc.64,760$6.87M3.48%-8,65013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC64,584$6.86M3.5%+7,43913F-HRTimeline
San Luis Wealth Advisors LLC64,579$6.86M1.13%-2,61113F-HRTimeline
Fortis Capital Advisors, LLC64,477$6.84M0.9%+35,93713F-HRTimeline
Partners in Financial Planning64,347$6.83M1.13%+8,53413F-HRTimeline
Bare Financial Services, Inc64,302$6.83M1.8%+10,98913F-HRTimeline
Smithfield Trust Co63,987$6.79M0.3%+9,37113F-HRTimeline
Premier Path Wealth Partners, LLC63,978$6.79M0.88%+3,09813F-HRTimeline
Quantinno Capital Management LP63,807$6.77M0.01%+18,02013F-HRTimeline
Stone House Investment Management, LLC63,275$6.72M1.2%+9,50413F-HRTimeline
Kingsview Wealth Management, LLC63,213$6.71M0.09%-1,97013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC63,178$6.71M0.07%+16,58313F-HRTimelineGroup
First Citizens Asset Management, Inc.62,412$6.63M2.35%-28,28413F-HRTimeline
Prosperity Consulting Group, LLC61,445$6.52M0.29%-30613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding60,934$6.47M+524Timeline
Joel Isaacson & Co., LLC60,169$6.39M0.21%+13,08013F-HRTimeline
NORTH DALLAS BANK & TRUST CO59,698$6.34M4.29%-4,17513F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/59,525$6.32M4.56%+19,56513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC59,525$6.3M0.02%+19,56513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC58,883$6.25M0.01%-1,25313F-HRTimelineGroup
HUB Investment Partners, LLC58,867$6.25M0.15%+22,00413F-HRTimeline
Visionary Wealth Advisors58,494$6.21M0.27%+2,26413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC58,409$6.2M1.09%+3,00413F-HRTimeline
Prospera Financial Services Inc57,691$6.12M0.1%+2,17213F-HRTimeline
21 West Wealth Management LLC57,444$6.1M5.66%-32113F-HRTimeline
Aletheian Wealth Advisors LLC57,317$6.08M2.97%13F-HRTimeline
Composition Wealth, LLC57,214$6.07M0.08%-98,87713F-HRTimeline
Somnio Financial Group, LLC57,177$6.07M3.99%+89513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO57,059$6.06M0.09%-8,56113F-HRTimeline
Biltmore Family Office, LLC55,847$5.93M0.83%+1,16313F-HRTimeline
Alpha Financial Partners LLC55,794$5.92M3.51%+3,35113F-HRTimeline
FIRST AMERICAN TRUST, FSB55,741$5.92M0.4%+7,92513F-HRTimeline
Financial Planning Fort Collins, LLC54,687$5.87M4.59%-3,11113F-HRTimeline
True Vision MN LLC55,118$5.85M3.02%+8,07513F-HRTimeline
Level Wealth Management LLC54,940$5.83M2.73%+1,85513F-HRTimeline
Valeo Financial Advisors, LLC54,883$5.83M0.14%-89513F-HRTimeline
Mainsail Financial Group, LLC54,721$5.81M2.42%+7,86213F-HRTimeline
Foundations Investment Advisors, LLC54,713$5.81M0.07%+64313F-HRTimeline
Dogwood Wealth Management LLC54,471$5.78M2.51%+2,08213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC54,305$5.76M1.15%+5,34013F-HRTimeline
ANDERSON HOAGLAND & CO54,248$5.76M0.5%-50813F-HRTimeline
Smartleaf Asset Management LLC54,337$5.76M0.21%+10,87113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…54,150$5.75M0.31%-2,40013F-HRTimeline
Brooklyn Investment Group54,141$5.75M0.18%+24,13713F-HRTimeline
Johnson Bixby & Associates, LLC54,077$5.74M0.71%+7,43713F-HRTimeline
Capital Investment Services of America,…53,579$5.69M0.59%-1,05013F-HRTimeline
Empirical Financial Services, LLC d.b.a…53,422$5.67M0.1%+4,42113F-HRTimeline
Seaside Wealth Management, Inc.53,119$5.64M1.59%-34313F-HRTimeline
First Business Financial Services, Inc.52,980$5.62M0.5%+7,85013F-HRTimeline
Sincerus Advisory, LLC52,415$5.56M4.22%+9,76513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …52,348$5.56M0.04%+3,40113F-HRTimelineGroup
Hobart Private Capital, LLC52,349$5.56M1.09%+6,67813F-HRTimeline
Midwest Trust Co51,668$5.48M0.07%+12,99413F-HRTimeline
Gutierrez Wealth Advisory, LLC51,606$5.48M3.4%+1,23413F-HRTimeline
Exchange Bank51,505$5.47M3.79%+13013F-HRTimeline
ONE Advisory Partners, LLC51,374$5.45M1.68%-64613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding51,102$5.42M+348Timeline
Capital Analysts, LLCin group Capital Analysts, LLC51,032$5.42M0.14%-97,53913F-HRTimelineGroup
Bleakley Financial Group, LLC50,991$5.41M0.08%+16,45413F-HRTimeline
K2 Financial Inc.50,402$5.41M3.93%+1,07113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…50,847$5.4M0.14%+50,83513F-HRTimelineGroup
McAdam, LLC50,823$5.39M0.24%+2,20413F-HRTimeline
Forza Wealth Management, LLC50,700$5.38M1.87%013F-HRTimeline
Lifeworks Advisors, LLC50,625$5.37M0.69%+2,60913F-HRTimeline
Sterling Investment Advisors, Ltd.50,589$5.37M0.97%+7,56013F-HRTimeline
Greenspring Advisors, LLC50,299$5.34M0.33%+1,69713F-HRTimeline
Armor Investment Advisors, LLC49,626$5.27M1.9%+75413F-HRTimeline
IEQ CAPITAL, LLC49,581$5.26M0.02%+26,13513F-HRTimeline
DAVIDSON INVESTMENT ADVISORS49,160$5.22M0.23%-70513F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC48,467$5.14M0.12%+4,83213F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC48,146$5.11M0.41%-3,92513F-HRTimeline
Westside Investment Management, Inc.48,011$5.1M0.78%+1,67313F-HRTimeline
DRAVO BAY LLC47,957$5.09M2.07%+2,58013F-HRTimeline
Traveka Wealth, LLC47,810$5.08M1.94%-4913F-HRTimeline