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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
RCS Financial Planning, LLC23,025$2.48M1.17%-29013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC22,815$2.46M1.63%013F-HRTimeline
Mutual Advisors, LLC22,492$2.42M0.05%+3,75513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,332$2.4M-38,602Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC22,315$2.4M<0.01%new13F-HRTimelineGroup
FORONJY FINANCIAL LLC22,257$2.4M0.88%+7,48213F-HRTimeline
MKD WEALTH COACHES, LLC22,233$2.39M2.04%+42513F-HRTimeline
Cornerstone Wealth Management, LLC22,044$2.37M0.1%+1,93713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC21,999$2.37M0.01%new13F-HR/ATimeline
Ocean Park Asset Management, LLC21,999$2.37M0.11%new13F-HRTimeline
Integrity Advisory Solutions, LLC21,850$2.35M0.24%+6,48613F-HRTimeline
Stephenson & Company, Inc.21,786$2.34M1.1%-15613F-HRTimeline
Canvas Wealth Advisors, LLC21,763$2.34M0.33%+1,83413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.21,682$2.33M0.24%-31213F-HRTimeline
FAS Wealth Partners, Inc.21,682$2.33M0.12%+3,06213F-HRTimeline
First Heartland Consultants, Inc.21,659$2.33M0.15%+1,01613F-HRTimeline
Claro Advisors Inc.21,485$2.31M0.24%+75613F-HRTimeline
Avail Investment Partners, LLC21,462$2.31M1.78%+60613F-HRTimeline
Advisory Alpha, LLC21,367$2.3M0.06%+3,16313F-HRTimeline
SONATA CAPITAL GROUP INC21,330$2.3M0.74%+9313F-HRTimeline
Daviman Financial, LLC21,310$2.29M1.27%-8,08313F-HRTimeline
SigFig Wealth Management, LLC21,235$2.29M0.06%+1,95813F-HRTimeline
SWS Partners21,195$2.28M0.49%+10013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…21,125$2.27M0.65%+90313F-HRTimeline
LifePlan Investment Advisors, Inc.21,028$2.26M0.78%+2,68913F-HRTimeline
MY Wealth Management Inc.20,945$2.25M1.59%new13F-HRTimeline
Plancorp, LLC20,855$2.23M0.05%new13F-HRTimeline
J.W. COLE ADVISORS, INC.20,710$2.23M0.04%new13F-HRTimeline
Chatterton & Associates Inc.20,808$2.23M1.31%+35513F-HRTimeline
AlphaCore Capital LLC20,654$2.22M0.04%+7,51913F-HRTimeline
Polaris Investment Advisors, LLC20,654$2.22M1.42%-4,66413F-HRTimeline
Carl P. Sherr & Co., LLC20,637$2.22M0.93%013F-HRTimeline
AdvisorNet Financial, Inc20,482$2.2M0.1%+1,50913F-HRTimeline
SAGE FINANCIAL GROUP INC20,315$2.19M0.12%-6413F-HRTimeline
PHILADELPHIA TRUST CO20,289$2.18M0.14%013F-HRTimeline
IHT Wealth Management, LLC20,246$2.18M0.05%-4,67213F-HRTimeline
ROTHSCHILD INVESTMENT LLC20,069$2.16M0.08%+16,42613F-HRTimeline
GC Wealth Management RIA, LLC20,013$2.15M0.12%+5,57413F-HRTimeline
LexAurum Advisors, LLC20,004$2.15M0.25%+6,65413F-HRTimeline
Caldwell Trust Co19,776$2.13M0.17%-5,55413F-HRTimeline
Saxony Capital Management, LLC19,702$2.12M0.97%+7,28313F-HRTimeline
Madison Wealth Partners, Inc19,681$2.12M0.27%+45013F-HRTimeline
Texas Capital Bank Wealth Management Se…19,542$2.1M0.11%013F-HRTimeline
NDWM LLC19,540$2.1M1.24%-38913F-HRTimeline
NWAM LLC19,379$2.09M0.1%+1,25413F-HRTimeline
Hudson Oak Wealth Advisory LLC19,351$2.08M1.61%+3,15913F-HRTimeline
Maridea Wealth Management LLC19,319$2.08M0.23%-11013F-HRTimeline
Ballentine Partners, LLC19,261$2.07M0.03%-213F-HRTimeline
Flatrock Wealth Partners LLC19,155$2.06M0.81%-7113F-HRTimeline
Main Street Financial Solutions, LLC19,093$2.05M0.13%+1,88613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,078$2.05M0.08%+29813F-HRTimeline
Bernardo Wealth Planning LLC19,034$2.05M0.35%-45613F-HRTimeline
Clear Creek Financial Management, LLC19,016$2.05M0.13%+9,92413F-HRTimeline
LPWM LLC18,758$2.02M0.45%-16913F-HRTimeline
Rothschild Wealth LLC18,735$2.02M0.16%+12,84213F-HRTimeline
White & Co Financial Planning Inc18,700$2.01M1.25%+90713F-HRTimeline
INVESTED ADVISORS18,606$2M1.77%+3,03413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC18,586$2M0.41%+4,22513F-HRTimeline
HighPoint Advisor Group LLC18,507$1.99M0.07%+12,62113F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding18,486$1.99M+13,789Timeline
Breakwater Capital Group18,373$1.98M0.24%+1,75513F-HRTimeline
LOWE BROCKENBROUGH & CO INC18,319$1.97M0.09%+8013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC18,275$1.97M0.07%+4,00013F-HRTimeline
Lineweaver Wealth Advisors, LLC18,275$1.97M0.23%-2,92613F-HRTimeline
Silver Grove Financial Group, Inc.18,247$1.96M1.06%+2,79213F-HRTimeline
Financial Insights, Inc.18,241$1.96M0.52%-3,75013F-HRTimeline
Garner Asset Management Corp17,985$1.94M0.63%+3,27213F-HRTimeline
Alhambra Investment Management LLC17,965$1.93M0.84%+55813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC17,827$1.92M0.28%+1,42913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC17,769$1.91M0.11%+39513F-HRTimeline
Moss Adams Wealth Advisors LLC17,754$1.91M0.12%-15513F-HRTimeline
Ledyard National Bank17,719$1.91M0.15%-220,54413F-HRTimeline
MATTERS CAPITAL LLC17,680$1.9M1.33%013F-HRTimeline
REGIMEN WEALTH, LLC17,633$1.9M0.51%+14013F-HRTimeline
Asio Capital, LLC17,600$1.89M0.24%-2,35013F-HRTimeline
BAILARD, INC.17,586$1.89M0.04%-4,44513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,553$1.89M0.02%+4313F-HRTimelineGroup
Smallwood Wealth Investment Management,…17,531$1.89M0.82%-26913F-HRTimeline
Patton Albertson Miller Group, LLC17,417$1.87M0.19%-2,35713F-HRTimeline
Stokes Family Office, LLC17,335$1.87M0.22%-15,52913F-HRTimeline
Two West Capital Advisors LLC17,477$1.86M0.92%+3,04213F-HRTimeline
Keystone Financial Group17,150$1.85M0.11%+7,39413F-HRTimeline
Pearl Planning LLC17,146$1.85M0.85%+1213F-HRTimeline
Retirement Wealth Solutions LLC17,124$1.84M1.02%+3,10513F-HRTimeline
Sterling Financial Planning, Inc.17,094$1.84M0.5%+74513F-HRTimeline
Noble Wealth Partners LLC17,040$1.83M1.59%13F-HRTimeline
FC Advisory LLC17,009$1.83M0.48%+42913F-HRTimeline
PINNACLE ASSOCIATES LTD16,995$1.83M0.02%-93513F-HRTimeline
Detalus Advisors, LLC16,990$1.83M0.36%-4,99113F-HRTimeline
Lansing Street Advisors16,970$1.83M0.39%-34413F-HRTimeline
KWMG, LLC16,953$1.82M0.13%-68513F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC16,832$1.81M0.22%+9,94613F-HRTimeline
Twele Capital Management, Inc.16,623$1.79M0.29%+5,45413F-HRTimeline
TBH Global Asset Management, LLC16,617$1.79M0.33%-96113F-HRTimeline
Graves Light Lenhart Wealth, Inc.16,565$1.78M0.17%+1213F-HRTimeline
Cornerstone Investment Partners, LLC16,470$1.77M0.06%-15813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT16,458$1.77M0.01%+12,61413F-HRTimeline
TCV Trust & Wealth Management, Inc.16,458$1.77M0.13%+1213F-HRTimeline
Patten Group, Inc.16,440$1.77M0.28%-2,79513F-HRTimeline
Capital Investment Advisors, LLC16,368$1.76M0.02%-41413F-HRTimeline
Keystone Wealth Services, LLC16,198$1.74M0.32%-36913F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC16,182$1.74M0.59%+36413F-HRTimeline
Ausdal Financial Partners, Inc.16,178$1.74M0.07%+1,99813F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV16,159$1.74M0.91%+46413F-HRTimeline
Equita Financial Network, Inc.16,122$1.74M0.48%-29313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC16,102$1.73M0.72%013F-HRTimeline
SPINNAKER TRUST16,041$1.73M0.08%013F-HRTimeline
Pinnacle Bancorp, Inc.15,860$1.71M0.44%-1313F-HRTimeline
Centerline Wealth Advisors, LLC15,836$1.7M0.53%-90013F-HRTimeline
EWA, LLC15,824$1.7M0.31%+36613F-HRTimeline
United Advisor Group, LLC15,817$1.7M0.18%-1,87813F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding15,699$1.69M-75Timeline
ACCREDITED INVESTOR SERVICES, LLC15,652$1.68M0.95%013F-HRTimeline
TODD ASSET MANAGEMENT LLC15,648$1.68M0.03%013F-HRTimeline
Western Wealth Management, LLC15,570$1.68M0.05%+3,86513F-HRTimeline
BIRCH FINANCIAL GROUP, LLC15,551$1.67M0.86%+1,44413F-HRTimeline
FORTE ASSET MANAGEMENT LLC15,541$1.67M0.68%-23213F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.15,517$1.67M0.45%+3,32013F-HRTimeline
Capstone Financial Advisors, Inc.15,448$1.66M0.08%-72713F-HRTimeline
Hudock, Inc.15,410$1.66M0.21%-1813F-HRTimeline
Vericrest Private Wealth15,410$1.66M1.48%+70013F-HRTimeline
Venture Visionary Partners LLC15,326$1.65M0.05%new13F-HRTimeline
Capital Advisors, Ltd. LLC15,197$1.64M0.16%+4,17713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,170$1.63M0.02%+1,02513F-HRTimelineGroup
Vision Retirement, LLC15,155$1.63M0.39%+1,45513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,043$1.62M0.07%-3,86413F-HRTimelineGroup
1015 Capital Partners, LLC15,013$1.62M1.35%-1,36113F-HRTimeline
LeConte Wealth Management, LLC15,005$1.61M0.88%+92613F-HRTimeline
RAMSEY QUANTITATIVE SYSTEMS15,000$1.61M1.45%new13F-HRTimeline
Brown Financial Advisors14,919$1.61M0.56%+2,43513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group14,916$1.61M0.15%+2,16513F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.14,861$1.6M0.16%-3,32513F-HRTimeline
Cranbrook Wealth Management, LLC14,819$1.59M0.3%013F-HRTimeline
STOCK YARDS BANK & TRUST CO14,508$1.56M0.04%+58113F-HR/ATimeline
Cooksen Wealth, LLC14,331$1.54M0.97%+82013F-HRTimeline
First National Bank of Mount Dora, Trus…14,211$1.53M0.31%-86113F-HRTimeline
Family Capital Management, Inc.14,196$1.53M0.59%+1,76713F-HRTimeline
SURIENCE PRIVATE WEALTH LLC14,161$1.52M1.34%-1,34713F-HRTimeline
Rehmann Capital Advisory Group13,938$1.5M0.07%-75213F-HRTimeline
RiverFront Investment Group, LLC13,888$1.49M0.02%+28413F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC13,816$1.49M0.36%+83413F-HRTimeline
Columbia Bank13,759$1.48M0.33%-50513F-HRTimeline
Xena Financial Planning, LLC13,740$1.48M1.42%+1,25813F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC13,723$1.48M0.38%+2,10613F-HRTimeline
PETRA FINANCIAL ADVISORS INC13,709$1.48M0.68%+2,21413F-HRTimeline
Paladin Partners, LLC13,664$1.47M0.97%+58013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.13,645$1.47M0.36%-24313F-HRTimeline
Dorato Capital Management13,710$1.47M0.99%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC13,619$1.47M0.5%-4,27513F-HRTimeline
Koshinski Asset Management, Inc.13,598$1.46M0.08%+82813F-HRTimeline
Passive Capital Management, LLC.13,649$1.46M0.46%-31613F-HRTimeline
ARS Wealth Advisors Group, LLC13,573$1.46M0.11%+4,27013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO13,518$1.45M0.12%-1,70613F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV13,501$1.45M0.16%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…13,443$1.45M0.09%-1,26513F-HRTimeline
Brady Martz Wealth Solutions, LLC13,375$1.44M0.22%-41313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,343$1.44M0.03%+8,64513F-HRTimelineGroup
Cyndeo Wealth Partners, LLC13,338$1.44M0.07%+3,00513F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.13,510$1.43M0.82%013F-HRTimeline
Beaumont Financial Advisors, LLC13,263$1.43M0.09%-65613F-HRTimeline
RIVERSEDGE ADVISORS, LLC13,253$1.43M0.19%+6413F-HRTimeline
Wealth Enhancement Trust Services, Inc.13,144$1.41M0.16%+52313F-HR/ATimeline
Keystone Financial Services13,128$1.41M0.36%+90213F-HRTimeline
GUIDANCE CAPITAL, INC13,125$1.4M0.3%+1,10213F-HRTimeline
Physician Wealth Advisors, Inc.12,943$1.39M0.17%+25713F-HRTimeline
Topsail Wealth Management, LLC12,933$1.39M0.18%-27,79613F-HRTimeline
Intentional Wealth Strategies, LLC12,737$1.37M1.29%-1,73313F-HRTimeline
Argent Trust Co12,717$1.37M0.04%+13113F-HRTimeline
ProVise Management Group, LLC12,698$1.37M0.09%-36513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC12,671$1.36M0.99%-29013F-HRTimeline
Tennessee Valley Asset Management Partn…12,557$1.35M0.15%+3513F-HRTimeline
CORE WEALTH ADVISORS, LLC12,529$1.35M0.99%-3,26513F-HRTimeline
Farmers National Bank12,518$1.35M0.28%013F-HRTimeline
Eagle Strategies LLC12,489$1.34M0.13%+2813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC12,432$1.34M<0.01%-36313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,456$1.33M<0.01%+1,08113F-HRTimelineGroup
Rossby Financial, LCC12,384$1.33M0.24%-33613F-HRTimeline
Laurel Wealth Advisors LLC12,312$1.33M0.13%+20013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC12,307$1.32M0.26%+2,00813F-HRTimeline
FSM Wealth Advisors, LLC12,263$1.32M0.14%-4,56013F-HRTimeline
W ADVISORS, LLC12,215$1.31M0.6%-2,50513F-HRTimeline
Brucke Financial, Inc.12,133$1.31M0.58%+40913F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC12,119$1.3M0.31%+13313F-HRTimeline
Yardley Wealth Management LLC12,114$1.3M0.59%-213F-HRTimeline
FLP Wealth Management, LLC12,045$1.3M2.31%+2,52913F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS12,030$1.29M0.13%new13F-HRTimeline
Flagship Private Wealth, LLC11,918$1.28M0.45%+56613F-HRTimeline
Heartwood Wealth Advisors LLC11,879$1.28M0.1%-3213F-HRTimeline
Buck Wealth Strategies, LLC11,873$1.28M0.13%+5,00113F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC11,822$1.27M0.19%+63413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS11,870$1.27M0.35%013F-HRTimeline
Hurlow Wealth Management Group, Inc.11,778$1.27M0.26%013F-HRTimeline
Cyr Financial Inc.11,747$1.26M0.66%+74513F-HRTimeline
NOVEM GROUP11,741$1.26M0.13%+2,65613F-HRTimeline
New Insight Wealth Advisors11,731$1.26M0.37%-2,41613F-HRTimeline
Sovereign Financial Group, Inc.11,714$1.26M0.19%+82213F-HRTimeline
Falcon Wealth Planning11,630$1.25M0.08%-1,30313F-HRTimeline
Independence Bank of Kentucky11,597$1.25M0.14%013F-HRTimeline
Keating Financial Advisory Services, In…11,590$1.25M0.16%+1,51413F-HRTimeline
PFG Advisors11,576$1.25M0.06%-4,27713F-HRTimeline