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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
OPAL CAPITAL LLC30,487$2.31M0.58%13F-HRTimeline
MKD WEALTH COACHES, LLC21,441$2.3M2.3%+14213F-HRTimeline
Professional Financial Advisors, LLC21,306$2.28M0.47%+68313F-HRTimeline
Per Stirling Capital Management, LLC.21,096$2.26M0.25%+20613F-HRTimeline
SWS Partners210,278$2.25M0.54%+189,38313F-HRTimeline
Cornerstone Planning Group LLC20,855$2.25M0.35%+15813F-HRTimeline
SMART Wealth LLC20,928$2.24M0.68%+2,69113F-HRTimeline
Kings Path Partners LLC20,862$2.23M0.78%+1,15713F-HRTimeline
Carl P. Sherr & Co., LLC20,637$2.23M0.99%013F-HRTimeline
Lineweaver Wealth Advisors, LLC20,775$2.23M0.3%+2,63113F-HRTimeline
Spinnaker Investment Group, LLC20,661$2.21M0.4%+9,08513F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC20,576$2.2M0.3%new13F-HRTimeline
Canvas Wealth Advisors, LLC20,556$2.2M0.37%-57313F-HRTimeline
Cynosure Group, LLC20,544$2.2M0.22%new13F-HRTimeline
Crumly & Associates Inc.20,482$2.19M0.46%+11813F-HRTimeline
PHILADELPHIA TRUST CO20,289$2.17M0.15%-26513F-HRTimeline
LPWM LLC20,276$2.17M0.55%-1,41213F-HRTimeline
Vantage Point Financial LLC20,237$2.17M0.78%new13F-HRTimeline
Maridea Wealth Management LLC20,232$2.17M0.33%+37513F-HRTimeline
Tenzing Financial LLC20,217$2.17M1.76%13F-HRTimeline
FLP Wealth Management, LLC20,194$2.16M5.12%+4,66513F-HR/ATimeline
Mutual Advisors, LLC20,115$2.15M0.05%+1,25613F-HRTimeline
DORVAL Corp20,003$2.14M0.68%+2,63713F-HRTimeline
Moss Adams Wealth Advisors LLC19,952$2.14M0.15%-1,30313F-HRTimeline
FAS Wealth Partners, Inc.19,854$2.13M0.14%+1,60613F-HRTimeline
SigFig Wealth Management, LLC19,811$2.12M0.06%+68413F-HRTimeline
Patton Albertson Miller Group, LLC19,774$2.12M0.25%+22213F-HRTimeline
Accurate Wealth Management, LLC19,620$2.11M0.27%-9213F-HRTimeline
Texas Capital Bank Wealth Management Se…19,542$2.09M0.12%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,539$2.09M0.05%+2,51113F-HRTimeline
Patten Group, Inc.19,524$2.09M0.39%-2,39113F-HRTimeline
POWER WEALTH MANAGEMENT LLC19,468$2.09M0.73%-26213F-HRTimeline
Mattson Financial Services, LLC19,454$2.08M0.49%+4,09613F-HRTimeline
Vision Retirement, LLC19,335$2.07M0.56%13F-HRTimeline
Capstone Financial Advisors, Inc.19,244$2.06M0.11%+28013F-HRTimeline
Bernardo Wealth Planning LLC19,207$2.06M0.39%+2,38913F-HRTimeline
Safe Harbor Wealth Advisors, LLC19,031$2.06M1.99%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,213$2.06M0.09%+7,12713F-HRTimelineGroup
SYKON CAPITAL LLC19,179$2.05M0.66%+12,66513F-HRTimeline
LifePlan Investment Advisors, Inc.19,046$2.04M0.83%+1,18813F-HRTimeline
LOWE BROCKENBROUGH & CO INC19,005$2.04M0.1%+1,15413F-HRTimeline
AdvisorNet Financial, Inc18,956$2.03M0.11%+1,28113F-HRTimeline
Aspen Wealth Management LLC18,912$2.03M0.43%-41813F-HRTimeline
Madison Wealth Partners, Inc18,710$2M0.37%-51313F-HRTimeline
KWMG, LLC18,694$2M0.17%-2,64313F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…18,682$2M0.69%+4,65513F-HRTimeline
Running Point Capital Advisors, LLC18,426$1.97M0.54%+94413F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC18,394$1.97M0.07%+13,02713F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC18,220$1.95M0.88%+19413F-HRTimeline
Lansing Street Advisors18,150$1.94M0.5%-64913F-HRTimeline
Claro Advisors Inc.18,138$1.94M0.26%+2,38313F-HRTimeline
SAGE FINANCIAL GROUP INC18,080$1.94M0.13%-2,00313F-HRTimeline
Ballentine Partners, LLC17,985$1.93M0.03%+67413F-HRTimeline
Smallwood Wealth Investment Management,…17,920$1.92M1%-4,97413F-HRTimeline
NDWM LLC17,857$1.91M1.27%-1,11913F-HRTimeline
TBH Global Asset Management, LLC17,803$1.91M0.32%-15213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,768$1.9M0.02%-28,98613F-HRTimelineGroup
Synergy Investment Management, LLC17,683$1.89M0.67%+1,25313F-HRTimeline
MATTERS CAPITAL LLC17,680$1.89M1.55%13F-HRTimeline
PINNACLE ASSOCIATES LTD17,594$1.88M0.02%+1,38313F-HRTimeline
FSM Wealth Advisors, LLC17,575$1.88M0.26%-3,63713F-HRTimeline
Sequent Planning LLC17,569$1.88M0.48%+4,47113F-HRTimeline
Saxony Capital Management, LLC17,529$1.88M1.15%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17,521$1.88M0.09%-1,47713F-HRTimeline
Midwest Financial Group LLC17,513$1.88M0.83%+2,93813F-HRTimeline
Alhambra Investment Management LLC17,410$1.86M0.87%+77913F-HRTimeline
REGIMEN WEALTH, LLC17,401$1.86M0.55%+17813F-HRTimeline
Pearl Planning LLC17,348$1.86M1.14%13F-HRTimeline
MY Wealth Management Inc.17,182$1.84M1.6%-3,47913F-HRTimeline
Main Street Financial Solutions, LLC17,005$1.82M0.14%-10913F-HRTimeline
Capital Investment Advisors, LLC16,957$1.82M0.03%-413F-HRTimeline
Tenret Co LLC16,816$1.8M0.91%+2,80013F-HRTimeline
J.W. COLE ADVISORS, INC.19,080$1.79M0.04%+2,12213F-HRTimeline
FORTE ASSET MANAGEMENT LLC16,636$1.78M0.81%-4013F-HRTimeline
Financial Partners Group, Inc16,451$1.77M0.21%+4,18413F-HRTimeline
Graves Light Lenhart Wealth, Inc.16,546$1.77M0.19%013F-HRTimeline
Retirement Wealth Solutions LLC16,494$1.77M1.12%-16213F-HRTimeline
Meridian Wealth Management, LLC16,493$1.77M0.06%+3,14213F-HRTimeline
White & Co Financial Planning Inc16,430$1.76M1.32%013F-HRTimeline
Sterling Financial Planning, Inc.16,354$1.75M0.53%-14813F-HRTimeline
Equita Financial Network, Inc.16,340$1.75M0.53%-45513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …16,307$1.75M0.1%+1,22313F-HRTimeline
Cornerstone Investment Partners, LLC16,300$1.75M0.07%-23113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC16,294$1.75M0.11%+96413F-HRTimeline
Breakwater Capital Group16,256$1.74M0.24%+7613F-HRTimeline
Keystone Wealth Services, LLC16,171$1.73M0.36%-72513F-HRTimeline
Hamilton Wealth, LLC16,155$1.73M0.33%+2,72813F-HR/ATimeline
ACCREDITED INVESTOR SERVICES, LLC16,153$1.73M1.15%+513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.16,150$1.73M0.5%+3,47313F-HRTimeline
Vericrest Private Wealth16,087$1.72M1.53%13F-HRTimeline
SPINNAKER TRUST16,041$1.72M0.09%013F-HRTimeline
PFG Advisors16,035$1.72M0.08%+3,35913F-HRTimeline
FC Advisory LLC15,968$1.71M0.49%+28213F-HRTimeline
Integrity Advisory Solutions, LLC15,938$1.71M0.25%+1,18113F-HRTimeline
Paladin Wealth, LLC15,934$1.71M1.17%+5,63813F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV15,882$1.7M0.95%13F-HRTimeline
FORONJY FINANCIAL LLC15,872$1.7M0.71%+2,31913F-HRTimeline
Hudson Oak Wealth Advisory LLC15,761$1.69M1.49%13F-HRTimeline
TSG Advice Partners, LLC15,738$1.69M0.26%13F-HRTimeline
PRIVATE TRUST CO NA15,685$1.68M0.15%+70813F-HRTimeline
1015 Capital Partners, LLC15,674$1.68M1.65%13F-HRTimeline
Crusonia Wealth Advisors LLC15,649$1.68M0.37%13F-HRTimeline
TODD ASSET MANAGEMENT LLC15,648$1.68M0.03%new13F-HRTimeline
CORE WEALTH ADVISORS, LLC15,636$1.67M1.32%13F-HR/ATimeline
Cypress Capital Groupin group Cypress Capital Group15,600$1.67M0.19%+1,40013F-HRTimelineGroup
RCS Financial Planning, LLC15,488$1.66M0.72%+3,24113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC15,476$1.66M0.38%-98713F-HRTimeline
Silver Grove Financial Group, Inc.15,447$1.65M1.43%+60313F-HRTimeline
Chatterton & Associates Inc.15,323$1.64M1.41%13F-HRTimeline
Rehmann Capital Advisory Group15,241$1.63M0.09%-3,28513F-HRTimeline
XY Planning Network, Inc.15,195$1.63M0.28%+4,62513F-HRTimeline
AlphaCore Capital LLC15,191$1.63M0.04%+11313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC15,140$1.62M0.46%-27513F-HRTimeline
LongView Wealth Management15,068$1.62M0.39%+3,95113F-HRTimeline
Advisory Alpha, LLC15,039$1.61M0.04%-67713F-HRTimeline
United Advisor Group, LLC15,030$1.61M0.21%+1,00813F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…15,025$1.61M0.23%-10513F-HRTimelineGroup
Mill Creek Capital Advisors, LLC14,998$1.61M0.03%+12913F-HRTimeline
RIVERSEDGE ADVISORS, LLC14,902$1.6M0.26%-1,03013F-HRTimeline
M Holdings Securities, Inc.14,882$1.59M0.11%+2,64513F-HRTimeline
Cranbrook Wealth Management, LLC14,819$1.59M0.31%013F-HRTimeline
INVESTED ADVISORS14,786$1.58M1.64%-7,34313F-HRTimeline
ABLE Financial Group, LLC14,620$1.57M0.32%-26813F-HRTimeline
Beaumont Financial Advisors, LLC14,551$1.56M0.1%-66113F-HRTimeline
Investment Planning Advisors, Inc.14,551$1.56M0.45%+96813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…14,547$1.56M0.11%+5,07813F-HRTimeline
W ADVISORS, LLC14,525$1.56M0.78%+6,00513F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP14,495$1.55M0.27%-1,12913F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …14,343$1.54M0.12%-65813F-HRTimelineGroup
SHRIER WEALTH MANAGEMENT, LLC14,310$1.53M0.6%13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC14,305$1.53M0.26%13F-HRTimeline
First National Bank of Mount Dora, Trus…14,259$1.53M0.33%+50713F-HRTimeline
BIRCH FINANCIAL GROUP, LLC14,245$1.53M0.87%+41413F-HRTimeline
Cannon Advisors, Inc.14,140$1.52M1.07%-1,46713F-HRTimeline
SONATA CAPITAL GROUP INC14,200$1.52M0.55%-5513F-HRTimeline
HMS Capital Management, LLC14,198$1.52M0.63%+79013F-HRTimeline
NWAM LLC14,103$1.51M0.08%-7,37713F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.13,917$1.49M<0.01%new13F-HRTimelineGroup
Willis Johnson & Associates, Inc.13,889$1.49M0.09%+73413F-HRTimeline
Flatrock Wealth Partners LLC13,883$1.49M0.71%13F-HR/ATimeline
EAGLE GLOBAL ADVISORS LLC13,875$1.49M0.05%+3,24013F-HRTimeline
RiverFront Investment Group, LLC13,778$1.48M0.02%013F-HRTimeline
Coastline Trust Co13,766$1.47M0.14%-7,16013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LeConte Wealth Management, LLC13,696$1.47M0.96%+2,08013F-HRTimeline
Passive Capital Management, LLC.13,649$1.46M0.46%+1413F-HRTimeline
Brady Martz Wealth Solutions, LLC13,568$1.45M0.26%-1,14213F-HRTimeline
Eagle Strategies LLC13,533$1.45M0.19%+42113F-HRTimeline
Peak Wealth Management LLC13,526$1.45M1.21%13F-HRTimeline
Cooksen Wealth, LLC13,473$1.44M1.06%-91013F-HRTimeline
TPG Advisors LLC13,398$1.44M0.89%013F-HRTimeline
Columbia Bank13,349$1.43M0.4%-67013F-HRTimeline
SOL Capital Management CO13,340$1.43M0.13%-3,42513F-HRTimeline
Elk River Wealth Management LLC13,324$1.43M0.23%+8,99113F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC13,261$1.42M1.13%-3,15913F-HRTimeline
Ausdal Financial Partners, Inc.13,226$1.42M0.07%-43813F-HRTimeline
Rooted Wealth Advisors, Inc.13,119$1.41M0.4%-41013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC13,163$1.41M<0.01%-9,26213F-HRTimelineGroup
Scissortail Wealth Management, LLC13,150$1.41M0.32%+7913F-HRTimeline
Redhawk Wealth Advisors, Inc.13,148$1.41M0.16%+15613F-HRTimeline
Northern Lights Advisors, Inc.13,120$1.41M0.96%13F-HRTimeline
Pinnacle Bancorp, Inc.13,116$1.4M0.41%+21713F-HRTimeline
Paladin Partners, LLC13,083$1.4M1.04%13F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT13,065$1.4M0.09%-60213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC12,971$1.39M0.07%+5,35513F-HRTimeline
Koshinski Asset Management, Inc.12,857$1.38M0.09%+66613F-HRTimeline
Sage Financial Management Group, Inc.12,852$1.38M0.42%-42013F-HRTimeline
ProVise Management Group, LLC12,808$1.37M0.1%-9213F-HRTimeline
Garner Asset Management Corp12,796$1.37M0.53%+6,47913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC12,795$1.37M<0.01%+1,04413F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC12,749$1.37M0.2%-1,02413F-HR/ATimeline
Shared Vision Wealth Group LLC12,559$1.35M0.55%+1,55713F-HRTimeline
STOCK YARDS BANK & TRUST CO12,601$1.35M0.04%+1,11013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS12,551$1.34M0.4%013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC12,529$1.34M0.39%-11513F-HRTimeline
Dorato Capital Management12,316$1.33M1%13F-HRTimeline
Keystone Financial Services12,344$1.32M0.4%+22913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC12,342$1.32M0.44%-2,65413F-HRTimeline
Falcon Wealth Planning12,330$1.32M0.11%+3,18313F-HRTimeline
Yardley Wealth Management LLC12,258$1.31M0.7%-1013F-HRTimeline
Godshalk Welsh Capital Management, Inc.12,250$1.31M0.75%+97513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC12,221$1.31M0.37%+3,58713F-HRTimeline
Heartwood Wealth Advisors LLC12,217$1.31M0.12%-2013F-HRTimeline
Elmwood Wealth Management, Inc.12,215$1.31M0.41%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC12,145$1.3M0.76%-92413F-HRTimeline
Laurel Wealth Advisors LLC12,105$1.3M0.17%+72513F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.12,097$1.3M0.38%+5,64013F-HRTimeline
MYECFO, LLC11,953$1.28M0.54%-80013F-HRTimeline
Xena Financial Planning, LLC11,918$1.28M1.5%13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV11,896$1.27M0.16%013F-HRTimeline
Family Capital Management, Inc.11,828$1.27M0.56%+1,52213F-HRTimeline
Hurlow Wealth Management Group, Inc.11,778$1.26M0.31%-1013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,761$1.26M0.09%+8813F-HRTimeline
Brucke Financial, Inc.11,706$1.25M0.69%-21513F-HRTimeline
Florin Court Capital LLP11,700$1.25M1.75%+6,10013F-HRTimeline
Western Wealth Management, LLC11,690$1.25M0.06%+1,50913F-HRTimeline
Independence Bank of Kentucky11,617$1.24M0.15%-41213F-HRTimeline
49 WEALTH MANAGEMENT, LLC11,578$1.24M0.1%+4,41913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding11,541$1.24M+6,866Timeline
TCV Trust & Wealth Management, Inc.11,538$1.24M0.1%-10013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,478$1.23M<0.01%-278,52313F-HRTimelineGroup