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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,349,821$4B0.29%+3,779,40613F-HRTimelineGroup
FMR LLCin group FMR LLC22,297,884$2.39B0.12%+132,45813F-HRTimelineGroup
Betterment LLC18,990,218$2.03B3.88%+1,646,68913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding15,935,906$1.71B-610Timeline
Creative Planningin group Creative Planning13,555,369$1.45B1.04%+364,15713F-HRTimelineGroup
LPL Financial LLC11,099,309$1.19B0.33%+632,37813F-HRTimeline
Fisher Asset Management, LLC10,713,817$1.15B0.39%+988,04413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,936,446$1.06B0.21%-51,03413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,576,961$919M0.05%+486,12913F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,549,244$916M1.4%+1,037,68213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,431,113$903M0.57%+328,49413F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,336,158$786M0.43%+78,48913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,089,365$759M0.13%+191,86213F-HRTimelineGroup
TIAAgroup of 2 filers holding6,174,535$661M+597,377Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,268,267$564M0.56%+576,22813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,229,521$560M0.66%-66,02013F-HRTimelineGroup
Wealthfront Advisers LLC4,900,255$525M1.17%-138,76513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,691,873$503M0.03%+115,17613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,067,392$329M0.67%+164,05713F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP3,016,409$323M4.41%+1,912,85113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,884,143$309M+417,209Timeline
COMMONWEALTH EQUITY SERVICES, LLC2,861,748$307M0.41%+13,25613F-HRTimeline
Cetera Investment Advisers2,794,564$299M0.33%+183,70613F-HRTimeline
Orgel Wealth Management, LLC2,615,919$280M6.18%+46,68113F-HRTimeline
RWA WEALTH PARTNERS, LLC2,366,971$254M2.77%-28,44013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,272,610$243M0.15%+201,24113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,222,277$238M0.05%+270,56113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,048,932$219M0.26%+170,90313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,028,701$217M0.53%+294,51713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,789,329$192M0.06%-502,22013F-HRTimelineGroup
Sequoia Financial Advisors, LLC1,766,391$189M1.06%+61,61113F-HRTimeline
HighTower Advisors, LLC1,752,430$188M0.21%-2,02613F-HRTimeline
Facet Wealth, Inc.1,570,665$169M3%+290,54613F-HRTimeline
One Capital Management, LLC1,499,828$161M4.85%+126,48013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP1,495,000$160M1.54%+1,195,00013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,323,992$142M0.02%-51,10113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,287,927$138M0.02%+170,75913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,217,656$130M0.25%+13,64613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,208,262$129M+124,207Timeline
CITIGROUP INCin group CITIGROUP INC1,173,907$126M0.09%-101,53713F-HRTimelineGroup
Choate Investment Advisors1,165,513$125M2.45%-56,96513F-HRTimeline
SIGNATUREFD, LLC1,163,532$125M1.9%-12,24913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC999,229$107M0.16%+131,40413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP954,626$102M0.14%+63,93713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding905,494$97M+95,778Timeline
Corient Private Wealth LPin group Corient Private Wealth LP848,000$90.8M0.12%+59,15213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.845,747$90.6M0.13%-170,29113F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC836,123$89.6M4.92%-29,16213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…821,289$88.2M0.12%+30,06613F-HRTimeline
EP Wealth Advisors, LLC784,953$84.1M0.44%13F-HRTimeline
Orion Porfolio Solutions, LLC778,177$83.4M0.61%+77,59713F-HRTimeline
OneDigital Investment Advisors LLC773,469$82.8M0.81%+26,06313F-HRTimeline
Balentine LLC708,272$75.9M2.88%-88,47413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC702,947$75.3M4.15%+36,44913F-HRTimelineGroup
CWM, LLCin group CWM, LLC687,924$73.7M0.2%+47,82313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC687,254$73.6M0.11%+134,71313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…649,211$69.5M0.13%+18,61413F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC644,467$69M0.84%+57,32913F-HRTimeline
Beacon Pointe Advisors, LLC633,779$67.9M0.48%+46,83313F-HRTimeline
SOFI WEALTH, LLC631,789$67.7M3.37%+54,01013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC630,882$67.6M1.28%-1,84513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP618,998$66.3M0.06%+14,95413F-HRTimelineGroup
Wealthspire Advisors, LLC609,110$65.2M0.52%-363,49413F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD607,800$65.1M0.15%013F-HRTimeline
Financial Engines Advisors L.L.C.599,668$64.2M0.12%+6,06113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…587,593$62.9M0.38%+19,64313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC582,008$62.3M0.94%-22,10713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/572,680$61.3M0.02%+88,93613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC551,732$59.1M0.07%-346,69713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC544,186$58.3M0.75%+7,51613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding543,321$58.2M+66,718Timeline
Crestwood Advisors Group, LLC535,338$57.3M0.96%+44,43913F-HRTimeline
Parcion Private Wealth LLC507,509$54.4M3.31%+10,41313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC503,080$53.9M0.3%+126,68213F-HRTimeline
Avantax Planning Partners, Inc.502,707$53.8M1.51%+43,89513F-HRTimeline
MANNING & NAPIER ADVISORS LLC500,483$53.6M0.7%+17,11613F-HRTimeline
Foster Group, Inc.491,509$52.6M1.59%+49,65013F-HRTimeline
Farther Finance Advisors, LLC476,523$51M0.55%+22,47513F-HRTimeline
ALLIANCEBERNSTEIN L.P.469,688$50.3M0.02%-2,14713F-HRTimeline
Wedmont Private Capital465,572$50.1M1.74%-31,67613F-HRTimeline
Arkos Global Advisors467,492$50.1M6.42%-20,19413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources458,587$49.1M0.01%-117,44313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.451,925$48.4M0.33%+27,39613F-HRTimelineGroup
AE Wealth Management LLC449,804$48.2M0.28%+52,13713F-HRTimeline
Dynasty Wealth Management, LLC445,174$47.7M0.47%+67,26913F-HRTimeline
Allworth Financial LP424,154$45.4M0.19%+31,34413F-HRTimeline
Retirement Investment Advisors, Inc.422,852$45.3M3.65%+30,81713F-HRTimeline
COMERICA BANK407,499$43.6M0.17%+8,21613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC403,461$43.2M1.48%+29,45813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC395,869$42.4M0.02%+356,44413F-HR/ATimelineGroup
JFS WEALTH ADVISORS, LLC381,852$40.9M2.3%+6,17513F-HRTimeline
HRT FINANCIAL LP361,847$38.8M0.12%+243,16813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…360,674$38.6M0.07%+7,46413F-HRTimelineGroup
Cardinal Point Capital Management ULC356,448$38.2M2.5%+6,97813F-HRTimeline
Lutz Financial Services LLC351,298$37.6M2.56%+12,43413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.350,964$37.6M2.62%+11,59713F-HRTimeline
Cambridge Investment Research Advisors,…342,236$36.7M0.1%+31,35513F-HRTimeline
Schneider Downs Wealth Management Advis…340,737$36.5M4.11%+27,19513F-HRTimeline
Sanctuary Advisors, LLC339,913$36.4M0.2%+32,94613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.328,222$35.2M0.05%-27,81513F-HRTimelineGroup
Liquid Strategies, LLC324,592$34.8M7.57%+62,02813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC323,360$34.6M0.04%-101,00013F-HRTimelineGroup
Trust Co304,517$32.6M3.06%+38,03313F-HRTimeline
ASPIRIANT, LLC302,809$32.4M0.93%-35,24413F-HRTimeline
SageView Advisory Group, LLC301,950$32.3M1.09%-11,44813F-HRTimeline
Ackerman Capital Advisors, LLC300,270$32.2M6.46%+13,61613F-HRTimeline
Rockwood Wealth Management, LLC296,324$31.7M2.37%+96213F-HRTimeline
Global Strategic Investment Solutions, …294,893$31.6M3.09%+7,16313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK292,415$31.3M0.17%-4,23613F-HRTimelineGroup
CHOREO, LLC288,053$30.9M0.39%+13,35813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding285,757$30.6M+33,336Timeline
Quotient Wealth Partners, LLC285,028$30.5M0.81%+35,49013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC278,687$29.9M0.47%+82,68213F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers276,723$29.6M0.04%-231,88113F-HRTimelineGroup
Integrated Wealth Concepts LLC272,666$29.2M0.35%-33,01413F-HRTimeline
Savvy Advisors, Inc.272,482$29.2M0.94%+73,51913F-HRTimeline
Private Advisor Group, LLC270,389$29M0.14%+14,33313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp269,700$28.9M0.09%-6,97613F-HR/ATimelineGroup
Bluespring Wealth Management, LLC269,208$28.8M2.48%-2,24113F-HRTimeline
Dakota Wealth Management254,821$27.3M0.48%+133,18413F-HR/ATimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…254,305$27.2M0.57%+161,87513F-HRTimelineGroup
Avior Wealth Management, LLC253,018$27.1M0.84%+9,98413F-HRTimeline
Fort Point Capital Partners LLC245,042$26.4M3.2%+1,10813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC244,854$26.2M0.48%+30,25913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP243,190$26M0.33%+26,10113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…242,601$26M0.21%+135,00013F-HRTimelineGroup
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC241,400$25.9M0.35%013F-HRTimelineGroup
One Wealth Advisors, LLC240,913$25.8M3.15%+25,00613F-HRTimeline
CX Institutional240,338$25.7M0.77%+5,33213F-HRTimeline
Legacy Edge Advisors, LLC237,517$25.4M2.78%+36,90213F-HRTimeline
Plante Moran Financial Advisors, LLC237,402$25.4M1.61%-6,04413F-HRTimeline
WESBANCO BANK INC236,433$25.3M0.7%+11,63313F-HRTimeline
Steward Partners Investment Advisory, L…232,414$24.9M0.14%+9,94213F-HRTimeline
Ally Invest Advisors Inc.231,054$24.7M1.71%+13,76213F-HRTimeline
Ledyard National Bank229,088$24.5M2.11%+32113F-HRTimeline
Merit Financial Group, LLC228,835$24.5M0.2%+35,21313F-HRTimeline
MIdWestOne Financial Group, Inc.227,052$24.3M2.7%+181,12313F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…226,477$24.3M3.09%+9,03613F-HRTimelineGroup
Bear Mountain Capital, Inc.223,423$24.1M7.77%-25,83213F-HRTimeline
Cresset Asset Management, LLC224,297$24M0.1%-12,43913F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…221,546$23.7M0.2%-190,15313F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO219,281$23.5M0.49%-48,05713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC218,410$23.4M0.09%-6,18113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.218,298$23.4M<0.01%+165,29713F-HRTimelineGroup
Icon Wealth Advisors, LLC218,218$23.4M1.56%-4,90213F-HRTimeline
Arax Advisory Partners217,952$23.3M0.68%new13F-HRTimeline
Waldron Private Wealth LLC217,705$23.3M0.92%-6,95913F-HRTimeline
Salomon & Ludwin, LLC215,345$23.1M2.04%+15,36513F-HRTimeline
Crewe Advisors LLC215,722$23.1M2.05%+6,43813F-HRTimeline
Modera Wealth Management, LLC215,092$23M0.27%+7,96213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC210,915$22.6M0.4%+6,59513F-HR/ATimeline
Boston Standard Wealth Management, LLC210,231$22.5M3.72%+7,35113F-HRTimeline
Janney Montgomery Scott LLC208,937$22.4M0.05%+20,59813F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding206,885$22.2M-14,686Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS203,120$21.8M0.01%+139,16413F-HRTimelineGroup
Slow Capital, Inc.202,919$21.7M2.6%+17,96013F-HRTimeline
Bernicke Wealth Management, Ltd.199,674$21.4M2.75%13F-HRTimeline
NewEdge Advisors, LLC197,425$21.1M0.08%-8,33413F-HRTimeline
Kingdom Financial Group LLC.196,934$21.1M6.52%+133,18213F-HRTimeline
World Investment Advisors196,356$21M0.35%+32,34013F-HR/ATimeline
UNIQUE WEALTH, LLC195,096$20.9M2.92%+11,50813F-HRTimeline
Alesco Advisors, LLC, An ESL Co194,627$20.8M0.54%+15,72013F-HRTimeline
Perigon Wealth Management, LLC194,448$20.8M0.37%+7,83013F-HRTimeline
Waterway Wealth Management, LLC192,238$20.6M4.66%-6,80813F-HRTimeline
Resonant Capital Advisors, LLC191,279$20.5M1.13%+14,50313F-HRTimeline
Cardinal Strategic Wealth Guidance182,339$19.5M5.1%-26,56713F-HRTimeline
Capital Asset Advisory Services LLC181,345$19.5M0.78%+4,37213F-HRTimeline
Apella Capital, LLC181,727$19.5M0.38%+12,37513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP178,770$19.1M0.12%-2,90813F-HRTimelineGroup
GAMMA Investing LLC178,633$19.1M0.96%+39,80313F-HRTimeline
VICUS CAPITAL176,491$18.9M1.42%+3,62213F-HRTimeline
RTD Financial Advisors, Inc.175,044$18.7M2.29%-14,19313F-HRTimeline
Stairway Partners, LLC173,172$18.5M0.96%+22,95913F-HRTimeline
Meridian Wealth Partners, LLC172,905$18.5M2.55%-27,19013F-HRTimeline
Integrated Advisors Network LLC172,613$18.5M0.82%+9,10313F-HRTimeline
Vise Technologies, Inc.171,813$18.4M0.36%+54,94713F-HRTimeline
Morton Brown Family Wealth, LLC171,231$18.3M4.99%+17,34113F-HRTimeline
Symmetry Partners, LLC168,489$18M1.07%-85313F-HRTimeline
Vestmark Advisory Solutions, Inc.167,945$18M0.24%-19,82013F-HRTimeline
Advisory Services Network, LLC167,346$17.9M0.25%+49,62913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…166,512$17.8M0.53%+34,79513F-HRTimelineGroup
SEEDS INVESTOR LLC163,917$17.6M3.37%+26,72113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC157,314$16.8M4.43%+20,56413F-HRTimeline
Aptus Capital Advisors, LLC157,052$16.8M0.14%+3,01413F-HRTimeline
Composition Wealth, LLC156,091$16.7M0.24%-23,30213F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…155,979$16.7M1.25%+12,00013F-HRTimeline
SCS Capital Management LLC154,146$16.5M0.17%-2,48213F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co153,000$16.4M1.08%013F-HRTimeline
Altura Wealth Advisors Inc.152,311$16.3M7.02%+21,19413F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…151,489$16.2M4.07%+13,49913F-HRTimelineGroup
STAGE HARBOR FINANCIAL, LLC150,760$16.1M10.88%-1,27113F-HRTimeline
Black Diamond Financial, LLC149,628$16M1.69%+47413F-HRTimeline
WEALTH ALLIANCE, LLC149,027$16M1.56%+121,72013F-HRTimeline
Revolve Wealth Partners, LLC148,750$15.9M1.87%+6,55513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC148,571$15.9M0.44%+10,35313F-HR/ATimelineGroup
North Star Investment Management Corp.147,833$15.8M0.99%+2513F-HRTimeline
RMR Wealth Builders144,051$15.4M1.23%-37,98913F-HRTimeline
Chesley Taft & Associates LLC141,803$15.2M0.6%-1,47313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management140,193$15M0.17%+9,53013F-HRTimelineGroup
Brooklyn FI, LLC139,564$14.9M3.2%-313F-HRTimeline