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Disclosery

XBKNX BLACKROCK INVEST QLTY MUNI

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COM (fund)

65 managers (65 13F filers) reported a position in XBKNX shares at 2025-12-31, 5,063,603 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
65
13F filers
65
New
7
Added
22
Reduced
14
Sold out
6
Shares held by filers
5,063,603

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
Sienna Gestion22,859$24.6M1.46%new13F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC1,099,596$12.3M0.58%+44,67913F-HRTimeline
Karpus Management, Inc.493,618$5.53M0.17%+370,08713F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY436,115$4.88M<0.01%-91,57313F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.311,324$3.49M0.12%-18,12113F-HRTimeline
LPL Financial LLC191,912$2.15M<0.01%-3,53813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/187,543$2.1M<0.01%-16,04613F-HRTimelineGroup
Cetera Investment Advisers181,581$2.03M<0.01%+23,81613F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC175,447$1.97M0.04%+64,27513F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp164,950$1.85M0.01%+9,74913F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC159,331$1.78M0.75%+45,78613F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP142,195$1.59M<0.01%+29,17613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC129,131$1.45M<0.01%-1,78113F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC120,297$1.35M0.02%+28,42713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp111,141$1.24M<0.01%-41613F-HRTimelineGroup
MacKay Shields LLC92,077$1.03M0.04%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC89,130$998K0.6%+63013F-HRTimeline
Koshinski Asset Management, Inc.86,260$966K0.06%+17,90013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.75,570$846K0.01%+92813F-HRTimelineGroup
Yakira Capital Management, Inc.68,823$771K0.26%013F-HRTimeline
Ackerman Capital Advisors, LLC59,374$665K0.13%+13,07413F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC42,157$472K0.01%013F-HRTimeline
Callahan Advisors, LLC40,709$456K0.04%013F-HRTimeline
UBS Group AGin group UBS Group AG36,414$408K<0.01%+24,86513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN36,127$405K<0.01%+2,32713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,310$362K<0.01%-5,97813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,029$336K<0.01%+3,01813F-HR/ATimelineGroup
Compass Financial Group, INC/SD27,065$303K0.04%+25313F-HRTimeline
180 WEALTH ADVISORS, LLC26,553$297K0.03%013F-HRTimeline
Arlington Capital Management, Inc.23,344$261K0.16%+1,46913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,537$252K<0.01%+11,80813F-HRTimelineGroup
Noble Wealth Management PBC21,700$243K0.12%013F-HRTimeline
MAI Capital Management21,568$242K<0.01%-41713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,514$241K<0.01%+43213F-HR/ATimelineGroup
HighTower Advisors, LLC20,989$235K<0.01%+2,02513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,621$231K<0.01%-9,40713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,908$223K<0.01%new13F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.19,769$221K0.13%013F-HRTimeline
Fortitude Advisory Group L.L.C.18,359$206K0.09%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,752$176K<0.01%-77613F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC15,300$171K<0.01%+1,80013F-HRTimeline
Koss-Olinger Consulting, LLC15,000$168K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…14,214$159K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning12,799$143K<0.01%-7,90013F-HRTimelineGroup
Indivisible Partners12,550$141K0.02%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,515$140K<0.01%-1,06913F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP12,174$136K0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.11,360$127K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,352$127K<0.01%new13F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC11,115$124K0.01%-11,00013F-HRTimeline
River Street Advisors LLC10,804$121K0.05%new13F-HRTimeline
NWF Advisory Services Inc.10,000$112K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,400$38.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,174$35.5K<0.01%013F-HRTimeline
COMERICA BANK2,698$30.2K<0.01%+2113F-HRTimeline
Elyxium Wealth, LLC2,452$27.5K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,835$20.6K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,700$19K<0.01%013F-HRTimeline
Allworth Financial LP1,000$11.2K<0.01%013F-HRTimeline
Essential Investment Partners LLC1,000$11.2K0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…672$7.53K<0.01%013F-HRTimelineGroup
EASTERN BANK579$6.49K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …200$2.24K<0.01%13F-HRTimeline
Decker Retirement Planning Inc.10$112<0.01%-19013F-HRTimeline
SIGNATUREFD, LLC1$11<0.01%013F-HRTimeline