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Disclosery

XBTAX BLACKROCK LNG-TRM MUNI ADV

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COM (fund)

41 managers (42 13F filers) reported a position in XBTAX shares at 2025-03-31, 3,034,652 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
41
13F filers
42
New
5
Added
12
Reduced
7
Sold out
7
Shares held by filers
3,034,652

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC678,251$6.57M0.06%-47,91913F-HRTimelineGroup
Nuveen, LLCin group TIAA122,983$5.95M<0.01%13F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC295,134$2.86M0.15%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.267,767$2.59M0.12%+121,01613F-HRTimeline
UBS Group AGin group UBS Group AG253,808$2.46M<0.01%-52,34813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN224,128$2.17M<0.01%-9,24713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY196,845$1.91M<0.01%+22,73213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC193,023$1.87M<0.01%-16,76913F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC123,209$1.19M0.03%-6,05113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA82,493$799K<0.01%+1813F-HR/ATimelineGroup
NewEdge Advisors, LLC65,678$636K<0.01%+1,38513F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP65,522$635K<0.01%-3,36213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding59,648$578K+269Timeline
MELFA WEALTH MANAGEMENT, INC.43,991$426K0.29%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC41,149$399K0.01%+35,00113F-HRTimelineGroup
Tyche Wealth Partners LLC39,109$379K0.08%-2,19013F-HRTimeline
Capital Investment Advisors, LLC37,025$359K0.01%013F-HRTimeline
Palogic Value Management, L.P.36,024$349K0.15%013F-HR/ATimeline
HBK Sorce Advisory LLC28,825$279K0.01%013F-HRTimeline
LPL Financial LLC26,941$261K<0.01%+2,65613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,223$235K<0.01%+113F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC18,000$174K0.02%013F-HRTimeline
NATURAL INVESTMENTS, LLC15,985$154K0.04%013F-HRTimeline
GPS Wealth Strategies Group, LLC14,375$139K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,791$114K<0.01%+11613F-HRTimelineGroup
PFG Investments, LLC11,703$113K0.01%+4713F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…11,314$110K0.01%new13F-HRTimelineGroup
Plan A Wealth LLC11,245$109K0.08%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,951$96.4K<0.01%+2,74513F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT5,600$54.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…4,848$47K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,680$35.7K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,300$32K<0.01%013F-HRTimeline
Elequin Capital, LP1,651$16K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,383$13.4K<0.01%013F-HRTimelineGroup
Activest Wealth Management1,383$13.4K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,000$9.69K0.01%new13F-HRTimeline
Fortis Group Advisors, LLC667$6.46K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\600$5.81K<0.01%013F-HRTimelineGroup
FNY Investment Advisers, LLC400$3K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.