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Disclosery

XBTAX BLACKROCK LNG-TRM MUNI ADV

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COM (fund)

45 managers (46 13F filers) reported a position in XBTAX shares at 2025-09-30, 3,076,778 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
45
13F filers
46
New
6
Added
12
Reduced
14
Sold out
6
Shares held by filers
3,076,778

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC463,255$4.44M0.03%-104,21813F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC368,158$3.53M0.07%+252,90613F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC297,150$2.85M0.16%-68,54313F-HRTimeline
Hennion & Walsh Asset Management, Inc.260,543$2.5M0.09%-2,84313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY223,598$2.14M<0.01%+28,36013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG214,815$2.06M<0.01%-40,65913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN190,248$1.82M<0.01%-17,31713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC186,328$1.79M<0.01%-15,60213F-HRTimelineGroup
Noble Wealth Management PBC140,546$1.35M0.72%13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP83,366$799K<0.01%+52013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,269$711K<0.01%-15,25313F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding57,554$551K-2,535Timeline
NewEdge Advisors, LLC52,754$505K<0.01%-10,82413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.43,991$421K0.25%013F-HRTimeline
Tyche Wealth Partners LLC39,109$375K0.07%013F-HRTimeline
Palogic Value Management, L.P.38,024$364K0.15%+4,00013F-HRTimeline
HBK Sorce Advisory LLC34,620$330K0.01%+5,50013F-HR/ATimeline
Capital Investment Advisors, LLC34,154$327K0.01%-36613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.30,000$287K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,819$238K<0.01%+69413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,490$206K<0.01%new13F-HRTimelineGroup
LPL Financial LLC20,361$195K<0.01%+2,92913F-HRTimeline
River Street Advisors LLC18,899$181K0.07%013F-HRTimeline
Allworth Financial LP18,000$172K<0.01%013F-HRTimeline
NATURAL INVESTMENTS, LLC15,985$153K0.04%013F-HRTimeline
Curi Capital, LLC14,149$136K<0.01%new13F-HRTimeline
PFG Investments, LLC12,959$124K0.01%+1,18013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,897$124K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC12,179$117K<0.01%+19913F-HRTimelineGroup
Plan A Wealth LLC11,245$108K0.05%013F-HRTimeline
Nuveen, LLCin group TIAA10,127$97K<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,020$96K<0.01%-94813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,185$84.8K<0.01%-3713F-HRTimelineGroup
Bernard Wealth Management Corp.6,100$58.4K0.02%+2,80013F-HRTimeline
Steward Partners Investment Advisory, L…5,748$55.1K<0.01%+90013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,600$53.6K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,000$38.3K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,500$23.9K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,000$19.2K<0.01%-1,30013F-HRTimeline
Advisory Services Network, LLC1,900$18.2K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,383$13.2K<0.01%013F-HR/ATimelineGroup
Activest Wealth Management1,383$13.2K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC667$6.39K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC400$3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$2.87K<0.01%-30013F-HRTimelineGroup