MBB institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding1,022
Shares held371,693,782
Reported value$35.2bn
Quarter flows94 new, 555 added, 246 trimmed, 98 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/68,261,267$6.5bn0.4%
JPMORGAN CHASE & CO37,776,202$3.6bn0.2%
ENVESTNET ASSET MANAGEMENT INC30,910,875$2.9bn0.7%
LPL Financial LLC27,128,190$2.6bn0.6%
UBS Group AG18,496,926$1.7bn0.2%
TIAA Wealth Investment Management LLC14,805,333$1.4bn9.4%
AMERIPRISE FINANCIAL INC13,686,305$1.3bn0.3%
MORGAN STANLEY11,538,279$1.1bn0.1%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC7,678,893$725.8m2.5%
TRUIST FINANCIAL CORP5,541,462$523.8m0.6%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,278,858$404.4m0.1%
STIFEL FINANCIAL CORP3,741,705$353.7m0.3%
PNC Financial Services Group, Inc.3,279,174$309.9m0.2%
Allworth Financial LP3,034,893$286.9m1.2%
WELLS FARGO & COMPANY/MN2,912,422$275.3m0.0%
BANK OF MONTREAL /CAN/2,803,720$265.0m0.1%
State of Tennessee, Department of Treasury2,654,254$250.9m0.7%
MIDLAND WEALTH ADVISORS, LLC2,518,894$238.1m11.2%
Bank of New York Mellon Corp2,420,276$228.8m0.0%
SEI INVESTMENTS CO2,380,025$225.0m0.2%
Composition Wealth, LLC2,352,562$222.4m2.6%
BlackRock, Inc.2,311,312$218.5m0.0%
Cetera Investment Advisers2,146,275$202.9m0.2%
Envestnet Portfolio Solutions, Inc.2,119,612$200.3m1.0%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,957,539$185.0m2.4%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MBB"). MBB price history · All 13F data

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