MUB institutional holders

iShares National Muni Bond ETF · 1,728 reporting institutions · $37.6B reported value

Funds that can replace MUB · MUB return decomposition

Institutional holdings

Institutions reporting MUB, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$4.8B02026-06-30
Fmr LLC$2.5B02026-06-30
Envestnet Pmc$1.9B602026-06-30
Creative Planning$1.6B1,1712026-06-30
Lpl Financial LLC$1.4B23,4582026-06-30
Fisher Asset Management, LLC$1.4B2,9842026-06-30
Wells Fargo & Company/mn$1.1B02026-06-30
Mercer Global Advisors Inc /adv$1.1B02026-06-30
Northwestern Mutual Wealth Management Co$1B02026-06-30
UBS Group AG$885.4M02026-06-30
Morgan Stanley$846.4M23,1852026-06-30
Bank of New York Mellon Corp$808.7M02026-06-30
PNC Financial Services Group, Inc.$781M02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$645.3M1,7212026-06-30
US Bancorp$576.1M02026-06-30
Sei Investments Co$545.1M02026-06-30
Wealthfront Advisers LLC$489.9M402026-06-30
Jpmorgan Chase & Co$482.4M02026-06-30
Cetera Investment Advisers$385.5M10,3702026-06-30
Assetmark, Inc$360.8M2202026-06-30
Jones Financial Companies LLLP$341.8M02026-06-30
Commonwealth Equity Services, LLC$302.2M2,8632026-06-30
Orgel Wealth Management, LLC$291.5M312026-06-30
Goldman Sachs Group Inc$277.7M02026-06-30
Allstate Corp$276.4M02026-06-30
MML Investors Services, LLC$257.4M5,1202026-06-30
Raymond James Financial Inc$244.3M02026-06-30
Rwa Wealth Partners, LLC$242M722026-06-30
Sequoia Financial Group, LLC$229.1M2582026-06-30
Mariner, LLC$225.6M02026-06-30
Facet Wealth, Inc.$202.7M952026-06-30
Ameriprise Financial Inc$196.2M02026-06-30
Hightower Advisors, LLC$181.8M1,0462026-06-30
One Capital Management, LLC$170.5M642026-06-30
Captrust Financial Advisors$147M9622026-06-30
Citigroup Inc$142.5M02026-06-30
Envestnet Portfolio Solutions, Inc.$133.8M32026-06-30
Blackrock, Inc.$120M02026-06-30
Osaic Holdings, Inc.$119.8M02026-06-30
Signaturefd, LLC$118.9M492026-06-30
Royal Bank of Canada$118.8M02026-06-30
Cerity Partners LLC$118.5M7772026-06-30
Renaissance Technologies LLC$108.1M02026-06-30
Truist Financial Corp$101.7M02026-06-30
Focus Partners Wealth$97.7M1,0482026-06-30
Onedigital Investment Advisors LLC$96.4M3862026-06-30
Orion Porfolio Solutions, LLC$96.3M1992026-06-30
Ep Wealth Advisors, LLC$91.9M3382026-06-30
Oxford Financial Group, Ltd. LLC$90.5M502026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$84.7M02026-06-30
Angeles Wealth Management, LLC$83.8M92026-06-30
Beacon Pointe Advisors, LLC$83.8M4662026-06-30
O'Shaughnessy Asset Management, LLC$81.1M582026-06-30
Cwm, LLC$79.8M6672026-03-31
Rockefeller Capital Management LP$74.7M3462026-06-30
Integrated Wealth Concepts LLC$74.6M4802026-06-30
Sofi Wealth, LLC$71.7M1102026-06-30
United Capital Financial Advisors, LLC$70.4M1662026-06-30
Wealth Enhancement Advisory Services, LLC$69.9M1,0262026-06-30
Stifel Financial Corp$69.7M02026-06-30
Prime Capital Financial$69.3M2652026-06-30
Forvis Mazars Wealth Advisors, LLC$67.9M832026-06-30
Farther Finance Advisors, LLC$66.6M3342026-06-30
Crestwood Advisors Group, LLC$66.4M402026-06-30
Kestra Investment Management, LLC$66.4M92026-06-30
State of Wisconsin Investment Board$65.4M02026-06-30
Edelman Financial Engines$64M7222026-06-30
Wealthcare Advisory Partners LLC$62M1702026-06-30
Fifth Third Bancorp$61.2M02026-06-30
Wealthspire Advisors, LLC$61.1M2372026-06-30
Foster Group, Inc.$60.9M582026-06-30
Choate Investment Advisors$58.9M152026-06-30
Bank of Montreal /can$58.9M02026-06-30
Retirement Investment Advisors, Inc.$58M82026-06-30
Avantax Planning Partners, Inc.$57.8M102026-06-30
Dynasty Wealth Management, LLC$55.7M142026-06-30
Manning & Napier Advisors LLC$54.7M422026-06-30
Parcion Private Wealth LLC$54.2M142026-06-30
Franklin Resources Inc$53.8M02026-06-30
Coldstream Capital Management Inc$51.6M1362026-06-30
Wedmont Private Capital$51.1M122026-06-30
Gradient Investments, LLC$51.1M312026-06-30
Alliancebernstein LP$50M5172026-06-30
Seeds Investor LLC$49.9M32026-06-30
Jane Street Group, LLC$49.5M02026-06-30
Choreo, LLC$48.5M1482026-06-30
Commerce Bank$47.1M02026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$47M992026-06-30
Savvy Advisors, Inc.$46.8M2142026-06-30
Corient Private Wealth LP$45.5M6742026-06-30
Equitable Holdings, Inc.$45M02026-06-30
New York Life Investment Management LLC$44.9M892026-06-30
The Ascent Group, LLC$44.3M202026-06-30
Cahaba Wealth Management, Inc.$43.9M172026-06-30
Comerica Bank$43.6M02025-12-31
HSBC Holdings PLC$43M02026-06-30
Liquid Strategies, LLC$42.6M22026-06-30
Arax Advisory Partners$42.3M2322026-06-30
Jfs Wealth Advisors, LLC$41.7M332026-06-30
Kestra Advisory Services, LLC$41.5M1,4792026-06-30
Schneider Downs Wealth Management Advisors, LP$41.2M222026-06-30
Bluespring Wealth Management, LLC$40.8M502026-06-30
Cardinal Point Capital Management Ulc$39.6M82026-06-30
Baird Financial Group, Inc.$39.3M02026-06-30
Sanctuary Advisors, LLC$39.3M4012026-06-30
Full Sail Capital, LLC$39.1M02025-09-30
Allworth Financial, LP$38.9M3172026-06-30
Merit Financial Group, LLC$38.7M2952026-06-30
Nicolet Bankshares Inc$38.6M02026-06-30
Lutz Financial Services LLC$38.5M152026-06-30
Rivernorth Capital Management, LLC$36.7M92026-06-30
Johnson Investment Counsel Inc$36.2M652026-06-30
Garde Capital, Inc.$35.5M92026-06-30
Balentine LLC$35.5M182026-06-30
Trust Co$34.2M02026-06-30
Fort Point Capital Partners LLC$33.2M202026-06-30
Stratos Wealth Partners, Ltd.$32.7M3862026-06-30
Quotient Wealth Partners, LLC$32.5M362026-06-30
Prudential Financial Inc$32.3M02026-06-30
TIAA Trust, National Association$32M02026-06-30
Wesbanco Investment Department$31.4M12026-06-30
Vise Technologies, Inc.$30.6M02026-06-30
Legacy Edge Advisors, LLC$30.3M182026-06-30
Rockwood Wealth Management, LLC$30.3M462026-06-30
Aspiriant, LLC$30.2M732026-06-30
Alaska Wealth Advisors, LLC$29.9M132026-06-30
Laird Norton Wetherby Trust Company, LLC$29.7M02026-06-30
Ackerman Capital Management$29.7M32026-06-30
Global Strategic Investment Solutions, LLC$29.4M42026-06-30
Dakota Wealth Management$28.9M02026-06-30
Atlatl Advisers LLC$28.1M72026-06-30
Ally Invest Advisors$27.6M822026-06-30
Russell Investments Group, Ltd.$27.6M02026-06-30
Crewe Advisors LLC$27.6M262026-06-30
Resonant Capital Advisors, LLC$27.4M152026-06-30
One Wealth Advisors, LLC$27.3M112026-06-30
Salomon & Ludwin, LLC$27.3M62026-06-30
Sageview Advisory Group, LLC$27M942026-06-30
Gamma Investing LLC$27M72026-06-30
M&T Bank Corp$26.5M02026-06-30
Newedge Advisors$26.4M6012026-06-30
Huntington National Bank$26.3M02026-06-30
Soros Fund Management LLC$26M02026-06-30
Cresset Asset Management, LLC$25.6M2122026-06-30
Plante Moran Financial Advisors$25.5M1312026-06-30
Icon Wealth Advisors, LLC$25.1M182026-06-30
Unique Wealth, LLC$25M142026-06-30
Steward Partners Investment Advisory, LLC$24.6M4812026-06-30
Alesco Advisors, LLC, An Esl Company$24.5M142026-06-30
Midwestone Financial Group, Inc.$24.3M02025-12-31
Boston Standard Wealth Management, LLC$24.2M42026-06-30
Freestone Capital Holdings, LLC$24.1M662026-06-30
Ae Wealth Management LLC$23.9M4712026-06-30
Sagespring Wealth Partners$23.6M1262026-06-30
Pathstone Holdings, LLC$23.5M02026-06-30
Modera Wealth Management, LLC$23.2M1352026-06-30
Axxcess Wealth Management, LLC$23.1M382026-06-30
Waldron Private Wealth$22.9M422026-06-30
Bernicke Wealth Management$22.7M122026-06-30
First Citizens Bank & Trust Co$22.6M02026-06-30
Perigon Wealth Management, LLC$22.5M922026-06-30
Slow Capital, Inc.$22.1M22026-06-30
Morton Brown Family Wealth, LLC$21.8M72026-06-30
Avior Wealth Management, LLC$21.4M692026-06-30
Aptus Capital Advisors, LLC$21.2M212026-06-30
Brown Wealth Management, LLC$20.8M62026-06-30
Apella Capital, LLC$20.8M1042026-06-30
Bnp Paribas Financial Markets$20.7M02026-06-30
Stairway Partners, LLC$20.3M32026-06-30
Capital Asset Advisory Services LLC$20.2M692026-06-30
Capstone Investment Advisors, LLC$20.1M12026-06-30
Vicus Capital$19.8M902026-06-30
Great Valley Advisor Group, LLC$19.5M2052026-06-30
Brookstone Capital Management$19.5M3372026-06-30
Triad Wealth Partners, LLC$19.3M492026-06-30
Symmetry Partners, LLC$19.3M232026-06-30
Black Diamond Financial, LLC$19.1M122026-06-30
Charles Schwab Trust Co$18.9M02026-06-30
Altura Wealth Advisors Inc.$18.8M42026-06-30
Savant Wealth Management$18.7M4052026-06-30
City of London Investment Management Co Ltd$18.5M02026-06-30
World Investment Advisors$18.2M3592026-06-30
&partners$18M5552026-06-30
Regions Financial Corp$18M02026-06-30
Rtd Financial Advisors, Inc.$17.8M202026-06-30
Robertson Stephens Wealth Management, LLC$17.7M722026-06-30
Vestmark Advisory Solutions, Inc.$17.6M82026-06-30
Rmr Wealth Builders, Inc.$17.5M542026-06-30
Advisory Services Network$17.2M2532026-06-30
Keebeck Wealth Management$16.8M52026-06-30
Waterway Wealth Management, LLC$16.8M62026-06-30
Zhang Financial LLC$16.6M202026-06-30
Private Advisor Group, LLC$16.6M9272026-06-30
Fukoku Mutual Life Insurance Co$16.5M02026-06-30
Meridian Wealth Partners, LLC$16.4M102026-06-30
North Star Investment Management Corporation$16.3M112026-06-30
Pds Planning, Inc$16M102026-06-30
Univest Financial Corp$16M02026-06-30
Stage Harbor Financial$16M72026-06-30
Towercrest Capital Management, LLC$15.6M12026-06-30
CIBC Bancorp USA Inc.$15.4M02026-06-30
Lido Advisors, LLC$15.3M3202026-06-30
Chesley Taft & Associates LLC$15M62026-06-30
Citizens Financial Group Inc/ri$14.9M02026-06-30
Bridge Generations Wealth Management LLC$14.8M42026-06-30
Ellevest, Inc.$14.8M132026-06-30
Alley Investment Management Company, LLC$14.7M52026-06-30
First Financial Bank - Trust Division$14.7M02026-06-30
Clearwater Capital Advisors, LLC$14.6M152026-06-30
One Wealth Capital Management, LLC$14.6M52026-06-30
Astra Wealth Management Group$14.5M142026-06-30
German American Bancorp, Inc.$14.4M02026-06-30
Connable Office Inc$14.4M02026-06-30
Waterloo Capital, LP$14.3M572026-06-30
McNamara Financial Services, Inc.$14.2M42026-06-30
Alti Global, Inc.$14.1M02026-06-30
Brooklyn Fi, LLC$14M152026-06-30
Amg National Trust Bank$13.9M02026-06-30
Single Point Partners$13.8M112026-06-30
Beacon Bridge Wealth Partners, LLC$13.8M62026-06-30
CIBC Private Wealth Group LLC$13.7M02025-12-31
Clearstead; Clearstead Advisory Solutions$13.5M642026-06-30
Verus Wealth Management, LLC$13.3M12026-06-30
Bip Wealth, LLC$13.3M622026-06-30
Btc Capital Management, Inc.$13.3M02026-06-30
Revolve Wealth Partners, LLC$13.2M142026-06-30
Manhattan West Asset Management, LLC$13.2M102026-06-30
Openarc Corporate Advisory, LLC$13M1232026-06-30
Deutsche Bank AG$13M02026-06-30
Fiduciary Trust Co$13M02026-06-30
Scs Capital Management LLC$13M802026-06-30
Northeast Financial Group, Inc.$12.9M12026-03-31
Kestra Private Wealth Services, LLC$12.9M2062026-06-30
Global Wealth Strategies & Associates$12.8M112026-06-30
Nisa Investment Advisors, LLC$12.8M822026-06-30
Integrated Advisors Network LLC$12.8M792026-06-30
Stonehage Fleming Financial Services Holdings Ltd$12.7M02026-06-30
Quantinno Capital Management LP$12.6M02026-06-30
Diversified Portfolios, Inc.$12.6M102026-06-30
Waverly Advisors, LLC$12.6M2312026-06-30
Atria Investments, Inc$12.5M62026-06-30
Albion Financial Group /ut$12.4M02026-06-30
Rinkey Investments$12.4M102026-06-30
Wealthcare Capital Management LLC$12.4M322026-06-30
Veery Capital, LLC$12.2M82026-06-30
Principal Securities, Inc.$12.2M1,4632026-06-30
Confluence Wealth Services, Inc.$12.2M452026-06-30
First Command Advisory Services$12.1M1,0122026-06-30
Diversified Enterprises, LLC$12M292026-06-30
Summit Financial, LLC$11.6M2292026-06-30

The 250 largest of 1,728 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30