SUB institutional holders

iShares Short-Term National Muni Bond ETF · 956 reporting institutions · $9.7B reported value

Funds that can replace SUB · SUB return decomposition

Institutional holdings

Institutions reporting SUB, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$1.2B02026-06-30
Mercer Global Advisors Inc /adv$1.1B02026-06-30
Morgan Stanley$593.8M23,1852026-06-30
Bank of New York Mellon Corp$505.3M02026-06-30
UBS Group AG$328.3M02026-06-30
Creative Planning$314.6M1,1712026-06-30
Sei Investments Co$314.2M02026-06-30
Northwestern Mutual Wealth Management Co$165.2M02026-06-30
Citigroup Inc$163.1M02026-06-30
Captrust Financial Advisors$147.9M9622026-06-30
Franklin Resources Inc$130.4M02026-06-30
Ameriprise Financial Inc$121.3M02026-06-30
Lpl Financial LLC$109.1M23,4582026-06-30
Goldman Sachs Group Inc$101.5M02026-06-30
Robinhood Asset Management, LLC$96M1362026-06-30
Envestnet Pmc$91.2M602026-06-30
Mariner, LLC$90.6M02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$86.6M1,7212026-06-30
Focus Partners Wealth$80M1,0482026-06-30
Raymond James Financial Inc$79.1M02026-06-30
Salomon & Ludwin, LLC$77.3M62026-06-30
Nisa Investment Advisors, LLC$71.9M822026-06-30
Bank of Montreal /can$66.5M02026-06-30
Royal Bank of Canada$62.9M02026-06-30
Jpmorgan Chase & Co$60.4M02026-06-30
Heritage Investment Group, Inc.$58.7M122026-06-30
Allworth Financial, LP$56.2M3172026-06-30
Commonwealth Equity Services, LLC$56.1M2,8632026-06-30
Cerity Partners LLC$52.4M7772026-06-30
Truepoint, Inc.$49M402026-06-30
US Bancorp$48.3M02026-06-30
Wells Fargo & Company/mn$47.2M02026-06-30
Hightower Advisors, LLC$46.2M1,0462026-06-30
Willow Creek Wealth Management Inc.$45.1M102025-09-30
Orion Porfolio Solutions, LLC$45M1992026-06-30
Wit, LLC$44.6M02026-06-30
Apella Capital, LLC$44.2M1042026-06-30
Crestwood Advisors Group, LLC$42.2M402026-06-30
Stifel Financial Corp$38.3M02026-06-30
Cetera Investment Advisers$37.4M10,3702026-06-30
Beacon Pointe Advisors, LLC$36.5M4662026-06-30
TIAA Wealth Investment Management LLC$36.1M72026-06-30
Ep Wealth Advisors, LLC$36.1M3382026-06-30
Citizens Financial Group Inc/ri$36M02026-06-30
Dgs Capital Management, LLC$35.2M12026-03-31
Merit Financial Group, LLC$34.4M2952026-06-30
Rmr Wealth Builders, Inc.$33.3M542026-06-30
Rockefeller Capital Management LP$33.1M3462026-06-30
Willis Johnson & Associates, Inc.$31M312026-06-30
Modera Wealth Management, LLC$30.7M1352026-06-30
Glenview Trust Co$30.4M02026-06-30
Bear Mountain Capital, Inc.$30M92026-06-30
Gross & Hartman Investments LLC$30M32026-06-30
Osaic Holdings, Inc.$29.6M02026-06-30
CIBC Bancorp USA Inc.$29.3M02026-06-30
Cahaba Wealth Management, Inc.$28.8M172026-06-30
Ritholtz Wealth Management$28.5M582026-06-30
Freestone Capital Holdings, LLC$28.3M662026-06-30
Abundance Wealth Counselors, LLC$28M122026-06-30
Jones Financial Companies LLLP$27.2M02026-06-30
Lvw Advisors, LLC$27M82026-06-30
Wealth Enhancement Advisory Services, LLC$26.6M1,0262026-06-30
Old National Bancorp /in$26M02026-06-30
Bip Wealth, LLC$25.5M622026-06-30
Safe Harbor Family Capital, LLC$25M12026-06-30
CIBC Private Wealth Group LLC$24.1M02025-12-31
Gamma Investing LLC$23.6M72026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$22.5M02026-06-30
Mather Group, Llc.$21.9M1102026-06-30
Fifth Third Bancorp$21.6M02026-06-30
Legacy Edge Advisors, LLC$21.2M182026-06-30
The Ascent Group, LLC$20.5M202026-06-30
Partners Capital Investment Group, LLP$20.2M12026-06-30
Alesco Advisors, LLC, An Esl Company$20.2M142026-06-30
Carnegie Investment Counsel$19.5M372026-06-30
Members Trust Co$19.4M02026-06-30
Arkansas Financial Group, Inc.$18.6M52026-06-30
One Capital Management, LLC$18.3M642026-06-30
Asset Management Group of Bank of Hawaii$18M02026-06-30
Brown Wealth Management, LLC$17.9M62026-06-30
Ellevest, Inc.$17.7M132026-06-30
TD Private Client Wealth LLC$17M5352026-06-30
Comerica Bank$16.7M02025-12-31
MML Investors Services, LLC$16.4M5,1202026-06-30
First National Bank of Omaha$16.2M02026-06-30
Prime Capital Financial$16M2652026-06-30
Dakota Wealth Management$15.9M02026-06-30
Assetmark, Inc$15.8M2202026-06-30
Wealthcare Advisory Partners LLC$15.6M1702026-06-30
Brookstone Capital Management$15.4M3372026-06-30
Brandywine Oak Private Wealth LLC$15.1M102026-06-30
Slow Capital, Inc.$14.9M22026-06-30
City of London Investment Management Co Ltd$14.4M02026-06-30
Oak Harvest Investment Services$13.9M192026-06-30
Flputnam Investment Management Co$13.2M782026-06-30
Quent Capital, LLC$12.8M02026-06-30
Country Club Bank$12.8M02025-09-30
Sequoia Financial Group, LLC$12.6M2582026-06-30
M&T Bank Corp$12.6M02026-06-30
Sanctuary Advisors, LLC$12.6M4012026-06-30
Elequin Capital, LP$12.5M02026-06-30
Grove Bank & Trust$12.5M02026-06-30
Pds Planning, Inc$12.3M102026-06-30
Mbl Advisors$12.1M102026-06-30
Midfirst Bank$12.1M02026-06-30
Integrated Wealth Concepts LLC$12M4802026-06-30
Partners In Financial Planning$11.7M72026-06-30
Mesirow Financial Investment Management, Inc.$11.7M922026-06-30
Kestra Advisory Services, LLC$11.5M1,4792026-06-30
Quantinno Capital Management LP$11.4M02026-06-30
Aaron Wealth Advisors LLC$11.2M102026-06-30
Bailard, Inc.$11.1M402026-06-30
Baird Financial Group, Inc.$10.8M02026-06-30
Altiora Financial Group, LLC$10.5M12026-06-30
Zhang Financial LLC$10.5M202026-06-30
TD Capital Management LLC$10.3M82026-06-30
Choreo, LLC$10.2M1482026-06-30
Central Pacific Bank - Trust Division$10.2M02026-06-30
Financial Solutions Advisory Group$10.1M82026-06-30
Nicolet Bankshares Inc$10M02026-06-30
Waterway Wealth Management, LLC$9.9M62026-06-30
Joel Isaacson & Co., LLC$9.8M152026-06-30
Savvy Advisors, Inc.$9.5M2142026-06-30
Vestmark Advisory Solutions, Inc.$9.1M82026-06-30
Savant Wealth Management$9M4052026-06-30
Corient Private Wealth LP$8.8M6742026-06-30
Newedge Advisors$8.6M6012026-06-30
Bragg Financial Advisors Inc$8.6M152026-06-30
Condor Capital Management$8.4M172026-06-30
Kestra Private Wealth Services, LLC$8.4M2062026-06-30
World Investment Advisors$8.3M3592026-06-30
Nicolet Wealth Management$8.3M462025-12-31
Sheets Smith Wealth Management$8.1M102026-06-30
Brio Consultants, LLC$8.1M162026-06-30
Cambient Family Office, LLC$8M32026-06-30
Jfs Wealth Advisors, LLC$7.9M332026-06-30
Elmwood Wealth Management, Inc.$7.7M42026-06-30
Investment Research Partners$7.7M72026-06-30
Fourthought Financial Partners, LLC$7.6M112026-06-30
Susquehanna International Group, LLP$7.6M02026-06-30
Sageview Advisory Group, LLC$7.5M942026-06-30
Clearwater Capital Advisors, LLC$7.5M152026-06-30
Lazard Asset Management LLC$7.4M322026-06-30
Chesley Taft & Associates LLC$7.4M62026-06-30
Aua Capital Management, LLC$7.2M02026-06-30
Northeast Financial Group, Inc.$7.1M12026-03-31
Deutsche Bank AG$7M02026-06-30
Syntegra Private Wealth Group, LLC$7M122026-06-30
Wedmont Private Capital$7M122026-06-30
Summit Financial, LLC$7M2292026-06-30
Ackerman Capital Management$6.8M32026-06-30
Cascade Financial Partners, LLC$6.8M72026-06-30
Regions Financial Corp$6.7M02026-06-30
Stratos Wealth Partners, Ltd.$6.7M3862026-06-30
Single Point Partners$6.7M112026-06-30
Integrated Advisors Network LLC$6.6M792026-06-30
Meridian Wealth Partners, LLC$6.6M102026-06-30
TIAA Trust, National Association$6.5M02026-06-30
Kings Path Partners LLC$6.3M42026-06-30
Tobias Financial Advisors, Inc.$6.3M82026-06-30
Waverly Advisors, LLC$6.2M2312026-06-30
Hub Investment Partners, LLC$6.1M1182026-06-30
Durante & Waters, LLC$6.1M02026-06-30
Citadel Advisors LLC$6M02026-06-30
First American Trust, Fsb$6M02026-06-30
Amg National Trust Bank$6M02026-06-30
Presilium Private Wealth, LLC$6M52026-06-30
Morton Brown Family Wealth, LLC$5.9M72026-06-30
Lutz Financial Services LLC$5.9M152026-06-30
Triad Wealth Partners, LLC$5.8M492026-06-30
United Capital Financial Advisors, LLC$5.7M1662026-06-30
Signet Financial Management, LLC$5.7M122026-03-31
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$5.6M02026-06-30
Valmark Advisers, Inc.$5.6M2952026-06-30
Anderson Hoagland & Co$5.5M72026-06-30
Apex Wealth Management, LLC$5.5M22026-06-30
Larson Financial Group LLC$5.5M672026-06-30
Perigon Wealth Management, LLC$5.4M922026-06-30
Life Planning Partners, Inc$5.4M32026-06-30
Advisory Services Network$5.4M2532026-06-30
Prospera Financial Services, Inc.$5.4M2702026-06-30
Pine Harbor Wealth Management, LLC$5.4M12026-06-30
Symmetry Partners, LLC$5.3M232026-06-30
Cwm, LLC$5.3M6672026-03-31
McNamara Financial Services, Inc.$5.3M42026-06-30
Private Wealth Management Group, LLC$5.2M72026-06-30
Yeomans Consulting Group, Inc.$5.2M02025-12-31
Rockwood Wealth Management, LLC$5.2M462026-06-30
PNC Financial Services Group, Inc.$5.2M02026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$5.2M992026-06-30
Greenleaf Trust$5.2M02026-06-30
Composition Wealth, LLC$5.1M762026-06-30
Voisard Asset Management Group$5.1M62026-06-30
Xml Financial, LLC$5.1M282026-06-30
Wealthfront Advisers LLC$5.1M402026-06-30
Wealthspire Advisors, LLC$5.1M2372026-06-30
Lindenwold Advisors, Inc$5M02025-09-30
Root Financial Partners, LLC$5M642026-06-30
Gwn Securities Inc.$4.8M4492026-06-30
Farther Finance Advisors, LLC$4.8M3342026-06-30
Eagle Rock Investment Company, LLC$4.8M32026-06-30
Invested Advisors$4.7M32026-06-30
Sentinel Wealth Management, Inc.$4.7M22026-06-30
Avantax Planning Partners, Inc.$4.7M102026-06-30
German American Bancorp, Inc.$4.7M02026-06-30
Great Valley Advisor Group, LLC$4.6M2052026-06-30
Financial Plan, Inc.$4.5M132026-06-30
Lji Wealth Management, LLC$4.4M132026-06-30
Truist Financial Corp$4.4M02026-06-30
Focus Partners Advisor Solutions, LLC$4.4M422026-06-30
Greenspring Advisors, LLC$4.4M442026-06-30
Bwm Planning, LLC$4.3M52026-06-30
Baron Financial Group, LLC$4.3M42026-06-30
Allstate Corp$4.3M02026-06-30
Fairview Capital Investment Management, LLC$4.2M02026-06-30
King Luther Capital Management Corp$4.2M342026-06-30
Bco Wealth Management, LLC$4.2M42026-06-30
Mayflower Advisors$4.2M272026-06-30
Mullooly Asset Management, Inc.$4.1M42026-06-30
Sanchez Levi Garrett$4.1M52026-06-30
Fisher Asset Management, LLC$4.1M2,9842026-06-30
Charles Schwab Trust Co$4.1M02026-06-30
Blair William & Co/il$4.1M3292026-06-30
Manhattan West Asset Management, LLC$4M102026-06-30
Curbstone Financial Management Corp$4M62026-06-30
Prosperity Planning, Inc.$4M112026-06-30
Diversified Portfolios, Inc.$4M102026-06-30
Dynamic$3.9M752026-06-30
1015 Capital Partners, LLC$3.9M22026-06-30
North Dallas Bank & Trust Co$3.9M02026-06-30
Alhambra Investment Management LLC$3.8M52026-06-30
Wealth Architects, LLC$3.8M152026-06-30
Vise Technologies, Inc.$3.7M02026-06-30
Umb Bank, N.A.$3.7M02026-06-30
K2 Financial Inc.$3.7M82026-06-30
Patten Group, Inc.$3.6M72026-06-30
Equita Financial Network, Inc.$3.6M162026-06-30
Signal Tree Financial Partners LLC$3.5M52026-06-30
North Star Investment Management Corporation$3.5M112026-06-30
Avidian Wealth Enterprises, LLC$3.5M432026-06-30
Clearstead; Clearstead Advisory Solutions$3.5M642026-06-30
Naples Global Advisors, LLC$3.4M162026-06-30
Brewster Financial Planning LLC$3.4M32026-06-30
Ausdal Financial Partners, Inc.$3.3M1892026-06-30
Cardiff Park Advisors, LLC$3.3M12026-06-30
Rfg Advisory, LLC$3.3M1912026-06-30
Meritage Portfolio Management$3.3M02025-12-31
Rogco, LP$3.2M02026-06-30
Blackrock, Inc.$3.2M02026-06-30
Fonville Wealth Management LLC$3.2M122026-06-30

The 250 largest of 956 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: 2025-09-30 to 2026-06-30