Who Owns ISHARES TR (CMBS)? -- Institutional Holders (2026-06-30)
101 institutions reported holding $340.1M of ISHARES TR (CMBS) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($71.5M), AE Wealth Management LLC ($28.0M), ARVEST INVESTMENTS, INC. ($24.1M), PRUDENTIAL PLC ($20.8M), LPL Financial LLC ($20.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | UBS Group AG | $71.5M | 1.5M | Trimmed |
| 2 | AE Wealth Management LLC | $28.0M | 575,306 | Added |
| 3 | ARVEST INVESTMENTS, INC. | $24.1M | 494,745 | Added |
| 4 | PRUDENTIAL PLC | $20.8M | 427,295 | Added |
| 5 | LPL Financial LLC | $20.7M | 426,140 | Trimmed |
| 6 | SYON CAPITAL LLC | $20.0M | 411,146 | Trimmed |
| 7 | HANCOCK WHITNEY CORP | $13.6M | 280,554 | Trimmed |
| 8 | MORGAN STANLEY | $13.2M | 271,168 | Added |
| 9 | Prepared Retirement Institute LLC | $12.7M | 261,927 | Added |
| 10 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $11.0M | 226,208 | Trimmed |
| 11 | CENTRAL BANK & TRUST CO | $9.4M | 194,047 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $9.2M | 189,251 | Added |
| 13 | Cetera Investment Advisers | $7.9M | 163,077 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $7.5M | 153,445 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $6.7M | 137,709 | Added |
| 16 | OSAIC HOLDINGS, INC. | $5.9M | 120,322 | Trimmed |
| 17 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $4.8M | 99,078 | Added |
| 18 | AMERIPRISE FINANCIAL INC | $4.3M | 89,253 | Trimmed |
| 19 | Krilogy Financial LLC | $3.5M | 72,956 | Added |
| 20 | Ocean Park Asset Management, LLC | $3.1M | 63,286 | Hold |
| 21 | Pathstone Holdings, LLC | $3.0M | 62,228 | Trimmed |
| 22 | FRANKLIN RESOURCES INC | $2.8M | 57,370 | Added |
| 23 | Insight Wealth Partners, LLC | $2.6M | 52,683 | Trimmed |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 48,362 | Added |
| 25 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $2.1M | 44,099 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30