MBB — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns MBB? 53 Institutions Hold $410M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (MBB)? 53 institutions reported holding $410.43M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($153.3M), Rockland Trust Co ($59.5M), Avidian Wealth Enterprises, LLC ($39.4M).

Rank	Institution	Value	Shares	Change
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$153.3M	1.7M	Added
2	ROCKLAND TRUST CO	$59.5M	663,553	Added
3	Avidian Wealth Enterprises, LLC	$39.4M	439,200	Trimmed
4	Bangor Savings Bank	$38.5M	429,111	Added
5	CONFLUENCE INVESTMENT MANAGEMENT LLC	$26.0M	290,234	Trimmed
6	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$19.8M	220,982	Added
7	Galvin, Gaustad & Stein, LLC	$17.1M	191,296	Trimmed
8	Boltwood Capital Management	$13.2M	147,239	Added
9	McNaughton Wealth Management, LLC	$5.3M	59,347	Trimmed
10	Farther Finance Advisors, LLC	$5.2M	58,541	Trimmed
11	Monument Capital Management	$5.1M	56,820	Added
12	Insight Wealth Strategies, LLC	$4.4M	49,492	Added
13	Balefire, LLC	$2.4M	26,435	Added
14	Venture Visionary Partners LLC	$2.4M	26,263	Trimmed
15	Intelligence Driven Advisers, LLC	$2.3M	26,218	Added
16	Invariant Investment Management	$1.8M	20,504	Added
17	Rosenberg Matthew Hamilton	$1.8M	19,603	Added
18	SAPIENT CAPITAL LLC	$1.7M	19,088	Trimmed
19	BOS Asset Management, LLC	$1.6M	17,426	Added
20	TITLEIST ASSET MANAGEMENT, LLC	$1.1M	11,770	Trimmed
21	Acropolis Investment Management, LLC	$988,984	11,035	Added
22	Cassilly Financial Group LLC	$945,401	10,549	Trimmed
23	Montecito Bank & Trust	$904,087	10,088	Trimmed
24	FC Advisory LLC	$822,557	9,178	Added
25	Central Pacific Bank - Trust Division	$711,672	7,941	Added

Source: SEC Form 13F filings · as of 2026-09-30