MUB — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns MUB? 108 Institutions Hold $596M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (MUB)? 108 institutions reported holding $595.53M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Wedmont Private Capital ($124.5M), Farther Finance Advisors, LLC ($71.3M), Gradient Investments LLC ($55.8M).

Rank	Institution	Value	Shares	Change
1	Wedmont Private Capital	$124.5M	1.2M	Added
2	Farther Finance Advisors, LLC	$71.3M	705,609	Added
3	Gradient Investments LLC	$55.8M	551,931	Added
4	Trust Co	$33.5M	331,253	Added
5	Legacy Private Trust Co.	$31.8M	314,808	Added
6	CX Institutional	$25.6M	253,468	Added
7	GAMMA Investing LLC	$22.4M	221,161	Trimmed
8	Apella Capital, LLC	$20.2M	200,528	Added
9	Stairway Partners, LLC	$19.1M	188,555	Trimmed
10	RTD Financial Advisors, Inc.	$15.7M	155,559	Trimmed
11	FIRST FINANCIAL BANK - TRUST DIVISION	$13.6M	134,957	Trimmed
12	Global Wealth Strategies & Associates	$11.6M	115,195	Trimmed
13	Veery Capital, LLC	$10.8M	106,827	Trimmed
14	Apeiron RIA LLC	$10.5M	103,916	Added
15	Aletheian Wealth Advisors LLC	$7.2M	71,209	Added
16	Sincerus Advisory, LLC	$6.2M	61,729	Added
17	CONFLUENCE INVESTMENT MANAGEMENT LLC	$6.2M	60,834	Added
18	Prosperity Planning, Inc.	$5.9M	0	Added
19	Conrad Siegel Investment Advisors, Inc.	$5.0M	49,118	Added
20	Exchange Bank	$4.6M	45,151	Added
21	Insight Wealth Strategies, LLC	$4.4M	43,626	Added
22	Galvin, Gaustad & Stein, LLC	$4.2M	41,116	Trimmed
23	Acropolis Investment Management, LLC	$4.1M	40,586	Trimmed
24	Balefire, LLC	$3.6M	35,404	Added
25	McNaughton Wealth Management, LLC	$3.5M	34,322	Added

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