← Every company

Who Owns iShares National Muni Bond ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares National Muni Bond ETF.

Who crossed 5% of MUB →
Managers holding
89
as of 2026-09-30
Reported value
$512.2M
summed across filings
Shares held
5.1M
Added vs trimmed
41 / 36
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Wedmont Private CapitalNATIONAL MUN ETF1.2M shadded$124.5M
Farther Finance Advisors, LLCETF705.6K shadded$71.3M
Gradient Investments LLCNATIONAL MUN ETF551.9K shadded$55.8M
Trust CoETF331.3K shadded$33.5M
Legacy Private Trust Co.NATIONAL MUN ETF314.8K shadded$31.8M
GAMMA Investing LLCETF221.2K shtrimmed$22.4M
Apella Capital, LLCNATIONAL MUN ETF200.5K shadded$20.2M
RTD Financial Advisors, Inc.NATIONAL MUN ETF155.6K shtrimmed$15.7M
Veery Capital, LLCNATIONAL MUN ETF106.8K shtrimmed$10.8M
Apeiron RIA LLCNATIONAL MUN ETF103.9K shadded$10.5M
Aletheian Wealth Advisors LLCNATIONAL MUN ETF71.2K shadded$7.2M
Sincerus Advisory, LLCNATIONAL MUN ETF61.7K shadded$6.2M
Prosperity Planning, Inc.NATIONAL MUN ETF57.9K shadded$5.9M
Conrad Siegel Investment Advisors, Inc.NATIONAL MUN ETF49.1K shadded$5M
Exchange BankMUTUAL FUNDS /45.2K shadded$4.6M
Insight Wealth Strategies, LLCNATIONAL MUN ETF43.6K shadded$4.4M
Galvin, Gaustad & Stein, LLCNATIONAL MUN ETF41.1K shtrimmed$4.2M
Acropolis Investment Management, LLCNATIONAL MUN ETF40.6K shtrimmed$4.1M
Balefire, LLCNATIONAL MUN ETF35.4K shadded$3.6M
McNaughton Wealth Management, LLCNATIONAL MUN ETF34.3K shadded$3.5M
Grove Bank & TrustNATIONAL MUN ETF30.3K shadded$3.1M
COLTON GROOME FINANCIAL ADVISORS, LLCNATIONAL MUN ETF30.2K shadded$3.1M
WALLER FINANCIAL PLANNING GROUP, INCNATIONAL MUN ETF28.7K shadded$2.9M
SigFig Wealth Management, LLCNATIONAL MUN ETF27.8K shadded$2.8M
ACIMA PRIVATE WEALTH, LLCETF27.5K shadded$2.8M
Veracity Capital LLCNATIONAL MUN ETF24.4K shadded$2.5M
First Heartland Consultants, Inc.NATIONAL MUN ETF22.7K shadded$2.3M
Avidian Wealth Enterprises, LLCNATIONAL MUN ETF22.6K shtrimmed$2.3M
MKD WEALTH COACHES, LLCNATIONAL MUN ETF22.5K shadded$2.3M
Retirement Wealth Solutions LLCNATIONAL MUN ETF20.4K shadded$2.1M
COLLECTIVE FAMILY OFFICE LLCNATIONAL MUN ETF18.9K shadded$1.9M
Graves Light Lenhart Wealth, Inc.NATIONAL MUN ETF16.6K shadded$1.7M
Valeo Financial Advisors, LLCETF15.6K shtrimmed$1.6M
Paladin Partners, LLCETF15.6K shadded$1.6M
FC Advisory LLCNATIONAL MUN ETF15K shtrimmed$1.5M
Venture Visionary Partners LLCNATIONAL MUN ETF14.8K shtrimmed$1.5M
JUNCTURE WEALTH STRATEGIES, LLCNATIONAL MUN ETF13K shtrimmed$1.3M
Friday FinancialNATIONAL MUN ETF12.8K shadded$1.3M
Dorato Capital ManagementNATIONAL MUN ETF12.8K shtrimmed$1.3M
CoreCap Advisors, LLCETF12.5K shadded$1.3M
Heartwood Wealth Advisors LLCETF11.9K shtrimmed$1.2M
Wealth Enhancement Trust Services, Inc.NATIONAL MUN ETF11.6K shadded$1.2M
Rosenberg Matthew HamiltonETF11.2K shtrimmed$1.1M
ACT WEALTH MANAGEMENT, LLCNATIONAL MUN ETF10.7K shadded$1.1M
MassMutual Private Wealth & Trust, FSBExchange Traded Fund9.7K shtrimmed$984.4K
RIVERSEDGE ADVISORS, LLCNATIONAL MUN ETF9.6K shtrimmed$973.6K
Crumly & Associates Inc.NATIONAL MUN ETF9.4K shadded$947.7K
Bangor Savings BankNATIONAL MUN ETF9.2K shtrimmed$932K
Roan Capital PartnersNATIONAL MUN ETF9.2K shtrimmed$930.7K
THRYVE WEALTH MANAGEMENT LLCNATIONAL MUN ETF9.2K shadded$928.3K
CYPRESS FINANCIAL PLANNING LLCNATIONAL MUN ETF8.5K shtrimmed$858.2K
KWMG, LLCNATIONAL MUN ETF8.2K shtrimmed$825.3K
TITLEIST ASSET MANAGEMENT, LLCNATIONAL MUN ETF8.1K shtrimmed$823.9K
Capital Advisors Wealth Management, LLCNATIONAL MUN ETF8K shtrimmed$806.1K
Pathway Financial Advisors LLCNATIONAL MUN ETF7.6K shheld$767.5K
EPIQ PARTNERS, LLCNATIONAL MUN ETF7K shtrimmed$704.8K
Breakwater Capital GroupNATIONAL MUN ETF6.8K shtrimmed$682.5K
Frisco Financial Planning LLCExchange Traded Fund6.1K shtrimmed$620.5K
Hiley Hunt Wealth ManagementNATIONAL MUN ETF6K shadded$601.8K
Monument Capital ManagementNATIONAL MUN ETF5.8K shadded$587.5K
DAVIDSON TRUST COFixed Income5.4K shheld$544.9K
Cassilly Financial Group LLCNATIONAL MUN ETF5.3K shtrimmed$536.9K
Hummer Financial Advisory Services IncNATIONAL MUN ETF5K shheld$505.5K
ARMSTRONG ADVISORY GROUP, INCNATIONAL MUN ETF5K shtrimmed$502.7K
Canandaigua National Trust Co of FloridaCom4.9K shadded$499.3K
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCNATIONAL MUN ETF4.8K shadded$484.7K
Everhart Financial Group, Inc.NATIONAL MUN ETF4.8K shtrimmed$482.6K
EASTERN BANKNATIONAL MUN ETF4.6K shadded$467.9K
Cadent Capital Advisors, LLCNATIONAL MUN ETF4.4K shtrimmed$443.9K
Atlas Brown,Inc.ETF4.3K shadded$436.3K
Iowa State BankCom4.2K shheld$428.2K
Gerald Baker Financial Group LLCNATIONAL MUN ETF3.7K shtrimmed$373.6K
Lake Hills Wealth Management, LLCNATIONAL MUN ETF3.4K shtrimmed$346.4K
DIVERSIFIED MANAGEMENT INCNATIONAL MUN ETF3.2K shheld$320.5K
Vann Equity Management LLCNATIONAL MUN ETF2.9K sh—$295.8K
KFA Private Wealth Group, LLCNATIONAL MUN ETF2.9K shtrimmed$289K
Whitcomb & Hess, Inc.NATIONAL MUN ETF2.7K shadded$267.9K
Factor Wealth Management LTDNATIONAL MUN ETF2.5K shtrimmed$252K
LifeGoal Investments, LLCNATIONAL MUN ETF2.5K shtrimmed$247.8K
Baron Financial Group, LLCNATIONAL MUN ETF2.4K shtrimmed$241.6K
S.E.E.D. Planning Group LLCNATIONAL MUN ETF2.3K sh—$233.3K
Cooper Financial GroupNATIONAL MUN ETF2.1K shtrimmed$214.4K
Pacifica Partners Inc.NATIONAL MUN ETF1.5K shtrimmed$146.9K
ATWOOD & PALMER INCCOM860 shadded$87K
TOTH FINANCIAL ADVISORY CORPNATIONAL MUN ETF452 shheld$45.7K
Bank of New HampshireNATIONAL MUN ETF372 shheld$37.6K
Investors Research CorpNATIONAL MUN ETF139 shheld$14.1K
VALLEY WEALTH MANAGERS, INC.ETF95 shheld$9.6K
MJT & Associates Financial Advisory Group, Inc.ETF56 shheld$5.7K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on MUB

Follow iShares National Muni Bond ETF (MUB) by email

New trades in iShares National Muni Bond ETF (MUB) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets