Who owns iShares CMBS ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of CMBS from SEC Form 13F filings across 63 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 63 institutions disclosed 4.7M shares of iShares CMBS ETF worth $226.7M — about 47.4% of shares outstanding; the largest disclosed holder is UBS Group AG. Source: SEC Form 13F filings, parsed by EvidInvest.
63
13F holders
$226.7M
value, 2026 filers
47.4%
of shares outstanding (4.7M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CMBS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.5M | $71.5M | 0.0% | 14.9% | -11.3% |
| 2 | AE Wealth Management LLC | 575,306 | $28.0M | 0.1% | 5.8% | +9.9% |
| 3 | LPL Financial LLC | 426,140 | $20.7M | 0.0% | 4.3% | -18.2% |
| 4 | MORGAN STANLEY | 271,168 | $13.2M | 0.0% | 2.7% | +9.8% |
| 5 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 226,208 | $11.0M | 0.0% | 2.3% | -26.4% |
| 6 | CENTRAL BANK & TRUST CO | 194,047 | $9.4M | 1.3% | 2% | +0.5% |
| 7 | WELLS FARGO & COMPANY/MN | 189,251 | $9.2M | 0.0% | 1.9% | +0.4% |
| 8 | Cetera Investment Advisers | 163,077 | $7.9M | 0.0% | 1.6% | +6.3% |
| 9 | BANK OF AMERICA CORP /DE/ | 153,445 | $7.5M | 0.0% | 1.6% | -5.0% |
| 10 | RAYMOND JAMES FINANCIAL INC | 137,709 | $6.7M | 0.0% | 1.4% | +22.2% |
| 11 | OSAIC HOLDINGS, INC. | 120,322 | $5.9M | 0.0% | 1.2% | -30.4% |
| 12 | AMERIPRISE FINANCIAL INC | 89,253 | $4.3M | 0.0% | 0.9% | -5.0% |
| 13 | Krilogy Financial LLC | 72,956 | $3.5M | 0.1% | 0.7% | +1.1% |
| 14 | Pathstone Holdings, LLC | 62,228 | $3.0M | 0.0% | 0.6% | -0.1% |
| 15 | FRANKLIN RESOURCES INC | 57,370 | $2.8M | 0.0% | 0.6% | +11.1% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 48,362 | $2.4M | 0.0% | 0.5% | +1.4% |
| 17 | JONES FINANCIAL COMPANIES LLLP | 40,041 | $2.0M | 0.0% | 0.4% | +0.8% |
| 18 | JANE STREET GROUP, LLC | 38,800 | $1.9M | 0.0% | 0.4% | +42.3% |
| 19 | CITADEL ADVISORS LLC | 37,816 | $1.8M | 0.0% | 0.4% | -52.6% |
| 20 | Arete Wealth Advisors, LLC | 35,122 | $1.7M | 0.1% | 0.4% | +8.0% |
| 21 | Rosenberg Matthew Hamilton | 30,714 | $1.5M | 0.3% | 0.3% | +12.0% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 29,523 | $1.4M | 0.0% | 0.3% | -12.3% |
| 23 | FIRST TRUST ADVISORS LP | 28,764 | $1.4M | 0.0% | 0.3% | +1.1% |
| 24 | Palogic Value Management, L.P. | 26,503 | $1.3M | 0.4% | 0.3% | -3.2% |
| 25 | Cambridge Investment Research Advisors, Inc. | 20,778 | $1,010 | 0.0% | 0.2% | +117.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.