Who owns iShares CMBS ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CMBS from SEC Form 13F filings across 91 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, 91 institutions disclosed 7.0M shares of iShares CMBS ETF worth $340.1M — about 70.7% of shares outstanding; the largest disclosed holder is UBS Group AG. Source: SEC Form 13F filings, parsed by EvidInvest.
91
13F holders
$340.1M
value, 2026 filers
70.7%
of shares outstanding (7.0M sh)
9
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 | ARVEST INVESTMENTS, INC. | 494,745 | $24.1M | 2.9% | 5% | +6.4% |
| 4 | PRUDENTIAL PLC | 427,295 | $20.8M | 0.1% | 4.3% | +138.0% |
| 5 | LPL Financial LLC | 426,140 | $20.7M | 0.0% | 4.3% | -18.2% |
| 6 | SYON CAPITAL LLC | 411,146 | $20.0M | 0.9% | 4.2% | -22.1% |
| 7 | HANCOCK WHITNEY CORP | 280,554 | $13.6M | 0.2% | 2.8% | -2.5% |
| 8 | MORGAN STANLEY | 271,168 | $13.2M | 0.0% | 2.7% | +9.8% |
| 9 | Prepared Retirement Institute LLC | 261,927 | $12.7M | 5.4% | 2.6% | +2.0% |
| 10 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 226,208 | $11.0M | 0.0% | 2.3% | -26.4% |
| 11 | CENTRAL BANK & TRUST CO | 194,047 | $9.4M | 1.3% | 2% | +0.5% |
| 12 | WELLS FARGO & COMPANY/MN | 189,251 | $9.2M | 0.0% | 1.9% | +0.4% |
| 13 | Cetera Investment Advisers | 163,077 | $7.9M | 0.0% | 1.6% | +6.3% |
| 14 | BANK OF AMERICA CORP /DE/ | 153,445 | $7.5M | 0.0% | 1.6% | -5.0% |
| 15 | RAYMOND JAMES FINANCIAL INC | 137,709 | $6.7M | 0.0% | 1.4% | +22.2% |
| 16 | OSAIC HOLDINGS, INC. | 120,322 | $5.9M | 0.0% | 1.2% | -30.4% |
| 17 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 99,078 | $4.8M | 0.7% | 1% | +3.3% |
| 18 | AMERIPRISE FINANCIAL INC | 89,253 | $4.3M | 0.0% | 0.9% | -5.0% |
| 19 | Krilogy Financial LLC | 72,956 | $3.5M | 0.1% | 0.7% | +1.1% |
| 20 | Ocean Park Asset Management, LLC | 63,286 | $3.1M | 0.1% | 0.6% | 0.0% |
| 21 | Pathstone Holdings, LLC | 62,228 | $3.0M | 0.0% | 0.6% | -0.1% |
| 22 | FRANKLIN RESOURCES INC | 57,370 | $2.8M | 0.0% | 0.6% | +11.1% |
| 23 | Insight Wealth Partners, LLC | 52,683 | $2.6M | 0.3% | 0.5% | -25.6% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 48,362 | $2.4M | 0.0% | 0.5% | +1.4% |
| 25 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 44,099 | $2.1M | 0.0% | 0.4% | -28.8% |
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. Research, not investment advice.