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Who owns LMUBWhat LMUB owns — n/a

Who owns iShares Long-Term National Muni Bond ETF?

Institutional ownership of LMUB from SEC Form 13F filings across 122 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.

122

13F holders

$1.73B

value, 2026 filers

102.8%

of shares outstanding (35.1M sh)

36

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 LMUB's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ENVESTNET ASSET MANAGEMENT INC12.9M$660.1M0.2%37.7%+7.3%
2LPL Financial LLC6.6M$340.0M0.1%19.4%+14.2%
3JPMORGAN CHASE & CO2.8M$143.2M0.0%8.2%+42.5%
4MORGAN STANLEY1.6M$83.5M0.0%4.8%+15.7%
5MML INVESTORS SERVICES, LLC1.5M$77.7M0.2%4.4%+27.8%
6Cetera Investment Advisers1.2M$61.4M0.1%3.5%+6.0%
7PARK AVENUE SECURITIES LLC1.2M$59,6140.4%3.4%+5.1%
8Envestnet Portfolio Solutions, Inc.883,578$45.3M0.2%2.6%+8.2%
9Sanctuary Advisors, LLC513,457$26.3M0.0%1.5%+57.0%
10KM Capital Management Ltd.442,423$22.7M10.7%1.3%+7.6%
11Vise Technologies, Inc.NEW356,058$18.2M0.2%1%new
12Foundations Investment Advisors, LLC341,310$17.5M0.2%1%+32.4%
13OneDigital Investment Advisors LLC305,445$15.6M0.1%0.9%+46.9%
14Icon Wealth Advisors, LLC303,512$15.5M0.9%0.9%+3.5%
15BlackRock, Inc.256,048$13.1M0.0%0.7%0.0%
16Manhattan West Asset Management, LLC206,883$10.6M1.8%0.6%+30.6%
17STIFEL FINANCIAL CORP202,598$10.4M0.0%0.6%+10.4%
18Buttonwood Financial Group, LLC195,270$10.0M5.7%0.6%+6.7%
19Bank of New York Mellon Corp176,327$9.0M0.0%0.5%+19.1%
20Orion Porfolio Solutions, LLC173,943$8.9M0.1%0.5%+8.4%
21Kestra Advisory Services, LLC166,629$8.5M0.0%0.5%+103.3%
22Atlatl Advisers LLC128,359$6.6M1.6%0.4%+2.1%
23ONE WEALTH CAPITAL MANAGEMENT, LLC127,065$6.5M1.8%0.4%+69.6%
24Savvy Advisors, Inc.124,535$6.4M0.1%0.4%+16.5%
25JANE STREET GROUP, LLC122,442$6.3M0.0%0.4%-42.1%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.