Who Owns ISHARES TR (CMBS)? -- Institutional Holders (2026-03-31)
104 institutions reported holding $361.0M of ISHARES TR (CMBS) in SEC 13F filings for 2026-03-31. Largest institutional holders: UBS Group AG ($80.7M), SYON CAPITAL LLC ($25.7M), AE Wealth Management LLC ($25.5M), LPL Financial LLC ($25.4M), ARVEST INVESTMENTS, INC. ($22.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | UBS Group AG | $80.7M | 1.7M | Added |
| 2 | SYON CAPITAL LLC | $25.7M | 527,656 | Trimmed |
| 3 | AE Wealth Management LLC | $25.5M | 523,579 | Added |
| 4 | LPL Financial LLC | $25.4M | 521,012 | Added |
| 5 | ARVEST INVESTMENTS, INC. | $22.7M | 465,122 | Added |
| 6 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $15.0M | 307,513 | Added |
| 7 | HANCOCK WHITNEY CORP | $14.1M | 287,723 | Added |
| 8 | Prepared Retirement Institute LLC | $12.5M | 256,714 | Added |
| 9 | MORGAN STANLEY | $12.0M | 246,959 | Trimmed |
| 10 | CENTRAL BANK & TRUST CO | $9.4M | 193,075 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $9.2M | 188,474 | Added |
| 12 | PRUDENTIAL PLC | $8.7M | 179,528 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $8.4M | 172,966 | Trimmed |
| 14 | BANK OF AMERICA CORP /DE/ | $7.9M | 161,478 | Trimmed |
| 15 | Cetera Investment Advisers | $7.5M | 153,411 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $5.5M | 112,689 | Added |
| 17 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $4.7M | 95,881 | Trimmed |
| 18 | AMERIPRISE FINANCIAL INC | $4.6M | 93,994 | Trimmed |
| 19 | CITADEL ADVISORS LLC | $3.9M | 79,859 | New |
| 20 | Krilogy Financial LLC | $3.5M | 72,165 | Trimmed |
| 21 | SYKON CAPITAL LLC | $3.5M | 72,009 | Trimmed |
| 22 | Insight Wealth Partners, LLC | $3.5M | 70,853 | Added |
| 23 | Ocean Park Asset Management, LLC | $3.1M | 63,286 | Hold |
| 24 | Pathstone Holdings, LLC | $3.0M | 62,277 | Trimmed |
| 25 | GOLDMAN SACHS GROUP INC | $3.0M | 62,185 | New |
Source: SEC Form 13F filings · as of 2026-03-31