Who Owns ISHARES TR (LMUB)? -- Institutional Holders (2026-06-30)

99 institutions reported holding $915.0M of ISHARES TR (LMUB) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($660.1M), PARK AVENUE SECURITIES LLC ($59.6M), Envestnet Portfolio Solutions, Inc. ($45.3M), Buttonwood Financial Group, LLC ($10.0M), Detalus Advisors, LLC ($10.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$660.1M12.9MAdded
2PARK AVENUE SECURITIES LLC$59.6M1.2MAdded
3Envestnet Portfolio Solutions, Inc.$45.3M883,578Added
4Buttonwood Financial Group, LLC$10.0M195,270Added
5Detalus Advisors, LLC$10.0M195,227Added
6Kestra Advisory Services, LLC$8.5M166,629Added
7Kelly Financial Services LLC$6.7M131,465Added
8Atlatl Advisers LLC$6.6M128,359Added
9ONE WEALTH CAPITAL MANAGEMENT, LLC$6.5M127,065Added
10Savvy Advisors, Inc.$6.4M124,535Added
11WATERSHED PRIVATE WEALTH LLC$6.2M120,450Trimmed
12Farther Finance Advisors, LLC$5.7M110,326Added
13Atria Investments, Inc$4.9M95,732Added
14Cambridge Investment Research Advisors, Inc.$4.9M95,498Added
15ONE Advisory Partners, LLC$4.8M92,813Added
16JB Capital LLC$4.5M88,356Added
17Plancorp, LLC$4.3M85,460New
18DIVERSIFY WEALTH MANAGEMENT, LLC$4.3M87,187Added
19Able Wealth Management LLC$3.5M69,016Added
20Ashton Thomas Private Wealth, LLC$3.3M65,017Added
21Strategic Blueprint, LLC$3.2M62,156Added
22COMMONWEALTH EQUITY SERVICES, LLC$2.7M52,184Added
23THEORY FINANCIAL LLC$2.0M38,963Added
24Sovran Advisors, LLC$1.8M36,946Added
25MGO ONE SEVEN LLC$1.8M35,381Added

Source: SEC Form 13F filings · as of 2026-06-30