CMBS institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding92
Shares held7,000,851
Reported value$340.6m
Quarter flows10 new, 34 added, 32 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
UBS Group AG1,469,948$71.5m0.0%
AE Wealth Management LLC575,306$28.0m0.1%
ARVEST INVESTMENTS, INC.494,745$24.1m2.9%
PRUDENTIAL PLC427,295$20.8m0.1%
LPL Financial LLC426,140$20.7m0.0%
SYON CAPITAL LLC411,146$20.0m0.9%
HANCOCK WHITNEY CORP280,554$13.6m0.2%
MORGAN STANLEY271,168$13.2m0.0%
Prepared Retirement Institute LLC261,927$12.7m5.4%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC226,208$11.0m0.0%
CENTRAL BANK & TRUST CO194,047$9.4m1.3%
WELLS FARGO & COMPANY/MN189,251$9.2m0.0%
Cetera Investment Advisers163,077$7.9m0.0%
BANK OF AMERICA CORP /DE/153,445$7.5m0.0%
RAYMOND JAMES FINANCIAL INC137,709$6.7m0.0%
OSAIC HOLDINGS, INC.120,322$5.9m0.0%
SCHMIDT P J INVESTMENT MANAGEMENT INC99,078$4.8m0.7%
AMERIPRISE FINANCIAL INC89,253$4.3m0.0%
Krilogy Financial LLC72,956$3.5m0.1%
Ocean Park Asset Management, LLC63,286$3.1m0.1%
Pathstone Holdings, LLC62,228$3.0m0.0%
FRANKLIN RESOURCES INC57,370$2.8m0.0%
Insight Wealth Partners, LLC52,683$2.6m0.3%
ENVESTNET ASSET MANAGEMENT INC48,362$2.4m0.0%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC44,099$2.1m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CMBS"). CMBS price history · All 13F data

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