ETF Holders

Who owns LMUB?

Bond

iShares Long-Term National Muni Bd ETF · iShares

183 institutions reported holding LMUB, worth $1.9B, in Form 13F filings for June 30, 2026.

13F holders
183
Institutional value
$1.9B
Change from prior quarter
+20.8%
+$330.0M, with price moves
New and sold-out firms
51 / 10
112 added, 11 trimmed

Top 10 institutional holders of LMUB

FirmLocationValueSharesChange
Envestnet Asset Management Inc.Berwyn, PA$660.1M12,886,730+872,969 shares
LPL Financial LLCFort Mill, SC$340.0M6,637,082+824,723 shares
JPMorgan Chase & CoNew York, NY$143.2M2,795,874+833,369 shares
Morgan StanleyNew York, NY$83.5M1,629,744+220,574 shares
MML Investors Services, LLCSpringfield, MA$77.7M1,517,394+329,982 shares
Cetera Investment AdvisersSchaumburg, IL$61.4M1,198,291+67,416 shares
Park Avenue Securities LLCNew York, NY$59.6M1,163,887+56,380 shares
Envestnet Portfolio Solutions, Inc.Berwyn, PA$45.3M883,578+66,647 shares
Sanctuary Advisors, LLCIndianapolis, IN$26.3M513,457+186,433 shares
KM Capital Management Ltd.Austin, TX$22.7M442,423+31,197 shares
173 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns LMUB?

183 institutional managers reported holding LMUB in Form 13F filings for June 30, 2026, worth $1.9B in total. The largest reported position was held by Envestnet Asset Management Inc., at $660.1M.

Did institutions buy or sell LMUB last quarter?

Reported 13F value rose 20.8% from March 31, 2026, which includes price moves as well as buying and selling. 51 firms reported a new position and 10 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is LMUB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.