LMUB
iShares Long-Term National Muni Bond ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +6 | 27.71M | $1.42B | +8 | −2 |
| Q1 2026 | 21 | +19 | 24.61M | $1.23B | +19 | — |
| Q4 2025 | 2 | 0 | 350.85K | $17.68M | — | — |
| Q3 2025 | 1 | 0 | 380.00K | $18.98M | — | — |
| Q2 2025 | 1 | — | 380.00K | $18.49M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 12.01M | New | $599.85M | 0.2% | New | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 5.81M | New | $290.21M | 0.1% | New | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.96M | New | $97.79M | 0.0% | New | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.96M | New | $97.79M | 0.0% | New | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.41M | New | $70.36M | 0.0% | New | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 1.19M | New | $59.29M | 0.2% | New | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 1.13M | New | $56.46M | 0.1% | New | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 256.05K | -20.5% | $12.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 256.05K | -20.5% | $12.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Jane Street Group, Llc | 211.32K | New | $10.55M | 0.0% | New | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 183.50K | New | $9.16M | 0.0% | New | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 183.50K | New | $9.16M | 0.0% | New | 1 | SEC ↗ |
| 13 | Cwm, Llc | 152.22K | New | $7.60M | 0.0% | New | 1 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 148.07K | New | $7.39M | 0.0% | New | 1 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 148.07K | New | $7.39M | 0.0% | New | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 61.05K | +111.6% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 21.04K | New | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 20.83K | New | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 20.83K | New | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 20 | Cerity Partners LLC | 9.39K | New | $468,992 | 0.0% | New | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 9.07K | New | $452,815 | 0.0% | New | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 7.60K | New | $379,468 | 0.0% | New | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 5.50K | New | $274,865 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 4.57K | New | $228,231 | 0.0% | New | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 181 | New | $9,037 | 0.0% | New | 1 | SEC ↗ |
| 26 | UBS Group AG | 115 | New | $5,742 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Envestnet Asset Management Inc | $599.85M | 0.2% |
| LPL Financial LLC | $290.21M | 0.1% |
| JPMorgan Chase | $97.79M | 0.0% |
| JPMorgan Chase | $97.79M | 0.0% |
| Morgan Stanley | $70.36M | 0.0% |
| Mml Investors Services, Llc | $59.29M | 0.2% |
| Cetera Investment Advisers | $56.46M | 0.1% |
| Jane Street Group, Llc | $10.55M | 0.0% |
| Stifel Financial Corp | $9.16M | 0.0% |
| Stifel Financial Corp | $9.16M | 0.0% |
| Cwm, Llc | $7.60M | 0.0% |
| Bank of New York Mellon Corp | $7.39M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 143 holders, 30.03M shares, $1.43B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.