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

194 institutions reported holding $1.92B of ISHARES (LMUB) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($660.1M), LPL Financial LLC ($340.0M), JPMORGAN CHASE & CO ($143.2M), MORGAN STANLEY ($83.5M), MML INVESTORS SERVICES, LLC ($77.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$660.1M12.9MAdded
2LPL Financial LLC$340.0M6.6MAdded
3JPMORGAN CHASE & CO$143.2M2.8MAdded
4MORGAN STANLEY$83.5M1.6MAdded
5MML INVESTORS SERVICES, LLC$77.7M1.5MAdded
6Cetera Investment Advisers$61.4M1.2MAdded
7PARK AVENUE SECURITIES LLC$59.6M1.2MAdded
8Envestnet Portfolio Solutions, Inc.$45.3M883,578Added
9Sanctuary Advisors, LLC$26.3M513,457Added
10KM Capital Management Ltd.$22.7M442,423Added
11Vise Technologies, Inc.$18.2M356,058New
12Foundations Investment Advisors, LLC$17.5M341,310Added
13One Wealth Advisors, LLC$17.2M336,349Added
14OneDigital Investment Advisors LLC$15.6M305,445Added
15Icon Wealth Advisors, LLC$15.5M303,512Added
16BlackRock, Inc.$13.1M256,048Hold
17Manhattan West Asset Management, LLC$10.6M206,883Added
18STIFEL FINANCIAL CORP$10.4M202,598Added
19Buttonwood Financial Group, LLC$10.0M195,270Added
20Detalus Advisors, LLC$10.0M195,227Added
21Bank of New York Mellon Corp$9.0M176,327Added
22Orion Porfolio Solutions, LLC$8.9M173,943Added
23Kestra Advisory Services, LLC$8.5M166,629Added
24Tyche Wealth Partners LLC$7.9M154,916Added
25Kelly Financial Services LLC$6.7M131,465Added

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