ISHARES CMBS ETF (CMBS) Institutional Shareholders
ISHARES CMBS ETF (CMBS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $313.29M in CMBS holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of CMBS tracked by InsiderSet, reporting ownership valued at approximately $71.51M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $69.97M, representing an estimated loss of -2.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed CMBS value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Arvest Investments, Inc., Prudential Plc, and several other long-term asset managers with concentrated positions in ISHARES CMBS ETF (CMBS).
This page ranks the largest institutional CMBS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
89
Total Reported Value
$313.29M
Largest Holder
Ubs Group Ag
Largest Position
$71.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.01% | 1,469,948 | $71,512,970 | $69,969,525 | -$1,543,445 | -2.16% | |
| Arvest Investments, Inc. | 2.91% | 494,745 | $24,069,367 | $23,549,862 | -$519,505 | -2.16% | |
| Prudential Plc | 0.11% | 427,295 | $20,787,902 | $20,339,242 | -$448,660 | -2.16% | |
| Lpl Financial Llc | 0.00% | 426,140 | $20,731,715 | $20,284,264 | -$447,451 | -2.16% | |
| Syon Capital Llc | 0.87% | 411,146 | $20,002,232 | $19,570,550 | -$431,682 | -2.16% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 307,513 | $14,985,108 | $14,637,619 | -$347,489 | -2.32% | |
| Hancock Whitney Corp | 0.23% | 280,554 | $13,648,953 | $13,354,370 | -$294,583 | -2.16% | |
| Morgan Stanley | 0.00% | 271,168 | $13,192,362 | $12,907,597 | -$284,765 | -2.16% | |
| Prepared Retirement Institute Llc | 5.42% | 261,927 | $12,742,733 | $12,467,725 | -$275,008 | -2.16% | |
| Central Bank & Trust Co | 1.34% | 194,047 | $9,440,387 | $9,236,637 | -$203,750 | -2.16% | |
| Wells Fargo & Company/Mn | 0.00% | 189,251 | $9,207,042 | $9,008,348 | -$198,694 | -2.16% | |
| Cetera Investment Advisers | 0.01% | 163,077 | $7,933,659 | $7,762,465 | -$171,194 | -2.16% | |
| Bank Of America Corp | 0.00% | 153,445 | $7,465,100 | $7,303,982 | -$161,118 | -2.16% | |
| Raymond James Financial Inc | 0.00% | 137,709 | $6,699,530 | $6,554,948 | -$144,582 | -2.16% | |
| Osaic Holdings, Inc. | 0.01% | 120,322 | $5,854,254 | $5,727,327 | -$126,927 | -2.17% | |
| Schmidt P J Investment Management Inc | 0.75% | 99,078 | $4,820,159 | $4,716,113 | -$104,046 | -2.16% | |
| Ameriprise Financial Inc | 0.00% | 89,253 | $4,342,154 | $4,248,443 | -$93,711 | -2.16% | |
| Krilogy Financial Llc | 0.10% | 72,956 | $3,549,292 | $3,472,706 | -$76,586 | -2.16% | |
| Ocean Park Asset Management, Llc | 0.15% | 63,286 | $3,078,864 | $3,012,414 | -$66,450 | -2.16% | |
| Pathstone Holdings, Llc | 0.01% | 62,277 | $3,034,748 | $2,964,385 | -$70,363 | -2.32% | |
| Insight Wealth Partners, Llc | 0.34% | 52,683 | $2,563,033 | $2,507,711 | -$55,322 | -2.16% | |
| Envestnet Asset Management Inc | 0.00% | 48,362 | $2,352,813 | $2,302,031 | -$50,782 | -2.16% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.01% | 44,099 | $2,145,416 | $2,099,112 | -$46,304 | -2.16% | |
| Jones Financial Companies Lllp | 0.00% | 40,041 | $1,950,805 | $1,905,952 | -$44,853 | -2.30% | |
| Guidance Capital, Inc | 0.41% | 39,688 | $1,925,264 | $1,889,149 | -$36,115 | -1.88% | |
| Jane Street Group, Llc | 0.00% | 38,800 | $1,887,620 | $1,846,880 | -$40,740 | -2.16% | |
| Citadel Advisors Llc | 0.00% | 37,816 | $1,839,748 | $1,800,042 | -$39,706 | -2.16% | |
| Rosenberg Matthew Hamilton | 0.28% | 30,714 | $1,494,236 | $1,461,986 | -$32,250 | -2.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,523 | $1,436,290 | $1,405,295 | -$30,995 | -2.16% | |
| First Trust Advisors Lp | 0.00% | 28,764 | $1,399,368 | $1,369,166 | -$30,202 | -2.16% | |
| Palogic Value Management, L.P. | 0.46% | 26,503 | $1,290,135 | $1,261,543 | -$28,592 | -2.22% | |
| Veridan Wealth Llc | 0.37% | 22,000 | $1,070,300 | $1,047,200 | -$23,100 | -2.16% | |
| Ethos Capital Management, Inc. | 0.69% | 19,951 | $970,614 | $949,668 | -$20,946 | -2.16% | |
| Bank Of New York Mellon Corp | 0.00% | 19,702 | $958,499 | $937,815 | -$20,684 | -2.16% | |
| Guggenheim Capital Llc | 0.01% | 18,711 | $910,290 | $890,644 | -$19,646 | -2.16% | |
| Arete Wealth Advisors, Llc | 0.06% | 17,561 | $854,342 | $835,904 | -$18,438 | -2.16% | |
| Willis Johnson & Associates, Inc. | 0.04% | 16,246 | $790,366 | $773,310 | -$17,056 | -2.16% | |
| Hyundai Investments Co., Ltd. | 0.83% | 15,694 | $764,671 | $747,034 | -$17,637 | -2.31% | |
| &Partners | 0.00% | 14,697 | $714,988 | $699,577 | -$15,411 | -2.16% | |
| Advisory Alpha, Llc | 0.02% | 14,209 | $691,268 | $676,348 | -$14,920 | -2.16% | |
| Cogent Private Wealth, Inc. | 0.43% | 14,152 | $688,506 | $673,635 | -$14,871 | -2.16% | |
| Mma Asset Management Llc | 0.20% | 12,870 | $626,126 | $612,612 | -$13,514 | -2.16% | |
| Heck Capital Advisors, Llc | 0.04% | 12,764 | $620,985 | $607,566 | -$13,419 | -2.16% | |
| City Center Advisors, Llc | 0.45% | 11,547 | $561,757 | $549,637 | -$12,120 | -2.16% | |
| Advisors Asset Management, Inc. | 0.01% | 9,497 | $503,626 | $452,057 | -$51,569 | -10.24% | |
| Visionary Wealth Advisors | 0.02% | 9,255 | $450,256 | $440,538 | -$9,718 | -2.16% | |
| Columbus Macro, Llc | 0.04% | 8,819 | $429,044 | $419,784 | -$9,260 | -2.16% | |
| Fifth Third Bancorp | 0.00% | 8,264 | $402,044 | $393,366 | -$8,678 | -2.16% | |
| Hrt Financial Lp | 0.00% | 8,164 | $397,000 | $388,606 | -$8,394 | -2.11% | |
| Ifp Advisors, Inc | 0.01% | 7,869 | $382,827 | $374,564 | -$8,263 | -2.16% |
Frequently asked questions about CMBS
Who owns the most CMBS stock?
The largest holders of CMBS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CMBS ETF (CMBS).
Is CMBS widely held by superinvestors?
Many widely followed stocks like CMBS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CMBS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.