ISHARES CMBS ETF (CMBS) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $343.81M 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 $80.75M in its March 31, 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 $80.39M, representing an estimated loss of -0.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed CMBS value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Syon Capital Llc, Ae Wealth Management Llc, 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
90
Total Reported Value
$343.81M
Largest Holder
Ubs Group Ag
Largest Position
$80.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
104
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% | 1,657,049 | $80,747,998 | $80,394,218 | -$353,780 | -0.44% | |
| Syon Capital Llc | 1.29% | 527,656 | $25,712,676 | $25,600,022 | -$112,654 | -0.44% | |
| Ae Wealth Management Llc | 0.14% | 523,579 | $25,513,997 | $25,402,221 | -$111,776 | -0.44% | |
| Lpl Financial Llc | 0.01% | 521,012 | $25,388,938 | $25,277,679 | -$111,259 | -0.44% | |
| Arvest Investments, Inc. | 3.09% | 465,122 | $22,665,443 | $22,566,092 | -$99,351 | -0.44% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 307,513 | $14,985,108 | $14,919,454 | -$65,654 | -0.44% | |
| Hancock Whitney Corp | 0.24% | 287,723 | $14,063,873 | $13,959,313 | -$104,560 | -0.74% | |
| Morgan Stanley | 0.00% | 246,959 | $12,034,349 | $11,981,586 | -$52,763 | -0.44% | |
| Central Bank & Trust Co | 1.48% | 193,075 | $9,408,545 | $9,367,323 | -$41,222 | -0.44% | |
| Wells Fargo & Company/Mn | 0.00% | 188,474 | $9,184,348 | $9,144,099 | -$40,249 | -0.44% | |
| Prudential Plc | 0.05% | 179,528 | $8,748,399 | $8,710,070 | -$38,329 | -0.44% | |
| Osaic Holdings, Inc. | 0.01% | 172,966 | $8,429,380 | $8,391,705 | -$37,675 | -0.45% | |
| Bank Of America Corp | 0.00% | 161,478 | $7,868,823 | $7,834,347 | -$34,476 | -0.44% | |
| Cetera Investment Advisers | 0.01% | 153,411 | $7,475,720 | $7,442,965 | -$32,755 | -0.44% | |
| Raymond James Financial Inc | 0.00% | 112,689 | $5,491,336 | $5,467,276 | -$24,060 | -0.44% | |
| Schmidt P J Investment Management Inc | 0.79% | 95,881 | $4,672,293 | $4,651,811 | -$20,482 | -0.44% | |
| Ameriprise Financial Inc | 0.00% | 93,994 | $4,584,696 | $4,560,260 | -$24,436 | -0.53% | |
| Citadel Advisors Llc | 0.00% | 79,859 | $3,891,529 | $3,874,479 | -$17,050 | -0.44% | |
| Krilogy Financial Llc | 0.11% | 72,165 | $3,530,303 | $3,501,193 | -$29,110 | -0.82% | |
| Sykon Capital Llc | 1.17% | 72,009 | $3,508,978 | $3,493,625 | -$15,353 | -0.44% | |
| Insight Wealth Partners, Llc | 1.40% | 70,853 | $3,452,689 | $3,437,540 | -$15,149 | -0.44% | |
| Pathstone Holdings, Llc | 0.01% | 62,277 | $3,034,748 | $3,021,462 | -$13,286 | -0.44% | |
| Goldman Sachs Group Inc | 0.00% | 62,185 | $3,030,275 | $3,016,999 | -$13,276 | -0.44% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.01% | 61,903 | $3,016,533 | $3,003,317 | -$13,216 | -0.44% | |
| Franklin Resources Inc | 0.00% | 51,654 | $2,517,100 | $2,506,071 | -$11,029 | -0.44% | |
| Envestnet Asset Management Inc | 0.00% | 47,684 | $2,323,622 | $2,313,461 | -$10,161 | -0.44% | |
| Beacon Pointe Advisors, Llc | 0.01% | 41,523 | $2,023,416 | $2,014,551 | -$8,865 | -0.44% | |
| Jones Financial Companies Lllp | 0.00% | 39,740 | $1,928,604 | $1,928,046 | -$558 | -0.03% | |
| Guidance Capital, Inc | 0.38% | 35,231 | $1,712,208 | $1,709,285 | -$2,923 | -0.17% | |
| Commonwealth Equity Services, Llc | 0.00% | 33,650 | $1,639,750 | $1,632,580 | -$7,170 | -0.44% | |
| Ethos Capital Management, Inc. | 1.22% | 29,066 | $1,416,366 | $1,410,181 | -$6,185 | -0.44% | |
| First Trust Advisors Lp | 0.00% | 28,453 | $1,386,514 | $1,380,440 | -$6,074 | -0.44% | |
| Rosenberg Matthew Hamilton | 0.27% | 27,434 | $1,336,859 | $1,331,002 | -$5,857 | -0.44% | |
| Palogic Value Management, L.P. | 0.58% | 27,382 | $1,335,073 | $1,328,479 | -$6,594 | -0.49% | |
| Jane Street Group, Llc | 0.00% | 27,257 | $1,328,234 | $1,322,414 | -$5,820 | -0.44% | |
| Heck Capital Advisors, Llc | 0.09% | 23,691 | $1,154,476 | $1,149,404 | -$5,072 | -0.44% | |
| Guggenheim Capital Llc | 0.01% | 20,957 | $1,021,235 | $1,016,760 | -$4,475 | -0.44% | |
| Maia Wealth Llc | 0.17% | 20,174 | $983,079 | $978,772 | -$4,307 | -0.44% | |
| Willis Johnson & Associates, Inc. | 0.05% | 18,057 | $879,908 | $876,062 | -$3,846 | -0.44% | |
| Arete Wealth Advisors, Llc | 0.06% | 16,260 | $792,839 | $788,878 | -$3,961 | -0.50% | |
| Advisory Alpha, Llc | 0.02% | 15,546 | $757,557 | $754,238 | -$3,319 | -0.44% | |
| Cogent Private Wealth, Inc. | 0.50% | 14,152 | $689,638 | $686,606 | -$3,032 | -0.44% | |
| Mma Asset Management Llc | 0.22% | 12,846 | $625,986 | $623,243 | -$2,743 | -0.44% | |
| &Partners | 0.00% | 12,779 | $622,711 | $619,992 | -$2,719 | -0.44% | |
| Fifth Third Bancorp | 0.00% | 12,522 | $610,198 | $607,524 | -$2,674 | -0.44% | |
| Tounjian Advisory Partners, Llc | 0.21% | 12,186 | $593,866 | $591,222 | -$2,644 | -0.45% | |
| Bank Of New York Mellon Corp | 0.00% | 10,746 | $523,644 | $521,358 | -$2,286 | -0.44% | |
| City Center Advisors, Llc | 0.46% | 10,167 | $495,459 | $493,267 | -$2,192 | -0.44% | |
| Visionary Wealth Advisors | 0.02% | 9,485 | $462,205 | $460,179 | -$2,026 | -0.44% | |
| Columbus Macro, Llc | 0.05% | 9,147 | $445,733 | $443,780 | -$1,953 | -0.44% |
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.