CMBS Institutional Ownership & Shareholders
ISHARES CMBS ETF (CMBS) is currently held by 90 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $313.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $70.03M, representing an estimated loss of -2.08% 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
90
Total Reported Value
$313.24M
Largest Holder
Ubs Group Ag
Largest Position
$71.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
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 | $70,028,323 | -$1,484,647 | -2.08% | |
| Arvest Investments, Inc. | 2.96% | 523,353 | $24,744,136 | $24,932,537 | +$188,401 | +0.76% | |
| Prudential Plc | 0.11% | 427,295 | $20,787,902 | $20,356,334 | -$431,568 | -2.08% | |
| Lpl Financial Llc | 0.00% | 426,140 | $20,731,715 | $20,301,310 | -$430,405 | -2.08% | |
| Syon Capital Llc | 0.87% | 411,146 | $20,002,232 | $19,586,995 | -$415,237 | -2.08% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 307,513 | $14,985,108 | $14,649,919 | -$335,189 | -2.24% | |
| Hancock Whitney Corp | 0.23% | 280,554 | $13,648,953 | $13,365,593 | -$283,360 | -2.08% | |
| Morgan Stanley | 0.00% | 271,168 | $13,192,362 | $12,918,444 | -$273,918 | -2.08% | |
| Prepared Retirement Institute Llc | 5.42% | 261,927 | $12,742,733 | $12,478,202 | -$264,531 | -2.08% | |
| Wells Fargo & Company/Mn | 0.00% | 189,251 | $9,207,042 | $9,015,918 | -$191,124 | -2.08% | |
| Central Bank & Trust Co | 1.31% | 194,607 | $9,201,019 | $9,271,077 | +$70,058 | +0.76% | |
| Cetera Investment Advisers | 0.01% | 163,077 | $7,933,659 | $7,768,988 | -$164,671 | -2.08% | |
| Bank Of America Corp | 0.00% | 153,445 | $7,465,100 | $7,310,120 | -$154,980 | -2.08% | |
| Raymond James Financial Inc | 0.00% | 137,709 | $6,699,530 | $6,560,457 | -$139,073 | -2.08% | |
| Osaic Holdings, Inc. | 0.01% | 120,322 | $5,854,254 | $5,732,140 | -$122,114 | -2.09% | |
| Schmidt P J Investment Management Inc | 0.75% | 103,512 | $4,894,029 | $4,931,312 | +$37,283 | +0.76% | |
| Ameriprise Financial Inc | 0.00% | 89,253 | $4,342,154 | $4,252,013 | -$90,141 | -2.08% | |
| Krilogy Financial Llc | 0.10% | 75,129 | $3,563,389 | $3,579,146 | +$15,757 | +0.44% | |
| Pathstone Holdings, Llc | 0.01% | 62,277 | $3,034,748 | $2,966,876 | -$67,872 | -2.24% | |
| Hidden Cove Wealth Management, Llc | 1.40% | 55,258 | $2,612,598 | $2,632,491 | +$19,893 | +0.76% | |
| Insight Wealth Partners, Llc | 1.02% | 54,816 | $2,591,692 | $2,611,434 | +$19,742 | +0.76% | |
| Envestnet Asset Management Inc | 0.00% | 48,362 | $2,352,813 | $2,303,966 | -$48,847 | -2.08% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.01% | 44,099 | $2,145,416 | $2,100,876 | -$44,540 | -2.08% | |
| Jones Financial Companies Lllp | 0.00% | 40,041 | $1,950,805 | $1,907,553 | -$43,252 | -2.22% | |
| Guidance Capital, Inc | 0.41% | 39,688 | $1,925,264 | $1,890,736 | -$34,528 | -1.79% | |
| Jane Street Group, Llc | 0.00% | 38,800 | $1,887,620 | $1,848,432 | -$39,188 | -2.08% | |
| Citadel Advisors Llc | 0.00% | 37,816 | $1,839,748 | $1,801,554 | -$38,194 | -2.08% | |
| Rosenberg Matthew Hamilton | 0.31% | 37,162 | $1,757,028 | $1,770,398 | +$13,370 | +0.76% | |
| First Trust Advisors Lp | 0.00% | 28,764 | $1,399,368 | $1,370,317 | -$29,051 | -2.08% | |
| Palogic Value Management, L.P. | 0.46% | 26,503 | $1,290,135 | $1,262,603 | -$27,532 | -2.13% | |
| Commonwealth Equity Services, Llc | 0.00% | 24,385 | $1,152,900 | $1,161,701 | +$8,801 | +0.76% | |
| Veridan Wealth Llc | 0.37% | 22,000 | $1,070,300 | $1,048,080 | -$22,220 | -2.08% | |
| Ethos Capital Management, Inc. | 0.69% | 19,951 | $970,614 | $950,466 | -$20,148 | -2.08% | |
| Bank Of New York Mellon Corp | 0.00% | 19,702 | $958,499 | $938,603 | -$19,896 | -2.08% | |
| Guggenheim Capital Llc | 0.01% | 18,711 | $910,290 | $891,392 | -$18,898 | -2.08% | |
| Arete Wealth Advisors, Llc | 0.06% | 17,561 | $854,342 | $836,606 | -$17,736 | -2.08% | |
| Willis Johnson & Associates, Inc. | 0.04% | 16,246 | $790,366 | $773,959 | -$16,407 | -2.08% | |
| Hyundai Investments Co., Ltd. | 0.83% | 15,694 | $764,671 | $747,662 | -$17,009 | -2.22% | |
| City Center Advisors, Llc | 0.57% | 15,804 | $747,225 | $752,903 | +$5,678 | +0.76% | |
| &Partners | 0.00% | 14,697 | $714,988 | $700,165 | -$14,823 | -2.07% | |
| Advisory Alpha, Llc | 0.02% | 14,209 | $691,268 | $676,917 | -$14,351 | -2.08% | |
| Cogent Private Wealth, Inc. | 0.43% | 14,152 | $688,506 | $674,201 | -$14,305 | -2.08% | |
| Mma Asset Management Llc | 0.17% | 11,543 | $545,753 | $549,909 | +$4,156 | +0.76% | |
| Advisors Asset Management, Inc. | 0.01% | 9,497 | $503,626 | $452,437 | -$51,189 | -10.16% | |
| Visionary Wealth Advisors | 0.02% | 9,255 | $450,256 | $440,908 | -$9,348 | -2.08% | |
| Columbus Macro, Llc | 0.04% | 9,209 | $435,402 | $438,717 | +$3,315 | +0.76% | |
| Fifth Third Bancorp | 0.00% | 8,264 | $402,044 | $393,697 | -$8,347 | -2.08% | |
| Hrt Financial Lp | 0.00% | 8,164 | $397,000 | $388,933 | -$8,067 | -2.03% | |
| Kestra Advisory Services, Llc | 0.00% | 7,081 | $334,785 | $337,339 | +$2,554 | +0.76% | |
| Wealthcare Advisory Partners Llc | 0.01% | 6,905 | $326,460 | $328,954 | +$2,494 | +0.76% |
Frequently asked questions about CMBS
Who are the largest institutional holders of CMBS?
The largest institutional holders of CMBS reported in the latest SEC Form 13F filings include Ubs Group Ag, Arvest Investments, Inc., Prudential Plc, Lpl Financial Llc, and Syon Capital Llc. InsiderSet ranks institutional holders by their latest reported CMBS position.
What is CMBS institutional ownership?
This page tracks CMBS positions reported by institutional investment managers through SEC Form 13F. ISHARES CMBS ETF (CMBS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CMBS?
InsiderSet currently tracks 90 institutional managers reporting CMBS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CMBS shareholders.
How much CMBS stock do institutions own?
Institutional investment managers disclosed approximately $313.24M in CMBS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CMBS institutional ownership last updated?
The latest CMBS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CMBS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CMBS position after the reporting date.
Are institutions buying or selling CMBS?
Institutional buying and selling can be analyzed by comparing CMBS positions across consecutive 13F reporting periods. InsiderSet's CMBS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CMBS ownership changes.
How has CMBS institutional ownership changed over time?
InsiderSet tracks CMBS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.