LMUB Institutional Ownership & Shareholders
ISHARES LT NATIONAL MUNI BD (LMUB) is currently held by 176 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.82B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of LMUB tracked by InsiderSet, reporting ownership valued at approximately $660.06M 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 $622.17M, representing an estimated loss of -5.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed LMUB value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in ISHARES LT NATIONAL MUNI BD (LMUB).
This page ranks the largest institutional LMUB 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
176
Total Reported Value
$1.82B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$660.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.16% | 12,886,730 | $660,058,296 | $622,171,324 | -$37,886,972 | -5.74% | |
| Lpl Financial Llc | 0.08% | 6,637,082 | $339,951,354 | $320,438,319 | -$19,513,035 | -5.74% | |
| Jpmorgan Chase & Co | 0.01% | 2,795,874 | $143,246,628 | $134,984,797 | -$8,261,831 | -5.77% | |
| Morgan Stanley | 0.00% | 1,629,744 | $83,475,495 | $78,684,040 | -$4,791,455 | -5.74% | |
| Mml Investors Services, Llc | 0.16% | 1,517,394 | $77,720,904 | $73,259,782 | -$4,461,122 | -5.74% | |
| Cetera Investment Advisers | 0.06% | 1,198,291 | $61,376,463 | $57,853,489 | -$3,522,974 | -5.74% | |
| Envestnet Portfolio Solutions, Inc. | 0.22% | 883,578 | $45,256,855 | $42,659,146 | -$2,597,709 | -5.74% | |
| Sanctuary Advisors, Llc | 0.12% | 513,457 | $26,299,258 | $24,789,704 | -$1,509,554 | -5.74% | |
| Vise Technologies, Inc. | 0.19% | 498,104 | $23,166,798 | $24,048,461 | +$881,663 | +3.81% | |
| Km Capital Management Ltd. | 10.65% | 442,423 | $22,660,906 | $21,360,182 | -$1,300,724 | -5.74% | |
| Foundations Investment Advisors, Llc | 0.18% | 341,310 | $17,481,901 | $16,478,447 | -$1,003,454 | -5.74% | |
| One Wealth Advisors, Llc | 1.90% | 336,349 | $17,227,796 | $16,238,930 | -$988,866 | -5.74% | |
| Onedigital Investment Advisors Llc | 0.13% | 305,445 | $15,644,906 | $14,746,885 | -$898,021 | -5.74% | |
| Icon Wealth Advisors, Llc | 0.94% | 303,512 | $15,545,862 | $14,653,559 | -$892,303 | -5.74% | |
| Blackrock, Inc. | 0.00% | 256,048 | $13,114,779 | $12,361,997 | -$752,782 | -5.74% | |
| Manhattan West Asset Management, Llc | 1.77% | 206,883 | $10,596,547 | $9,988,311 | -$608,236 | -5.74% | |
| Stifel Financial Corp | 0.01% | 202,598 | $10,377,074 | $9,781,431 | -$595,643 | -5.74% | |
| Bank Of New York Mellon Corp | 0.00% | 176,327 | $9,031,458 | $8,513,068 | -$518,390 | -5.74% | |
| Orion Porfolio Solutions, Llc | 0.07% | 173,943 | $8,909,370 | $8,397,968 | -$511,402 | -5.74% | |
| Kestra Advisory Services, Llc | 0.03% | 166,629 | $8,534,733 | $8,044,848 | -$489,885 | -5.74% | |
| Tyche Wealth Partners Llc | 1.11% | 154,916 | $7,934,774 | $7,479,344 | -$455,430 | -5.74% | |
| Cwm, Llc | 0.02% | 152,220 | $7,600,345 | $7,349,182 | -$251,163 | -3.30% | |
| Savvy Advisors, Inc. | 0.14% | 124,535 | $6,378,681 | $6,012,550 | -$366,131 | -5.74% | |
| Jane Street Group, Llc | 0.00% | 122,442 | $6,271,479 | $5,911,500 | -$359,979 | -5.74% | |
| Thrivent Financial For Lutherans | 0.01% | 115,023 | $5,892,000 | $5,553,310 | -$338,690 | -5.75% | |
| Diversify Advisory Services, Llc | 0.08% | 113,139 | $5,349,214 | $5,462,351 | +$113,137 | +2.12% | |
| Diversify Wealth Management, Llc | 0.08% | 113,139 | $5,349,214 | $5,462,351 | +$113,137 | +2.12% | |
| Atlatl Advisers Llc | 1.25% | 114,150 | $5,309,099 | $5,511,162 | +$202,063 | +3.81% | |
| May Hill Capital, Llc | 1.07% | 99,644 | $5,103,769 | $4,810,812 | -$292,957 | -5.74% | |
| Keebeck Wealth Management | 0.49% | 97,034 | $4,970,081 | $4,684,802 | -$285,279 | -5.74% | |
| Watershed Private Wealth Llc | 1.33% | 106,428 | $4,949,965 | $5,138,344 | +$188,379 | +3.81% | |
| Seeds Investor Llc | 0.51% | 96,615 | $4,948,620 | $4,664,572 | -$284,048 | -5.74% | |
| Kelly Financial Services Llc | 0.98% | 97,558 | $4,537,405 | $4,710,100 | +$172,695 | +3.81% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 86,176 | $4,413,935 | $4,160,577 | -$253,358 | -5.74% | |
| Plancorp, Llc | 0.11% | 85,460 | $4,338,804 | $4,126,009 | -$212,795 | -4.90% | |
| Wealth Alliance, Llc | 0.36% | 82,843 | $4,243,218 | $3,999,660 | -$243,558 | -5.74% | |
| Able Wealth Management Llc | 0.88% | 85,757 | $3,995,406 | $4,140,348 | +$144,942 | +3.63% | |
| Jb Capital Llc | 0.13% | 81,964 | $3,812,136 | $3,957,222 | +$145,086 | +3.81% | |
| Atria Investments, Inc | 0.04% | 81,188 | $3,776,055 | $3,919,757 | +$143,702 | +3.81% | |
| Liftpoint Family Wealth Advisors Llc | 2.48% | 71,316 | $3,652,806 | $3,443,136 | -$209,670 | -5.74% | |
| Smart Wealth Llc | 0.76% | 68,464 | $3,506,749 | $3,305,442 | -$201,307 | -5.74% | |
| Ashton Thomas Private Wealth, Llc | 0.07% | 65,017 | $3,330,171 | $3,139,021 | -$191,150 | -5.74% | |
| Efg International Ag | 0.06% | 62,187 | $3,185,218 | $3,002,388 | -$182,830 | -5.74% | |
| One Wealth Capital Management, Llc | 1.18% | 67,620 | $3,145,006 | $3,264,694 | +$119,688 | +3.81% | |
| Wealthshield Partners, Llc | 0.45% | 57,176 | $2,928,555 | $2,760,457 | -$168,098 | -5.74% | |
| One Advisory Partners, Llc | 0.75% | 59,956 | $2,788,554 | $2,894,676 | +$106,122 | +3.81% | |
| Osaic Holdings, Inc. | 0.00% | 53,129 | $2,721,314 | $2,565,068 | -$156,246 | -5.74% | |
| Commonwealth Equity Services, Llc | 0.00% | 52,184 | $2,672,840 | $2,519,444 | -$153,396 | -5.74% | |
| Advyzon Investment Management, Llc | 0.19% | 52,174 | $2,672,345 | $2,518,961 | -$153,384 | -5.74% | |
| Newedge Advisors, Llc | 0.01% | 51,261 | $2,625,588 | $2,474,881 | -$150,707 | -5.74% |
Frequently asked questions about LMUB
Who are the largest institutional holders of LMUB?
The largest institutional holders of LMUB reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Lpl Financial Llc, Jpmorgan Chase & Co, Morgan Stanley, and Mml Investors Services, Llc. InsiderSet ranks institutional holders by their latest reported LMUB position.
What is LMUB institutional ownership?
This page tracks LMUB positions reported by institutional investment managers through SEC Form 13F. ISHARES LT NATIONAL MUNI BD (LMUB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LMUB?
InsiderSet currently tracks 176 institutional managers reporting LMUB 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 LMUB shareholders.
How much LMUB stock do institutions own?
Institutional investment managers disclosed approximately $1.82B in LMUB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LMUB institutional ownership last updated?
The latest LMUB 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 LMUB 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 LMUB position after the reporting date.
Are institutions buying or selling LMUB?
Institutional buying and selling can be analyzed by comparing LMUB positions across consecutive 13F reporting periods. InsiderSet's LMUB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LMUB ownership changes.
How has LMUB institutional ownership changed over time?
InsiderSet tracks LMUB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.