ISHARES LT NATIONAL MUNI BD (LMUB) Institutional Shareholders
ISHARES LT NATIONAL MUNI BD (LMUB) 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 $1.91B in LMUB holdings during the latest filing period.
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 $614.31M, representing an estimated loss of -6.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% 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
$1.91B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$660.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
177
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 | $614,310,419 | -$45,747,877 | -6.93% | |
| Lpl Financial Llc | 0.08% | 6,637,082 | $339,951,354 | $316,389,699 | -$23,561,655 | -6.93% | |
| Jpmorgan Chase & Co | 0.01% | 2,795,874 | $143,246,628 | $133,279,314 | -$9,967,314 | -6.96% | |
| Morgan Stanley | 0.00% | 1,629,744 | $83,475,495 | $77,689,896 | -$5,785,599 | -6.93% | |
| Mml Investors Services, Llc | 0.16% | 1,517,394 | $77,720,904 | $72,334,172 | -$5,386,732 | -6.93% | |
| Cetera Investment Advisers | 0.06% | 1,198,291 | $61,376,463 | $57,122,532 | -$4,253,931 | -6.93% | |
| Park Avenue Securities Llc | 0.37% | 1,163,887 | $59,614,000 | $55,482,493 | -$4,131,507 | -6.93% | |
| Envestnet Portfolio Solutions, Inc. | 0.22% | 883,578 | $45,256,855 | $42,120,163 | -$3,136,692 | -6.93% | |
| Sanctuary Advisors, Llc | 0.12% | 513,457 | $26,299,258 | $24,476,495 | -$1,822,763 | -6.93% | |
| Km Capital Management Ltd. | 10.65% | 442,423 | $22,660,906 | $21,090,304 | -$1,570,602 | -6.93% | |
| Vise Technologies, Inc. | 0.21% | 356,058 | $18,237,310 | $16,973,285 | -$1,264,025 | -6.93% | |
| Foundations Investment Advisors, Llc | 0.18% | 341,310 | $17,481,901 | $16,270,248 | -$1,211,653 | -6.93% | |
| One Wealth Advisors, Llc | 1.90% | 336,349 | $17,227,796 | $16,033,757 | -$1,194,039 | -6.93% | |
| Onedigital Investment Advisors Llc | 0.13% | 305,445 | $15,644,906 | $14,560,563 | -$1,084,343 | -6.93% | |
| Icon Wealth Advisors, Llc | 0.94% | 303,512 | $15,545,862 | $14,468,417 | -$1,077,445 | -6.93% | |
| Blackrock, Inc. | 0.00% | 256,048 | $13,114,779 | $12,205,808 | -$908,971 | -6.93% | |
| Manhattan West Asset Management, Llc | 1.77% | 206,883 | $10,596,547 | $9,862,113 | -$734,434 | -6.93% | |
| Stifel Financial Corp | 0.01% | 202,598 | $10,377,074 | $9,657,847 | -$719,227 | -6.93% | |
| Buttonwood Financial Group, Llc | 5.72% | 195,270 | $10,001,729 | $9,308,521 | -$693,208 | -6.93% | |
| Detalus Advisors, Llc | 1.95% | 195,227 | $9,999,520 | $9,306,471 | -$693,049 | -6.93% | |
| Bank Of New York Mellon Corp | 0.00% | 176,327 | $9,031,458 | $8,405,508 | -$625,950 | -6.93% | |
| Orion Porfolio Solutions, Llc | 0.07% | 173,943 | $8,909,370 | $8,291,863 | -$617,507 | -6.93% | |
| Kestra Advisory Services, Llc | 0.03% | 166,629 | $8,534,733 | $7,943,204 | -$591,529 | -6.93% | |
| Tyche Wealth Partners Llc | 1.11% | 154,916 | $7,934,774 | $7,384,846 | -$549,928 | -6.93% | |
| Cwm, Llc | 0.02% | 152,220 | $7,600,345 | $7,256,327 | -$344,018 | -4.53% | |
| Kelly Financial Services Llc | 1.44% | 131,465 | $6,733,656 | $6,266,937 | -$466,719 | -6.93% | |
| Atlatl Advisers Llc | 1.56% | 128,359 | $6,574,548 | $6,118,874 | -$455,674 | -6.93% | |
| One Wealth Capital Management, Llc | 1.85% | 127,065 | $6,508,269 | $6,057,189 | -$451,080 | -6.93% | |
| Savvy Advisors, Inc. | 0.14% | 124,535 | $6,378,681 | $5,936,583 | -$442,098 | -6.93% | |
| Jane Street Group, Llc | 0.00% | 122,442 | $6,271,479 | $5,836,810 | -$434,669 | -6.93% | |
| Watershed Private Wealth Llc | 1.74% | 120,450 | $6,169,454 | $5,741,852 | -$427,603 | -6.93% | |
| Thrivent Financial For Lutherans | 0.01% | 115,023 | $5,892,000 | $5,483,146 | -$408,854 | -6.94% | |
| Farther Finance Advisors, Llc | 0.04% | 110,326 | $5,650,883 | $5,259,240 | -$391,643 | -6.93% | |
| May Hill Capital, Llc | 1.07% | 99,644 | $5,103,769 | $4,750,029 | -$353,740 | -6.93% | |
| Keebeck Wealth Management | 0.49% | 97,034 | $4,970,081 | $4,625,611 | -$344,470 | -6.93% | |
| Seeds Investor Llc | 0.51% | 96,615 | $4,948,620 | $4,605,637 | -$342,983 | -6.93% | |
| Atria Investments, Inc | 0.05% | 95,732 | $4,903,369 | $4,563,544 | -$339,825 | -6.93% | |
| One Advisory Partners, Llc | 1.29% | 92,813 | $4,753,882 | $4,424,396 | -$329,486 | -6.93% | |
| Jb Capital Llc | 0.16% | 88,356 | $4,525,617 | $4,211,931 | -$313,686 | -6.93% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 86,176 | $4,413,935 | $4,108,010 | -$305,925 | -6.93% | |
| Plancorp, Llc | 0.11% | 85,460 | $4,338,804 | $4,073,878 | -$264,926 | -6.11% | |
| Diversify Advisory Services, Llc | 0.07% | 87,187 | $4,338,449 | $4,156,204 | -$182,245 | -4.20% | |
| Diversify Wealth Management, Llc | 0.07% | 87,187 | $4,338,449 | $4,156,204 | -$182,245 | -4.20% | |
| Wealth Alliance, Llc | 0.36% | 82,843 | $4,243,218 | $3,949,126 | -$294,092 | -6.93% | |
| Liftpoint Family Wealth Advisors Llc | 2.48% | 71,316 | $3,652,806 | $3,399,634 | -$253,172 | -6.93% | |
| Able Wealth Management Llc | 0.81% | 69,016 | $3,535,023 | $3,289,993 | -$245,030 | -6.93% | |
| Smart Wealth Llc | 0.76% | 68,464 | $3,506,749 | $3,263,679 | -$243,070 | -6.93% | |
| Triad Wealth Partners, Llc | 0.20% | 67,859 | $3,358,334 | $3,234,839 | -$123,495 | -3.68% | |
| Ashton Thomas Private Wealth, Llc | 0.07% | 65,017 | $3,330,171 | $3,099,360 | -$230,811 | -6.93% | |
| Efg International Ag | 0.06% | 62,187 | $3,185,218 | $2,964,454 | -$220,764 | -6.93% |
Frequently asked questions about LMUB
Who owns the most LMUB stock?
The largest holders of LMUB 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 LT NATIONAL MUNI BD (LMUB).
Is LMUB widely held by superinvestors?
Many widely followed stocks like LMUB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LMUB 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.