MBBA Institutional Ownership & Shareholders
ISHR MTGE BACK SEC ACT (MBBA) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $164.25M 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 MBBA tracked by InsiderSet, reporting ownership valued at approximately $44.06M 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 $42.72M, representing an estimated loss of -3.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed MBBA value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Pnc Financial Services Group, Inc., Milestone Asset Management, Llc, and several other long-term asset managers with concentrated positions in ISHR MTGE BACK SEC ACT (MBBA).
This page ranks the largest institutional MBBA 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
87
Total Reported Value
$164.25M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$44.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
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 | 0.01% | 885,221 | $44,057,449 | $42,720,765 | -$1,336,684 | -3.03% | |
| Pnc Financial Services Group, Inc. | 0.02% | 857,202 | $42,662,954 | $41,368,569 | -$1,294,385 | -3.03% | |
| Milestone Asset Management, Llc | 1.10% | 147,484 | $6,918,486 | $7,117,578 | +$199,092 | +2.88% | |
| Truist Financial Corp | 0.01% | 103,484 | $4,854,434 | $4,994,138 | +$139,704 | +2.88% | |
| Bank Of America Corp | 0.00% | 95,288 | $4,742,484 | $4,598,599 | -$143,885 | -3.03% | |
| Blackrock, Inc. | 0.00% | 94,089 | $4,682,810 | $4,540,735 | -$142,075 | -3.03% | |
| Raymond James Financial Inc | 0.00% | 88,966 | $4,427,838 | $4,293,499 | -$134,339 | -3.03% | |
| Ascent Group, Llc | 0.13% | 89,961 | $4,220,071 | $4,341,518 | +$121,447 | +2.88% | |
| Tsa Wealth Managment Llc | 0.87% | 65,893 | $3,091,041 | $3,179,996 | +$88,955 | +2.88% | |
| Horst & Graben Wealth Management Llc | 0.34% | 54,895 | $2,575,124 | $2,649,233 | +$74,109 | +2.88% | |
| Atria Investments, Inc | 0.02% | 53,839 | $2,525,587 | $2,598,270 | +$72,683 | +2.88% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.12% | 53,585 | $2,513,672 | $2,586,012 | +$72,340 | +2.88% | |
| Kelly Financial Services Llc | 0.47% | 46,178 | $2,166,210 | $2,228,550 | +$62,340 | +2.88% | |
| Cfs Investment Advisory Services, Llc | 0.14% | 46,124 | $2,158,142 | $2,225,944 | +$67,802 | +3.14% | |
| Range Financial Group Llc | 0.55% | 41,951 | $1,967,923 | $2,024,555 | +$56,632 | +2.88% | |
| Atlatl Advisers Llc | 0.46% | 41,712 | $1,956,721 | $2,013,021 | +$56,300 | +2.88% | |
| Vise Technologies, Inc. | 0.02% | 40,108 | $1,881,466 | $1,935,612 | +$54,146 | +2.88% | |
| Pettinga Financial Advisors Llc | 0.30% | 38,172 | $1,790,649 | $1,842,181 | +$51,532 | +2.88% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 29,991 | $1,410,765 | $1,447,366 | +$36,601 | +2.59% | |
| Kestra Advisory Services, Llc | 0.00% | 29,977 | $1,406,216 | $1,446,690 | +$40,474 | +2.88% | |
| Alterna Wealth Management, Inc | 0.78% | 29,871 | $1,401,249 | $1,441,574 | +$40,325 | +2.88% | |
| Simplicity Wealth,Llc | 0.04% | 29,044 | $1,362,454 | $1,401,663 | +$39,209 | +2.88% | |
| Trek Financial, Llc | 0.06% | 26,406 | $1,238,705 | $1,274,354 | +$35,649 | +2.88% | |
| Morgan Stanley | 0.00% | 22,340 | $1,111,862 | $1,078,128 | -$33,734 | -3.03% | |
| Assetmark, Inc | 0.00% | 20,599 | $966,299 | $994,108 | +$27,809 | +2.88% | |
| Sigfig Wealth Management, Llc | 0.02% | 19,987 | $937,590 | $964,573 | +$26,983 | +2.88% | |
| Citadel Advisors Llc | 0.00% | 18,713 | $931,346 | $903,089 | -$28,257 | -3.03% | |
| Security Financial Services, Inc. | 0.11% | 18,362 | $861,361 | $886,150 | +$24,789 | +2.88% | |
| Cassilly Financial Group Llc | 0.56% | 17,844 | $837,077 | $861,151 | +$24,074 | +2.88% | |
| Jb Capital Llc | 0.03% | 17,451 | $818,626 | $842,185 | +$23,559 | +2.88% | |
| Perigon Wealth Management, Llc | 0.01% | 17,176 | $805,745 | $828,914 | +$23,169 | +2.88% | |
| Lpl Financial Llc | 0.00% | 13,394 | $666,619 | $646,394 | -$20,225 | -3.03% | |
| Brookstone Capital Management | 0.01% | 13,611 | $638,492 | $656,867 | +$18,375 | +2.88% | |
| Sovran Advisors, Llc | 0.04% | 11,700 | $561,583 | $564,642 | +$3,059 | +0.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,777 | $552,440 | $568,358 | +$15,918 | +2.88% | |
| Blue Trust, Inc. | 0.01% | 11,329 | $531,443 | $546,738 | +$15,295 | +2.88% | |
| Apollon Wealth Management, Llc | 0.01% | 11,015 | $516,714 | $531,584 | +$14,870 | +2.88% | |
| Royal Bank Of Canada | 0.00% | 9,783 | $487,000 | $472,128 | -$14,872 | -3.05% | |
| Concurrent Investment Advisors, Llc | 0.00% | 8,881 | $416,584 | $428,597 | +$12,013 | +2.88% | |
| Tilson Financial Group, Inc. | 0.11% | 8,156 | $405,924 | $393,609 | -$12,315 | -3.03% | |
| Droms Strauss Advisors Inc | 0.08% | 7,417 | $369,144 | $357,944 | -$11,200 | -3.03% | |
| Cresset Asset Management, Llc | 0.00% | 7,378 | $367,203 | $356,062 | -$11,141 | -3.03% | |
| Cobblestone Asset Management Llc | 0.14% | 7,601 | $356,563 | $366,824 | +$10,261 | +2.88% | |
| Farther Finance Advisors, Llc | 0.00% | 7,073 | $331,794 | $341,343 | +$9,549 | +2.88% | |
| Centurion Wealth Management Llc | 0.08% | 7,039 | $330,200 | $339,702 | +$9,502 | +2.88% | |
| Diversify Advisory Services, Llc | 0.00% | 6,508 | $309,405 | $314,076 | +$4,671 | +1.51% | |
| Diversify Wealth Management, Llc | 0.00% | 6,508 | $309,405 | $314,076 | +$4,671 | +1.51% | |
| Cypress Wealth Services, Llc | 0.04% | 6,450 | $301,796 | $311,277 | +$9,481 | +3.14% | |
| American Trust | 0.02% | 5,617 | $279,567 | $271,076 | -$8,491 | -3.04% | |
| One Wealth Capital Management, Llc | 0.10% | 5,644 | $264,760 | $272,379 | +$7,619 | +2.88% |
Frequently asked questions about MBBA
Who are the largest institutional holders of MBBA?
The largest institutional holders of MBBA reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Pnc Financial Services Group, Inc., Milestone Asset Management, Llc, Truist Financial Corp, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported MBBA position.
What is MBBA institutional ownership?
This page tracks MBBA positions reported by institutional investment managers through SEC Form 13F. ISHR MTGE BACK SEC ACT (MBBA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MBBA?
InsiderSet currently tracks 87 institutional managers reporting MBBA 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 MBBA shareholders.
How much MBBA stock do institutions own?
Institutional investment managers disclosed approximately $164.25M in MBBA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MBBA institutional ownership last updated?
The latest MBBA 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 MBBA 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 MBBA position after the reporting date.
Are institutions buying or selling MBBA?
Institutional buying and selling can be analyzed by comparing MBBA positions across consecutive 13F reporting periods. InsiderSet's MBBA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MBBA ownership changes.
How has MBBA institutional ownership changed over time?
InsiderSet tracks MBBA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.