ISHARES CMBS ETF CMBS
$48.55
+0.2% 52w: $46.59 – $49.29
Latest 13F among current holders filed 1 month ago (May 20, 2026)
Price — last 12 months
research preview data46.5947.9449.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
92
-2 QoQ
13F value
$361.0M
+19.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $236K puts
Institutional value by quarter
Number of holders
Who owns CMBS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| UBS Group AG | Bank broker | 1.7M | $80.7M | 0.0% | +205.8% |
| SYON CAPITAL LLC | Other | 527.7K | $25.7M | 1.3% | -16.8% |
| AE Wealth Management LLC | Wealth advisor | 523.6K | $25.5M | 0.1% | +6.7% |
| LPL Financial LLC | Bank broker | 521.0K | $25.4M | 0.0% | +24.6% |
| ARVEST INVESTMENTS, INC. | Wealth advisor | 465.1K | $22.7M | 3.1% | +6.1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 307.5K | $15.0M | 0.0% | +359.4% |
| HANCOCK WHITNEY CORP | Other | 287.7K | $14.1M | 0.2% | +7.0% |
| Prepared Retirement Institute LLC | Wealth advisor | 256.7K | $12.5M | 6.2% | +6.7% |
| MORGAN STANLEY | Bank broker | 247.0K | $12.0M | 0.0% | -19.6% |
| CENTRAL BANK & TRUST CO | Other | 193.1K | $9.4M | 1.5% | +3.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 188.5K | $9.2M | 0.0% | +2.7% |
| PRUDENTIAL PLC | Other | 179.5K | $8.7M | 0.1% | -7.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 173.0K | $8.4M | 0.0% | -0.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 161.5K | $7.9M | 0.0% | -45.2% |
| Cetera Investment Advisers | Wealth advisor | 153.4K | $7.5M | 0.0% | +15.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 112.7K | $5.5M | 0.0% | +5.1% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | Other | 95.9K | $4.7M | 0.8% | -0.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 94.0K | $4.6M | 0.0% | -3.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 79.9K | $3.9M | 0.0% | New |
| Krilogy Financial LLC | Wealth advisor | 72.2K | $3.5M | 0.1% | -45.6% |
| SYKON CAPITAL LLC | Wealth advisor | 72.0K | $3.5M | 1.2% | -1.3% |
| Insight Wealth Partners, LLC | Wealth advisor | 70.9K | $3.5M | 1.4% | +6.7% |
| Ocean Park Asset Management, LLC | Wealth advisor | 63.3K | $3.1M | 0.2% | Held |
| Pathstone Holdings, LLC | Diversified mechanical | 62.3K | $3.0M | 0.0% | -0.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 62.2K | $3.0M | 0.0% | New |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 61.9K | $3.0M | 0.0% | — |
| FRANKLIN RESOURCES INC | Long only active | 51.7K | $2.5M | 0.0% | +8.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 47.7K | $2.3M | 0.0% | -28.1% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 41.5K | $2.0M | 0.0% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 39.7K | $1.9M | 0.0% | +10.7% |
| GUIDANCE CAPITAL, INC | Wealth advisor | 35.2K | $1.7M | 0.4% | +373.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 33.6K | $1.6M | 0.0% | -0.2% |
| Ethos Capital Management, Inc. | Other | 29.1K | $1.4M | 1.2% | -14.2% |
| FIRST TRUST ADVISORS LP | Index provider | 28.5K | $1.4M | 0.0% | -30.7% |
| Rosenberg Matthew Hamilton | Wealth advisor | 27.4K | $1.3M | 0.3% | +12.2% |
| Palogic Value Management, L.P. | Other | 27.4K | $1.3M | 0.6% | Held |
| JANE STREET GROUP, LLC | Market maker | 27.3K | $1.3M | 0.0% | New |
| Heck Capital Advisors, LLC | Wealth advisor | 23.7K | $1.2M | 0.1% | +7.9% |
| GUGGENHEIM CAPITAL LLC | Diversified mechanical | 21.0K | $1.0M | 0.0% | -15.7% |
| Maia Wealth LLC | Wealth advisor | 20.2K | $983K | 0.2% | +31.9% |
| FLOW TRADERS U.S. LLC | Market maker | 18.4K | $895K | 0.0% | New |
| Willis Johnson & Associates, Inc. | Wealth advisor | 18.1K | $880K | 0.1% | -4.1% |
| Arete Wealth Advisors, LLC | Wealth advisor | 16.3K | $793K | 0.1% | -1.3% |
| Advisory Alpha, LLC | Wealth advisor | 15.5K | $758K | 0.0% | -25.3% |
| Cogent Private Wealth, Inc. | Wealth advisor | 14.2K | $690K | 0.5% | Held |
| MMA ASSET MANAGEMENT LLC | Wealth advisor | 12.8K | $626K | 0.2% | +17.6% |
| &PARTNERS | Diversified mechanical | 12.8K | $623K | 0.0% | -26.2% |
| FIFTH THIRD BANCORP | Diversified mechanical | 12.5K | $610K | 0.0% | New |
| TOUNJIAN ADVISORY PARTNERS, LLC | Other | 12.2K | $594K | 0.2% | -2.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 10.7K | $524K | 0.0% | +82.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.