Ishr Mtge Back SEC ACT (MBBA)

CUSIP: 092528793 | NYSE | 108 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13GBlackRock Portfolio Management LLC	1,053,884	7.1%	New 5%+ stake	Sep 30, 2026	No 13F filer matched

13GBlackRock Portfolio Management LLC1,053,884

7.1% of class · Sep 30, 2026

Institutional Holders — Q3 2026

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Bank of New York Mellon Corp282,167

0.0% of portfolio$13.2M

Park Avenue Securities LLC154,781

0.1% of portfolio$7.3M

Milestone Asset Management, LLC147,484

1.1% of portfolio$6.9M

Truist Financial Corp103,484

0.0% of portfolio$4.9M

Ascent Group, LLC89,961

0.1% of portfolio$4.2M

TSA Wealth Managment LLC65,893

0.9% of portfolio$3.1M

Horst & Graben Wealth Management LLC54,895

0.3% of portfolio$2.6M

Atria Investments, Inc53,839

0.0% of portfolio$2.5M

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors53,585

0.1% of portfolio$2.5M

Kelly Financial Services LLC46,178

0.5% of portfolio$2.2M

CFS Investment Advisory Services, LLC46,124

0.1% of portfolio$2.2M

Range Financial Group LLC41,951

0.5% of portfolio$2.0M

Atlatl Advisers LLC41,712

0.5% of portfolio$2.0M

Vise Technologies, Inc.40,108

0.0% of portfolio$1.9M

Pettinga Financial Advisors LLC38,172

0.3% of portfolio$1.8M

Thrivent Financial for Lutherans32,876

0.0% of portfolio$1.5M

Wealth Enhancement Advisory Services, LLC29,991

0.0% of portfolio$1.4M

Kestra Advisory Services, LLC29,977

0.0% of portfolio$1.4M

Alterna Wealth Management, Inc29,871

0.8% of portfolio$1.4M

Simplicity Wealth,LLC29,044

0.0% of portfolio$1.4M

Cambridge Investment Research Advisors, Inc.27,256

0.0% of portfolio$1.3M

Trek Financial, LLC26,406

0.1% of portfolio$1.2M

Ashton Thomas Private Wealth, LLC24,526

0.0% of portfolio$1.2M

MLG Wealth Management DBA Pine Grove Financial Group23,468

0.1% of portfolio$1.1M

Ascentis Independent Advisors21,171

0.1% of portfolio$993.0K

Assetmark, Inc20,599

0.0% of portfolio$966.3K

SigFig Wealth Management, LLC19,987

0.0% of portfolio$937.6K

Citigroup Inc19,360

0.0% of portfolio$908.2K

Bay Harbor Wealth Management, LLC19,239

0.2% of portfolio$902.5K

Security Financial Services, Inc.18,362

0.1% of portfolio$861.4K

Cassilly Financial Group LLC17,844

0.6% of portfolio$837.1K

JB Capital LLC17,451

0.0% of portfolio$818.6K

Perigon Wealth Management, LLC17,176

0.0% of portfolio$805.7K

Town Capital LLC15,523

0.5% of portfolio$728.2K

Brookstone Capital Management13,611

0.0% of portfolio$638.5K

Elevation Point Wealth Partners, LLC13,124

0.0% of portfolio$615.6K

Commonwealth Equity Services, LLC11,777

0.0% of portfolio$552.4K

Droms Strauss Advisors Inc11,715

0.1% of portfolio$549.6K

Sovran Advisors, LLC11,700

0.0% of portfolio$561.6K

Blue Trust, Inc.11,329

0.0% of portfolio$531.4K

Apollon Wealth Management, LLC11,015

0.0% of portfolio$516.7K

Concurrent Investment Advisors, LLC8,881

0.0% of portfolio$416.6K

Cobblestone Asset Management LLC7,601

0.1% of portfolio$356.6K

Gen-Wealth Partners Inc7,596

0.1% of portfolio$356.3K

Farther Finance Advisors, LLC7,073

0.0% of portfolio$331.8K

Centurion Wealth Management LLC7,039

0.1% of portfolio$330.2K

Diversify Wealth Management, LLC6,508

0.0% of portfolio$309.4K

Diversify Advisory Services, LLC6,508

0.0% of portfolio$309.4K

Cypress Wealth Services, LLC6,450

0.0% of portfolio$301.8K

One Wealth Capital Management, LLC5,644

0.1% of portfolio$264.8K

Lifelong Wealth Advisors, Inc.5,504

0.1% of portfolio$258.2K

Strategic Blueprint, LLC5,311

0.0% of portfolio$249.1K

Cape Investment Advisory, Inc.5,100

0.1% of portfolio$239.2K

Flagship Harbor Advisors, LLC4,838

0.0% of portfolio$227.0K

Hoxton Planning & Management, LLC4,773

0.1% of portfolio$223.9K

Scarborough Advisors, LLC4,582

0.9% of portfolio$214.9K

JFS Wealth Advisors, LLC4,575

0.0% of portfolio$214.6K

One Advisory Partners, LLC4,424

0.1% of portfolio$207.5K

Key Capital Management, Inc3,632

0.1% of portfolio$170.4K

Fifth Third Bancorp3,513

0.0% of portfolio$164.8K

Portfolio Resources Advisor Group, Inc.2,772

0.1% of portfolio$130.0K

IFP Advisors, Inc2,443

0.0% of portfolio$114.6K

Mather Group, Llc.2,258

0.0% of portfolio$105.9K

Kingdom Financial Group Llc.1,812

0.0% of portfolio$85.0K

Creative Financial Designs Inc1,366

0.0% of portfolio$64.1K

Lloyd Advisory Services, Llc.1,342

0.0% of portfolio$63.0K

Retirement Wealth Solutions LLC1,174

0.0% of portfolio$55.1K

Latitude Advisors, LLC1,151

0.0% of portfolio$54.0K

Private Trust Co NA915

0.0% of portfolio$42.9K

CoreCap Advisors, LLC578

0.0% of portfolio$27.1K

Parallel Advisors, LLC527

0.0% of portfolio$24.7K

Entrust Financial LLC464

0.0% of portfolio$21.7K

Quest 10 Wealth Builders, Inc.459

0.0% of portfolio$21.5K

Peoples Financial Services Corp.425

0.0% of portfolio$19.9K

Montgomery Financial Services LLC400

0.0% of portfolio$18.8K

Signature Equity Partners, LLC390

0.0% of portfolio$18.3K

Elevated Capital Advisors, LLC213

0.0% of portfolio$10.0K

Duncker Streett & Co Inc169

0.0% of portfolio$7.9K

EverSource Wealth Advisors, LLC152

0.0% of portfolio$7.1K

Golden State Wealth Management, LLC94

0.0% of portfolio$4.4K

Lanark Financial, Inc.67

0.0% of portfolio$3.1K

Tradewinds Capital Management, LLC56

0.0% of portfolio$2.6K

Raleigh Capital Management Inc.55

0.0% of portfolio$2.6K

Gilpin Wealth Management, LLC24

0.0% of portfolio$1.1K

				Style	Turnover	Location	Filed
Bank of New York Mellon Corp	282,167	$13.2M	0.0%	Core	Low	New York, NY	2026-11-05
Park Avenue Securities LLC	154,781	$7.3M	0.1%	ETF	Medium	New York, NY	2026-10-26
Milestone Asset Management, LLC	147,484	$6.9M	1.1%	Growth	High	Pittsburgh, PA	2026-10-15
Truist Financial Corp	103,484	$4.9M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Ascent Group, LLC	89,961	$4.2M	0.1%	Core	Low	Virginia Beach, VA	2026-10-30
TSA Wealth Managment LLC	65,893	$3.1M	0.9%	ETF	Medium	Houston, TX	2026-10-22
Horst & Graben Wealth Management LLC	54,895	$2.6M	0.3%	ETF	Medium	Portland, OR	2026-11-02
Atria Investments, Inc	53,839	$2.5M	0.0%	Core	Medium	Charlotte, NC	2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	53,585	$2.5M	0.1%	ETF	Medium	Westlake, OH	2026-10-14
Kelly Financial Services LLC	46,178	$2.2M	0.5%	ETF	Medium	Braintree, MA	2026-10-20
CFS Investment Advisory Services, LLC	46,124	$2.2M	0.1%	ETF	Medium	Totowa, NJ	2026-10-19
Range Financial Group LLC	41,951	$2.0M	0.5%	GARP	Medium	Tigard, OR	2026-10-21
Atlatl Advisers LLC	41,712	$2.0M	0.5%	Agg Growth	High	Madison, WI	2026-10-22
Vise Technologies, Inc.	40,108	$1.9M	0.0%	Index	Low	New York, NY	2026-10-29
Pettinga Financial Advisors LLC	38,172	$1.8M	0.3%	ETF	Medium	Evansville, IN	2026-10-13
Thrivent Financial for Lutherans	32,876	$1.5M	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Wealth Enhancement Advisory Services, LLC	29,991	$1.4M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Kestra Advisory Services, LLC	29,977	$1.4M	0.0%	Core	Low	Austin, TX	2026-11-02
Alterna Wealth Management, Inc	29,871	$1.4M	0.8%	ETF	Medium	Houston, TX	2026-10-27
Simplicity Wealth,LLC	29,044	$1.4M	0.0%	ETF	Low	Summit, NJ	2026-10-23
Cambridge Investment Research Advisors, Inc.	27,256	$1.3M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Trek Financial, LLC	26,406	$1.2M	0.1%	ETF	High	Scottsdale, AZ	2026-10-29
Ashton Thomas Private Wealth, LLC	24,526	$1.2M	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group	23,468	$1.1M	0.1%	ETF	Medium	Woodbury, MN	2026-10-13
Ascentis Independent Advisors	21,171	$993.0K	0.1%	ETF	Low	Dallas, TX	2026-11-03
Assetmark, Inc	20,599	$966.3K	0.0%	ETF	Low	Concord, CA	2026-10-21
SigFig Wealth Management, LLC	19,987	$937.6K	0.0%	ETF	Low	San Francisco, CA	2026-10-07
Citigroup Inc	19,360	$908.2K	0.0%	Core	Medium	New York, NY	2026-11-04
Bay Harbor Wealth Management, LLC	19,239	$902.5K	0.2%	ETF	Medium	Hunt Valley, MD	2026-11-03
Security Financial Services, Inc.	18,362	$861.4K	0.1%	ETF	Medium	Fort Wayne, IN	2026-10-29
Cassilly Financial Group LLC	17,844	$837.1K	0.6%	ETF	Low	Severna Park, MD	2026-10-07
JB Capital LLC	17,451	$818.6K	0.0%	ETF	Medium	Wethersfield, CT	2026-10-19
Perigon Wealth Management, LLC	17,176	$805.7K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Town Capital LLC	15,523	$728.2K	0.5%	ETF	High	Bel Air, MD	2026-11-03
Brookstone Capital Management	13,611	$638.5K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Elevation Point Wealth Partners, LLC	13,124	$615.6K	0.0%	Core	High	Denver, CO	2026-11-05
Commonwealth Equity Services, LLC	11,777	$552.4K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Droms Strauss Advisors Inc	11,715	$549.6K	0.1%	ETF	Low	St. Louis, MO	2026-11-03
Sovran Advisors, LLC	11,700	$561.6K	0.0%	ETF	Medium	San Diego, CA	2026-11-02
Blue Trust, Inc.	11,329	$531.4K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Apollon Wealth Management, LLC	11,015	$516.7K	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Concurrent Investment Advisors, LLC	8,881	$416.6K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Cobblestone Asset Management LLC	7,601	$356.6K	0.1%	ETF	Medium	Richmond, VA	2026-10-13
Gen-Wealth Partners Inc	7,596	$356.3K	0.1%	Core	Low	Zeeland, MI	2026-11-04
Farther Finance Advisors, LLC	7,073	$331.8K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Centurion Wealth Management LLC	7,039	$330.2K	0.1%	ETF	Medium	Mclean, VA	2026-10-13
Diversify Wealth Management, LLC	6,508	$309.4K	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	6,508	$309.4K	0.0%	Growth	Low	Sandy, UT	2026-10-20
Cypress Wealth Services, LLC	6,450	$301.8K	0.0%	ETF	Low	Palm Desert, CA	2026-10-21
One Wealth Capital Management, LLC	5,644	$264.8K	0.1%	Growth	Medium	Scottsdale, AZ	2026-10-23
Lifelong Wealth Advisors, Inc.	5,504	$258.2K	0.1%	ETF	Low	Arden Hills, MN	2026-10-19
Strategic Blueprint, LLC	5,311	$249.1K	0.0%	ETF	Low	Atlanta, GA	2026-10-22
Cape Investment Advisory, Inc.	5,100	$239.2K	0.1%	ETF	Low	Mcdonough, GA	2026-10-13
Flagship Harbor Advisors, LLC	4,838	$227.0K	0.0%	ETF	Medium	Boston, MA	2026-10-26
Hoxton Planning & Management, LLC	4,773	$223.9K	0.1%	ETF	Low	Shepherdstown, WV	2026-10-15
Scarborough Advisors, LLC	4,582	$214.9K	0.9%	ETF	Medium	Annapolis, MD	2026-10-16
JFS Wealth Advisors, LLC	4,575	$214.6K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
One Advisory Partners, LLC	4,424	$207.5K	0.1%	ETF	Medium	Overland Park, KS	2026-10-22
Key Capital Management, Inc	3,632	$170.4K	0.1%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Fifth Third Bancorp	3,513	$164.8K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Portfolio Resources Advisor Group, Inc.	2,772	$130.0K	0.1%	ETF	Medium	Coral Gables, FL	2026-10-20
IFP Advisors, Inc	2,443	$114.6K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Mather Group, Llc.	2,258	$105.9K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Kingdom Financial Group Llc.	1,812	$85.0K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Creative Financial Designs Inc	1,366	$64.1K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Lloyd Advisory Services, Llc.	1,342	$63.0K	0.0%	ETF	Very High	Suwanee, GA	2026-11-02
Retirement Wealth Solutions LLC	1,174	$55.1K	0.0%	ETF	Low	Marshfield, WI	2026-10-07
Latitude Advisors, LLC	1,151	$54.0K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Private Trust Co NA	915	$42.9K	0.0%	Core	Low	Cleveland, OH	2026-10-20
CoreCap Advisors, LLC	578	$27.1K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Parallel Advisors, LLC	527	$24.7K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Entrust Financial LLC	464	$21.7K	0.0%	ETF	Low	Wayne, PA	2026-11-04
Quest 10 Wealth Builders, Inc.	459	$21.5K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Peoples Financial Services Corp.	425	$19.9K	0.0%	Core	Very Low	Moosic, PA	2026-10-20
Montgomery Financial Services LLC	400	$18.8K	0.0%	ETF	N/A	Ocean City, MD	2026-11-03
Signature Equity Partners, LLC	390	$18.3K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Elevated Capital Advisors, LLC	213	$10.0K	0.0%	ETF	Medium	Sandy, UT	2026-11-04
Duncker Streett & Co Inc	169	$7.9K	0.0%	Growth	Low	St. Louis, MO	2026-10-27
EverSource Wealth Advisors, LLC	152	$7.1K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Golden State Wealth Management, LLC	94	$4.4K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Lanark Financial, Inc.	67	$3.1K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Tradewinds Capital Management, LLC	56	$2.6K	0.0%	ETF	Very High	Bellingham, WA	2026-10-23
Raleigh Capital Management Inc.	55	$2.6K	0.0%	Core	Medium	Cary, NC	2026-10-28
Gilpin Wealth Management, LLC	24	$1.1K	0.0%	Growth	Low	Denver, CO	2026-10-09