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LMUB · Insider trading · 13F holders · Congress trades

Ishares Tr (LMUB)

Who is buying and selling LMUB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
33
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

LMUB at a glance

  • No open-market insider purchases or sales of LMUB were filed in the last 90 days.
  • 33 13F filers hold LMUB among their 50 largest positions, worth $143.0M combined. The biggest bets by portfolio weight are KM Capital Management Ltd. (10.7%), LiftPoint Family Wealth Advisors LLC (2.5%) and One Wealth Advisors, LLC (1.9%). In their latest 13Fs, 1 manager opened a new position and 11 added to one.
  • No member of Congress has disclosed a trade in LMUB.

LMUB insider trading

No open-market insider purchases or sales of LMUB were filed in the last 90 days.

Who owns LMUB? Hedge funds and superinvestors

33 13F filers hold LMUB among their 50 largest positions, worth $143.0M combined. The biggest bets by portfolio weight are KM Capital Management Ltd. (10.7%), LiftPoint Family Wealth Advisors LLC (2.5%) and One Wealth Advisors, LLC (1.9%). In their latest 13Fs, 1 manager opened a new position and 11 added to one.

13F filers holding LMUB
Manager% of portfolioValueSharesLast quarter13F
KM Capital Management Ltd.Wealth manager10.7%$22.7M442,423+7.6% sharesQ2 2026
One Wealth Advisors, LLCWealth manager1.9%$17.2M336,349+37.9% sharesQ2 2026
Icon Wealth Advisors, LLCWealth manager0.9%$15.5M303,512+3.5% sharesQ2 2026
Manhattan West Asset Management, LLCWealth manager1.8%$10.6M206,883+30.6% sharesQ2 2026
Tyche Wealth Partners LLCWealth manager1.1%$7.9M154,916+21.1% sharesQ2 2026
Watershed Private Wealth LLCWealth manager1.7%$6.2M120,450-5.2% sharesQ2 2026
Atlatl Advisers LLCWealth manager1.2%$5.3M114,150-11.1% sharesQ3 2026
May Hill Capital, LLCWealth manager1.1%$5.1M99,644+44.4% sharesQ2 2026
Keebeck Wealth ManagementWealth manager0.5%$5.0M97,034—Q2 2026
Seeds Investor LLCWealth manager0.5%$4.9M96,615+5.8% sharesQ2 2026
Kelly Financial Services LLCWealth manager1.0%$4.5M97,558-25.8% sharesQ3 2026
Wealth Alliance, LLCWealth manager0.4%$4.2M82,843+0.6% sharesQ2 2026
Able Wealth Management LLCWealth manager0.9%$4.0M85,757+24.3% sharesQ3 2026
LiftPoint Family Wealth Advisors LLCWealth manager2.5%$3.7M71,316+8.6% sharesQ2 2026
SMART Wealth LLCWealth manager0.8%$3.5M68,464—Q2 2026
One Wealth Capital Management, LLCWealth manager1.2%$3.1M67,620-46.8% sharesQ3 2026
ONE Advisory Partners, LLCWealth manager0.8%$2.8M59,956-35.4% sharesQ3 2026
Detalus Advisors, LLCInstitutional asset manager0.5%$2.6M56,257-71.2% sharesQ3 2026
True Vision MN LLCInvestment manager1.2%$2.4M47,072—Q1 2026
Theory Financial LLCWealth manager0.6%$2.0M38,963+3.2% sharesQ2 2026
Shared Vision Wealth Group LLCWealth manager0.4%$1.3M24,444+81.4% sharesQ2 2026
CV Advisors LLCWealth manager0.2%$1.2M25,980—Q3 2026
Legacy Advisory Services, LLCWealth manager0.8%$1.1M24,608—Q3 2026
Eq LLCWealth manager0.3%$1.1M21,668—Q2 2026
Core Wealth Advisors, LLCWealth manager0.8%$1.0M20,459+1.8% sharesQ2 2026
Conquis Financial LLCWealth manager0.8%$944K18,432-33.9% sharesQ2 2026
Polaris Investment Advisors, LLCWealth manager0.5%$810K17,419-25.3% sharesQ3 2026
Curtis Wealth Management LLCWealth manager0.5%$607K11,860+35.6% sharesQ2 2026
Stone House Investment Management, LLCWealth manager0.1%$565K12,138—Q3 2026
Buttonwood Financial Group, LLCWealth manager0.2%$420K9,041-95.4% sharesQ3 2026

The 30 largest of 33 positions, by value. Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 20, Q1 2026: 1). Screen LMUB in the grand portfolio →

LMUB stock trades by members of Congress

No member of Congress has disclosed a trade in LMUB.

LMUB questions and answers

Are insiders buying LMUB stock?

No open-market insider purchases or sales of LMUB were filed in the last 90 days.

Which hedge funds own LMUB?

33 13F filers hold LMUB among their 50 largest positions, worth $143.0M combined. The biggest bets by portfolio weight are KM Capital Management Ltd. (10.7%), LiftPoint Family Wealth Advisors LLC (2.5%) and One Wealth Advisors, LLC (1.9%). In their latest 13Fs, 1 manager opened a new position and 11 added to one.

Has Congress traded LMUB?

No member of Congress has disclosed a trade in LMUB.

Who is the largest holder of LMUB?

Among 13F filers, KM Capital Management Ltd. reports the largest LMUB position, $22.7M (442,423 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is KM Capital Management Ltd.'s: 10.7% of its portfolio.

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Free to use with a link back. The data updates every filing day.

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