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CAPTRUST FINANCIAL ADVISORS: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on MTUM, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 372,327 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 372,327 shares
    Change vs previous 13F +13,763 shares

    0.2% of the 13F portfolio, value $127,644,992.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 358,564 shares
    Change vs previous 13F +133,085 shares

    0.15% of the 13F portfolio, value $86,048,009.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 225,479 shares
    Change vs previous 13F +101,589 shares

    0.11% of the 13F portfolio, value $56,439,675.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 123,890 shares
    Change vs previous 13F +22,731 shares

    0.06% of the 13F portfolio, value $31,771,680.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 101,159 shares
    Change vs previous 13F -379 shares

    0.05% of the 13F portfolio, value $24,310,424.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 101,538 shares
    Change vs previous 13F -2,284 shares

    0.05% of the 13F portfolio, value $20,523,804.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 103,822 shares
    Change vs previous 13F -4,393 shares

    0.06% of the 13F portfolio, value $21,482,828.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 108,215 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $21,941,728.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).