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MERCER GLOBAL ADVISORS INC /ADV: MTUM position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 8,117,410 MTUM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 8,117,410 shares
    Change vs previous 13F -271,464 shares

    3.44% of the 13F portfolio, value $2,782,891,724.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 8,388,874 shares
    Change vs previous 13F +563,984 shares

    2.98% of the 13F portfolio, value $2,013,245,871.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 7,824,890 shares
    Change vs previous 13F +229,850 shares

    2.99% of the 13F portfolio, value $1,958,649,074.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 7,595,040 shares
    Change vs previous 13F +11,584 shares

    3.25% of the 13F portfolio, value $1,947,747,879.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 7,583,456 shares
    Change vs previous 13F +160,427 shares

    4.09% of the 13F portfolio, value $1,822,449,862.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 7,423,029 shares
    Change vs previous 13F +512,679 shares

    3.44% of the 13F portfolio, value $1,500,393,917.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 6,910,350 shares
    Change vs previous 13F -1,006,466 shares

    3.49% of the 13F portfolio, value $1,429,889,564.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 7,916,816 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $1,596,383,423.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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