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Disclosery

MTUM ISHARES TR

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SHS (fund)

1,190 managers (1,208 13F filers) reported a position in MTUM shares at 2026-06-30, 72,273,512 shares in all. 210 filers opened a position and 66 filers sold out during the quarter.

Managers
1,190
13F filers
1,208
New
210
Added
363
Reduced
442
Sold out
66
Shares held by filers
72,273,512

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,448,064$2.9B-729,578Timeline
MERCER GLOBAL ADVISORS INC /ADV8,117,410$2.78B3.44%-271,46413F-HR/ATimeline
FMR LLCin group FMR LLC5,705,939$1.96B0.08%+222,47513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,375,616$1.16B0.31%+94,55213F-HRTimelineGroup
LPL Financial LLC3,371,900$1.16B0.26%+5,53013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,708,782$929M0.05%-373,23713F-HRTimelineGroup
Blue Trust, Inc.1,409,680$483M5.07%+134,71713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,333,850$458M0.09%-33,72613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,319,411$452M0.03%+149,77413F-HRTimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM1,301,990$446M1.98%-38,10013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,252,332$429M0.01%-371,23813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,140,605$391M0.67%-33,64613F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding1,101,428$378M-81,650Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,086,149$372M0.06%+241,08313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,003,960$337M0.02%-140,15013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…931,613$319M4.68%-28,78613F-HRTimeline
MML INVESTORS SERVICES, LLC830,205$285M0.58%+204,19813F-HRTimeline
UBS Group AGgroup of 2 filers holding697,463$239M-16,187Timeline
Orgel Wealth Management, LLC672,724$231M4.37%-10,97513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC639,938$219M1.37%-82,54613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC637,867$219M0.1%+385,22113F-HRTimelineGroup
Cetera Investment Advisers595,918$204M0.19%-15,63313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…607,622$196M0.33%-6,63713F-HRTimeline
Franklin Resourcesgroup of 2 filers holding529,641$182M+476,952Timeline
Janney Montgomery Scott LLC499,697$171M0.33%-101,71113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA491,288$168M0.03%-16,42513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…467,786$160M0.08%-14,21113F-HRTimelineGroup
Symmetry Partners, LLC426,885$146M7.46%-8,80813F-HRTimeline
Savant Capital, LLC413,948$141M0.41%+12,15513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC391,288$134M0.01%+33,75713F-HRTimelineGroup
Balentine LLC380,266$130M4.63%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS372,327$128M0.2%+13,76313F-HRTimeline
Arizona PSPRS Trust361,757$124M4.62%+38213F-HR/ATimeline
Foundations Investment Advisors, LLC352,034$121M1.24%-88,33513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP346,128$119M0.16%-627,89013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.344,387$118M0.14%+19,85113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp342,136$117M0.02%-82,80313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…337,175$116M0.06%-46,85713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP335,012$115M0.1%+2,48013F-HRTimelineGroup
OneDigital Investment Advisors LLC328,191$113M0.95%-93,95613F-HRTimeline
High Probability Advisors, LLC322,023$110M11.81%+7,70113F-HRTimeline
NewEdge Advisors, LLC317,902$109M0.32%-80,87113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC299,827$103M0.13%-41,42713F-HRTimeline
Foster Group, Inc.287,607$98.6M2.62%-30,15313F-HRTimeline
Merit Financial Group, LLC274,471$94.1M0.58%-70,86913F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP230,444$75.1M0.03%+27,10813F-HRTimelineGroup
JB Capital LLC212,113$72.7M2.52%-73,88613F-HRTimeline
Cambridge Investment Research Advisors,…209,549$71.8M0.16%-15,85913F-HR/ATimeline
Strategic Financial Services, Inc.206,900$70.9M3.11%-18,66713F-HRTimeline
Armbruster Capital Management, Inc.206,320$70.7M10.54%-6,25813F-HRTimeline
Sanctuary Advisors, LLC205,348$70.4M0.33%-37,59313F-HRTimeline
Integrated Wealth Concepts LLC200,391$68.7M0.33%+39,10413F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…200,000$68.6M0.1%new13F-HRTimeline
AdvisorShares Investments LLC194,494$66.7M8.05%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…192,185$65.9M1.33%+65,10313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…183,285$62.8M0.21%-2,56113F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…181,964$62.4M0.44%+26,80113F-HRTimelineGroup
Kathmere Capital Management, LLC181,563$62.2M3.31%+75513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…166,581$57.2M0.32%-47,67913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…162,354$55.7M0.09%+5,08613F-HRTimelineGroup
Sanchez Wealth Management Group159,211$54.6M9.56%+3,72213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding156,266$53.6M+11,220Timeline
Advocacy Wealth Management, LLC150,686$51.7M1.88%-50,75513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…142,374$48.7M0.08%+42,13113F-HRTimelineGroup
Atria Investments, Inc140,944$48.3M0.48%-5,33613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP138,812$47.6M0.06%-25,40913F-HRTimelineGroup
Acropolis Investment Management, LLC137,797$47.2M1.86%-4,14913F-HR/ATimeline
Mullooly Asset Management, Inc.134,087$46M14.15%-3,50613F-HRTimeline
1900 WEALTH MANAGEMENT LLC132,103$45.3M2.52%-62713F-HRTimeline
Beacon Pointe Advisors, LLC131,871$45.2M0.21%-80613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding120,009$41.1M-66,244Timeline
Stonehearth Capital Management, LLC116,926$40.1M13.68%-7,07613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp113,665$39M0.11%-20313F-HRTimelineGroup
Savvy Advisors, Inc.113,097$38.8M0.83%-2,88613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS111,711$38.3M0.02%+94,03013F-HRTimelineGroup
Apella Capital, LLC121,579$38M0.54%-4,00413F-HRTimeline
Journey Advisory Group, LLC108,657$37.3M2.85%+47,07013F-HRTimeline
HighTower Advisors, LLC105,428$36.1M0.03%+3,22013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC104,732$35.9M0.13%-50,49213F-HRTimelineGroup
Convergence Financial, LLC104,086$35.7M2.84%+15,74113F-HRTimeline
Sequoia Financial Advisors, LLC103,852$35.6M0.18%+6,55713F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …102,412$35.1M0.84%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.102,369$35.1M0.05%+17,68213F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP99,639$34.2M0.03%new13F-HRTimelineGroup
Clark Capital Management Group, Inc.98,112$33.6M0.18%+97,15813F-HRTimeline
Vise Technologies, Inc.96,996$33.3M0.38%+63,63613F-HRTimeline
AE Wealth Management LLC96,754$33.2M0.15%-29,12313F-HRTimeline
Mariner, LLCin group Mariner, LLC91,250$31.3M0.03%-5,58413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…90,906$31.2M0.03%+72,64613F-HRTimelineGroup
Trinity Wealth Management, LLC89,744$30.8M9.76%+19,53613F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.89,724$30.8M5.96%+20,58313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC89,037$30.5M0.01%+84,95413F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd87,445$30M0.26%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC83,121$28.5M0.22%+32,18213F-HRTimeline
Private Advisor Group, LLC82,495$28.3M0.13%+4,63813F-HRTimeline
Invst, LLC81,852$28.1M2.74%+54,59613F-HRTimeline
Bell Investment Advisors, Inc77,807$26.7M3.92%-10,38913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …74,194$25.4M1.26%-29,58813F-HRTimeline
Glenview Trust Co73,959$25.4M0.35%-26513F-HR/ATimeline
Straight Path Wealth Management71,699$24.6M5.75%-4,21313F-HRTimeline
SteelPeak Wealth, LLC71,207$24.4M0.64%-6,27713F-HRTimeline
Creative Planningin group Creative Planning68,617$23.5M0.01%+89513F-HRTimelineGroup
Advisory Services Network, LLC68,603$23.5M0.27%+49,30513F-HRTimeline
Icon Wealth Advisors, LLC67,815$23.2M1.4%-18,22113F-HRTimeline
Steward Partners Investment Advisory, L…65,460$22.4M0.11%+1,49113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC64,414$22.1M0.34%-1,75813F-HRTimeline
Parker Investment Management, LLC63,303$21.7M2.62%+60,06313F-HRTimeline
D'Orazio & Associates, Inc.63,196$21.7M2.51%+3,48113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC62,738$21.5M1.09%-3,15213F-HRTimeline
CFO4Life Group, LLC60,583$20.8M2.8%-28213F-HRTimeline
Waverly Advisors, LLC59,470$20.4M0.12%+3,32113F-HRTimeline
CPC Advisors, LLC58,859$20.2M2.72%+59113F-HRTimeline
Prime Capital Investment Advisors, LLC57,156$19.6M0.19%-36,84413F-HRTimeline
NorthRock Partners, LLC56,748$19.5M0.28%-5,68113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC54,879$18.8M0.01%+8,29313F-HRTimelineGroup
Nan Shan Life Insurance Co., Ltd.54,183$18.6M0.58%new13F-HRTimeline
Summit Wealth Group, LLC53,239$18.3M3.72%+9713F-HRTimeline
MGO ONE SEVEN LLC52,927$18.1M0.3%-23,13713F-HRTimeline
WIN ADVISORS, INC51,032$17.5M6.24%+38,01913F-HRTimeline
Well Done, LLC49,716$17M2.29%-1,34013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS49,002$16.8M0.69%new13F-HRTimeline
&PARTNERS49,034$16.8M0.07%-2,26713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC48,885$16.8M0.31%-3,10313F-HRTimeline
Shah Wealth Advisors, LLC48,732$16.7M3.86%13F-HRTimeline
Solidarity Wealth, LLC48,687$16.7M2.91%new13F-HRTimeline
Sharkey, Howes & Javer48,608$16.7M2.01%-17,34713F-HRTimeline
Global Retirement Partners, LLC48,480$16.6M0.25%13F-HRTimeline
Shepherd Financial Partners LLC47,285$16.2M1.33%-15,29713F-HRTimeline
Quantinno Capital Management LP47,231$16.2M0.02%+7,95213F-HRTimeline
EP Wealth Advisors, LLC47,057$16.1M0.06%+43,11713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC46,941$16.1M0.01%+9,34413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC46,907$16.1M0.19%+20,31013F-HRTimelineGroup
ANDERSON HOAGLAND & CO46,069$15.8M1.24%+90913F-HRTimeline
Stone House Investment Management, LLC45,709$15.7M2.08%-17,07813F-HRTimeline
Vestmark Advisory Solutions, Inc.45,484$15.6M0.15%+6,84313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding51,044$15.4M+19,646Timeline
Advyzon Investment Management, LLC43,832$15M1.09%+14,52313F-HRTimeline
Scarborough Advisors, LLC44,839$14.6M1.67%-22,12313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,863$14.4M0.09%-9,08913F-HRTimelineGroup
Royal Fund Management, LLC41,759$14.3M1.2%-10713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC41,734$14.3M0.13%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management41,495$14.2M0.14%+5,23413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…41,434$14.2M0.12%+8,05113F-HRTimelineGroup
Pettinga Financial Advisors LLC41,384$14.2M2.27%-16,80513F-HRTimeline
Garrett Wealth Advisory Group, LLC40,406$13.9M2.13%-38113F-HRTimeline
Scissortail Wealth Management, LLC40,238$13.8M2.65%-4,22813F-HRTimeline
RH Tailwind Management, LLC40,000$13.7M6.4%new13F-HRTimeline
Trilogy Capital Inc.39,384$13.5M0.53%-1,86613F-HRTimeline
PAX Financial Group, LLC39,099$13.4M1.99%-6,92613F-HRTimeline
Meredith Wealth Planning38,700$13.3M3.13%+2513F-HRTimeline
Chicago Partners Investment Group LLC40,948$12.9M0.26%-2713F-HRTimeline
Aptus Capital Advisors, LLC37,438$12.8M0.09%+95113F-HRTimeline
CENTAURUS FINANCIAL, INC.37,377$12.8M0.5%-11,17313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC37,121$12.7M0.09%+5,57713F-HRTimelineGroup
D.A. DAVIDSON & CO.36,900$12.7M0.07%+1,46313F-HRTimeline
Elevated Financial Group LLC36,880$12.6M3.57%+2,42313F-HRTimeline
Regal Investment Advisors LLC36,766$12.6M0.65%-1,69313F-HRTimeline
Trek Financial, LLC36,402$12.5M0.62%-8,06713F-HRTimeline
World Investment Advisors39,860$12.3M0.2%+6,88413F-HRTimeline
JMAC ENTERPRISES LLC35,430$12.1M2.05%-3,13313F-HRTimeline
Tradewinds, LLC.13,623$12.1M2.82%new13F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.35,042$12M5.91%+17,80913F-HRTimeline
Strategic Blueprint, LLC34,522$11.8M0.59%-9,33413F-HRTimeline
Farther Finance Advisors, LLC34,398$11.8M0.09%-5,62013F-HRTimeline
Financial Architects, LLC33,655$11.5M5.53%-18013F-HRTimeline
Keystone Financial Group32,851$11.3M0.67%-8,73013F-HRTimeline
SHUFRO ROSE & CO LLC32,484$11.1M0.64%-52413F-HRTimeline
Kelly Financial Services LLC32,473$11.1M2.38%-10,12813F-HRTimeline
Haverford Trust Co32,351$11.1M0.1%+3,37913F-HRTimeline
HARBOUR INVESTMENTS, INC.32,228$11M0.15%+3,07013F-HRTimeline
Keystone Financial Services32,221$11M2.84%-11,22313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…31,989$11M0.27%+29,13113F-HRTimelineGroup
IFP Advisors, Inc31,818$10.9M0.2%+14,08513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding31,653$10.9M+1,838Timeline
Tacita Capital Inc31,541$10.8M5.87%-67913F-HRTimeline
Brickley Wealth Management31,537$10.8M1.55%+7913F-HRTimeline
Csenge Advisory Group31,148$10.7M0.43%-1,76313F-HRTimeline
BEACON FINANCIAL GROUP30,725$10.5M0.96%-9,38813F-HRTimeline
Arax Advisory Partners30,536$10.5M0.07%+19,40713F-HRTimeline
Strategic Investment Advisors / MI30,503$10.5M0.63%+16213F-HRTimeline
Alliance Wealth Advisors, LLC /UT30,407$10.4M1.97%new13F-HRTimeline
Elevation Capital Advisory, LLC29,995$10.3M3.97%+12,37413F-HRTimeline
PW Nova Financial Services LLC29,669$10.2M2.18%-21413F-HRTimeline
Cavalier Investments, LLC29,662$10.2M3.74%new13F-HRTimeline
University of Illinois Foundation29,170$10M1.79%new13F-HRTimeline
Unison Advisors LLC29,042$9.96M0.69%+4,07613F-HRTimeline
Capital Planning LLC28,447$9.75M2.84%-2,08913F-HRTimeline
Modern Wealth Management, LLC28,194$9.67M0.12%-3,59113F-HRTimeline
CHOREO, LLC28,089$9.63M0.11%-68513F-HRTimeline
Kilter Group LLC27,850$9.55M3.46%-3,66113F-HRTimeline
SWMG, LLC29,179$9.33M2.2%-6,46313F-HRTimeline
TSFG, LLC27,091$9.29M1.17%-10,46113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC38,474$9.23M1.15%013F-HRTimeline
Mascoma Wealth Management LLC26,878$9.21M1.71%-14013F-HRTimeline
Professional Financial Advisors, LLC26,369$9.04M1.56%+96513F-HRTimeline
Snowden Capital Advisors LLC26,356$9.04M0.21%-17313F-HRTimeline
IFG Advisory, LLC26,174$8.97M0.31%new13F-HRTimeline
Sound Portfolio Advisors, LLC25,821$8.85M6.28%+72213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding25,814$8.85M-5,825Timeline
Stokes Family Office, LLC25,630$8.79M1.02%-23,84413F-HRTimeline