Skip to content
Disclosery

MTUM ISHARES TR

Follow

SHS (fund)

1,193 managers (1,211 13F filers) reported a position in MTUM shares at 2026-06-30, 72,265,772 shares in all. 210 filers opened a position and 66 filers sold out during the quarter.

Managers
1,193
13F filers
1,211
New
210
Added
363
Reduced
445
Sold out
66
Shares held by filers
72,265,772

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
Stokes Family Office, LLC25,630$8.79M1.02%-23,84413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,481$8.74M0.35%-72813F-HRTimeline
Alexis Investment Partners, LLC25,979$8.73M5.11%-11,41713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,461$8.73M0.01%+1,60813F-HRTimelineGroup
Perennial Investment Advisors, LLC25,423$8.72M0.58%-3,06713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding25,403$8.71M+5,814Timeline
Asset Advisors Investment Management, L…25,335$8.69M0.8%+24,21513F-HRTimeline
Legacy Financial Group LLC25,332$8.68M0.98%-8,34713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.25,147$8.62M0.94%-56913F-HR/ATimeline
ONE Advisory Partners, LLC24,987$8.57M2.33%-11,36013F-HRTimeline
Rothschild Wealth LLC24,908$8.54M0.68%-7,23813F-HRTimeline
Midwest Capital Advisors, LLC24,450$8.38M3.4%-15,27313F-HRTimeline
Forefront Analytics, LLC24,434$8.38M9.1%+20013F-HRTimeline
Tradition Wealth Management, LLC24,396$8.36M0.51%-6413F-HRTimeline
WEALTH ALLIANCE, LLC24,354$8.35M0.7%-5,44013F-HRTimeline
Guardian Capital, LLC24,056$8.25M6.75%+12,86513F-HRTimeline
CIBC WORLD MARKET INC.23,999$8.23M0.01%+2,25113F-HRTimeline
RHS Financial, LLC23,913$8.2M3.31%-35213F-HRTimeline
Avant Capital LLC23,786$8.15M5.11%+2613F-HRTimeline
360 Financial, Inc.23,385$8.02M2.04%-28013F-HRTimeline
Indivisible Partners23,375$8.01M0.45%+1,32113F-HRTimeline
COZAD ASSET MANAGEMENT INC23,006$7.89M0.51%+7713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,992$7.88M0.15%-4,05913F-HRTimeline
Gateway Wealth Partners, LLC22,613$7.75M0.47%-20,55513F-HRTimeline
GROUP ONE TRADING LLC21,943$7.52M0.22%+21,60813F-HRTimeline
J.W. COLE ADVISORS, INC.21,879$7.5M0.13%-1,20213F-HRTimeline
Sollinda Capital Management LLC21,699$7.44M1.59%+15,29713F-HRTimeline
Allworth Financial LP21,684$7.43M0.03%+75813F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC21,673$7.43M1.48%+49513F-HRTimeline
Wealthspire Advisors, LLC21,595$7.4M0.04%+18,17713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,561$7.39M0.03%-1,77113F-HRTimeline
Geneos Wealth Management Inc.21,532$7.38M0.15%+5,58713F-HRTimeline
Bay Harbor Wealth Management, LLC21,497$7.37M1.7%-5,53313F-HRTimeline
BEACON FINANCIAL PLANNING, INC21,244$7.28M2.47%+3,92013F-HRTimeline
Peak Wealth Management LLC21,161$7.25M5.09%-813F-HRTimeline
Parallax Volatility Advisers, L.P.21,020$7.21M0.27%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…20,845$7.15M0.24%+68913F-HRTimelineGroup
First Business Financial Services, Inc.20,335$6.97M0.54%013F-HRTimeline
Archvest Wealth Advisors, Inc.20,243$6.94M4.02%+80713F-HRTimeline
BCGM Wealth Management, LLC20,205$6.93M1.46%-6,00913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,943$6.84M0.16%-3,48713F-HRTimelineGroup
Claro Advisors Inc.19,867$6.81M0.71%-5,28013F-HRTimeline
Bellwether Advisors, LLC19,694$6.75M1%+1,05013F-HRTimeline
SCOTIA CAPITAL INC.19,677$6.75M0.03%-5,26113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding19,667$6.74M+911Timeline
Tactive Advisors, LLC18,814$6.45M1.59%new13F-HRTimeline
GUERRA PAN ADVISORS, LLC18,737$6.42M3.58%-14313F-HRTimeline
Gladstone Institutional Advisory LLC18,572$6.37M0.2%-2413F-HRTimeline
Western Wealth Management, LLC18,509$6.35M0.21%+24613F-HRTimeline
Sovran Advisors, LLC22,302$6.31M0.47%-1,80513F-HRTimeline
Golden State Wealth Management, LLC18,193$6.24M0.57%+10,36113F-HRTimeline
Plotkin Financial Advisors, LLC18,100$6.21M2.57%-81913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.17,894$6.13M4.06%-21413F-HRTimeline
WealthShield Partners, LLC17,824$6.11M0.93%-8,72613F-HRTimeline
SAX WEALTH ADVISORS, LLC25,000$6M0.24%-4613F-HRTimeline
Founders Financial Alliance, LLC17,340$5.94M0.79%+16,58713F-HRTimeline
Sowell Financial Services LLC17,189$5.89M0.19%+2,60513F-HRTimeline
Argent Trust Co17,139$5.88M0.17%+11,85313F-HRTimeline
First Heartland Consultants, Inc.17,083$5.86M0.38%+17613F-HRTimeline
ShoreHaven Wealth Partners, LLC17,004$5.83M1.83%-6,47813F-HRTimeline
Beacon Capital Management, LLC16,932$5.8M0.85%+10,58113F-HRTimeline
Caprock Group, LLC16,846$5.78M0.11%+3,18213F-HRTimeline
Mutual Advisors, LLC16,787$5.76M0.11%+11,43513F-HRTimeline
Sound Financial Strategies Group, LLC16,770$5.75M3.65%013F-HRTimeline
VestGen Advisors, LLC16,525$5.67M0.17%-3,96313F-HRTimeline
AssuredPartners Investment Advisors, LLC16,446$5.64M0.55%-2,13113F-HRTimeline
Audent Global Asset Management, LLC16,409$5.63M6.28%+5,73413F-HRTimeline
Lineweaver Wealth Advisors, LLC16,367$5.61M0.67%-13,80213F-HRTimeline
Sigma Planning Corp16,311$5.59M0.14%+3013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC16,222$5.56M1.26%-1,92313F-HRTimeline
CVA Family Office, LLC16,117$5.53M0.5%+34413F-HRTimeline
Fortis Group Advisors, LLC16,073$5.51M0.88%-13013F-HRTimeline
Capital Investment Advisors, LLC16,010$5.49M0.07%+3,98513F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC15,883$5.45M3%-15213F-HRTimeline
Independent Solutions Wealth Management…15,592$5.35M0.7%-10313F-HRTimeline
Beacon Bridge Wealth Partners, LLC15,240$5.22M1.49%-3,81813F-HRTimeline
Peachtree Investment Partners, LLC15,210$5.21M1.67%new13F-HRTimeline
WCG Wealth Advisors LLC15,146$5.19M0.12%-5,31113F-HRTimeline
Advantage Trust Co15,062$5.16M1.82%new13F-HRTimeline
10Elms LLP15,052$5.16M2.18%+3,90213F-HRTimeline
GTS SECURITIES LLC14,936$5.12M0.11%+10,44513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,374$4.93M<0.01%+12,11113F-HRTimelineGroup
Archer Investment Management, LLC14,362$4.92M1.68%-5,72913F-HRTimeline
UMB Bank, n.a.14,286$4.9M0.06%+1,80913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ENDEAVOR PRIVATE WEALTH, INC.14,206$4.87M1.18%-2,00413F-HRTimeline
Ausdal Financial Partners, Inc.14,202$4.87M0.19%+7,14213F-HRTimeline
Bellars Harris Wealth Management, LLC13,993$4.8M0.98%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.13,972$4.79M0.06%+13,59413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quadrant Private Wealth Management, LLC13,943$4.78M1.07%-3,85213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,927$4.77M0.09%+53113F-HRTimelineGroup
Financiere des Professionnels - Fonds d…13,900$4.77M0.27%-3,30013F-HRTimeline
5T Wealth, LLC13,854$4.75M1.77%-3,21213F-HRTimeline
Southland Equity Partners LLC13,809$4.73M0.83%-75013F-HRTimeline
Town Capital LLC13,777$4.72M3%-3,34013F-HRTimeline
WMS Group LLC13,772$4.72M6.09%-1,69113F-HRTimeline
Valmark Advisers, Inc.13,772$4.72M0.05%+3013F-HRTimeline
WBH ADVISORY INC13,697$4.7M0.32%+12,11913F-HRTimeline
Modus Advisors, LLC13,689$4.69M1.16%+62913F-HRTimeline
Oxford Wealth Group, LLC13,686$4.69M2.1%-3,19013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,574$4.65M0.28%+11,63613F-HRTimeline
SigFig Wealth Management, LLC13,843$4.65M0.12%-4,63613F-HRTimeline
Trust Co13,314$4.56M0.41%-79613F-HRTimeline
Genesee Capital Advisors, LLC13,206$4.53M1.43%+1,13713F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.18,790$4.51M2.57%013F-HRTimeline
Van Hulzen Asset Management, LLC13,068$4.48M0.32%+3,16613F-HRTimeline
Horst & Graben Wealth Management LLC13,471$4.42M0.58%-1,29513F-HRTimeline
Highview Capital Management LLC/DE/12,889$4.42M1.27%+3,67013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…12,824$4.4M1.25%+3913F-HRTimeline
Clearview Wealth Management LLC12,715$4.36M2.8%-1,00613F-HRTimeline
MorganRosel Wealth Management, LLC12,622$4.33M1.46%+1,35013F-HRTimeline
Cypress Wealth Services, LLC12,532$4.3M0.53%-2,76213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.12,447$4.27M1.05%new13F-HRTimeline
Forthright Family Wealth Advisory LLC12,257$4.2M2.38%new13F-HRTimeline
Keebeck Wealth Management12,070$4.14M0.4%-7,96213F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC11,907$4.08M3.24%-4,47313F-HRTimelineGroup
Polaris Investment Advisors, LLC11,885$4.07M2.61%-1,90413F-HRTimeline
DAVENPORT & Co LLC11,872$4.07M0.02%+2,91013F-HRTimeline
Simplicity Wealth,LLC11,854$4.06M0.14%-1,07213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,853$4.06M<0.01%-42,69513F-HR/ATimelineGroup
Whipplewood Advisors, LLC11,804$4.05M2.72%-1,73313F-HRTimeline
INTRUST BANK NA11,671$4M0.3%-40413F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.11,548$3.96M1.66%-29313F-HRTimeline
HighPoint Advisor Group LLC11,426$3.92M0.14%-7913F-HRTimeline
SURIENCE PRIVATE WEALTH LLC11,410$3.91M3.44%new13F-HRTimeline
SageView Advisory Group, LLC11,377$3.9M0.13%-8413F-HRTimeline
CORE WEALTH ADVISORS, LLC10,836$3.71M2.74%-4,98013F-HRTimeline
Capital Investment Advisory Services, L…10,818$3.71M0.23%+9213F-HRTimeline
MAI Capital Management10,654$3.65M0.01%+33113F-HRTimeline
Detalus Advisors, LLC10,608$3.64M0.71%-1,06713F-HRTimeline
Weaver Consulting Group10,583$3.63M0.74%-14313F-HRTimeline
Pinion Investment Advisors, LLC10,568$3.62M0.69%-2,58413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC10,548$3.62M2.08%+1,30613F-HRTimeline
Barnes Wealth Management Group, Inc10,393$3.56M1.65%-2,41113F-HRTimeline
Vines Capital Management, LLC10,387$3.56M2.92%+35413F-HR/ATimeline
Lantz Financial LLC10,387$3.56M0.65%-1,40513F-HRTimeline
ARQ WEALTH ADVISORS, LLC11,277$3.54M0.44%-1,87513F-HRTimeline
SWP FINANCIAL LLC10,288$3.53M1.63%-4,99513F-HRTimeline
Elm3 Financial Group, LLC10,255$3.52M2.41%-18713F-HRTimeline
Hudson Oak Wealth Advisory LLC10,235$3.51M2.71%-24513F-HRTimeline
PINNACLE ASSOCIATES LTD10,225$3.51M0.04%+87913F-HRTimeline
Tempo Wealth, LLC10,204$3.5M0.52%-313F-HRTimeline
BLAIR WILLIAM & CO/IL10,091$3.46M0.01%+1,06713F-HRTimeline
Addison Capital Co10,083$3.46M0.57%+47213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,049$3.45M0.03%-73713F-HRTimelineGroup
Sound Income Strategies, LLC10,001$3.43M0.15%+62913F-HRTimeline
SIMPLEX TRADING, LLC9,968$3.42M0.09%new13F-HRTimeline
Integrated Advisors Network LLC9,813$3.36M0.15%-3313F-HRTimeline
Focus Financial Network, Inc.9,803$3.36M0.1%-68613F-HRTimeline
ROMAN BUTLER FULLERTON & CO10,614$3.34M0.8%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC9,649$3.31M0.94%-1,40813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,600$3.29M0.16%+7,04813F-HRTimeline
Cassia Capital Partners, LLC9,576$3.28M1.59%013F-HRTimeline
TIAAgroup of 4 filers holding9,381$3.22MnewTimeline
Smartleaf Asset Management LLC9,550$3.21M0.1%013F-HRTimeline
Parallel Advisors, LLC9,321$3.2M0.05%-1713F-HRTimeline
Braun-Bostich & Associates Inc.9,284$3.18M1.78%-2,91913F-HRTimeline
BAKER BOYER NATIONAL BANK9,265$3.18M0.87%+9513F-HRTimeline
New England Private Wealth Advisors LLC10,305$3.16M0.3%+3813F-HRTimeline
EVERPAR ADVISORS LLC9,188$3.15M0.9%+2,35513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,154$3.14M<0.01%+8213F-HRTimelineGroup
NOVEM GROUP9,149$3.14M0.32%+3,19213F-HRTimeline
Galvin, Gaustad & Stein, LLC9,100$3.12M0.23%+3,05913F-HRTimeline
Crestwood Advisors Group, LLC9,082$3.11M0.05%+35213F-HRTimeline
B. Riley Wealth Advisors, Inc.9,184$3.09M0.17%-29313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC8,815$3.02M0.75%-55213F-HRTimeline
SWEENEY & MICHEL, LLC9,769$3.02M0.79%-81913F-HRTimeline
Caliber Wealth Management, LLC / KS8,752$3M0.29%-41213F-HRTimeline
SIG BROKERAGE, LP8,561$2.93M0.47%-8,07813F-HRTimeline
Cornerstone Planning Group LLC9,333$2.93M0.37%-1,18913F-HRTimeline
Advus Financial Partners, LLC8,514$2.92M0.83%+98313F-HR/ATimeline
Prospera Financial Services Inc8,483$2.91M0.04%+4,93113F-HRTimeline
Apeiron RIA LLC8,343$2.86M0.73%new13F-HRTimeline
Shared Vision Wealth Group LLC8,281$2.84M0.98%-2,80913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC8,267$2.83M0.77%-5,81913F-HRTimeline
Legacy Private Trust Co.8,259$2.83M0.16%-28013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC8,244$2.83M1.09%-1,11113F-HRTimeline
Ashton Thomas Private Wealth, LLC8,225$2.82M0.06%+3,44713F-HRTimeline
Hoxton Planning & Management, LLC8,222$2.82M0.74%-1,28113F-HRTimeline
Arkadios Wealth Advisors8,196$2.81M0.04%-4,46413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC7,965$2.73M0.63%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,871$2.7M0.87%+2,08713F-HRTimeline
Flagship Capital Management Inc.7,860$2.69M1.7%+69313F-HRTimeline
Nest Investments, LLC7,846$2.69M2.04%+58013F-HRTimeline
Clarus Wealth Advisors8,523$2.68M1.03%-1,27813F-HRTimeline
Goldstein Advisors, LLC7,819$2.68M0.24%-16013F-HRTimeline
Physician Wealth Advisors, Inc.7,786$2.67M0.32%013F-HRTimeline
Hansen & Associates Financial Group, In…8,282$2.66M1.53%+2,01113F-HRTimeline
Lloyd Advisory Services, LLC.7,755$2.66M1.03%+7,42113F-HRTimeline
Fortune Financial Group, Inc.7,739$2.65M2.08%-5,45113F-HRTimeline
RFG Advisory, LLC7,713$2.64M0.04%-2,64213F-HRTimeline
Portfolio Resources Advisor Group, Inc.7,674$2.63M2.23%-2,35113F-HRTimeline
Centurion Wealth Management LLC7,648$2.62M0.63%+46313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC7,615$2.61M0.25%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC7,559$2.59M0.07%-11213F-HRTimeline
Cresset Asset Management, LLC7,523$2.58M0.01%+90213F-HRTimeline
Anderson Financial Strategies, LLC8,296$2.54M1.32%-1,24713F-HRTimeline
Commonwealth Retirement Investments LLC7,306$2.5M0.68%+28513F-HRTimeline
Clear Creek Financial Management, LLC7,272$2.49M0.16%+1,10313F-HRTimeline
NTV Asset Management LLC7,246$2.48M0.24%-10013F-HRTimeline
Financial Enhancement Group LLC7,225$2.48M0.3%+19413F-HRTimeline