Skip to content
Disclosery

MTUM ISHARES TR

Follow

SHS (fund)

879 managers (887 13F filers) reported a position in MTUM shares at 2025-03-31, 64,848,688 shares in all. 78 filers opened a position and 52 filers sold out during the quarter.

Managers
879
13F filers
887
New
78
Added
357
Reduced
298
Sold out
52
Shares held by filers
64,848,688

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Qube Research & Technologies Ltd19,796$4M0.01%-12,64013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,542$3.98M0.36%-18,76013F-HR/ATimeline
Plotkin Financial Advisors, LLC19,592$3.96M2.43%-14913F-HRTimeline
Kilter Group LLC19,211$3.88M2.54%+73313F-HRTimeline
RHS Financial, LLC19,075$3.86M2.16%+33313F-HRTimeline
Simplicity Wealth,LLC19,049$3.85M0.3%+10,07613F-HRTimeline
BEACON FINANCIAL GROUP18,899$3.82M0.42%+2,72413F-HRTimeline
Legacy Financial Group LLC18,893$3.82M0.59%+41513F-HRTimeline
RIK SAYLOR FINANCIAL, INC.18,877$3.82M3.36%-21613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding18,874$3.82M-11,413Timeline
COMERICA BANK18,767$3.79M0.02%-1,22913F-HRTimeline
Bellwether Advisors, LLC18,508$3.74M0.78%-813F-HRTimeline
Sigma Planning Corp18,217$3.68M0.12%+79313F-HRTimeline
VestGen Advisors, LLC18,183$3.68M0.17%13F-HRTimeline
GUERRA PAN ADVISORS, LLC18,066$3.65M2.86%-10613F-HRTimeline
Arrow Investment Advisors, LLC18,029$3.64M3.86%-1,52113F-HRTimeline
WEALTH ALLIANCE, LLC17,719$3.58M0.43%-4,15413F-HRTimeline
Southland Equity Partners LLC17,715$3.58M0.83%-32213F-HRTimeline
TSFG, LLC17,170$3.47M0.71%+1,59713F-HRTimeline
J.W. COLE ADVISORS, INC.17,096$3.46M0.11%+7,60713F-HRTimeline
Fairvoy Private Wealth, LLC17,049$3.45M0.95%+14,85913F-HRTimeline
&PARTNERS17,106$3.44M0.04%+1,29613F-HRTimeline
BCGM Wealth Management, LLC16,994$3.44M1.06%+55013F-HRTimeline
MA Private Wealth16,970$3.43M0.65%-1,64413F-HRTimeline
Snowden Capital Advisors LLC16,933$3.42M0.11%+58613F-HRTimeline
CVA Family Office, LLC16,874$3.41M0.52%-1,23713F-HRTimeline
Regal Investment Advisors LLC16,588$3.35M0.27%-2,12713F-HRTimeline
WealthShield Partners, LLC16,404$3.32M0.43%+1,69513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC16,156$3.27M0.83%+72713F-HRTimeline
Rothschild Wealth LLC16,102$3.25M0.91%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC15,999$3.23M1.2%-28013F-HRTimeline
Archvest Wealth Advisors, Inc.15,925$3.22M2.66%+2,10113F-HRTimeline
Bay Harbor Wealth Management, LLC15,900$3.21M1.02%+1,55413F-HRTimeline
Tradewinds, LLC.15,715$3.18M0.9%+99113F-HRTimeline
One Capital Management, LLC15,607$3.15M0.11%+8,35713F-HRTimeline
Advisor Resource Council15,770$3.08M0.25%new13F-HRTimeline
Genesee Capital Advisors, LLC15,057$3.04M1.52%-34613F-HRTimeline
Financial Advocates Investment Manageme…14,685$2.97M0.21%-4,57513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,654$2.96M0.02%+1,48613F-HRTimeline
Whipplewood Advisors, LLC7,528$2.95M2.11%-7,33413F-HRTimeline
TOWNSQUARE CAPITAL LLC14,545$2.94M0.03%+94013F-HRTimeline
SWMG, LLC13,893$2.87M1.14%-1,01213F-HRTimeline
WCG Wealth Advisors LLC14,153$2.86M0.22%new13F-HR/ATimeline
KEELER & NADLER FINANCIAL PLANNING & WE…13,947$2.8M1.26%-22313F-HRTimeline
Sovran Advisors, LLC14,340$2.8M0.36%+5,19213F-HRTimeline
Keebeck Wealth Management13,769$2.78M0.41%+2,66813F-HRTimeline
RoundAngle Advisors LLC13,687$2.77M2.54%+72813F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC13,631$2.76M2.39%new13F-HRTimeline
Smartleaf Asset Management LLC13,699$2.75M0.27%+7,14013F-HRTimeline
Valmark Advisers, Inc.13,502$2.73M0.04%-213F-HRTimeline
GTS SECURITIES LLC13,376$2.7M0.12%+2,29213F-HRTimeline
Cresset Asset Management, LLC13,193$2.67M0.01%+7313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,848$2.66M0.06%-213F-HRTimelineGroup
World Investment Advisors13,001$2.63M0.07%+32513F-HRTimeline
Beacon Bridge Wealth Partners, LLC12,995$2.63M1.12%+1,33313F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.12,729$2.57M1.58%-9713F-HRTimeline
ShoreHaven Wealth Partners, LLC12,521$2.53M1.21%+1,37713F-HRTimeline
SageView Advisory Group, LLC12,447$2.52M0.11%+8813F-HRTimeline
Empowered Funds, LLC12,307$2.49M0.04%new13F-HRTimeline
Biondo Investment Advisors, LLC12,268$2.48M0.35%-1,00813F-HRTimeline
Forthright Family Wealth Advisory LLC12,056$2.44M1.61%-89313F-HRTimeline
Western Wealth Management, LLC12,011$2.43M0.16%+8113F-HRTimeline
5T Wealth, LLC11,873$2.4M1.37%-1,52813F-HRTimeline
Detalus Advisors, LLC11,748$2.37M0.75%-10513F-HRTimeline
Prospera Financial Services Inc11,648$2.35M0.05%+10,46713F-HRTimeline
Weaver Consulting Group11,644$2.35M0.71%-7713F-HRTimeline
Dorsey Wright & Associates11,616$2.35M0.6%-31313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC11,605$2.35M0.09%+75813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,593$2.34M0.06%-43613F-HRTimelineGroup
SigFig Wealth Management, LLC11,455$2.3M0.08%+62813F-HRTimeline
Legacy Private Trust Co.11,307$2.29M0.16%-30713F-HRTimeline
Van Hulzen Asset Management, LLC11,273$2.28M0.21%-43,05813F-HRTimeline
Caliber Wealth Management, LLC / KS11,247$2.27M0.31%13F-HRTimeline
SIG BROKERAGE, LP11,213$2.27M0.66%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding11,150$2.25M-388Timeline
Capital Analysts, LLCin group Capital Analysts, LLC11,069$2.24M0.08%+1,20513F-HRTimelineGroup
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…10,879$2.2M0.06%-5,33013F-HRTimelineGroup
10Elms LLP10,857$2.19M2.21%-32313F-HRTimeline
Capital Investment Advisory Services, L…10,820$2.19M0.2%+44713F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC10,577$2.14M0.79%-164,60013F-HRTimeline
ALTFEST L J & CO INC10,521$2.13M0.27%new13F-HRTimeline
TFB Advisors LLC10,452$2.11M0.61%+23313F-HRTimeline
MAI Capital Management10,383$2.1M0.02%-74213F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV10,365$2.1M0.66%-31213F-HRTimeline
Y-Intercept (Hong Kong) Ltd10,339$2.09M0.14%new13F-HRTimeline
D.A. DAVIDSON & CO.10,307$2.08M0.02%+2,80913F-HRTimeline
MorganRosel Wealth Management, LLC10,170$2.06M0.62%+1,83113F-HRTimeline
Parallel Advisors, LLC10,132$2.05M0.05%-1413F-HRTimeline
Claro Advisors Inc.10,115$2.04M0.27%+6713F-HRTimeline
Allworth Financial LP9,882$2.02M0.01%+14013F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC9,731$2.01M0.67%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC9,865$1.99M0.25%+9,86113F-HRTimelineGroup
Barnes Wealth Management Group, Inc9,855$1.99M1.28%+16013F-HRTimeline
New England Private Wealth Advisors LLC9,791$1.98M0.31%+2613F-HRTimeline
True Vision MN LLC9,638$1.95M1.17%+7913F-HRTimeline
Clarus Wealth Advisors9,740$1.95M1.04%+1,18913F-HRTimeline
Cassia Capital Partners, LLC9,596$1.94M1.21%013F-HRTimeline
Financiere des Professionnels - Fonds d…9,500$1.92M0.12%new13F-HRTimeline
SWP FINANCIAL LLC9,434$1.91M1.16%+36713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,421$1.9M<0.01%-64813F-HRTimelineGroup
Goldstein Advisors, LLC9,394$1.9M0.28%-49513F-HRTimeline
Caprock Group, LLC9,293$1.88M0.06%-1,64713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,215$1.86M0.05%+5,38813F-HRTimelineGroup
Crestwood Advisors Group, LLC9,035$1.83M0.03%-2113F-HRTimeline
SWEENEY & MICHEL, LLC10,074$1.82M0.8%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,012$1.82M0.03%+1,90113F-HRTimelineGroup
Sowell Financial Services LLC8,981$1.82M0.08%new13F-HRTimeline
Cypress Wealth Services, LLC8,959$1.81M0.37%+3,81313F-HRTimeline
Sound Income Strategies, LLC8,864$1.79M0.11%+1,27013F-HRTimeline
Focus Financial Network, Inc.8,656$1.75M0.07%+57813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.8,537$1.73M0.94%+2,79713F-HRTimeline
Lloyd Advisory Services, LLC.8,404$1.7M0.85%+7,04813F-HRTimeline
Horst & Graben Wealth Management LLC8,323$1.68M0.3%-56913F-HRTimeline
CFS Investment Advisory Services, LLC8,322$1.68M0.15%-1,03513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,232$1.66M0.07%-91613F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC8,189$1.66M<0.01%-24213F-HRTimelineGroup
EHRLICH FINANCIAL GROUP8,148$1.65M1.2%+10913F-HRTimeline
Fermata Advisors, LLC8,109$1.64M0.3%-24113F-HRTimeline
Apeiron RIA LLC8,079$1.63M0.49%+51913F-HRTimeline
Vestmark Advisory Solutions, Inc.8,038$1.62M0.04%new13F-HRTimeline
ORG Partners LLC7,977$1.62M0.4%+95513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC7,962$1.61M0.96%013F-HRTimeline
Physician Wealth Advisors, Inc.7,938$1.6M0.28%+113F-HRTimeline
Modern Wealth Management, LLC7,735$1.56M0.05%+1,84313F-HR/ATimeline
Quadrant Private Wealth Management, LLC7,727$1.56M0.39%+1,08613F-HRTimeline
NTV Asset Management LLC7,675$1.55M0.21%-10013F-HRTimeline
Nilsine Partners, LLC7,627$1.54M0.17%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…7,528$1.52M1.73%-513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,420$1.5M0.8%+1,33913F-HRTimeline
BEACON FINANCIAL PLANNING, INC7,402$1.5M0.86%+1,06613F-HRTimeline
Bryant Woods Investment Advisors, LLC7,365$1.49M0.72%-1913F-HRTimeline
Tyler-Stone Wealth Management7,363$1.49M0.27%-49013F-HRTimeline
BAKER BOYER NATIONAL BANK7,307$1.48M0.54%+7213F-HRTimeline
RFG Advisory, LLC7,257$1.47M0.04%+86213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC7,332$1.46M0.66%+1,15113F-HRTimeline
Avior Wealth Management, LLC7,205$1.46M0.06%-78013F-HRTimeline
CBIZ Investment Advisory Services, LLC7,194$1.45M0.07%013F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC7,126$1.44M0.08%-23613F-HRTimeline
Portfolio Design Labs, LLC7,110$1.44M0.3%-68313F-HRTimeline
Modera Wealth Management, LLC7,032$1.42M0.02%-213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,998$1.41M0.05%-28513F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC6,977$1.41M0.13%+213F-HRTimeline
BLAIR WILLIAM & CO/IL6,901$1.39M<0.01%-51313F-HRTimeline
Wealth Quarterback LLC6,704$1.36M0.76%-39713F-HRTimeline
Lodestone Wealth Management LLC6,693$1.35M0.72%-18313F-HRTimeline
Independent Solutions Wealth Management…6,654$1.34M0.3%+49713F-HRTimeline
ACT Advisors, LLC.6,616$1.34M0.73%-11713F-HRTimeline
Optivise Advisory Services LLC6,536$1.32M0.74%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,533$1.32M0.08%+3713F-HRTimeline
SYNOVUS FINANCIAL CORP6,509$1.32M0.02%-3913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,443$1.3M0.29%+18913F-HRTimeline
Braun-Bostich & Associates Inc.6,422$1.3M0.96%+21813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding6,197$1.3M+2,082Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,382$1.29M0.04%+44213F-HRTimelineGroup
Walleye Trading LLCin group Walleye Capital LLC6,300$1.27M0.04%+1,50013F-HRTimelineGroup
Quent Capital, LLC6,288$1.27M0.13%-75413F-HRTimeline
McNaughton Wealth Management, LLC6,244$1.26M0.61%-2413F-HRTimeline
McKinley Carter Wealth Services, Inc.6,224$1.26M0.08%-22813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC6,206$1.25M0.95%+47413F-HRTimeline
Oakwell Private Wealth Management, LLC6,090$1.23M0.34%-3513F-HRTimeline
Magnus Financial Group LLC6,082$1.23M0.12%-1,02513F-HRTimeline
Eldridge Investment Advisors, Inc.6,067$1.23M0.28%-1513F-HRTimeline
Shared Vision Wealth Group LLC6,067$1.23M0.67%-1613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,028$1.22M0.04%+1,24613F-HRTimeline
SG Americas Securities, LLC6,000$1.21M<0.01%new13F-HRTimeline
CHAPIN DAVIS, INC.5,995$1.21M0.41%+513F-HRTimeline
Berbice Capital Management LLC5,982$1.21M1.04%+55713F-HRTimeline
Clear Creek Financial Management, LLC5,952$1.2M0.12%-40813F-HRTimeline
HANCOCK WHITNEY CORP5,940$1.2M0.04%013F-HRTimeline
Gateway Wealth Partners, LLC5,933$1.2M0.27%+48113F-HRTimeline
Arax Advisory Partners5,806$1.17M0.08%-17213F-HRTimeline
Insight Wealth Strategies, LLC5,784$1.17M0.16%-313F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC5,702$1.15M0.01%+56013F-HRTimelineGroup
Marcum Wealth, LLC5,669$1.15M0.1%-16413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,634$1.14M0.1%-15813F-HR/ATimeline
Focused Wealth Management, Inc5,525$1.12M0.15%+213F-HRTimeline
Nova R Wealth, Inc.5,523$1.12M0.55%-4613F-HRTimeline
Planned Solutions, Inc.5,445$1.1M0.45%+9113F-HRTimeline
Betterment LLC5,438$1.1M<0.01%-11,44413F-HRTimeline
Mutual Advisors, LLC5,281$1.09M0.03%-84913F-HRTimeline
Fortress Wealth Management, Inc.5,390$1.09M0.57%-10613F-HRTimeline
Lantz Financial LLC5,388$1.09M0.3%+81313F-HRTimeline
UMB Bank, n.a.5,352$1.08M0.02%+3,16713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PFG Advisors5,303$1.07M0.06%+16213F-HRTimeline
Polymer Capital Management (HK) LTD5,300$1.07M0.19%new13F-HRTimeline
HB Wealth Management, LLC5,268$1.06M0.01%+10313F-HRTimeline
PKS Advisory Services, LLC5,197$1.05M0.29%-8313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,192$1.05M0.1%+20213F-HR/ATimeline
Arkadios Wealth Advisors5,151$1.04M0.04%+1,85113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,076$1.03M0.01%-1,61813F-HRTimeline
MONECO ADVISORS, LLC5,052$1.02M0.11%-30813F-HR/ATimeline
Copperleaf Capital, LLC5,044$1.02M0.61%new13F-HRTimeline
Belvedere Trading LLC4,997$1.01M0.09%new13F-HRTimeline
Center For Asset Management LLC4,985$1.01M0.62%-1,79813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,968$1M0.27%-27113F-HRTimeline
Golden State Wealth Management, LLC4,953$1M0.15%+26513F-HR/ATimeline
Security Financial Services, INC.4,948$1M0.2%-2,04613F-HRTimeline
Bison Wealth, LLC4,816$997K0.09%+2,94813F-HRTimeline
Aspire Capital Advisors LLC4,891$989K0.3%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding4,832$979K+368Timeline