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Disclosery

MTUM ISHARES TR

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SHS (fund)

954 managers (963 13F filers) reported a position in MTUM shares at 2025-06-30, 70,241,457 shares in all. 117 filers opened a position and 50 filers sold out during the quarter.

Managers
954
13F filers
963
New
117
Added
355
Reduced
333
Sold out
50
Shares held by filers
70,241,457

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
IFP Advisors, Inc20,758$4.99M0.14%-27,60813F-HRTimeline
First Business Financial Services, Inc.20,335$4.89M0.44%013F-HRTimeline
ONE Advisory Partners, LLC20,131$4.84M1.62%+23213F-HRTimeline
BEACON FINANCIAL GROUP20,009$4.81M0.5%+1,11013F-HRTimeline
VestGen Advisors, LLC19,664$4.77M0.19%+1,48113F-HRTimeline
Plotkin Financial Advisors, LLC19,373$4.66M2.57%-21913F-HRTimeline
Legacy Financial Group LLC19,348$4.65M0.65%+45513F-HRTimeline
SCOTIA CAPITAL INC.19,264$4.63M0.02%-1,16013F-HRTimeline
GUERRA PAN ADVISORS, LLC19,211$4.62M3.04%+1,14513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,047$4.58M0.36%-49513F-HRTimeline
J.W. COLE ADVISORS, INC.18,894$4.54M0.1%+1,79813F-HRTimeline
Kilter Group LLC18,853$4.53M2.06%-35813F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.18,790$4.51M2.57%13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.18,630$4.48M3.45%-24713F-HRTimeline
Allworth Financial LP18,613$4.47M0.02%+8,73113F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC18,501$4.45M3.86%-2,67113F-HRTimelineGroup
Clarus Wealth Advisors18,790$4.44M2.05%+9,05013F-HRTimeline
WEALTH ALLIANCE, LLC18,476$4.44M0.5%+75713F-HRTimeline
Bellwether Advisors, LLC18,451$4.43M0.76%-5713F-HRTimeline
Geneos Wealth Management Inc.18,315$4.4M0.11%-9,87413F-HRTimeline
COMERICA BANK18,260$4.39M0.02%-50713F-HRTimeline
SWMG, LLC17,933$4.32M1.45%+4,04013F-HRTimeline
Elm3 Financial Group, LLC17,936$4.31M3.58%-3,13013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,914$4.31M0.08%+8,69913F-HRTimelineGroup
Southland Equity Partners LLC17,686$4.25M0.93%-2913F-HRTimeline
TSFG, LLC17,619$4.23M0.77%+44913F-HRTimeline
Fairvoy Private Wealth, LLC17,589$4.23M1.05%+54013F-HRTimeline
BCGM Wealth Management, LLC17,259$4.15M1.17%+26513F-HRTimeline
Archvest Wealth Advisors, Inc.17,045$4.1M3.57%+1,12013F-HRTimeline
Arrow Investment Advisors, LLC16,903$4.06M3.93%-1,12613F-HRTimeline
CVA Family Office, LLC16,732$4.02M0.57%-14213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC16,712$4.02M0.93%+55613F-HRTimeline
WealthShield Partners, LLC16,572$3.98M0.48%+16813F-HRTimeline
Rothschild Wealth LLC16,512$3.97M0.97%+41013F-HRTimeline
Sigma Planning Corp16,511$3.97M0.12%-1,70613F-HRTimeline
Regal Investment Advisors LLC16,339$3.93M0.29%-24913F-HRTimeline
Gallacher Capital Management LLC16,329$3.92M1.82%new13F-HRTimeline
Advantage Trust Co16,161$3.88M1.91%+12,86313F-HRTimeline
Snowden Capital Advisors LLC16,147$3.88M0.11%-78613F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC15,882$3.82M2.89%+2,25113F-HRTimeline
Gilbert Capital Group, Inc.15,603$3.75M3.11%13F-HRTimeline
Bay Harbor Wealth Management, LLC15,529$3.73M1.08%-37113F-HRTimeline
Focus Financial Network, Inc.15,200$3.65M0.14%+6,54413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,184$3.65M0.02%+53013F-HRTimeline
Genesee Capital Advisors, LLC15,026$3.61M1.62%-3113F-HRTimeline
RoundAngle Advisors LLC14,655$3.52M2.94%+96813F-HRTimeline
Whipplewood Advisors, LLC14,652$3.52M1.93%+7,12413F-HRTimeline
Prospera Financial Services Inc14,584$3.51M0.07%+2,93613F-HRTimeline
WCG Wealth Advisors LLC14,226$3.42M0.22%+7313F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…13,877$3.34M1.33%-7013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,752$3.3M<0.01%-81,55613F-HRTimelineGroup
Valmark Advisers, Inc.13,524$3.25M0.05%+2213F-HRTimeline
ARQ WEALTH ADVISORS, LLC15,999$3.23M1.11%013F-HRTimeline
Sovran Advisors, LLC13,455$3.18M0.33%-88513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,942$3.11M<0.01%+3,52113F-HRTimelineGroup
5T Wealth, LLC12,913$3.1M1.58%+1,04013F-HRTimeline
ShoreHaven Wealth Partners, LLC12,831$3.08M1.26%+31013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.12,712$3.06M1.7%-1713F-HRTimeline
Biondo Investment Advisors, LLC12,365$2.97M0.39%+9713F-HRTimeline
Beacon Bridge Wealth Partners, LLC12,301$2.96M1.17%-69413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,278$2.95M0.08%+6,25013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,101$2.91M0.1%+1,03213F-HRTimelineGroup
SageView Advisory Group, LLC12,050$2.9M0.11%-39713F-HRTimeline
World Investment Advisors11,784$2.83M0.06%-1,21713F-HRTimeline
Western Wealth Management, LLC11,743$2.82M0.17%-26813F-HRTimeline
Dorsey Wright & Associates11,744$2.82M0.67%+12813F-HRTimeline
Detalus Advisors, LLC11,732$2.82M0.82%-1613F-HRTimeline
D'Orazio & Associates, Inc.11,692$2.81M0.4%new13F-HRTimeline
Keebeck Wealth Management11,679$2.81M0.37%-2,09013F-HRTimeline
MorganRosel Wealth Management, LLC11,594$2.79M0.76%+1,42413F-HRTimeline
Perigon Wealth Management, LLC11,522$2.77M0.06%+9,25013F-HRTimeline
Financiere des Professionnels - Fonds d…11,500$2.76M0.17%+2,00013F-HR/ATimeline
Trust Co11,478$2.76M0.31%+7,44813F-HRTimeline
DELTEC ASSET MANAGEMENT LLC11,300$2.72M0.48%new13F-HRTimeline
Forthright Family Wealth Advisory LLC11,235$2.7M1.71%-82113F-HRTimeline
SIG BROKERAGE, LP11,213$2.69M0.74%013F-HRTimeline
Van Hulzen Asset Management, LLC11,204$2.69M0.22%-6913F-HRTimeline
First Heartland Consultants, Inc.11,136$2.68M0.24%-15,15813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,089$2.66M0.06%-50413F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,982$2.64M0.17%-15,64713F-HRTimelineGroup
Capital Investment Advisory Services, L…10,949$2.63M0.22%+12913F-HRTimeline
Weaver Consulting Group10,895$2.62M0.72%-74913F-HRTimeline
Horst & Graben Wealth Management LLC10,892$2.62M0.43%+2,56913F-HRTimeline
Global Retirement Partners, LLC10,858$2.61M0.06%13F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC10,707$2.57M0.83%+13013F-HRTimeline
Legacy Private Trust Co.10,553$2.54M0.16%-75413F-HRTimeline
Parallel Advisors, LLC10,538$2.53M0.05%+40613F-HRTimeline
Caliber Wealth Management, LLC / KS10,506$2.52M0.27%-74113F-HRTimeline
MAI Capital Management10,454$2.51M0.02%+7113F-HRTimeline
Claro Advisors Inc.10,448$2.51M0.41%+33313F-HRTimeline
MA Private Wealth10,384$2.5M0.45%-6,58613F-HRTimeline
One Capital Management, LLC10,267$2.47M0.09%-5,34013F-HRTimeline
New England Private Wealth Advisors LLC10,223$2.47M0.36%+43213F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV10,214$2.45M0.73%-15113F-HRTimeline
10Elms LLP10,102$2.43M2.31%-75513F-HRTimeline
Barnes Wealth Management Group, Inc9,947$2.39M1.41%+9213F-HRTimeline
HRT FINANCIAL LP9,814$2.36M0.01%new13F-HRTimeline
TFB Advisors LLC9,775$2.35M0.62%-67713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,724$2.34M0.19%+5,74513F-HRTimeline
SWEENEY & MICHEL, LLC9,874$2.33M0.83%-20013F-HRTimeline
Cassia Capital Partners, LLC9,596$2.31M1.39%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,567$2.3M0.03%+55513F-HRTimelineGroup
Sowell Financial Services LLC9,533$2.29M0.09%+55213F-HRTimeline
True Vision MN LLC9,392$2.26M1.25%-24613F-HRTimeline
Nilsine Partners, LLC9,271$2.23M0.23%+1,64413F-HRTimeline
Goldstein Advisors, LLC9,265$2.23M0.3%-12913F-HRTimeline
SWP FINANCIAL LLC9,168$2.2M1.21%-26613F-HRTimeline
ORG Partners LLC9,274$2.2M0.47%+1,29713F-HRTimeline
Cypress Wealth Services, LLC9,073$2.18M0.39%+11413F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…9,067$2.18M0.06%-1,81213F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC9,035$2.17M<0.01%+84613F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.8,996$2.16M1.02%+45913F-HRTimeline
Sound Income Strategies, LLC8,972$2.16M0.12%+10813F-HRTimeline
Crestwood Advisors Group, LLC8,842$2.12M0.04%-19313F-HRTimeline
Stark Wealth Management LLC9,096$2.09M2.98%new13F-HRTimeline
Quadrant Private Wealth Management, LLC8,586$2.06M0.43%+85913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC8,295$2.06M0.67%+96313F-HRTimeline
Apeiron RIA LLC8,527$2.05M0.53%+44813F-HRTimeline
Anderson Financial Strategies, LLC8,466$2.04M1.3%new13F-HRTimeline
Smartleaf Asset Management LLC8,433$2M0.18%-5,26613F-HRTimeline
Centennial Wealth Advisory LLC8,458$2M0.64%new13F-HRTimeline
CFS Investment Advisory Services, LLC8,188$1.97M0.16%-13413F-HRTimeline
Scissortail Wealth Management, LLC8,182$1.97M0.47%-14,22313F-HRTimeline
EHRLICH FINANCIAL GROUP8,149$1.96M1.27%+113F-HRTimeline
Berkshire Money Management, Inc.8,071$1.94M0.2%+6,80813F-HRTimeline
CCG WEALTH MANAGEMENT, LLC7,962$1.91M1.01%013F-HRTimeline
Lloyd Advisory Services, LLC.7,893$1.9M0.92%-51113F-HRTimeline
Aspire Capital Advisors LLC7,838$1.88M0.52%+2,94713F-HRTimeline
Physician Wealth Advisors, Inc.7,823$1.88M0.3%-11513F-HRTimeline
NTV Asset Management LLC7,805$1.88M0.22%+13013F-HRTimeline
Quantinno Capital Management LP7,799$1.87M0.01%+5,57913F-HRTimeline
Runnymede Capital Advisors, Inc.7,767$1.87M1.72%+7,38713F-HRTimeline
DAVENPORT & Co LLC7,766$1.87M0.01%-18,90613F-HRTimeline
Modern Wealth Management, LLC7,701$1.85M0.05%-3413F-HR/ATimeline
Del-Sette Capital Management, LLC7,674$1.84M1.28%new13F-HRTimeline
Berbice Capital Management LLC7,609$1.83M1.28%+1,62713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,521$1.81M0.06%+52313F-HRTimelineGroup
Members Advisory Group LLC7,497$1.8M0.68%+5,96213F-HRTimeline
BLAIR WILLIAM & CO/IL7,495$1.8M0.01%+59413F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…7,478$1.8M2.04%-5013F-HRTimeline
Gateway Wealth Partners, LLC7,456$1.79M0.34%+1,52313F-HRTimeline
Bryant Woods Investment Advisors, LLC7,355$1.77M0.76%-1013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,337$1.76M0.83%-8313F-HRTimeline
Tyler-Stone Wealth Management7,330$1.76M0.28%-3313F-HRTimeline
Parker Investment Management, LLC7,329$1.76M0.27%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,312$1.76M<0.01%new13F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO7,309$1.76M0.44%13F-HRTimeline
BAKER BOYER NATIONAL BANK7,307$1.76M0.61%013F-HRTimeline
Modera Wealth Management, LLC7,300$1.75M0.02%+26813F-HRTimeline
Maridea Wealth Management LLC7,288$1.75M0.46%+5,60313F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC7,306$1.75M1.32%new13F-HRTimeline
Betterment LLC7,231$1.74M<0.01%+1,79313F-HRTimeline
Fermata Advisors, LLC7,208$1.73M0.46%-90113F-HRTimeline
Avior Wealth Management, LLC7,156$1.72M0.06%-4913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,086$1.7M0.08%-4013F-HRTimeline
BEACON FINANCIAL PLANNING, INC7,085$1.7M0.95%-31713F-HRTimeline
MGO ONE SEVEN LLC7,077$1.7M0.05%new13F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC7,128$1.68M0.48%-2,60313F-HRTimeline
WealthPlan Investment Management, LLC6,946$1.67M0.12%new13F-HRTimeline
Independent Solutions Wealth Management…6,874$1.65M0.32%+22013F-HRTimeline
Whalen Wealth Management Inc.6,766$1.63M1.02%+5,59913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC6,724$1.62M0.06%-4,88113F-HRTimeline
Wealth Quarterback LLC6,722$1.62M0.77%+1813F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,683$1.61M0.32%+24013F-HRTimeline
Cresset Asset Management, LLC6,673$1.6M0.01%-6,52013F-HR/ATimeline
Lodestone Wealth Management LLC6,591$1.58M0.77%-10213F-HRTimeline
Braun-Bostich & Associates Inc.6,552$1.57M1.07%+13013F-HRTimeline
Optivise Advisory Services LLC6,536$1.57M0.8%013F-HRTimeline
ACT Advisors, LLC.6,507$1.56M0.72%-10913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC6,497$1.56M1.25%+29113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,383$1.53M0.11%-15013F-HRTimeline
Arkadios Wealth Advisors6,345$1.52M0.05%+1,19413F-HRTimeline
Shared Vision Wealth Group LLC6,268$1.51M0.76%+20113F-HRTimeline
SYNOVUS FINANCIAL CORP6,269$1.51M0.02%-24013F-HRTimeline
McNaughton Wealth Management, LLC6,244$1.5M0.67%013F-HRTimeline
McKinley Carter Wealth Services, Inc.6,203$1.49M0.08%-2113F-HRTimeline
Private Advisory Group LLC6,191$1.49M0.14%+1,66113F-HRTimeline
CHAPIN DAVIS, INC.6,166$1.48M0.41%+17113F-HRTimeline
RFG Advisory, LLC6,151$1.48M0.03%-1,10613F-HRTimeline
Oakwell Private Wealth Management, LLC6,086$1.46M0.34%-413F-HRTimeline
Summit X, LLC6,074$1.46M0.27%-16,15613F-HRTimeline
Lantz Financial LLC6,073$1.46M0.36%+68513F-HRTimeline
Eldridge Investment Advisors, Inc.6,067$1.46M0.3%013F-HRTimeline
Mutual Advisors, LLC5,930$1.43M0.04%+64913F-HRTimeline
HANCOCK WHITNEY CORP5,940$1.43M0.03%013F-HRTimeline
PFG Advisors5,839$1.4M0.06%+53613F-HRTimeline
Sovereign Financial Group, Inc.5,812$1.4M0.29%+1,38613F-HRTimeline
Clear Creek Financial Management, LLC5,761$1.38M0.13%-19113F-HRTimeline
Magnus Financial Group LLC5,738$1.38M0.12%-34413F-HRTimeline
Center For Asset Management LLC6,619$1.38M0.85%+1,63413F-HRTimeline
Centurion Wealth Management LLC5,722$1.38M0.39%+1,73313F-HRTimeline
Arax Advisory Partners5,706$1.37M0.06%-10013F-HRTimeline
Insight Wealth Strategies, LLC5,790$1.37M0.17%+613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding5,688$1.36M+856Timeline
WASHBURN CAPITAL MANAGEMENT, INC.5,630$1.35M0.79%new13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,595$1.34M0.27%+76013F-HRTimeline
Advus Financial Partners, LLC5,576$1.34M0.53%+1,16113F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,388$1.34M-809Timeline
Copperleaf Capital, LLC5,538$1.33M0.67%+49413F-HRTimeline
Focused Wealth Management, Inc5,517$1.33M0.16%-813F-HRTimeline