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Disclosery

MTUM ISHARES TR

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SHS (fund)

978 managers (987 13F filers) reported a position in MTUM shares at 2025-09-30, 65,560,029 shares in all. 96 filers opened a position and 62 filers sold out during the quarter.

Managers
978
13F filers
987
New
96
Added
408
Reduced
317
Sold out
62
Shares held by filers
65,560,029

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
First Business Financial Services, Inc.20,335$5.21M0.48%013F-HRTimeline
Legacy Financial Group LLC20,034$5.14M0.67%+68613F-HRTimeline
VestGen Advisors, LLC19,993$5.13M0.17%+32913F-HRTimeline
SWMG, LLC20,128$5.09M1.54%+2,19513F-HRTimeline
Allworth Financial LP19,649$5.04M0.02%+1,03613F-HRTimeline
TSFG, LLC19,586$5.02M0.8%+1,96713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,552$5.01M<0.01%+6,61013F-HRTimelineGroup
Kilter Group LLC19,513$5M2.36%+66013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,427$4.98M0.3%+38013F-HRTimeline
IFP Advisors, Inc19,426$4.98M0.13%-1,33213F-HR/ATimeline
Plotkin Financial Advisors, LLC19,269$4.94M2.44%-10413F-HRTimeline
SCOTIA CAPITAL INC.19,210$4.93M0.02%-5413F-HRTimeline
GUERRA PAN ADVISORS, LLC19,187$4.92M2.98%-2413F-HRTimeline
Clarus Wealth Advisors19,274$4.9M2.17%+48413F-HRTimeline
Bellwether Advisors, LLC18,445$4.73M0.78%-613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.18,398$4.72M3.45%-23213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,251$4.68M0.08%-58,24613F-HRTimelineGroup
Quantinno Capital Management LP18,169$4.66M0.01%+10,37013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,942$4.6M0.3%-115,44513F-HRTimelineGroup
Archvest Wealth Advisors, Inc.17,824$4.57M4.08%+77913F-HRTimeline
BCGM Wealth Management, LLC17,703$4.54M1.18%+44413F-HRTimeline
COMERICA BANK17,605$4.51M0.02%-65513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC17,383$4.46M0.96%+67113F-HRTimeline
Snowden Capital Advisors LLC17,234$4.42M0.12%+1,08713F-HRTimeline
Rothschild Wealth LLC17,195$4.41M0.96%+68313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,010$4.36M0.12%-55,36413F-HRTimelineGroup
Sigma Planning Corp16,908$4.34M0.12%+39713F-HRTimeline
WealthShield Partners, LLC16,804$4.31M0.49%+23213F-HRTimeline
Sovran Advisors, LLC16,855$4.27M0.38%+3,40013F-HRTimeline
CVA Family Office, LLC16,542$4.24M0.55%-19013F-HRTimeline
Advantage Trust Co16,161$4.14M1.87%013F-HRTimeline
Southland Equity Partners LLC16,112$4.13M0.84%-1,57413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,018$4.11M0.25%+14,45613F-HRTimeline
Simplicity Wealth,LLC15,974$4.1M0.24%-8,09313F-HRTimeline
Arrow Investment Advisors, LLC15,934$4.09M4.51%-96913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC15,927$4.08M2.82%+4513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,582$4M0.02%+39813F-HRTimeline
Bay Harbor Wealth Management, LLC15,563$3.99M1.08%+3413F-HRTimeline
Gilbert Capital Group, Inc.15,390$3.95M3.05%-21313F-HRTimeline
Fortis Group Advisors, LLC15,480$3.94M0.68%-13,96813F-HRTimeline
Geneos Wealth Management Inc.15,123$3.88M0.1%-3,19213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,094$3.87M0.09%+2,81613F-HRTimeline
WCG Wealth Advisors LLC15,066$3.86M0.24%+84013F-HRTimeline
RoundAngle Advisors LLC14,871$3.81M2.95%+21613F-HRTimeline
B. Riley Wealth Advisors, Inc.14,846$3.81M0.18%-7,62113F-HRTimeline
Elm3 Financial Group, LLC14,657$3.76M3.08%-3,27913F-HRTimeline
CIBC WORLD MARKET INC.14,481$3.71M0.01%-42,45113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,278$3.66M0.19%+3,29613F-HRTimelineGroup
Financiere des Professionnels - Fonds d…14,200$3.64M0.21%+2,70013F-HRTimeline
Whipplewood Advisors, LLC13,965$3.58M2.36%-68713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…13,830$3.55M0.13%-16,63813F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC13,699$3.51M1.04%-2,30013F-HRTimeline
5T Wealth, LLC13,689$3.51M1.53%+77613F-HRTimeline
Claro Advisors Inc.13,626$3.49M0.51%+3,17813F-HRTimeline
Valmark Advisers, Inc.13,498$3.46M0.04%-2613F-HRTimeline
WOLVERINE TRADING, LLC13,362$3.42M0.07%+11,53213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…13,294$3.41M1.25%-58313F-HRTimeline
ShoreHaven Wealth Partners, LLC13,263$3.4M1.26%+43213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,076$3.35M0.1%+97513F-HRTimelineGroup
Caprock Group, LLC13,470$3.28M0.08%13F-HRTimeline
Biondo Investment Advisors, LLC12,689$3.25M0.41%+32413F-HRTimeline
Beacon Bridge Wealth Partners, LLC12,685$3.25M1.16%+38413F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.12,501$3.21M1.57%-21113F-HRTimeline
MorganRosel Wealth Management, LLC12,405$3.18M0.82%+81113F-HRTimeline
Western Wealth Management, LLC12,345$3.17M0.17%+60213F-HRTimeline
First Heartland Consultants, Inc.12,314$3.16M0.25%+1,17813F-HRTimeline
WBH ADVISORY INC12,079$3.1M0.24%+10,54513F-HRTimeline
Berkshire Money Management, Inc.11,947$3.06M0.32%+3,87613F-HRTimeline
SageView Advisory Group, LLC11,939$3.06M0.11%-11113F-HRTimeline
Forthright Family Wealth Advisory LLC11,856$3.04M1.87%+62113F-HRTimeline
SIG BROKERAGE, LP11,813$3.03M0.76%+60013F-HRTimeline
Sowell Financial Services LLC11,791$3.02M0.12%+2,25813F-HRTimeline
One Capital Management, LLC11,783$3.02M0.1%+1,51613F-HRTimeline
Trust Co11,767$3.02M0.31%+28913F-HRTimeline
Detalus Advisors, LLC11,705$3M0.78%-2713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,646$2.99M0.06%+55713F-HRTimelineGroup
Dorsey Wright & Associates11,620$2.98M0.67%-12413F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,596$2.97M0.08%+10,64013F-HRTimeline
TUDOR INVESTMENT CORP ET AL11,548$2.96M0.02%-55,89213F-HR/ATimeline
Keystone Global Partners, LLC11,526$2.96M1.51%new13F-HRTimeline
World Investment Advisors11,444$2.93M0.06%-34013F-HRTimeline
Perigon Wealth Management, LLC11,391$2.92M0.06%-13113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC11,307$2.9M0.2%+5,83313F-HRTimeline
DELTEC ASSET MANAGEMENT LLC11,300$2.9M0.48%013F-HRTimeline
SigFig Wealth Management, LLC10,960$2.8M0.09%-15,42513F-HRTimeline
Capital Investment Advisory Services, L…10,882$2.79M0.22%-6713F-HRTimeline
Weaver Consulting Group10,868$2.79M0.71%-2713F-HRTimeline
Van Hulzen Asset Management, LLC10,828$2.78M0.21%-37613F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC10,775$2.76M0.84%+6813F-HRTimeline
Horst & Graben Wealth Management LLC10,713$2.75M0.42%-17913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,674$2.74M0.03%+1,10713F-HRTimelineGroup
Sound Financial Strategies Group, LLC10,629$2.73M1.99%+6,35613F-HRTimeline
MAI Capital Management10,612$2.72M0.02%+15813F-HRTimeline
Parallel Advisors, LLC10,514$2.7M0.05%-2413F-HRTimeline
Genesee Capital Advisors, LLC10,433$2.68M1.16%-4,59313F-HRTimeline
Legacy Private Trust Co.10,415$2.67M0.16%-13813F-HRTimeline
Global Retirement Partners, LLC10,286$2.64M0.06%-57213F-HRTimeline
New England Private Wealth Advisors LLC10,247$2.63M0.35%+2413F-HRTimeline
SWEENEY & MICHEL, LLC10,435$2.61M0.88%+56113F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…10,060$2.58M0.06%+99313F-HRTimelineGroup
10Elms LLP10,057$2.58M2.32%-4513F-HRTimeline
Keebeck Wealth Management9,954$2.55M0.3%-1,72513F-HRTimeline
Financial Enhancement Group LLC9,889$2.53M0.34%+5,04513F-HRTimeline
ORG Partners LLC9,765$2.53M0.46%+49113F-HRTimeline
Magnus Financial Group LLC9,816$2.52M0.2%+4,07813F-HRTimeline
Smartleaf Asset Management LLC9,770$2.5M0.15%+1,33713F-HRTimeline
Barnes Wealth Management Group, Inc9,718$2.49M1.37%-22913F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV9,685$2.48M0.68%-52913F-HRTimeline
FLOW TRADERS U.S. LLC9,680$2.48M0.1%new13F-HRTimeline
Caliber Wealth Management, LLC / KS9,641$2.47M0.28%-86513F-HRTimeline
Quadrant Private Wealth Management, LLC9,603$2.46M0.45%+1,01713F-HRTimeline
Cassia Capital Partners, LLC9,576$2.46M1.34%-2013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.9,575$2.46M1.37%+3,94513F-HRTimeline
SWP FINANCIAL LLC9,290$2.38M1.21%+12213F-HRTimeline
True Vision MN LLC9,262$2.38M1.24%-13013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.9,208$2.36M0.73%+21213F-HRTimeline
Nilsine Partners, LLC9,144$2.34M0.21%-12713F-HRTimeline
Sound Income Strategies, LLC9,157$2.34M0.13%+18513F-HRTimeline
Westwind Capital9,058$2.32M0.49%+6,44413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,035$2.32M<0.01%013F-HRTimelineGroup
Cypress Wealth Services, LLC9,032$2.32M0.38%-4113F-HRTimeline
Anderson Financial Strategies, LLC8,894$2.28M1.35%+42813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC8,855$2.27M0.78%+56013F-HRTimeline
Crestwood Advisors Group, LLC8,837$2.27M0.04%-513F-HRTimeline
Quartz Partners, LLC8,773$2.25M0.81%+7,23513F-HRTimeline
EHRLICH FINANCIAL GROUP8,634$2.21M1.31%+48513F-HRTimeline
Aspire Capital Advisors LLC8,561$2.2M0.54%+72313F-HRTimeline
Sollinda Capital Management LLC8,404$2.16M0.59%+3,71113F-HRTimeline
Modern Wealth Management, LLC8,375$2.15M0.04%+67413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,443$2.14M+3,055Timeline
NWF Advisory Services Inc.8,328$2.14M0.23%+7,45013F-HRTimeline
GeoWealth Management, LLC8,229$2.11M0.08%+7,14613F-HRTimeline
Private Advisory Group LLC8,136$2.09M0.18%+1,94513F-HRTimeline
DAVENPORT & Co LLC8,119$2.08M0.01%+35313F-HRTimeline
Belpointe Asset Management LLC8,050$2.06M0.08%+3,78913F-HRTimeline
Goldstein Advisors, LLC8,034$2.06M0.25%-1,23113F-HRTimeline
Scissortail Wealth Management, LLC7,996$2.05M0.45%-18613F-HRTimeline
Focus Financial Network, Inc.7,963$2.04M0.07%-7,23713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC7,962$2.04M0.96%013F-HRTimeline
Independent Solutions Wealth Management…7,954$2.04M0.36%+1,08013F-HRTimeline
CFS Investment Advisory Services, LLC7,980$2.04M0.15%-20813F-HRTimeline
Gateway Wealth Partners, LLC7,950$2.04M0.28%+49413F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC7,840$2.01M1.46%+53413F-HRTimeline
Physician Wealth Advisors, Inc.7,828$2.01M0.29%+513F-HRTimeline
BLAIR WILLIAM & CO/IL7,793$2M0.01%+29813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,703$1.98M0.28%new13F-HRTimeline
Del-Sette Capital Management, LLC7,663$1.97M1.22%-1113F-HRTimeline
NTV Asset Management LLC7,655$1.96M0.21%-15013F-HRTimeline
Arkadios Wealth Advisors7,645$1.96M0.05%+1,30013F-HRTimeline
Fermata Advisors, LLC7,632$1.96M0.5%+42413F-HRTimeline
BEACON FINANCIAL PLANNING, INC7,468$1.92M0.99%+38313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,440$1.91M0.36%+3,81813F-HRTimeline
Maridea Wealth Management LLC7,412$1.88M0.29%+12413F-HRTimeline
Bryant Woods Investment Advisors, LLC7,340$1.88M0.74%-1513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,331$1.88M0.84%-613F-HRTimeline
Modera Wealth Management, LLC7,320$1.88M0.02%+2013F-HRTimeline
PINNACLE ASSOCIATES LTD7,298$1.87M0.02%+4,07813F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…7,293$1.87M1.85%-18513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,281$1.87M0.06%-24013F-HRTimelineGroup
Capital Investment Advisors, LLC7,278$1.87M0.03%+2,68513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC7,248$1.86M<0.01%+6,53113F-HR/ATimelineGroup
BAKER BOYER NATIONAL BANK7,225$1.85M0.62%-8213F-HRTimeline
MA Private Wealth7,189$1.84M0.31%-3,19513F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC7,136$1.83M0.48%+813F-HRTimeline
Runnymede Capital Advisors, Inc.7,075$1.81M1.49%-69213F-HRTimeline
Apeiron RIA LLC7,090$1.81M0.41%-1,43713F-HRTimeline
Braun-Bostich & Associates Inc.7,034$1.8M1.14%+48213F-HRTimeline
Wealth Quarterback LLC7,018$1.8M0.7%+29613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,005$1.8M0.08%-8113F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…6,947$1.78M0.8%new13F-HRTimeline
Avior Wealth Management, LLC6,860$1.76M0.06%-29613F-HRTimeline
Gallacher Capital Management LLC6,838$1.75M0.69%-9,49113F-HRTimeline
Summit Financial, LLC6,743$1.73M0.03%+3,71513F-HRTimeline
Lodestone Wealth Management LLC6,704$1.72M0.77%+11313F-HRTimeline
Lantz Financial LLC6,694$1.72M0.38%+62113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,692$1.72M0.31%+913F-HRTimeline
Cresset Asset Management, LLC6,684$1.71M0.01%+1113F-HR/ATimeline
Hansen & Associates Financial Group, In…6,807$1.71M0.72%new13F-HRTimeline
Berbice Capital Management LLC6,609$1.69M1.04%-1,00013F-HRTimeline
Advus Financial Partners, LLC6,523$1.67M0.62%+94713F-HR/ATimeline
Betterment LLC6,513$1.67M<0.01%-71813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC6,416$1.65M1.35%-8113F-HRTimeline
Shared Vision Wealth Group LLC6,533$1.64M0.69%+26513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,348$1.63M0.1%-3513F-HRTimeline
ACT Advisors, LLC.6,268$1.61M0.65%-23913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding6,256$1.6M+568Timeline
McNaughton Wealth Management, LLC6,191$1.59M0.67%-5313F-HRTimeline
RFG Advisory, LLC6,144$1.58M0.03%-713F-HRTimeline
CHAPIN DAVIS, INC.6,095$1.56M0.38%-7113F-HRTimeline
Oakwell Private Wealth Management, LLC6,086$1.56M0.31%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Eldridge Investment Advisors, Inc.6,078$1.56M0.35%+1113F-HRTimeline
SYNOVUS FINANCIAL CORP6,074$1.56M0.02%-19513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,072$1.56M0.38%+2,15513F-HRTimeline
TFB Advisors LLC6,118$1.55M0.45%-3,65713F-HRTimeline
McKinley Carter Wealth Services, Inc.5,945$1.52M0.08%-25813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC5,943$1.52M<0.01%-1,36913F-HRTimelineGroup
HANCOCK WHITNEY CORP5,940$1.52M0.03%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,924$1.52M0.05%-80013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP5,858$1.5M0.03%+2,32013F-HRTimelineGroup
Centurion Wealth Management LLC5,764$1.48M0.34%+4213F-HRTimeline