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Disclosery

MTUM ISHARES TR

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SHS (fund)

1,042 managers (1,053 13F filers) reported a position in MTUM shares at 2025-12-31, 72,401,625 shares in all. 86 filers opened a position and 79 filers sold out during the quarter.

Managers
1,042
13F filers
1,053
New
86
Added
485
Reduced
257
Sold out
79
Shares held by filers
72,401,625

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
INDEPENDENT FINANCIAL GROUP, LLC24,834$6.22M0.14%+9,74013F-HRTimeline
Avant Capital LLC24,749$6.2M4.25%-43713F-HRTimeline
IFG Advisory, LLC24,534$6.14M0.27%+10213F-HRTimeline
Unison Advisors LLC24,271$6.08M0.53%+53413F-HRTimeline
Gladstone Institutional Advisory LLC24,209$6.06M0.23%+35013F-HRTimeline
Claro Advisors Inc.24,111$6.04M0.82%+10,48513F-HRTimeline
360 Financial, Inc.24,044$6.02M1.83%-54113F-HR/ATimeline
Tradition Wealth Management, LLC24,013$6.01M0.43%+64413F-HRTimeline
COZAD ASSET MANAGEMENT INC23,048$5.77M0.45%-1,02013F-HRTimeline
Beacon Bridge Wealth Partners, LLC22,617$5.66M1.88%+9,93213F-HRTimeline
Professional Financial Advisors, LLC22,606$5.66M1.16%-7113F-HRTimeline
ShoreHaven Wealth Partners, LLC22,539$5.64M2.03%+9,27613F-HRTimeline
Modern Wealth Management, LLC21,921$5.49M0.1%+13,54613F-HRTimeline
Sovran Advisors, LLC21,115$5.43M0.46%+4,26013F-HRTimeline
Fairvoy Private Wealth, LLC21,284$5.33M1.19%+26813F-HRTimeline
Allworth Financial LP20,860$5.22M0.02%+1,21113F-HRTimeline
Tradewinds, LLC.20,680$5.18M1.24%-2,00513F-HRTimeline
Clarus Wealth Advisors19,960$5.17M2.14%+68613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd20,542$5.14M0.14%new13F-HRTimelineGroup
First Business Financial Services, Inc.20,335$5.09M0.47%013F-HRTimeline
J.W. COLE ADVISORS, INC.22,200$5.07M0.12%+913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.20,203$5.06M0.04%+18,06113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC20,048$5.02M0.14%+6,97213F-HR/ATimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC19,946$4.99M1.05%+2,56313F-HRTimeline
SCOTIA CAPITAL INC.19,815$4.96M0.02%+60513F-HRTimeline
Snowden Capital Advisors LLC19,692$4.93M0.13%+2,45813F-HRTimeline
Peak Wealth Management LLC19,486$4.88M4.08%13F-HRTimeline
GUERRA PAN ADVISORS, LLC19,033$4.76M2.83%-15413F-HRTimeline
Plotkin Financial Advisors, LLC18,960$4.75M2.32%-30913F-HRTimeline
IFP Advisors, Inc18,832$4.71M0.11%-59413F-HRTimeline
Simplicity Wealth,LLC18,768$4.7M0.28%+2,79413F-HRTimeline
Bellwether Advisors, LLC18,559$4.65M0.74%+11413F-HRTimeline
Archvest Wealth Advisors, Inc.18,463$4.62M2.95%+63913F-HR/ATimeline
COMERICA BANK18,417$4.61M0.02%+81213F-HRTimeline
RIK SAYLOR FINANCIAL, INC.18,216$4.56M3.34%-18213F-HRTimeline
Oxford Wealth Group, LLC17,999$4.51M2.19%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding17,548$4.4M-915,734Timeline
CIBC WORLD MARKET INC.17,491$4.38M0.01%+3,01013F-HRTimeline
Keebeck Wealth Management17,477$4.37M0.5%+7,52313F-HRTimeline
Financiere des Professionnels - Fonds d…17,200$4.31M0.24%+3,00013F-HRTimeline
Sigma Planning Corp17,042$4.27M0.12%+13413F-HRTimeline
RoundAngle Advisors LLC16,850$4.22M3.07%+1,97913F-HRTimeline
Advisory Services Network, LLC16,845$4.22M0.06%-51,76913F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC16,705$4.18M3.45%-5,83213F-HRTimelineGroup
Sound Financial Strategies Group, LLC16,682$4.18M2.95%+6,05313F-HRTimeline
Members Advisory Group LLC16,560$4.15M1.56%-11,23613F-HRTimeline
WCG Wealth Advisors LLC16,207$4.06M0.11%+1,14113F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.16,125$4.04M2.22%+6,55013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,078$4.02M0.02%+49613F-HRTimeline
CVA Family Office, LLC15,963$4M0.46%-57913F-HRTimeline
5T Wealth, LLC15,935$3.99M1.59%+2,24613F-HRTimeline
Quadrant Private Wealth Management, LLC15,880$3.97M0.65%+6,27713F-HRTimeline
Elevation Capital Advisory, LLC15,822$3.96M1.62%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC15,801$3.96M2.69%-12613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…15,754$3.94M0.13%+1,92413F-HRTimelineGroup
Fortis Group Advisors, LLC15,288$3.91M0.66%-19213F-HRTimeline
Arrow Investment Advisors, LLC15,523$3.89M4.32%-41113F-HRTimeline
SigFig Wealth Management, LLC15,451$3.87M0.12%+4,49113F-HRTimeline
Geneos Wealth Management Inc.15,445$3.87M0.09%+32213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC14,948$3.85M1.12%+6,09313F-HRTimeline
First Heartland Consultants, Inc.15,242$3.82M0.29%+2,92813F-HRTimeline
SWP FINANCIAL LLC15,151$3.79M1.9%+5,86113F-HRTimeline
True Vision MN LLC15,129$3.79M1.92%+5,86713F-HRTimeline
CORE WEALTH ADVISORS, LLC15,123$3.79M2.98%13F-HR/ATimeline
Southland Equity Partners LLC15,106$3.78M0.75%-1,00613F-HRTimeline
Cypress Wealth Services, LLC14,772$3.7M0.51%+5,74013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP14,688$3.68M0.21%-1,33013F-HRTimeline
Arax Advisory Partners14,628$3.66M0.11%new13F-HRTimeline
Trust Co14,589$3.65M0.34%+2,82213F-HRTimeline
Western Wealth Management, LLC14,453$3.62M0.17%+2,10813F-HRTimeline
Horst & Graben Wealth Management LLC14,364$3.6M0.54%+3,65113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.14,119$3.53M1.01%+4,91113F-HRTimeline
Caprock Group, LLC13,981$3.5M0.07%+51113F-HRTimeline
Berkshire Money Management, Inc.13,878$3.47M0.33%+1,93113F-HRTimeline
Sowell Financial Services LLC13,820$3.46M0.13%+2,02913F-HRTimeline
Valmark Advisers, Inc.13,754$3.44M0.04%+25613F-HRTimeline
Whipplewood Advisors, LLC13,640$3.41M2.19%-32513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC13,615$3.41M1.07%+9,41113F-HRTimeline
MorganRosel Wealth Management, LLC13,536$3.39M0.85%+1,13113F-HRTimeline
ARQ WEALTH ADVISORS, LLC13,361$3.34M0.9%-33813F-HRTimeline
EHRLICH FINANCIAL GROUP13,306$3.33M1.9%+4,67213F-HRTimeline
Gateway Wealth Partners, LLC13,127$3.29M0.37%+5,17713F-HRTimeline
Biondo Investment Advisors, LLC12,921$3.23M0.39%+23213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…12,904$3.23M1.12%-39013F-HRTimeline
Financial Enhancement Group LLC12,633$3.23M0.42%+2,74413F-HRTimeline
Advyzon Investment Management, LLC12,848$3.22M0.37%+8,75613F-HRTimeline
Polaris Investment Advisors, LLC12,717$3.18M2.3%13F-HRTimeline
Keystone Global Partners, LLC12,481$3.12M1.37%+95513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,460$3.12M0.05%-5,79113F-HRTimelineGroup
Barnes Wealth Management Group, Inc12,356$3.09M1.66%+2,63813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP12,246$3.07M0.04%+6,38813F-HRTimelineGroup
Genesee Capital Advisors, LLC12,243$3.06M1.23%+1,81013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,128$3.04M0.06%+48213F-HRTimelineGroup
Forthright Family Wealth Advisory LLC12,069$3.02M1.9%+21313F-HRTimeline
HighPoint Advisor Group LLC11,980$3M0.07%new13F-HRTimeline
Lotus Technology Management, LP11,953$2.99M1.66%13F-HRTimeline
SageView Advisory Group, LLC11,905$2.98M0.1%-3413F-HRTimeline
Westwind Capital11,858$2.97M0.61%+2,80013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.11,814$2.96M1.4%-68713F-HRTimeline
SIG BROKERAGE, LP11,813$2.96M0.99%013F-HRTimeline
Dorsey Wright & Associates11,787$2.95M0.64%+16713F-HRTimeline
Detalus Advisors, LLC11,715$2.93M0.71%+1013F-HRTimeline
WMS Group LLC11,663$2.92M3.71%13F-HRTimeline
Braun-Bostich & Associates Inc.11,497$2.88M1.78%+4,46313F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,397$2.85M0.1%+9,65613F-HRTimeline
ORG Partners LLC11,349$2.84M0.5%+1,58413F-HRTimeline
DELTEC ASSET MANAGEMENT LLC11,300$2.83M0.47%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC11,026$2.76M1.18%+3,69513F-HRTimeline
Wealth Quarterback LLC10,980$2.75M0.99%+3,96213F-HRTimeline
Quartz Partners, LLC10,961$2.74M1.02%+2,18813F-HRTimeline
Elm3 Financial Group, LLC10,876$2.72M2.26%-3,78113F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC10,874$2.72M0.8%+9913F-HRTimeline
Weaver Consulting Group10,850$2.72M0.66%-1813F-HRTimeline
Capital Investment Advisory Services, L…10,842$2.71M0.19%-4013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,835$2.71M0.03%+16113F-HRTimelineGroup
SWEENEY & MICHEL, LLC10,437$2.66M0.79%+213F-HRTimeline
Lantz Financial LLC10,613$2.66M0.56%+3,91913F-HRTimeline
VestGen Advisors, LLC10,574$2.65M0.11%-9,41913F-HRTimeline
Town Capital LLC10,571$2.65M2.16%13F-HRTimeline
MAI Capital Management10,547$2.64M0.02%-6513F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…10,538$2.64M0.07%+47813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Capital Investment Advisors, LLC10,450$2.62M0.04%+3,17213F-HRTimeline
Mosley Wealth Management10,173$2.6M1.19%13F-HRTimeline
Tempo Wealth, LLC10,305$2.58M0.46%13F-HRTimeline
New England Private Wealth Advisors LLC10,251$2.57M0.32%+413F-HR/ATimeline
Hudson Oak Wealth Advisory LLC10,137$2.54M2.24%13F-HRTimeline
Vines Capital Management, LLC10,087$2.52M2.46%13F-HRTimeline
Shared Vision Wealth Group LLC9,786$2.51M1.02%+3,25313F-HRTimeline
Legacy Private Trust Co.10,041$2.51M0.15%-37413F-HRTimeline
Parallel Advisors, LLC10,021$2.51M0.05%-49313F-HRTimeline
RFG Advisory, LLC9,976$2.5M0.05%+3,83213F-HRTimeline
B. Riley Wealth Advisors, Inc.9,868$2.47M0.12%-4,97813F-HRTimeline
10Elms LLP9,786$2.45M2.25%-27113F-HRTimeline
Van Hulzen Asset Management, LLC9,748$2.44M0.18%-1,08013F-HRTimeline
Smartleaf Asset Management LLC9,593$2.43M0.09%-17713F-HRTimeline
Caliber Wealth Management, LLC / KS9,680$2.42M0.26%+3913F-HRTimeline
Portfolio Resources Advisor Group, Inc.9,633$2.41M2.41%13F-HRTimeline
Cassia Capital Partners, LLC9,576$2.4M1.3%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,520$2.38M0.06%-2,07613F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC9,510$2.38M1.07%13F-HRTimeline
Nilsine Partners, LLC9,407$2.35M0.2%+26313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC9,355$2.34M<0.01%+2,10713F-HRTimelineGroup
Independent Solutions Wealth Management…9,341$2.34M0.43%+1,38713F-HRTimeline
Anderson Financial Strategies, LLC9,275$2.32M1.35%+38113F-HRTimeline
Indivisible Partners9,273$2.32M0.25%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,229$2.31M0.11%+2,22413F-HRTimeline
Sound Income Strategies, LLC8,872$2.29M0.11%-28513F-HRTimeline
DAVENPORT & Co LLC9,142$2.29M0.01%+1,02313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,072$2.27M<0.01%+3713F-HRTimelineGroup
Hoxton Planning & Management, LLC9,023$2.26M0.68%+3,39113F-HRTimeline
LiftPoint Family Wealth Advisors LLC9,007$2.25M1.92%13F-HRTimeline
HB Wealth Management, LLC8,942$2.24M0.01%+3,77613F-HRTimeline
BEACON FINANCIAL PLANNING, INC8,928$2.23M1.08%+1,46013F-HRTimeline
Crestwood Advisors Group, LLC8,905$2.23M0.04%+6813F-HRTimeline
PINNACLE ASSOCIATES LTD8,842$2.21M0.03%+1,54413F-HRTimeline
Highview Capital Management LLC/DE/8,594$2.15M0.76%new13F-HRTimeline
Perigon Wealth Management, LLC8,577$2.15M0.04%-2,81413F-HRTimeline
BLAIR WILLIAM & CO/IL8,531$2.14M0.01%+73813F-HRTimeline
Arkadios Wealth Advisors8,521$2.13M0.04%+87613F-HRTimeline
Davis Wealth Advisors, LLC8,310$2.08M1.73%+3,24613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding8,064$2.02M+1,808Timeline
Fortune Financial Group, Inc.7,259$2.02M1.98%13F-HRTimeline
Scissortail Wealth Management, LLC8,050$2.02M0.46%+5413F-HRTimeline
Goldstein Advisors, LLC8,030$2.01M0.23%-413F-HRTimeline
BAKER BOYER NATIONAL BANK7,993$2M0.6%+76813F-HRTimeline
CFS Investment Advisory Services, LLC7,964$1.99M0.15%-1613F-HRTimeline
CCG WEALTH MANAGEMENT, LLC7,962$1.99M0.85%013F-HRTimeline
Physician Wealth Advisors, Inc.7,828$1.96M0.27%013F-HRTimeline
Hansen & Associates Financial Group, In…7,619$1.94M1.06%+81213F-HRTimeline
Focus Financial Network, Inc.7,750$1.94M0.07%-21313F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC7,636$1.93M1.83%-20413F-HRTimeline
Apeiron RIA LLC7,413$1.92M0.39%+32313F-HRTimeline
NTV Asset Management LLC7,604$1.9M0.2%-5113F-HRTimeline
Centurion Wealth Management LLC7,578$1.9M0.42%+1,81413F-HRTimeline
Cornerstone Planning Group LLC7,266$1.89M0.29%+2,99813F-HRTimeline
Fermata Advisors, LLC7,484$1.87M0.45%-14813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO7,350$1.84M0.24%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich7,340$1.84M0.01%new13F-HRTimeline
Modus Advisors, LLC7,261$1.82M0.48%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,149$1.79M0.34%-29113F-HRTimeline
Flagship Capital Management Inc.7,107$1.78M1.26%13F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC6,989$1.77M0.44%-14713F-HRTimeline
Argent Trust Co6,967$1.74M0.06%+1,36513F-HRTimeline
Betterment LLC6,952$1.74M<0.01%+43913F-HRTimeline
Maridea Wealth Management LLC6,945$1.74M0.26%-46713F-HRTimeline
Activest Wealth Management6,895$1.73M0.32%+2,14513F-HRTimeline
Bryant Woods Investment Advisors, LLC6,874$1.72M0.67%-46613F-HRTimeline
Aspire Capital Advisors LLC6,849$1.71M0.4%-1,71213F-HRTimeline
CoreCap Advisors, LLC6,834$1.71M0.06%+3,23513F-HRTimeline
Advus Financial Partners, LLC6,769$1.69M0.61%+24613F-HR/ATimeline
Avior Wealth Management, LLC6,763$1.69M0.05%-9713F-HRTimeline
Magnus Financial Group LLC6,724$1.68M0.13%-3,09213F-HRTimeline
Summit Financial, LLC6,633$1.66M0.02%-11013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,633$1.66M0.3%-5913F-HRTimeline
Decker Wealth Management LLC6,632$1.66M0.36%13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC6,627$1.66M1.38%+21113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC6,608$1.65M0.6%+4,13313F-HRTimeline
Berbice Capital Management LLC6,587$1.65M0.99%-2213F-HRTimeline
RCS Financial Planning, LLC6,484$1.62M0.7%+2,30313F-HRTimeline
WEDBUSH SECURITIES INC6,475$1.62M0.05%+72713F-HRTimeline