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Disclosery

MTUM ISHARES TR

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SHS (fund)

1,051 managers (1,063 13F filers) reported a position in MTUM shares at 2026-03-31, 73,364,097 shares in all. 92 filers opened a position and 77 filers sold out during the quarter.

Managers
1,051
13F filers
1,063
New
92
Added
427
Reduced
348
Sold out
77
Shares held by filers
73,364,097

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SCOTIA CAPITAL INC.24,938$5.98M0.02%+5,12313F-HRTimeline
Tradition Wealth Management, LLC24,460$5.87M0.42%+44713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC24,322$5.84M0.18%-1,84413F-HRTimeline
RHS Financial, LLC24,265$5.82M2.76%-2,27413F-HRTimeline
Forefront Analytics, LLC24,234$5.82M5.29%-26,41213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\23,853$5.72M0.01%-76,68513F-HRTimelineGroup
Avant Capital LLC23,760$5.7M4.01%-98913F-HRTimeline
360 Financial, Inc.23,665$5.68M1.71%-37913F-HRTimeline
ShoreHaven Wealth Partners, LLC23,482$5.64M2.02%+94313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC23,430$5.62M0.15%+3,38213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC23,332$5.6M0.03%+7,25413F-HRTimeline
J.W. COLE ADVISORS, INC.23,081$5.54M0.19%+88113F-HRTimeline
COZAD ASSET MANAGEMENT INC22,929$5.5M0.43%-11913F-HRTimeline
Indivisible Partners22,054$5.29M0.47%+12,78113F-HRTimeline
CIBC WORLD MARKET INC.21,748$5.22M0.01%+4,25713F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC21,178$5.08M1.12%+1,23213F-HRTimeline
Peak Wealth Management LLC21,169$5.08M4.17%+1,68313F-HRTimeline
Allworth Financial LP20,926$5.02M0.02%+6613F-HRTimeline
WCG Wealth Advisors LLC20,457$4.91M0.14%+4,25013F-HRTimeline
First Business Financial Services, Inc.20,335$4.88M0.43%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…20,156$4.84M0.19%+4,40213F-HRTimelineGroup
Archer Investment Management, LLC20,091$4.82M2.03%+14,67713F-HRTimeline
Keebeck Wealth Management20,032$4.81M0.54%+2,55513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…19,589$4.7M0.01%+18,63013F-HRTimelineGroup
Archvest Wealth Advisors, Inc.19,436$4.66M3.01%+97313F-HRTimeline
Advisory Services Network, LLC19,298$4.63M0.06%+2,45313F-HRTimeline
Fortis Group Advisors, LLC16,203$4.6M0.76%+91513F-HRTimeline
AssuredPartners Investment Advisors, LLC18,577$4.6M0.5%new13F-HRTimeline
Beacon Bridge Wealth Partners, LLC19,058$4.57M1.53%-3,55913F-HRTimeline
Plotkin Financial Advisors, LLC18,919$4.54M2.28%-4113F-HRTimeline
GUERRA PAN ADVISORS, LLC18,880$4.53M2.8%-15313F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.18,790$4.51M2.57%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding18,756$4.5M+1,208Timeline
Bellwether Advisors, LLC18,644$4.47M0.76%+8513F-HRTimeline
Gladstone Institutional Advisory LLC18,596$4.46M0.17%-5,61313F-HRTimeline
SigFig Wealth Management, LLC18,479$4.43M0.13%+3,02813F-HRTimeline
Western Wealth Management, LLC18,263$4.38M0.17%+3,81013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,260$4.38M0.01%-10,63813F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC18,145$4.35M1.1%+3,19713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.18,108$4.35M3.3%-10813F-HRTimeline
Quadrant Private Wealth Management, LLC17,795$4.27M0.66%+1,91513F-HRTimeline
IFP Advisors, Inc17,733$4.26M0.09%-1,09913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS17,681$4.24M<0.01%-293,74713F-HRTimelineGroup
Elevation Capital Advisory, LLC17,621$4.23M1.8%+1,79913F-HRTimeline
BEACON FINANCIAL PLANNING, INC17,324$4.16M1.61%+8,39613F-HRTimeline
Horst & Graben Wealth Management LLC14,766$4.15M0.57%+40213F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.17,233$4.14M2.4%+1,10813F-HRTimeline
Financiere des Professionnels - Fonds d…17,200$4.13M0.24%013F-HRTimeline
Town Capital LLC17,117$4.11M3.32%+6,54613F-HRTimeline
5T Wealth, LLC17,066$4.1M1.62%+1,13113F-HRTimeline
RoundAngle Advisors LLC17,030$4.09M3.05%+18013F-HRTimeline
First Heartland Consultants, Inc.16,907$4.06M0.31%+1,66513F-HRTimeline
Oxford Wealth Group, LLC16,876$4.05M2.21%-1,12313F-HRTimeline
Sound Financial Strategies Group, LLC16,770$4.02M2.75%+8813F-HRTimeline
SIG BROKERAGE, LP16,639$3.99M1.13%+4,82613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding16,578$3.98M+8,514Timeline
Audent Global Asset Management, LLC10,675$3.97M3.96%-44,74813F-HRTimeline
True Vision MN LLC16,478$3.95M2.04%+1,34913F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC16,380$3.93M3.3%-32513F-HRTimelineGroup
Sigma Planning Corp16,281$3.91M0.11%-76113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.16,210$3.89M1.12%+2,09113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC16,035$3.85M2.46%+23413F-HRTimeline
Geneos Wealth Management Inc.15,945$3.83M0.09%+50013F-HRTimeline
CORE WEALTH ADVISORS, LLC15,816$3.8M2.92%+69313F-HRTimeline
CVA Family Office, LLC15,773$3.79M0.4%-19013F-HRTimeline
Independent Solutions Wealth Management…15,695$3.77M0.55%+6,35413F-HRTimeline
WMS Group LLC15,463$3.71M5.4%+3,80013F-HRTimeline
Cypress Wealth Services, LLC15,294$3.67M0.52%+52213F-HRTimeline
SWP FINANCIAL LLC15,283$3.67M1.87%+13213F-HRTimeline
Arrow Investment Advisors, LLC14,705$3.53M3.76%-81813F-HRTimeline
Sowell Financial Services LLC14,584$3.5M0.13%+76413F-HRTimeline
Southland Equity Partners LLC14,559$3.49M0.68%-54713F-HRTimeline
FLOW TRADERS U.S. LLC14,390$3.45M0.11%new13F-HRTimeline
Trust Co14,110$3.39M0.32%-47913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC14,086$3.38M1.03%+47113F-HRTimeline
EHRLICH FINANCIAL GROUP13,850$3.32M1.91%+54413F-HRTimeline
Polaris Investment Advisors, LLC13,789$3.31M2.41%+1,07213F-HRTimeline
Valmark Advisers, Inc.13,742$3.3M0.04%-1213F-HRTimeline
Clearview Wealth Management LLC13,721$3.29M2.33%13F-HRTimeline
Caprock Group, LLC13,664$3.28M0.08%-31713F-HRTimeline
Whipplewood Advisors, LLC13,537$3.25M1.69%-10313F-HRTimeline
Independent Advisor Alliance13,434$3.22M0.03%+12,15313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,396$3.21M0.07%+1,26813F-HRTimelineGroup
Fortune Financial Group, Inc.13,190$3.17M2.85%+5,93113F-HRTimeline
ARQ WEALTH ADVISORS, LLC13,152$3.16M0.57%-20913F-HRTimeline
Pinion Investment Advisors, LLC13,152$3.16M0.74%new13F-HRTimeline
Modus Advisors, LLC13,060$3.13M0.86%+5,79913F-HRTimeline
WIN ADVISORS, INC13,013$3.12M1.43%new13F-HRTimeline
Simplicity Wealth,LLC12,926$3.1M0.18%-5,84213F-HRTimeline
Barnes Wealth Management Group, Inc12,804$3.07M1.56%+44813F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…12,785$3.07M1.04%-11913F-HRTimeline
Patriot Financial Group Insurance Agenc…12,768$3.06M0.17%+6,38813F-HRTimeline
Cornerstone Planning Group LLC10,522$3.06M0.41%+3,25613F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC11,057$3.05M1.33%+3113F-HRTimeline
Arkadios Wealth Advisors12,660$3.04M0.05%+4,13913F-HRTimeline
UMB Bank, n.a.12,477$2.99M0.04%+7,28013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Braun-Bostich & Associates Inc.12,203$2.93M1.83%+70613F-HRTimeline
INTRUST BANK NA12,075$2.9M0.24%-47,61313F-HRTimeline
Genesee Capital Advisors, LLC12,069$2.9M1.21%-17413F-HRTimeline
Capital Investment Advisors, LLC12,025$2.89M0.04%+1,57513F-HR/ATimeline
BRIGHT FINANCIAL ADVISORS, INC.11,841$2.84M1.3%+2713F-HRTimeline
Lantz Financial LLC11,792$2.83M0.59%+1,17913F-HRTimeline
SWEENEY & MICHEL, LLC10,588$2.82M0.83%+15113F-HRTimeline
Detalus Advisors, LLC11,675$2.8M0.64%-4013F-HRTimeline
Anderson Financial Strategies, LLC9,543$2.78M1.53%+26813F-HRTimeline
HighPoint Advisor Group LLC11,505$2.76M0.12%-47513F-HRTimeline
SageView Advisory Group, LLC11,461$2.75M0.1%-44413F-HRTimeline
MorganRosel Wealth Management, LLC11,272$2.71M1.07%-2,26413F-HRTimeline
Guardian Capital, LLC11,191$2.69M2.57%new13F-HRTimeline
10Elms LLP11,150$2.68M1.69%+1,36413F-HRTimeline
Arax Advisory Partners11,129$2.67M0.08%-3,49913F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC11,128$2.67M1.19%+25413F-HRTimeline
Shared Vision Wealth Group LLC11,090$2.66M1.09%+1,30413F-HRTimeline
Mosley Wealth Management10,223$2.62M1.19%+5013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,786$2.59M0.03%-4913F-HRTimelineGroup
Weaver Consulting Group10,726$2.57M0.61%-12413F-HRTimeline
Capital Investment Advisory Services, L…10,726$2.57M0.19%-11613F-HRTimeline
Focus Financial Network, Inc.10,489$2.52M0.09%+2,73913F-HRTimeline
Hudson Oak Wealth Advisory LLC10,480$2.52M2.19%+34313F-HRTimeline
Elm3 Financial Group, LLC10,442$2.51M2.12%-43413F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC9,355$2.49M1.07%-15513F-HRTimeline
RFG Advisory, LLC10,355$2.49M0.05%+37913F-HRTimeline
MAI Capital Management10,323$2.48M0.01%-22413F-HRTimeline
New England Private Wealth Advisors LLC10,267$2.46M0.28%+1613F-HRTimeline
Tempo Wealth, LLC10,207$2.45M0.43%-9813F-HRTimeline
Clarus Wealth Advisors9,801$2.44M1.04%-10,15913F-HRTimeline
Vines Capital Management, LLC10,033$2.41M2.39%-5413F-HRTimeline
Portfolio Resources Advisor Group, Inc.10,025$2.41M2.39%+39213F-HRTimeline
Van Hulzen Asset Management, LLC9,902$2.38M0.18%+15413F-HRTimeline
Integrated Advisors Network LLC9,846$2.36M0.12%+4,33513F-HRTimeline
Addison Capital Co9,611$2.31M0.41%new13F-HRTimeline
Sound Income Strategies, LLC9,372$2.3M0.11%+50013F-HRTimeline
Cassia Capital Partners, LLC9,576$2.3M1.18%013F-HRTimeline
Hoxton Planning & Management, LLC9,503$2.28M0.68%+48013F-HRTimeline
LiftPoint Family Wealth Advisors LLC9,488$2.28M1.89%+48113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,367$2.25M0.75%+2,75913F-HRTimeline
PINNACLE ASSOCIATES LTD9,346$2.24M0.03%+50413F-HRTimeline
Parallel Advisors, LLC9,338$2.24M0.04%-68313F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC9,271$2.22M0.1%+4213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC9,242$2.22M1.68%+2,61513F-HRTimeline
Highview Capital Management LLC/DE/9,219$2.21M0.8%+62513F-HRTimeline
Smartleaf Asset Management LLC9,550$2.2M0.08%-4313F-HRTimeline
BAKER BOYER NATIONAL BANK9,170$2.2M0.66%+1,17713F-HRTimeline
Caliber Wealth Management, LLC / KS9,164$2.2M0.24%-51613F-HRTimeline
B. Riley Wealth Advisors, Inc.9,477$2.19M0.14%-39113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,072$2.18M<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL9,024$2.17M0.01%+49313F-HRTimeline
DAVENPORT & Co LLC8,962$2.15M0.01%-18013F-HRTimeline
CFS Investment Advisory Services, LLC7,774$2.13M0.15%-19013F-HRTimeline
Crestwood Advisors Group, LLC8,730$2.1M0.04%-17513F-HRTimeline
Davis Wealth Advisors, LLC8,562$2.05M1.71%+25213F-HRTimeline
Legacy Private Trust Co.8,539$2.05M0.13%-1,50213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC8,126$1.95M0.24%new13F-HRTimeline
Financial Enhancement Group LLC7,031$1.93M0.24%-5,60213F-HRTimeline
Goldstein Advisors, LLC7,979$1.91M0.21%-5113F-HRTimeline
CCG WEALTH MANAGEMENT, LLC7,965$1.91M0.52%+313F-HRTimeline
Global Wealth Strategies & Associates7,902$1.9M0.47%-33,19213F-HRTimeline
Golden State Wealth Management, LLC7,832$1.88M0.21%+3,53613F-HRTimeline
Physician Wealth Advisors, Inc.7,786$1.87M0.26%-4213F-HRTimeline
MATHER GROUP, LLC.7,777$1.87M0.02%+1,74813F-HRTimeline
WEDBUSH SECURITIES INC7,671$1.84M0.05%+1,19613F-HRTimeline
LifePlan Investment Advisors, Inc.7,534$1.81M0.71%+2,65613F-HRTimeline
Advus Financial Partners, LLC7,531$1.81M0.68%+76213F-HR/ATimeline
Perigon Wealth Management, LLC7,414$1.78M0.03%-1,16313F-HRTimeline
CoreCap Advisors, LLC7,379$1.77M0.06%+54513F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC6,804$1.77M0.41%-18513F-HRTimeline
Fermata Advisors, LLC7,360$1.77M0.4%-12413F-HRTimeline
NTV Asset Management LLC7,346$1.76M0.19%-25813F-HRTimeline
Kingsview Wealth Management, LLC7,318$1.76M0.02%+1,81713F-HRTimeline
Nest Investments, LLC7,266$1.74M1.42%+1,25413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO7,199$1.73M0.18%-15113F-HRTimeline
Centurion Wealth Management LLC7,185$1.72M0.39%-39313F-HRTimeline
Flagship Capital Management Inc.7,167$1.72M1.26%+6013F-HRTimeline
Ausdal Financial Partners, Inc.7,060$1.69M0.08%+5,15513F-HRTimeline
HANCOCK WHITNEY CORP5,940$1.69M0.03%013F-HRTimeline
Commonwealth Retirement Investments LLC7,021$1.68M0.52%+78313F-HRTimeline
Bryant Woods Investment Advisors, LLC6,834$1.64M0.6%-4013F-HRTimeline
EVERPAR ADVISORS LLC6,833$1.64M0.56%+1,51913F-HRTimeline
Lodestone Wealth Management LLC6,809$1.63M0.65%+34513F-HR/ATimeline
BLALOCK WILLIAMS, LLC6,795$1.63M1.26%+1,04513F-HRTimeline
Betterment LLC6,776$1.63M<0.01%-17613F-HRTimeline
Avior Wealth Management, LLC6,744$1.62M0.05%-1913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,634$1.59M0.29%+113F-HRTimeline
Cresset Asset Management, LLC6,621$1.59M0.01%+32513F-HRTimeline
Magnus Financial Group LLC6,543$1.57M0.13%-18113F-HRTimeline
Hyundai Investments Co., Ltd.6,788$1.57M1.77%+2,48413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…6,471$1.55M0.33%+29113F-HRTimeline
Summit Financial, LLC6,456$1.55M0.02%-17713F-HRTimeline
Hansen & Associates Financial Group, In…6,271$1.54M0.83%-1,34813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,414$1.54M0.05%+6013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd6,412$1.54M0.03%-14,13013F-HRTimelineGroup
Sollinda Capital Management LLC6,402$1.54M0.37%+45713F-HRTimeline
Retirement Wealth Solutions LLC6,373$1.53M0.96%+32313F-HRTimeline
Bison Wealth, LLC5,005$1.53M0.15%-9513F-HRTimeline
Beacon Capital Management, LLC6,351$1.52M0.27%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,350$1.52M0.09%+113F-HRTimeline
BCU Wealth Advisors, LLC6,341$1.52M0.57%+34613F-HRTimeline
Fortune Financial Advisors, LLC6,326$1.52M0.77%+1,93713F-HRTimeline
J.M. Arbour, LLC6,306$1.51M1.45%+28213F-HRTimeline
Decker Wealth Management LLC6,252$1.5M0.34%-38013F-HRTimeline