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Disclosery

MTUM ISHARES TR

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SHS (fund)

1,193 managers (1,211 13F filers) reported a position in MTUM shares at 2026-06-30, 72,265,772 shares in all. 210 filers opened a position and 66 filers sold out during the quarter.

Managers
1,193
13F filers
1,211
New
210
Added
363
Reduced
445
Sold out
66
Shares held by filers
72,265,772

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Fortune Financial Advisors, LLC7,182$2.46M1.05%+85613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO7,171$2.46M0.2%-2813F-HRTimeline
CFS Investment Advisory Services, LLC7,677$2.43M0.16%-9713F-HRTimeline
LiftPoint Family Wealth Advisors LLC7,052$2.42M1.64%-2,43613F-HRTimeline
Fermata Advisors, LLC7,038$2.41M0.49%-32213F-HRTimeline
Belpointe Asset Management LLC7,002$2.4M0.08%+2,50213F-HRTimeline
UPTICK PARTNERS, LLC6,914$2.37M0.37%new13F-HRTimeline
Bryant Woods Investment Advisors, LLC6,859$2.35M0.65%+2513F-HRTimeline
Magnus Financial Group LLC6,850$2.35M0.17%+30713F-HRTimeline
Lodestone Wealth Management LLC6,779$2.32M0.82%-3013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,773$2.32M0.37%+13913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,735$2.31M0.09%-2,53613F-HRTimeline
Perigon Wealth Management, LLC6,723$2.3M0.04%-69113F-HRTimeline
Betterment LLC6,690$2.29M<0.01%-8613F-HRTimeline
Runnymede Capital Advisors, Inc.6,532$2.24M1.33%+1,37213F-HRTimeline
LaSalle St. Investment Advisors, LLC6,491$2.23M0.27%+2,20413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,350$2.18M0.1%013F-HRTimeline
MATHER GROUP, LLC.6,320$2.17M0.02%-1,45713F-HRTimeline
Patriot Financial Group Insurance Agenc…6,309$2.16M0.22%-6,45913F-HRTimeline
Decker Wealth Management LLC6,307$2.16M0.46%+5513F-HRTimeline
Kingsview Wealth Management, LLC6,283$2.15M0.03%-1,03513F-HRTimeline
Global Wealth Strategies & Associates6,277$2.15M0.41%-1,62513F-HRTimeline
Berbice Capital Management LLC6,187$2.12M1.1%+60013F-HRTimeline
CHAPIN DAVIS, INC.6,158$2.11M0.37%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…6,139$2.1M0.01%+4,90613F-HRTimelineGroup
Avior Wealth Management, LLC6,122$2.1M0.06%-62213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich6,240$2.1M0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,099$2.09M0.06%-31513F-HRTimelineGroup
McCartney Wealth Management LLC6,073$2.08M1.58%+1813F-HRTimeline
Bison Wealth, LLC6,463$2.08M0.19%+1,45813F-HRTimeline
Eldridge Investment Advisors, Inc.6,032$2.07M0.41%-3513F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…6,901$2.07M0.42%+43013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,016$2.06M0.39%+2,05613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,966$2.05M0.12%+40513F-HRTimeline
Venturi Wealth Management, LLC5,956$2.04M0.08%-813F-HRTimeline
HANCOCK WHITNEY CORP5,940$2.04M0.03%013F-HRTimeline
McNaughton Wealth Management, LLC5,904$2.02M0.72%013F-HRTimeline
BLALOCK WILLIAMS, LLC5,877$2.01M1.31%-91813F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC6,364$2M0.43%-44013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…5,840$2M1.35%-513F-HRTimeline
Oakwell Private Wealth Management, LLC5,803$1.99M0.33%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PATTEN & PATTEN INC/TN5,792$1.99M0.11%013F-HRTimeline
ACT Advisors, LLC.5,752$1.97M0.66%-4113F-HRTimeline
SHP Wealth Management5,739$1.97M0.14%+4113F-HRTimeline
HB Wealth Management, LLC5,684$1.95M0.01%-22013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,634$1.93M0.13%+1,29713F-HRTimeline
CoreCap Advisors, LLC5,607$1.92M0.06%-1,77213F-HRTimeline
Brand Asset Management Group, Inc.5,584$1.91M0.42%new13F-HRTimeline
Gotham Asset Management, LLC5,544$1.9M<0.01%013F-HRTimeline
Davis Wealth Advisors, LLC5,524$1.89M1.46%-3,03813F-HRTimeline
LifePlan Investment Advisors, Inc.5,464$1.87M0.64%-2,07013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,406$1.85M0.05%+1513F-HRTimeline
Yukon Wealth Management, Inc.5,392$1.85M0.53%+37413F-HRTimeline
Focused Wealth Management, Inc5,382$1.85M0.16%-1313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,375$1.84M0.32%-6213F-HRTimeline
Worthington Financial Partners, LLC5,295$1.82M1.5%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES5,214$1.79M0.62%new13F-HRTimeline
Planned Solutions, Inc.5,119$1.76M0.5%+913F-HRTimeline
PKS Advisory Services, LLC5,102$1.75M0.28%+26213F-HRTimeline
Maridea Wealth Management LLC5,051$1.73M0.19%-53313F-HRTimeline
GeoWealth Management, LLC5,022$1.72M0.05%+4,17513F-HRTimeline
Apex Wealth Management, LLC5,007$1.72M1.05%new13F-HRTimeline
Kovack Advisors, Inc.4,990$1.7M0.08%+2,55913F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…4,938$1.69M0.04%-1,04113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,930$1.69M0.04%+4913F-HRTimelineGroup
BCU Wealth Advisors, LLC4,923$1.69M0.56%-1,41813F-HRTimeline
MA Private Wealth4,919$1.69M0.25%-4313F-HRTimeline
Private Advisory Group LLC4,874$1.67M0.09%+1,14113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,837$1.66M0.14%+1,60613F-HRTimelineGroup
Advisory Solutions Group, LLC4,829$1.66M0.57%13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC4,812$1.65M0.04%+39813F-HRTimelineGroup
Retirement Wealth Solutions LLC4,796$1.64M0.91%-1,57713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,791$1.64M0.13%new13F-HRTimelineGroup
Insight Wealth Strategies, LLC4,997$1.64M0.16%-213F-HRTimeline
McKinley Carter Wealth Services, Inc.4,758$1.63M0.08%-6613F-HRTimeline
ERn Financial, LLC4,716$1.62M0.27%+7813F-HRTimeline
IHT Wealth Management, LLC4,676$1.6M0.03%+3713F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC4,873$1.6M1.05%new13F-HRTimeline
URS Advisory LLC4,661$1.6M0.89%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,636$1.59M0.02%+1513F-HRTimelineGroup
J.M. Arbour, LLC4,606$1.58M1.36%-1,70013F-HRTimeline
Sovereign Financial Group, Inc.4,598$1.58M0.24%-98213F-HRTimeline
Nova R Wealth, Inc.4,598$1.58M0.46%-7113F-HRTimeline
Citizens National Bank Trust Department4,547$1.56M0.23%+3513F-HRTimeline
Financial Engines Advisors L.L.C.4,544$1.56M<0.01%+13313F-HRTimeline
WPG Advisers, LLC4,541$1.56M0.91%-2113F-HRTimeline
PRIVATE TRUST CO NA4,508$1.55M0.12%-4213F-HRTimeline
Three Magnolias Financial Advisors, LLC4,492$1.54M0.86%-2513F-HRTimeline
MONECO ADVISORS, LLC4,451$1.53M0.09%+5713F-HRTimeline
First Citizens Financial Corp4,449$1.53M0.64%+14213F-HRTimeline
Aspect Partners, LLC4,402$1.51M0.56%+113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,356$1.49M0.01%-2713F-HRTimelineGroup
Fragasso Financial Advisors Inc4,354$1.49M0.08%-2313F-HRTimeline
Dorsey & Whitney Trust CO LLC4,339$1.49M0.07%-14913F-HRTimeline
Biondo Investment Advisors, LLC4,329$1.48M0.18%+21713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4,293$1.47M0.61%+3,80113F-HRTimelineGroup
PFG Advisors4,228$1.45M0.07%-85413F-HRTimeline
Gilbert Capital Group, Inc.4,225$1.45M1.01%+513F-HRTimeline
Spectrum Strategic Capital Management, …4,216$1.45M0.72%+3813F-HRTimeline
Modera Wealth Management, LLC4,207$1.44M0.02%013F-HRTimeline
Gallacher Capital Management LLC4,171$1.43M0.8%-75813F-HRTimeline
DELTEC ASSET MANAGEMENT LLC4,160$1.43M0.21%+2,01013F-HRTimeline
Summit Financial, LLC4,143$1.42M0.02%-2,31313F-HRTimeline
ZENITH SOLUTIONS, INC.4,133$1.42M1.28%13F-HRTimeline
Quartz Partners, LLC4,073$1.4M0.46%-27913F-HRTimeline
Lansing Street Advisors4,028$1.38M0.29%+413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,001$1.37M<0.01%+20413F-HRTimelineGroup
EQ LLC3,983$1.37M0.34%-2,26813F-HRTimeline
Trueblood Wealth Management, LLC3,981$1.36M0.48%+24513F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,980$1.36M0.03%-1,84213F-HRTimeline
PFG Investments, LLC3,895$1.34M0.05%-11413F-HRTimeline
Capital Investment Management, Inc.3,884$1.33M0.41%-1,01613F-HRTimeline
GWN SECURITIES INC.3,883$1.33M0.22%+99513F-HRTimeline
REGIMEN WEALTH, LLC3,872$1.33M0.36%-11313F-HRTimeline
United Advisor Group, LLC3,850$1.32M0.14%+1,11513F-HRTimeline
STG SECURITIES, LLC3,849$1.32M1.43%13F-HRTimeline
Asset Management One Co., Ltd.3,848$1.32M<0.01%new13F-HRTimeline
Alta Wealth Advisors LLC3,841$1.32M0.36%+9513F-HRTimeline
NWAM LLC3,838$1.32M0.07%-10413F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC3,835$1.31M1.71%-12313F-HRTimeline
Valeo Financial Advisors, LLC3,834$1.31M0.03%-1013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,829$1.31M0.08%-13313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,794$1.3M0.01%+813F-HRTimelineGroup
BridgePort Financial Solutions, LLC3,775$1.29M0.33%-1,74113F-HRTimeline
Sierra Capital LLC3,761$1.29M0.12%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding3,720$1.28M-12,858Timeline
GSG Advisors LLC3,705$1.27M0.28%+413F-HRTimeline
W ADVISORS, LLC3,668$1.26M0.57%-73913F-HRTimeline
Belvedere Trading LLC3,643$1.25M0.1%-39313F-HRTimeline
Flagship Private Wealth, LLC3,624$1.24M0.44%-32913F-HRTimeline
Interchange Capital Partners, LLC3,617$1.24M0.23%+2813F-HRTimeline
RED REEF ADVISORS LLC3,609$1.24M1.14%+11313F-HRTimeline
Sherman Wealth Management LLC3,564$1.22M0.92%+113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,561$1.22M0.08%-33913F-HRTimelineGroup
Rehmann Capital Advisory Group3,556$1.22M0.06%-8413F-HRTimeline
Vantus Wealth LLC3,555$1.22M0.65%13F-HRTimeline
Two West Capital Advisors LLC4,013$1.21M0.6%+48713F-HRTimeline
EHRLICH FINANCIAL GROUP3,530$1.21M0.62%-10,32013F-HRTimeline
Qube Research & Technologies Ltd3,481$1.19M<0.01%-2,60013F-HRTimeline
WAYSTONE ADVISORS LLC3,430$1.18M0.88%+2113F-HRTimeline
Shore Point Advisors, LLC3,373$1.16M0.4%+21113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,341$1.15M<0.01%+18613F-HRTimelineGroup
Verdence Capital Advisors LLC3,336$1.14M0.06%013F-HRTimeline
GDS Wealth Management3,312$1.14M0.05%+16513F-HRTimeline
Security Financial Services, INC.3,281$1.12M0.16%-7213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,266$1.12M<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,236$1.11M0.02%+1,64713F-HRTimelineGroup
West Financial Advisors, LLC3,191$1.09M0.17%new13F-HRTimeline
Adaptive Financial Consulting, LLC3,182$1.09M0.38%+213F-HRTimeline
Sterling Group Wealth Management, LLC3,181$1.09M0.45%+1,46713F-HRTimeline
Balefire, LLC3,176$1.09M0.18%+1,27013F-HRTimeline
Avidian Wealth Enterprises, LLC3,149$1.08M0.03%-30413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,132$1.07M<0.01%+59813F-HRTimelineGroup
CRA Financial Services, LLC3,120$1.07M0.12%013F-HRTimeline
Institute for Wealth Management, LLC.3,104$1.06M0.09%-413F-HRTimeline
Smart Money Group LLC3,092$1.06M0.27%-69113F-HRTimeline
JFS WEALTH ADVISORS, LLC3,086$1.06M0.05%-1,33913F-HRTimeline
MBE Wealth Management, LLC3,083$1.06M0.37%-20213F-HRTimeline
LongView Wealth Management3,062$1.05M0.27%+53113F-HRTimeline
TFB Advisors LLC3,057$1.05M0.46%-16813F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,331$1.04M<0.01%+83113F-HRTimeline
Eagle Strategies LLC3,010$1.03M0.1%-213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC3,008$1.03M0.37%013F-HRTimeline
Aspire Private Capital, LLC2,998$1.03M0.21%-79613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,988$1.02M<0.01%+1,62713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,987$1.02M0.03%+38613F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…2,982$1.02M0.01%-28313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,979$1.02M<0.01%new13F-HRTimelineGroup
Wealthfront Advisers LLC2,978$1.02M<0.01%+72513F-HRTimeline
Raleigh Capital Management Inc.2,969$1.02M0.32%-89813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,964$1.02M0.04%new13F-HRTimelineGroup
Buck Wealth Strategies, LLC2,963$1.02M0.11%new13F-HRTimeline
Bernardo Wealth Planning LLC2,959$1.01M0.17%013F-HRTimeline
Nilsine Partners, LLC2,947$1.01M0.07%+8013F-HRTimeline
Selby Wealth Management, LLC2,938$1.01M0.36%-3213F-HRTimeline
Perissos Private Wealth Management, LLC2,930$1M0.68%+20113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,907$996K0.03%-65313F-HRTimelineGroup
LANARK FINANCIAL, INC.2,904$996K0.07%-74413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,900$994K0.05%-1,54613F-HRTimeline
Bay Rivers Group2,861$981K0.34%-24013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,853$978K0.3%-14413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…2,836$972K0.02%-7613F-HRTimeline
Palumbo Wealth Management LLC2,819$966K0.2%-3313F-HRTimeline
WORLD EQUITY GROUP, INC.2,812$964K0.22%-54213F-HRTimeline
Vavra Capital Management, LLC2,810$963K0.84%-4613F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,800$960K0.55%013F-HRTimeline
Tyche Wealth Partners LLC2,791$957K0.13%+52613F-HRTimeline
Investment Advisory Group, LLC2,789$956K0.21%013F-HRTimeline
Soltis Investment Advisors LLC2,772$950K0.05%+5613F-HRTimeline
Compound Planning, Inc.2,770$950K0.02%-3913F-HRTimeline
Accelerate Investment Advisors LLC2,769$949K0.55%-34513F-HRTimeline
Unify Financial Advisors2,765$948K0.88%-1,23013F-HRTimeline
Fisher Asset Management, LLC2,758$946K<0.01%+1,29813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,758$946K0.02%+26113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,736$938K0.04%+36113F-HRTimeline
Sound View Wealth Advisors Group, LLC2,736$938K0.06%+16313F-HRTimeline
Elmwood Wealth Management, Inc.2,730$936K0.23%-10013F-HRTimeline
Busey Bank2,718$932K0.02%-3313F-HRTimeline
Summit Trail Advisors, LLC2,708$928K0.01%+5513F-HRTimeline
Center For Asset Management LLC2,706$927K0.41%-10713F-HRTimeline