Skip to content
Disclosery

MTUM ISHARES TR

Follow

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
ELEVATION POINT WEALTH PARTNERS, LLC5,474$1.32M0.1%-16013F-HR/ATimeline
Fortress Wealth Management, Inc.5,387$1.29M0.62%-313F-HRTimeline
UMB Bank, n.a.5,266$1.27M0.02%-8613F-HR/ATimeline
Hoxton Planning & Management, LLC5,146$1.24M0.43%+36513F-HRTimeline
Planned Solutions, Inc.5,107$1.23M0.47%-33813F-HRTimeline
HB Wealth Management, LLC5,073$1.22M0.01%-19513F-HRTimeline
WEDBUSH SECURITIES INC5,045$1.21M0.04%+27513F-HRTimeline
Worth Asset Management, LLC4,995$1.2M0.59%new13F-HRTimeline
PKS Advisory Services, LLC4,948$1.19M0.3%-24913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,944$1.19M0.02%+13213F-HRTimelineGroup
CW Advisors, LLC4,918$1.18M0.01%+1,54613F-HRTimeline
Robertson Stephens Wealth Management, L…4,898$1.18M0.04%+22413F-HRTimeline
Nova R Wealth, Inc.4,890$1.18M0.55%-63313F-HRTimeline
Fragasso Financial Advisors Inc4,816$1.16M0.08%+18113F-HRTimeline
WPG Advisers, LLC4,766$1.15M0.97%-3513F-HRTimeline
Financial Enhancement Group LLC4,844$1.14M0.16%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,751$1.14M0.29%-21713F-HRTimeline
MONECO ADVISORS, LLC4,729$1.14M0.11%-32313F-HRTimeline
Empire Life Investments Inc.4,700$1.13M0.07%new13F-HRTimeline
Security Financial Services, INC.4,698$1.13M0.2%-25013F-HRTimeline
Bison Wealth, LLC4,715$1.13M0.09%-10113F-HRTimeline
Sollinda Capital Management LLC4,693$1.13M0.29%+67313F-HRTimeline
Compound Planning, Inc.4,683$1.13M0.04%new13F-HRTimeline
Advyzon Investment Management, LLC4,662$1.12M0.25%+4,29613F-HRTimeline
ERn Financial, LLC4,661$1.12M0.24%+913F-HRTimeline
Yukon Wealth Management, Inc.4,614$1.11M0.4%+26313F-HRTimeline
Capital Investment Advisors, LLC4,593$1.1M0.02%+2,31113F-HR/ATimeline
Asset Management One Co., Ltd.4,581$1.1M<0.01%new13F-HRTimeline
Davis Wealth Advisors, LLC4,577$1.1M1.17%-8913F-HRTimeline
Three Magnolias Financial Advisors, LLC4,518$1.09M0.76%013F-HRTimeline
Aspect Partners, LLC4,428$1.06M0.52%+113F-HRTimeline
Benchmark Wealth Management, LLC4,362$1.05M0.47%+76613F-HRTimeline
Ergawealth Advisors, Inc.4,361$1.05M0.47%+1,14013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,297$1.03M0.03%-2,08513F-HRTimelineGroup
Sound Financial Strategies Group, LLC4,273$1.03M0.87%-30613F-HRTimeline
Belpointe Asset Management LLC4,261$1.02M0.04%+87013F-HRTimeline
Belvedere Trading LLC4,210$1.01M0.08%-78713F-HRTimeline
Vestmark Advisory Solutions, Inc.4,207$1.01M0.01%-3,83113F-HRTimeline
Talisman Wealth Advisors LLC4,197$1.01M0.92%+60713F-HRTimeline
Golden State Wealth Management, LLC4,170$1M0.12%-78313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,112$988K0.02%+1,26213F-HRTimeline
LifePlan Investment Advisors, Inc.4,065$977K0.49%+16113F-HRTimeline
Lansing Street Advisors4,016$965K0.29%+813F-HRTimeline
Institute for Wealth Management, LLC.4,012$964K0.11%+41813F-HRTimeline
PRIVATE TRUST CO NA4,000$961K0.09%+20313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,927$944K0.01%-1,14913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,918$942K0.07%+86013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,917$941K0.28%+4313F-HRTimeline
Financial Engines Advisors L.L.C.3,912$940K<0.01%-48913F-HRTimeline
Kathleen S. Wright Associates Inc.3,861$928K0.36%-25713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC3,852$926K0.23%+1,44213F-HRTimeline
Valeo Financial Advisors, LLC3,838$922K0.02%-9913F-HR/ATimeline
Wellington Shields Capital Management, …group of 2 filers holding3,830$920K+3,100Timeline
RCS Financial Planning, LLC3,825$919K0.46%+37713F-HRTimeline
FSM Wealth Advisors, LLC3,852$919K0.15%+113F-HRTimeline
EQ LLC3,796$912K0.35%-23,48913F-HRTimeline
Freedom Investment Management, Inc.3,791$911K0.07%+58313F-HRTimeline
BridgePort Financial Solutions, LLC3,789$911K0.3%-43413F-HRTimeline
Adaptive Financial Consulting, LLC3,766$905K0.38%+313F-HRTimeline
Sierra Capital LLC3,761$904K0.1%013F-HRTimeline
EP Wealth Advisors, LLC3,758$903K0.01%+91913F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,705$890K<0.01%+20513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,687$886K0.07%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,680$884K<0.01%-25113F-HRTimelineGroup
GSG Advisors LLC3,679$884K0.26%+813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,680$884K<0.01%-35,52813F-HR/ATimelineGroup
First Citizens Financial Corp3,652$878K0.48%-1313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,644$876K0.38%+16713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,622$870K0.18%new13F-HRTimeline
CoreCap Advisors, LLC3,617$869K0.04%-3713F-HRTimeline
Rehmann Capital Advisory Group3,554$854K0.05%+21613F-HRTimeline
Lee Financial Co3,552$854K0.12%-30013F-HRTimeline
Venturi Wealth Management, LLC3,543$851K0.04%-3213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP3,538$850K0.06%new13F-HRTimelineGroup
Lion Street Advisors, LLC3,519$846K0.26%+79813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,514$844K0.06%-33913F-HRTimeline
Strata Wealth Advisors, LLC3,507$843K0.23%-6513F-HRTimeline
REGIMEN WEALTH, LLC3,492$839K0.26%new13F-HRTimeline
Quent Capital, LLC3,466$833K0.08%-2,82213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,455$830K0.07%-1,73713F-HR/ATimeline
Aspire Private Capital, LLC3,434$825K0.19%+5713F-HRTimeline
Argent Trust Co3,431$825K0.03%+1,97413F-HRTimeline
RiverTree Advisors, LLC3,430$824K0.55%new13F-HRTimeline
MBE Wealth Management, LLC3,378$812K0.35%-2813F-HRTimeline
STAGE HARBOR FINANCIAL, LLC3,374$811K0.66%-25013F-HRTimeline
Verdence Capital Advisors LLC3,342$803K0.05%-1,31913F-HRTimeline
MATHER GROUP, LLC.3,338$802K0.01%-2413F-HRTimeline
Generation Capital Management LLC3,330$800K0.63%new13F-HRTimeline
NATIXISin group Natixis Investment Managers3,305$793K<0.01%-40513F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,294$792K0.22%-23213F-HRTimelineGroup
Retirement Wealth Solutions LLC3,294$792K0.58%+13713F-HRTimeline
Glenmede Investment Management, LP3,266$785K<0.01%13F-HRTimeline
CRA Financial Services, LLC3,232$777K0.12%013F-HRTimeline
BLALOCK WILLIAMS, LLC3,232$777K0.78%+10213F-HRTimeline
PINNACLE ASSOCIATES LTD3,220$774K0.01%+3113F-HRTimeline
Trueblood Wealth Management, LLC3,207$771K0.32%+24013F-HRTimeline
Shore Point Advisors, LLC3,201$769K0.37%+80813F-HRTimeline
VestGen Investment Management3,189$766K0.55%-65913F-HRTimeline
Burt Wealth Advisors3,180$764K0.17%-213F-HRTimeline
Interchange Capital Partners, LLC3,146$753K0.17%-24613F-HR/ATimeline
Commonwealth Retirement Investments LLC3,118$749K0.28%+9413F-HRTimeline
Waterloo Capital, L.P.3,083$741K0.06%-93713F-HRTimeline
Dakota Wealth Management3,054$734K0.02%-9813F-HRTimeline
GRIES FINANCIAL LLC3,043$731K0.13%-2313F-HRTimeline
W ADVISORS, LLC3,028$728K0.42%-413F-HRTimeline
Summit Financial, LLC3,028$728K0.02%+1,34713F-HRTimeline
V2 Financial group LLC3,015$725K0.44%-5013F-HRTimeline
Eagle Strategies LLC3,014$724K0.11%-1913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,005$722K0.03%-5,22713F-HRTimelineGroup
Bernardo Wealth Planning LLC2,942$707K0.15%-3713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC2,940$707K0.32%013F-HRTimeline
Almanack Investment Partners, LLC.2,894$695K0.11%+1,45013F-HRTimeline
WORLD EQUITY GROUP, INC.2,893$695K0.19%-14013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,880$692K<0.01%-3313F-HRTimelineGroup
Palumbo Wealth Management LLC2,840$682K0.21%+513F-HRTimeline
BCU Wealth Advisors, LLC2,830$680K0.31%+60013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,812$676K0.05%+31513F-HRTimeline
Integrated Advisors Network LLC2,810$675K0.03%+28613F-HRTimeline
LANARK FINANCIAL, INC.2,808$674K0.05%-56613F-HRTimeline
OMNI 360 Wealth, Inc.2,801$673K0.42%+22813F-HR/ATimeline
Investment Advisory Group, LLC2,788$670K0.2%+113F-HRTimeline
Empower Advisory Group, LLC2,785$669K<0.01%+1,11913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,777$667K0.03%+71313F-HRTimelineGroup
Financial Advocates Investment Manageme…2,769$665K0.05%-11,91613F-HRTimeline
GDS Wealth Management2,767$665K0.05%+24713F-HRTimeline
Joel Adams & Associates, Inc.2,764$664K0.59%-8213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,746$660K0.08%-17413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,745$660K0.02%+3113F-HRTimelineGroup
Richmond Investment Services, LLC2,738$658K0.14%new13F-HRTimeline
Perissos Private Wealth Management, LLC2,726$655K0.52%+113F-HRTimeline
Dorsey & Whitney Trust CO LLC2,725$655K0.03%+90813F-HRTimeline
Amplius Wealth Advisors, LLC2,693$647K0.06%+313F-HRTimeline
Clearstead Advisors, LLC2,678$644K0.01%-2713F-HRTimeline
CALTON & ASSOCIATES, INC.2,663$640K0.11%new13F-HRTimeline
Westwind Capital2,614$628K0.13%new13F-HRTimeline
Maia Wealth LLC2,602$625K0.12%+26513F-HRTimeline
Cyndeo Wealth Partners, LLC2,588$622K0.04%-8813F-HRTimeline
Busey Bank2,579$620K0.02%+11313F-HRTimeline
LongView Wealth Management2,555$614K0.19%+2713F-HRTimeline
NorthRock Partners, LLC2,555$614K0.02%+64813F-HR/ATimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,544$612K0.31%+59813F-HRTimeline
LS Investment Advisors, LLC2,540$610K0.09%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC2,522$606K<0.01%-3,18013F-HRTimelineGroup
MTM Investment Management, LLC2,522$606K0.2%013F-HRTimeline
Bowman & Co S.C.2,511$603K0.27%+34513F-HRTimeline
Tyche Wealth Partners LLC2,500$601K0.12%+6313F-HRTimeline
Beacon Financial Advisory LLC2,494$599K0.15%+90413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,489$598K<0.01%+24813F-HRTimelineGroup
Aspire Growth Partners LLC2,448$588K0.48%+513F-HRTimeline
Keystone Financial Group, Inc.2,450$586K0.37%-14813F-HRTimeline
Breakwater Capital Group2,424$582K0.09%+33013F-HRTimeline
Spectrum Wealth Advisory Group, LLC2,409$579K0.27%-2913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,404$578K0.02%013F-HRTimelineGroup
Estate Counselors, LLC2,400$577K0.06%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,389$574K0.01%+16913F-HRTimelineGroup
Vantage Point Financial LLC2,368$569K0.25%+5113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,362$568K<0.01%-1813F-HRTimelineGroup
Signal Advisors Wealth, LLC2,357$566K0.04%+49713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,346$564K<0.01%+2813F-HRTimelineGroup
Good Life Advisors, LLC2,343$563K0.04%+33713F-HRTimeline
Kingsview Wealth Management, LLC2,338$562K0.01%+1,09513F-HRTimeline
KKM Financial LLC2,321$558K0.19%013F-HRTimeline
Oxinas Partners, LLC2,315$556K0.29%-2413F-HRTimeline
Raleigh Capital Management Inc.2,307$554K0.23%-12013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.2,300$553K0.15%new13F-HRTimeline
HBW ADVISORY SERVICES LLC2,245$539K0.07%+2713F-HRTimeline
Atlas Brown,Inc.2,241$539K0.17%+1813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,240$538K<0.01%new13F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC2,227$535K0.01%+2013F-HRTimeline
Gotham Asset Management, LLC2,215$532K<0.01%new13F-HRTimeline
CGN Advisors LLC2,211$531K0.05%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,634$524K0.25%013F-HRTimeline
New Millennium Group LLC2,172$522K0.29%-16213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,163$520K<0.01%+68513F-HR/ATimelineGroup
First Bank & Trust2,099$504K0.09%-213F-HRTimeline
Centric Wealth Management2,041$501K0.12%+513F-HRTimeline
Cooper Financial Group2,069$497K0.06%+13413F-HRTimeline
Fingerlakes Wealth Management, Inc.2,067$497K0.37%-313F-HRTimeline
Fortune Financial Advisors, LLC2,029$488K0.39%+64113F-HRTimeline
White Lighthouse Investment Management …2,023$486K0.08%013F-HRTimeline
Two West Capital Advisors LLC2,011$485K0.32%+80913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,019$485K0.01%+69913F-HRTimeline
FINANCIAL LIFE ADVISORS2,017$485K0.17%-6013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.2,015$484K0.25%-22813F-HRTimeline
United Advisor Group, LLC2,006$482K0.08%+20813F-HRTimeline
Wealthfront Advisers LLC1,998$480K<0.01%-12213F-HRTimeline
SeaCrest Wealth Management, LLC1,987$478K0.05%+4013F-HRTimeline
FULLCIRCLE WEALTH LLC1,968$477K0.18%+33713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,974$474K0.04%013F-HRTimeline
Owen LaRue, LLC1,959$471K0.2%+2813F-HRTimeline
Hershey Financial Advisers, LLC1,955$470K0.42%13F-HRTimeline
Santori & Peters, Inc.1,950$469K0.17%+113F-HRTimeline
Allen Capital Group, LLC1,938$466K0.05%-11013F-HRTimeline
Dynamic Advisor Solutions LLC1,935$465K0.01%+4713F-HRTimeline
LEGACY SOLUTIONS, LLC1,922$462K0.44%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,910$459K0.03%-64713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,895$456K0.06%+1,21313F-HRTimeline
Cornerstone Financial Group, LLC /NE/1,895$455K0.39%013F-HRTimeline
Syntegra Private Wealth Group, LLC1,878$451K0.05%013F-HRTimeline
Arete Wealth Advisors, LLC1,879$451K0.03%-4913F-HRTimeline