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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
WEDBUSH SECURITIES INC5,748$1.47M0.05%+70313F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,725$1.47M0.28%+13013F-HRTimeline
PATTEN & PATTEN INC/TN5,702$1.46M0.09%new13F-HRTimeline
Insight Wealth Strategies, LLC5,689$1.46M0.17%-10113F-HRTimeline
Hoxton Planning & Management, LLC5,632$1.44M0.46%+48613F-HRTimeline
Mutual Advisors, LLC5,683$1.44M0.03%-24713F-HRTimeline
Argent Trust Co5,602$1.44M0.05%+2,17113F-HRTimeline
PFG Advisors5,586$1.43M0.06%-25313F-HRTimeline
Clear Creek Financial Management, LLC5,546$1.42M0.12%-21513F-HRTimeline
Focused Wealth Management, Inc5,515$1.41M0.15%-213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,485$1.41M<0.01%+2,99613F-HRTimelineGroup
Bison Wealth, LLC5,502$1.4M0.13%+78713F-HRTimeline
Fortress Wealth Management, Inc.5,369$1.38M0.61%-1813F-HRTimeline
Parker Investment Management, LLC5,291$1.36M0.19%-2,03813F-HRTimeline
UMB Bank, n.a.5,243$1.34M0.02%-2313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HB Wealth Management, LLC5,166$1.32M0.01%+9313F-HRTimeline
Planned Solutions, Inc.5,108$1.31M0.45%+113F-HRTimeline
Davis Wealth Advisors, LLC5,064$1.3M1.17%+48713F-HRTimeline
Compound Planning, Inc.5,056$1.3M0.04%+37313F-HRTimeline
Sovereign Financial Group, Inc.5,055$1.3M0.24%-75713F-HRTimeline
PKS Advisory Services, LLC4,985$1.28M0.27%+3713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,920$1.26M0.09%+3,40613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,897$1.26M0.02%-4713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,837$1.24M0.03%+54013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC4,797$1.23M0.03%new13F-HRTimeline
Ausdal Financial Partners, Inc.4,768$1.22M0.06%+3,35513F-HRTimeline
Activest Wealth Management4,750$1.22M0.25%+4,75013F-HRTimeline
Nova R Wealth, Inc.4,731$1.21M0.51%-15913F-HRTimeline
WPG Advisers, LLC4,689$1.2M0.93%-7713F-HRTimeline
ERn Financial, LLC4,618$1.18M0.23%-4313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,611$1.18M0.31%-14013F-HRTimeline
GRIES FINANCIAL LLC4,578$1.17M0.19%+1,53513F-HRTimeline
Yukon Wealth Management, Inc.4,573$1.17M0.38%-4113F-HRTimeline
MONECO ADVISORS, LLC4,521$1.16M0.1%-20813F-HRTimeline
Three Magnolias Financial Advisors, LLC4,518$1.16M0.72%013F-HRTimeline
LifePlan Investment Advisors, Inc.4,490$1.15M0.48%+42513F-HRTimeline
Copperleaf Capital, LLC4,451$1.14M0.55%-1,08713F-HRTimeline
Aspect Partners, LLC4,430$1.14M0.52%+213F-HRTimeline
Fragasso Financial Advisors Inc4,462$1.13M0.07%-35413F-HRTimeline
G&S Capital LLC4,395$1.13M0.42%new13F-HRTimeline
LANARK FINANCIAL, INC.4,374$1.12M0.09%+1,56613F-HRTimeline
Talisman Wealth Advisors LLC4,366$1.12M0.93%+16913F-HRTimeline
Cornerstone Planning Group LLC4,268$1.08M0.17%+4,20613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC4,204$1.08M0.26%+35213F-HRTimeline
Security Financial Services, INC.4,184$1.07M0.17%-51413F-HRTimeline
RCS Financial Planning, LLC4,181$1.07M0.47%+35613F-HRTimeline
Advyzon Investment Management, LLC4,092$1.05M0.18%-57013F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,074$1.04M0.03%new13F-HRTimeline
Institute for Wealth Management, LLC.4,068$1.04M0.11%+5613F-HRTimeline
PRIVATE TRUST CO NA4,036$1.04M0.09%+3613F-HRTimeline
Lansing Street Advisors4,026$1.03M0.27%+1013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,961$1.02M0.07%+4313F-HRTimeline
BridgePort Financial Solutions, LLC3,935$1.01M0.27%+14613F-HRTimeline
Golden State Wealth Management, LLC3,931$1.01M0.11%-23913F-HRTimeline
Financial Engines Advisors L.L.C.3,927$1.01M<0.01%+1513F-HRTimeline
BCU Wealth Advisors, LLC3,924$1.01M0.41%+1,09413F-HRTimeline
Strata Wealth Advisors, LLC3,922$1.01M0.27%+41513F-HRTimeline
Venturi Wealth Management, LLC3,897$999K0.05%+35413F-HRTimeline
Smart Money Group LLC3,889$997K0.3%new13F-HRTimeline
Retirement Wealth Solutions LLC3,869$992K0.65%+57513F-HRTimeline
Center For Asset Management LLC3,851$988K0.53%-2,76813F-HRTimeline
FSM Wealth Advisors, LLC3,852$988K0.14%013F-HRTimeline
Valeo Financial Advisors, LLC3,846$986K0.02%+813F-HRTimeline
First Citizens Financial Corp3,813$978K0.48%+16113F-HRTimeline
Adaptive Financial Consulting, LLC3,770$967K0.39%+413F-HRTimeline
Sierra Capital LLC3,761$965K0.11%013F-HRTimeline
Kathleen S. Wright Associates Inc.3,758$964K0.36%-10313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,751$962K0.38%+10713F-HRTimeline
Kingsview Wealth Management, LLC3,719$954K0.01%+1,38113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,696$948K0.03%+69113F-HRTimelineGroup
Citizens National Bank Trust Department3,686$945K0.17%+2,81713F-HRTimeline
GSG Advisors LLC3,687$944K0.25%+813F-HRTimeline
Flagship Private Wealth, LLC3,670$941K0.38%new13F-HRTimeline
Arlington Financial Advisors, LLC3,648$936K0.14%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding3,630$931K-200Timeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD3,600$923K<0.01%+1,36013F-HRTimelineGroup
CoreCap Advisors, LLC3,599$923K0.03%-1813F-HRTimeline
Lee Financial Co3,552$911K0.11%013F-HRTimeline
MATHER GROUP, LLC.3,547$910K0.01%+20913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,537$907K0.06%+2313F-HRTimeline
Rehmann Capital Advisory Group3,517$902K0.05%-3713F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,512$901K<0.01%-19313F-HRTimeline
REGIMEN WEALTH, LLC3,511$900K0.27%+1913F-HRTimeline
BLALOCK WILLIAMS, LLC3,491$895K0.78%+25913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,456$886K<0.01%-22413F-HRTimelineGroup
Commonwealth Retirement Investments LLC3,451$885K0.3%+33313F-HRTimeline
Apexium Financial, LP3,410$874K0.04%new13F-HRTimeline
Prospera Financial Services Inc3,404$874K0.01%-11,18013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC3,374$865K0.63%013F-HRTimeline
Verdence Capital Advisors LLC3,336$860K0.05%-613F-HRTimeline
EQ LLC3,342$857K0.29%-45413F-HRTimeline
Integrated Advisors Network LLC3,337$856K0.04%+52713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,335$855K0.01%-59213F-HRTimeline
MBE Wealth Management, LLC3,328$853K0.37%-5013F-HRTimeline
Aspire Private Capital, LLC3,323$852K0.19%-11113F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC3,303$847K0.07%-15213F-HR/ATimeline
VestGen Investment Management3,286$843K0.51%+9713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,268$838K0.06%+45613F-HRTimeline
Glenmede Investment Management, LP3,266$838K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers3,276$837K<0.01%-2913F-HRTimelineGroup
Shore Point Advisors, LLC3,247$833K0.37%+4613F-HRTimeline
Trueblood Wealth Management, LLC3,231$829K0.32%+2413F-HRTimeline
CRA Financial Services, LLC3,207$822K0.11%-2513F-HRTimeline
PFG Investments, LLC3,205$822K0.04%new13F-HRTimeline
Burt Wealth Advisors3,180$816K0.2%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,155$809K<0.01%+27513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC3,147$807K0.05%-54013F-HRTimeline
MGB Wealth Management, LLC3,138$805K0.23%+1,34713F-HRTimeline
Quent Capital, LLC3,132$803K0.07%-33413F-HRTimeline
Richmond Investment Services, LLC3,130$803K0.15%+39213F-HRTimeline
Full Sail Capital, LLC3,121$800K0.04%+1,89213F-HRTimeline
Interchange Capital Partners, LLC3,111$798K0.16%-3513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,107$797K0.06%-6,61713F-HRTimeline
Dakota Wealth Management3,054$783K0.02%013F-HR/ATimeline
WORLD EQUITY GROUP, INC.3,051$782K0.18%+15813F-HRTimeline
Waterloo Capital, L.P.3,050$782K0.06%-3313F-HRTimeline
W ADVISORS, LLC3,041$780K0.41%+1313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC3,008$771K0.33%+6813F-HRTimeline
Eagle Strategies LLC3,002$770K0.1%-1213F-HRTimeline
GROUP ONE TRADING LLC2,979$764K0.02%new13F-HRTimeline
Bernardo Wealth Planning LLC2,942$754K0.15%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,933$752K0.02%-1,17913F-HRTimeline
Breakwater Capital Group2,926$750K0.11%+50213F-HRTimeline
Strategic Wealth Partners, Ltd.2,912$747K0.06%+2,33513F-HRTimeline
HRT FINANCIAL LP2,887$740K<0.01%-6,92713F-HRTimeline
Fortune Financial Advisors, LLC2,862$734K0.55%+83313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,844$729K0.22%-45013F-HRTimelineGroup
Joel Adams & Associates, Inc.2,832$726K0.59%+6813F-HRTimeline
GWN SECURITIES INC.2,772$720K0.17%+1,01613F-HRTimeline
RiverTree Advisors, LLC2,793$716K0.46%-63713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,791$716K<0.01%+613F-HRTimelineGroup
Investment Advisory Group, LLC2,788$715K0.19%013F-HRTimeline
OMNI 360 Wealth, Inc.2,788$715K0.4%-1313F-HRTimeline
GDS Wealth Management2,785$714K0.05%+1813F-HRTimeline
V2 Financial group LLC2,759$708K0.39%-25613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,746$702K0.08%013F-HRTimeline
Perissos Private Wealth Management, LLC2,727$699K0.51%+113F-HRTimeline
Dorsey & Whitney Trust CO LLC2,701$693K0.04%-2413F-HRTimeline
LongView Wealth Management2,664$683K0.19%+10913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,647$679K0.02%-9813F-HRTimelineGroup
CALTON & ASSOCIATES, INC.2,644$678K0.1%-1913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,613$670K0.03%-16413F-HRTimelineGroup
United Advisor Group, LLC2,611$670K0.09%+60513F-HRTimeline
Clearstead Advisors, LLC2,608$669K0.01%-7013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,634$659K0.29%013F-HRTimeline
Cyndeo Wealth Partners, LLC2,566$658K0.04%-2213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,557$656K<0.01%+19513F-HRTimelineGroup
Signal Advisors Wealth, LLC2,555$655K0.06%+19813F-HRTimeline
Bowman & Co S.C.2,544$653K0.28%+3313F-HRTimeline
LS Investment Advisors, LLC2,540$651K0.09%013F-HRTimeline
MTM Investment Management, LLC2,522$647K0.21%013F-HRTimeline
Vantage Point Financial LLC2,507$643K0.25%+13913F-HRTimeline
Tyche Wealth Partners LLC2,499$641K0.11%-113F-HRTimeline
Elevated Capital Advisors, LLC2,492$639K0.16%+71713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,475$635K0.27%-6913F-HRTimeline
FULLCIRCLE WEALTH LLC2,539$633K0.22%+57113F-HRTimeline
Keystone Financial Group, Inc.2,456$630K0.35%+613F-HRTimeline
Aspire Growth Partners LLC2,453$629K0.46%+513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,420$620K0.01%+3113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,417$620K<0.01%+7113F-HRTimelineGroup
NorthCoast Asset Management LLC2,416$620K<0.01%+79713F-HRTimeline
Spectrum Wealth Advisory Group, LLC2,410$618K0.26%+113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,404$617K0.02%013F-HRTimelineGroup
Estate Counselors, LLC2,400$615K0.05%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,392$613K0.02%-2,50613F-HRTimeline
Raleigh Capital Management Inc.2,386$612K0.23%+7913F-HRTimeline
Empire Life Investments Inc.2,300$590K0.03%-2,40013F-HRTimeline
Atlas Brown,Inc.2,257$579K0.17%+1613F-HRTimeline
Busey Bank2,224$570K0.02%-35513F-HRTimeline
Gotham Asset Management, LLC2,215$568K<0.01%013F-HRTimeline
Onyx Bridge Wealth Group LLC2,200$564K0.06%+82413F-HRTimeline
Stonebrook Private Inc.2,196$563K0.12%+1,12613F-HRTimeline
Oxinas Partners, LLC2,167$556K0.3%-14813F-HRTimeline
LaSalle St. Investment Advisors, LLC2,160$554K0.1%+1,11313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,142$549K0.01%+29113F-HRTimelineGroup
HBW ADVISORY SERVICES LLC2,132$547K0.06%-11313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,114$542K0.01%-11313F-HRTimeline
Edgestream Partners, L.P.2,101$539K0.02%+1,15913F-HRTimeline
First Bank & Trust2,099$538K0.09%013F-HRTimeline
Dynamic Advisor Solutions LLC2,087$535K0.02%+15213F-HRTimeline
Rinkey Investments2,067$530K0.14%new13F-HRTimeline
Legacy Trust2,060$528K0.1%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.2,055$527K0.34%-1213F-HRTimeline
Two West Capital Advisors LLC2,060$526K0.32%+4913F-HRTimeline
Maia Wealth LLC2,061$521K0.09%-54113F-HRTimeline
Centric Wealth Management2,045$520K0.12%+413F-HRTimeline
White Lighthouse Investment Management …2,023$519K0.08%013F-HRTimeline
Owen LaRue, LLC2,011$516K0.2%+5213F-HRTimeline
Lion Street Advisors, LLC2,676$510K0.18%-84313F-HRTimeline
New Millennium Group LLC1,987$510K0.23%-18513F-HRTimeline
Cooper Financial Group1,976$507K0.06%-9313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,974$506K0.04%013F-HRTimeline
Avidian Wealth Enterprises, LLC1,950$500K0.02%+67813F-HRTimeline
Santori & Peters, Inc.1,950$500K0.18%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,941$498K<0.01%+24313F-HRTimeline
Allen Capital Group, LLC1,938$497K0.05%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,928$494K<0.01%+30013F-HRTimelineGroup
LEGACY SOLUTIONS, LLC1,922$493K0.44%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.1,922$493K0.24%-9313F-HRTimeline
LifeSteps Financial, Inc.1,920$492K0.32%+4413F-HRTimeline