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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
EQ LLC6,251$1.5M0.42%+25413F-HRTimeline
Clear Creek Financial Management, LLC6,169$1.48M0.11%+63513F-HRTimeline
CHAPIN DAVIS, INC.6,158$1.48M0.33%+6313F-HRTimeline
Qube Research & Technologies Ltd6,081$1.46M<0.01%-37,04513F-HRTimeline
Eldridge Investment Advisors, Inc.6,067$1.46M0.32%013F-HRTimeline
McCartney Wealth Management LLC6,055$1.45M1.22%+2213F-HRTimeline
Galvin, Gaustad & Stein, LLC6,041$1.45M0.12%+2,78113F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…5,979$1.43M0.04%-4,55913F-HRTimelineGroup
Venturi Wealth Management, LLC5,964$1.43M0.06%+2,02213F-HRTimeline
NOVEM GROUP5,957$1.43M0.16%new13F-HRTimeline
HB Wealth Management, LLC5,904$1.42M0.01%-3,03813F-HRTimeline
McNaughton Wealth Management, LLC5,904$1.42M0.59%-28713F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…5,845$1.4M1.14%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT5,822$1.4M0.03%new13F-HRTimeline
Oakwell Private Wealth Management, LLC5,803$1.39M0.25%-19213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ACT Advisors, LLC.5,793$1.39M0.59%-33713F-HRTimeline
PATTEN & PATTEN INC/TN5,792$1.39M0.08%+9013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,784$1.39M0.51%+1,40613F-HRTimeline
SHP Wealth Management5,698$1.37M0.1%-1913F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,591$1.34M0.03%-3,92913F-HRTimeline
Berbice Capital Management LLC5,587$1.34M0.88%-1,00013F-HRTimeline
Maridea Wealth Management LLC5,584$1.34M0.2%-1,36113F-HRTimeline
Sovereign Financial Group, Inc.5,580$1.34M0.23%+1713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,561$1.33M0.09%+6713F-HRTimeline
Gotham Asset Management, LLC5,544$1.33M<0.01%+46113F-HRTimeline
BridgePort Financial Solutions, LLC5,516$1.32M0.38%-16713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,437$1.3M0.26%+49913F-HRTimeline
Focused Wealth Management, Inc5,395$1.29M0.14%-13013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,391$1.29M0.04%-30713F-HRTimeline
Aspire Capital Advisors LLC5,385$1.29M0.29%-1,46413F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding5,376$1.29M+2,686Timeline
Mutual Advisors, LLC5,352$1.28M0.03%-37613F-HRTimeline
Talisman Wealth Advisors LLC5,297$1.27M1.02%+43813F-HRTimeline
Argent Trust Co5,286$1.27M0.04%-1,68113F-HRTimeline
Runnymede Capital Advisors, Inc.5,160$1.24M1.06%new13F-HRTimeline
Planned Solutions, Inc.5,110$1.23M0.4%+113F-HRTimeline
PFG Advisors5,082$1.22M0.06%+33813F-HRTimeline
Yukon Wealth Management, Inc.5,018$1.2M0.72%+12413F-HRTimeline
Insight Wealth Strategies, LLC4,999$1.2M0.13%-69413F-HRTimeline
MA Private Wealth4,962$1.19M0.2%-90513F-HRTimeline
Gallacher Capital Management LLC4,929$1.18M0.45%-1,25713F-HRTimeline
Capital Investment Management, Inc.4,900$1.18M0.4%+52113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,881$1.17M0.03%-12513F-HRTimelineGroup
PKS Advisory Services, LLC4,840$1.16M0.27%-21013F-HRTimeline
McKinley Carter Wealth Services, Inc.4,824$1.16M0.07%-60213F-HRTimeline
Ashton Thomas Private Wealth, LLC4,778$1.15M0.03%-1,51013F-HRTimeline
Nova R Wealth, Inc.4,669$1.12M0.36%-16713F-HRTimeline
Capital Asset Managemnet, LLC4,662$1.12M1.26%+19713F-HRTimeline
IHT Wealth Management, LLC4,639$1.11M0.03%+3,21713F-HRTimeline
ERn Financial, LLC4,638$1.11M0.21%+513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,621$1.11M0.02%+7113F-HRTimelineGroup
WPG Advisers, LLC4,562$1.09M0.81%-11213F-HRTimeline
PRIVATE TRUST CO NA4,550$1.09M0.1%-26213F-HRTimeline
Fragasso Financial Advisors Inc4,377$1.08M0.07%-7013F-HRTimeline
Three Magnolias Financial Advisors, LLC4,517$1.08M0.69%013F-HRTimeline
Citizens National Bank Trust Department4,512$1.08M0.18%+53113F-HRTimeline
Belpointe Asset Management LLC4,500$1.08M0.04%+20613F-HRTimeline
GTS SECURITIES LLC4,491$1.08M0.04%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC4,488$1.08M0.06%+11813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,446$1.07M0.07%+8513F-HRTimeline
JFS WEALTH ADVISORS, LLC4,425$1.06M0.06%+4,38713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC4,414$1.06M0.03%+1,03813F-HRTimelineGroup
Financial Engines Advisors L.L.C.4,411$1.06M<0.01%+49013F-HRTimeline
W ADVISORS, LLC4,407$1.06M0.54%+42613F-HRTimeline
Aspect Partners, LLC4,401$1.06M0.43%-3013F-HRTimeline
G&S Capital LLC4,397$1.06M0.37%+6713F-HRTimeline
MONECO ADVISORS, LLC4,394$1.05M0.08%-11013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,383$1.05M0.01%-7613F-HRTimelineGroup
Quartz Partners, LLC4,352$1.04M0.4%-6,60913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,337$1.04M0.08%+26713F-HRTimeline
First Citizens Financial Corp4,307$1.03M0.49%+54013F-HRTimeline
LaSalle St. Investment Advisors, LLC4,287$1.03M0.14%+53213F-HRTimeline
Gilbert Capital Group, Inc.4,220$1.01M0.78%-32913F-HRTimeline
Modera Wealth Management, LLC4,207$1.01M0.01%+9813F-HRTimeline
Vantage Point Financial LLC4,202$1.01M0.35%+15113F-HRTimeline
Spectrum Strategic Capital Management, …4,178$1M0.54%+19913F-HRTimeline
Richmond Investment Services, LLC4,112$987K0.16%+52813F-HRTimeline
Biondo Investment Advisors, LLC4,112$987K0.13%-8,80913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,083$980K<0.01%-5,27213F-HRTimelineGroup
Two West Capital Advisors LLC3,526$979K0.52%+44413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,046$971K0.03%+5813F-HRTimeline
Belvedere Trading LLC4,036$969K0.13%+45113F-HRTimeline
Lansing Street Advisors4,024$966K0.24%-1213F-HRTimeline
PFG Investments, LLC4,009$962K0.04%-14713F-HRTimeline
Unify Financial Advisors3,995$959K0.99%+1,67413F-HRTimeline
REGIMEN WEALTH, LLC3,985$956K0.28%+46913F-HRTimeline
VestGen Investment Management3,963$951K0.52%+10913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,962$951K0.06%+113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,960$950K0.2%+5113F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC3,958$950K1.32%-14513F-HRTimeline
Flagship Private Wealth, LLC3,953$949K0.39%-16713F-HRTimeline
NWAM LLC3,942$946K0.05%+1,88113F-HRTimeline
EP Wealth Advisors, LLC3,940$946K<0.01%-36813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,900$936K0.08%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC3,876$930K0.11%+1,02813F-HRTimeline
Raleigh Capital Management Inc.3,867$928K0.32%-313F-HRTimeline
Ethos Financial Group, LLC3,857$926K0.07%new13F-HRTimeline
Valeo Financial Advisors, LLC3,844$922K0.02%+513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,797$911K<0.01%+7513F-HRTimelineGroup
Aspire Private Capital, LLC3,794$910K0.21%+13213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,786$909K0.01%-16,41713F-HRTimelineGroup
Smart Money Group LLC3,783$908K0.26%-15513F-HRTimeline
Sierra Capital LLC3,761$903K0.1%013F-HRTimeline
Alta Wealth Advisors LLC3,746$899K0.29%+2,02013F-HRTimeline
Trueblood Wealth Management, LLC3,736$897K0.35%+28013F-HRTimeline
Private Advisory Group LLC3,733$896K0.06%+22913F-HRTimeline
GSG Advisors LLC3,701$888K0.23%+413F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,500$876K<0.01%-2,18013F-HRTimeline
LANARK FINANCIAL, INC.3,648$876K0.07%-29313F-HRTimeline
Rehmann Capital Advisory Group3,640$874K0.05%013F-HRTimeline
Sherman Wealth Management LLC3,563$855K0.73%-3113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,560$854K0.03%+2613F-HRTimelineGroup
Prospera Financial Services Inc3,552$854K0.01%-13713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,531$847K0.01%-39913F-HRTimeline
RED REEF ADVISORS LLC3,496$839K0.88%+13313F-HRTimeline
Avidian Wealth Enterprises, LLC3,453$829K0.03%+18913F-HRTimeline
Wealthspire Advisors, LLC3,418$820K0.01%-1,60913F-HRTimeline
FWG Investments, LLC.3,416$820K0.52%+46113F-HRTimeline
WAYSTONE ADVISORS LLC3,409$818K0.73%-74613F-HRTimeline
WORLD EQUITY GROUP, INC.3,354$805K0.21%+1213F-HRTimeline
Nilsine Partners, LLC2,867$805K0.06%-6,54013F-HRTimeline
Security Financial Services, INC.3,353$805K0.13%-82013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,344$803K0.03%new13F-HRTimelineGroup
Verdence Capital Advisors LLC3,336$801K0.05%-1,09113F-HRTimeline
MBE Wealth Management, LLC3,285$788K0.33%-4313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,266$784K<0.01%013F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…3,265$784K0.01%+2,37413F-HRTimelineGroup
Parker Investment Management, LLC3,240$778K0.12%-75413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,231$775K0.07%+41813F-HRTimelineGroup
TFB Advisors LLC3,225$774K0.41%-2,90413F-HRTimeline
Adaptive Financial Consulting, LLC3,180$763K0.29%+113F-HRTimeline
Shore Point Advisors, LLC3,162$759K0.3%-9913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,155$757K<0.01%013F-HRTimelineGroup
Heirloom Wealth Management3,147$755K0.14%new13F-HRTimeline
GDS Wealth Management3,147$755K0.05%+28313F-HRTimeline
CRA Financial Services, LLC3,120$749K0.1%-1013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,549$748K0.27%013F-HRTimeline
Accelerate Investment Advisors LLC3,114$747K0.5%+38013F-HRTimeline
Institute for Wealth Management, LLC.3,108$746K0.08%013F-HRTimeline
Bay Rivers Group3,101$744K0.31%+90013F-HRTimeline
Interchange Capital Partners, LLC3,589$734K0.23%-1,18513F-HRTimeline
Eagle Strategies LLC3,012$723K0.09%+513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC3,008$722K0.29%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,997$719K0.26%+10513F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,977$714K0.01%-91713F-HRTimelineGroup
Selby Wealth Management, LLC2,970$713K0.28%-1513F-HRTimeline
Bernardo Wealth Planning LLC2,959$710K0.14%+1213F-HRTimeline
Robertson Stephens Wealth Management, L…2,912$699K0.02%+18413F-HRTimeline
Empowered Funds, LLC2,893$694K<0.01%+49413F-HR/ATimeline
GWN SECURITIES INC.2,888$693K0.13%+43613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,858$686K0.02%new13F-HRTimelineGroup
Vavra Capital Management, LLC2,856$685K0.67%013F-HRTimeline
Palumbo Wealth Management LLC2,852$685K0.17%013F-HRTimeline
LongView Wealth Management2,531$684K0.17%-7613F-HRTimeline
Elmwood Wealth Management, Inc.2,830$679K0.19%+30013F-HRTimeline
Signal Advisors Wealth, LLC2,822$677K0.05%+9913F-HRTimeline
Center For Asset Management LLC2,813$675K0.34%-75413F-HRTimeline
Compound Planning, Inc.2,809$674K0.02%-51513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,800$672K0.45%013F-HRTimeline
Investment Advisory Group, LLC2,789$669K0.17%013F-HRTimeline
Busey Bank2,751$660K0.02%+55813F-HRTimeline
United Advisor Group, LLC2,735$656K0.08%+6813F-HRTimeline
Perissos Private Wealth Management, LLC2,729$655K0.57%+113F-HRTimeline
Soltis Investment Advisors LLC2,716$652K0.04%+3813F-HRTimeline
Lee Financial Co2,694$647K0.09%-34313F-HRTimeline
FSM Wealth Advisors, LLC2,684$644K0.08%013F-HRTimeline
Summit Trail Advisors, LLC2,653$637K0.01%new13F-HRTimeline
Ethic Inc.2,646$635K0.01%new13F-HRTimeline
OMNI 360 Wealth, Inc.2,641$634K0.33%+313F-HRTimeline
Clearstead Advisors, LLC2,624$630K0.01%-20113F-HRTimeline
Waterloo Capital, L.P.2,621$629K0.04%-65613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,621$629K0.02%-313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,601$624K0.02%-5613F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC2,573$617K0.04%+13913F-HRTimeline
Cyndeo Wealth Partners, LLC2,556$613K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,552$612K0.04%-99813F-HRTimeline
Atlas Brown,Inc.2,549$612K0.18%+14813F-HRTimeline
Joel Adams & Associates, Inc.2,544$611K0.45%-31813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,534$608K<0.01%13F-HRTimelineGroup
MTM Investment Management, LLC2,522$605K0.19%013F-HRTimeline
Walser Wealth Management Company, A Ltd…2,511$603K0.27%-1,41213F-HRTimeline
Activest Wealth Management2,505$601K0.11%-4,39013F-HRTimeline
Polymer Capital Management (HK) LTD2,500$600K0.08%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,497$599K0.01%+38313F-HRTimeline
V2 Financial group LLC2,489$597K0.28%-2013F-HRTimeline
Kovack Advisors, Inc.2,431$589K0.03%-33113F-HRTimeline
COWA, LLC2,449$588K0.16%new13F-HRTimeline
Centric Wealth Management2,053$584K0.12%+213F-HRTimeline
Elevated Capital Advisors, LLC2,430$583K0.15%-2813F-HRTimeline
Keystone Financial Group, Inc.2,424$582K0.3%-3813F-HRTimeline
BLUE JEAN FINANCIAL LLC2,421$581K0.48%+55713F-HRTimeline
Dakota Wealth Management2,414$579K0.01%-64013F-HR/ATimeline
JT Stratford LLC2,380$571K0.07%+4413F-HRTimeline
Horizon Wealth Management, LLC2,376$570K0.08%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,375$570K0.03%-12,31313F-HRTimeline
Brooklyn Investment Group2,359$566K0.02%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC2,351$564K0.21%-6013F-HRTimeline
Semus Wealth Partners LLC2,345$563K0.31%+18513F-HRTimeline
Fairvoy Private Wealth, LLC2,338$561K0.13%-18,94613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,309$554K0.02%-9113F-HRTimelineGroup