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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
FSM Wealth Advisors, LLC2,684$920K0.1%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,682$919K0.01%-29513F-HRTimelineGroup
Lee Financial Co2,667$914K0.12%-2713F-HRTimeline
Clearstead Advisors, LLC2,652$909K0.01%+2813F-HRTimeline
Cyndeo Wealth Partners, LLC2,651$909K0.04%+9513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,648$908K0.03%+2713F-HRTimelineGroup
Optivise Advisory Services LLC2,641$905K0.46%new13F-HRTimeline
OMNI 360 Wealth, Inc.2,638$904K0.42%-313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,630$902K0.05%-71413F-HRTimelineGroup
Dakota Wealth Management2,574$882K0.02%+16013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,557$877K0.03%+24813F-HRTimelineGroup
Vantage Point Financial LLC2,549$874K0.27%-1,65313F-HRTimeline
FWG Investments, LLC.2,545$873K0.46%-87113F-HRTimeline
Integrity Advisory Solutions, LLC2,543$872K0.09%+62713F-HRTimeline
Elevated Capital Advisors, LLC2,532$868K0.24%+10213F-HRTimeline
RDA Financial Network2,526$866K0.19%new13F-HRTimeline
MTM Investment Management, LLC2,522$865K0.25%013F-HRTimeline
Atlas Brown,Inc.2,518$863K0.23%-3113F-HRTimeline
Activest Wealth Management2,505$859K0.17%013F-HRTimeline
NORTHLAND SECURITIES, INC.2,496$856K0.5%+52213F-HRTimeline
Signal Advisors Wealth, LLC2,493$855K0.04%-32913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,484$852K0.04%new13F-HRTimeline
V2 Financial group LLC2,439$836K0.31%-5013F-HRTimeline
Joel Adams & Associates, Inc.2,439$836K0.54%-10513F-HRTimeline
Keystone Financial Group, Inc.2,426$832K0.44%+213F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC2,400$823K0.28%-28813F-HRTimelineGroup
Virtus Family Office LLC2,389$819K0.65%+53313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,387$818K0.06%+2,20413F-HRTimeline
COWA, LLC2,385$818K0.21%-6413F-HRTimeline
Fingerlakes Wealth Management, Inc.2,378$815K0.44%+10413F-HRTimeline
Horizon Investments, LLC2,365$811K0.01%+2,35913F-HRTimeline
Stonebrook Private Inc.2,364$810K0.15%+1,29313F-HRTimeline
IFS Group,LLC2,355$807K1.11%+24713F-HRTimeline
Horizon Wealth Management, LLC2,342$803K0.1%-3413F-HRTimeline
WEALTHGARDEN F.S. LLC2,341$803K0.46%new13F-HRTimeline
Bucket List Wealth Management, LLC2,339$802K0.4%+60513F-HRTimeline
Avantra Family Wealth, Inc.2,311$792K0.51%+59213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,549$791K0.26%013F-HRTimeline
J. M. Brown & Associates Inc.2,302$789K0.45%13F-HRTimeline
Fairvoy Private Wealth, LLC2,299$788K0.16%-3913F-HRTimeline
Spectrum Wealth Advisory Group, LLC2,273$779K0.22%-7813F-HRTimeline
Ethic Inc.2,263$776K0.01%-38313F-HRTimeline
LS Investment Advisors, LLC2,260$775K0.11%+1513F-HRTimeline
Aspire Growth Partners LLC2,216$760K0.44%-1413F-HRTimeline
Cambria Investment Management, L.P.2,213$759K0.04%-1813F-HRTimeline
Empowered Funds, LLC2,213$759K<0.01%-68013F-HRTimeline
Arcadia Wealth Management, LLC2,212$758K0.24%+32013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,211$758K0.01%-1,83513F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,178$747K0.02%+2013F-HRTimeline
Semus Wealth Partners LLC2,142$734K0.35%-20313F-HRTimeline
BRIGHTON JONES LLC2,134$732K0.01%+13913F-HRTimeline
Clark Asset Management, LLC2,127$729K0.06%+62413F-HRTimeline
Independent Wealth Network Inc.2,119$727K0.18%-1413F-HRTimeline
Dynamic Advisor Solutions LLC2,117$726K0.02%+1013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,116$726K+562Timeline
HBW ADVISORY SERVICES LLC2,103$721K0.07%+813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,088$716K0.01%+75813F-HR/ATimeline
First Bank & Trust2,079$713K0.1%013F-HRTimeline
Oxinas Partners, LLC2,074$711K0.28%-413F-HRTimeline
Hyundai Investments Co., Ltd.2,113$710K0.77%-4,67513F-HRTimeline
Delos Wealth Advisors, LLC2,068$709K0.36%013F-HRTimeline
Capital Squared Financial LLC2,068$709K0.46%+26513F-HRTimeline
Aristides Capital LLC2,064$708K0.18%new13F-HRTimeline
Vision Retirement, LLC2,061$706K0.17%+22613F-HRTimeline
Legacy Trust2,060$706K0.12%013F-HRTimeline
Rinkey Investments2,055$705K0.17%013F-HRTimeline
Owen LaRue, LLC2,042$700K0.24%+1313F-HRTimeline
Noble Wealth Partners LLC2,028$695K0.6%13F-HRTimeline
SeaCrest Wealth Management, LLC2,025$694K0.08%+1213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,980$679K0.05%-10713F-HRTimeline
Heirloom Wealth Management1,979$678K0.1%-1,16813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,974$677K0.05%013F-HRTimeline
WealthPoint Financial, LLC1,968$675K0.49%-2713F-HRTimeline
Larson Financial Group LLC1,951$669K0.02%+7913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,950$669K<0.01%+14513F-HRTimelineGroup
Walser Wealth Management Company, A Ltd…1,932$663K0.28%-57913F-HRTimeline
Santori & Peters, Inc.1,922$659K0.19%+113F-HRTimeline
LEGACY SOLUTIONS, LLC1,922$659K0.53%013F-HRTimeline
46 Peaks LLC1,898$651K0.41%-20413F-HRTimeline
Allen Capital Group, LLC1,896$650K0.05%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,890$648K0.04%+1,78813F-HRTimeline
Mosley Wealth Management1,876$643K0.2%-8,34713F-HRTimeline
RiverGlades Family Offices LLC1,859$637K0.29%new13F-HRTimeline
Glen Eagle Advisors, LLC1,857$637K0.08%+8813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,851$635K<0.01%-413F-HRTimelineGroup
L. Roy Papp & Associates, LLP1,845$633K0.07%013F-HRTimeline
Moors & Cabot, Inc.1,839$630K0.02%+19713F-HRTimeline
Integrity Wealth Solutions LLC1,834$629K0.23%+313F-HRTimeline
Whalen Wealth Management Inc.1,827$626K0.28%+43513F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC1,825$626K0.51%013F-HRTimeline
Root Financial Partners, LLC1,816$623K0.02%+81013F-HRTimeline
Jacobi Capital Management LLC1,812$621K0.03%+1813F-HRTimeline
Onyx Bridge Wealth Group LLC1,805$619K0.06%-43313F-HRTimeline
Waterloo Capital, L.P.1,782$611K0.03%-83913F-HRTimeline
Continuum Advisory, LLC1,777$609K0.05%-5213F-HRTimeline
EWA, LLC1,777$609K0.11%+34013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,766$605K<0.01%-18513F-HRTimeline
Arrowroot Family Office, LLC1,749$600K0.17%-2413F-HRTimeline
Factor Wealth Management LTD1,748$599K0.09%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,746$599K0.22%+1,73613F-HRTimeline
Centennial Advisors, LLC1,745$598K0.71%new13F-HRTimeline
FIRST MERCHANTS CORP1,745$598K0.02%013F-HRTimeline
Concorde Asset Management, LLC1,730$593K0.34%-36513F-HRTimeline
Maia Wealth LLC1,729$593K0.09%-17613F-HRTimeline
KERR FINANCIAL PLANNING Corp1,729$593K0.66%+113F-HRTimeline
Trust Co of the South1,725$591K0.08%+12513F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,723$591K0.03%+63313F-HRTimeline
XY Planning Network, Inc.1,721$590K0.07%+43113F-HRTimeline
Syntegra Private Wealth Group, LLC1,708$586K0.05%013F-HRTimeline
Centric Wealth Management2,053$584K0.09%013F-HRTimeline
Teamwork Financial Advisors, LLC1,702$584K0.05%+213F-HRTimeline
Federation des caisses Desjardins du Qu…1,701$583K<0.01%+2113F-HRTimeline
Quent Capital, LLC1,700$583K0.04%-13913F-HRTimeline
Empire Financial Management Company, LLC1,693$580K0.23%-3513F-HRTimeline
OPINICUS CAPITAL, INC.1,689$579K0.31%+2313F-HRTimeline
Emissary Wealth LLC1,682$577K0.44%-1813F-HRTimeline
Breakwater Capital Group1,669$572K0.07%-13513F-HRTimeline
CALTON & ASSOCIATES, INC.1,666$571K0.08%+7713F-HRTimeline
Merited Wealth, LLC1,661$569K0.4%-6013F-HRTimeline
Acorn Wealth Advisors, LLC1,655$567K0.14%-3813F-HRTimeline
Destination Wealth Management1,654$567K0.01%-10013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,654$567K0.01%new13F-HRTimeline
Aspire Capital Advisors LLC1,651$566K0.11%-3,73413F-HRTimeline
Aprio Wealth Management, LLC1,651$566K0.03%-13813F-HRTimeline
WealthBridge Capital Management, LLC1,650$566K0.11%013F-HRTimeline
FLP Wealth Management, LLC1,645$564K1%new13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC1,643$563K0.32%013F-HRTimeline
Lakeridge Wealth Management LLC1,641$563K0.21%+76013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,640$562K0.03%+3913F-HRTimeline
Independent Advisor Alliance1,639$562K0.01%-11,79513F-HRTimeline
White Lighthouse Investment Management …1,633$560K0.07%013F-HRTimeline
LifeSteps Financial, Inc.1,631$559K0.26%-1013F-HRTimeline
St. Clair Advisors, LLC1,617$554K0.14%new13F-HRTimeline
Facet Wealth, Inc.1,616$554K0.01%-15113F-HRTimeline
Smithfield Trust Co1,617$554K0.02%-1913F-HRTimeline
Cooper Financial Group1,607$551K0.05%-51813F-HRTimeline
Washington Trust Advisors, Inc.1,600$549K0.04%013F-HRTimeline
ADG Wealth Management Group, LLC1,576$540K0.34%+14513F-HRTimeline
Advisory Alpha, LLC1,571$539K0.01%-4013F-HRTimeline
Quadcap Wealth Management, LLC1,562$535K0.05%new13F-HRTimeline
Benson Wealth Management INC1,557$534K0.54%013F-HRTimeline
Lifeworks Advisors, LLC1,548$531K0.06%-23113F-HRTimeline
FINANCIAL LIFE ADVISORS1,527$524K0.15%-4813F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,526$523K0Timeline
MW ADVISORY, LLC1,516$520K0.21%13F-HRTimeline
Aegis Wealth Management, Inc.1,514$519K0.34%+31713F-HRTimeline
Arvest Bank Trust Division1,514$519K0.03%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/1,508$517K0.32%+213F-HRTimeline
JTC Employer Solutions Trustee Ltd1,502$515K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,500$514K<0.01%+55413F-HRTimelineGroup
Astoria Portfolio Advisors LLC.1,494$512K0.09%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.1,491$511K0.1%-10013F-HRTimeline
JT Stratford LLC1,487$510K0.06%-89313F-HRTimeline
Beacon Financial Advisory LLC1,474$505K0.1%-3013F-HRTimeline
Baron Financial Group, LLC1,470$504K0.24%-3513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,468$503K<0.01%-12913F-HRTimelineGroup
Freedom Investment Management, Inc.1,465$502K0.14%+63013F-HRTimeline
Silver Grove Financial Group, Inc.1,464$502K0.27%+25013F-HRTimeline
Almanack Investment Partners, LLC.1,459$500K0.06%+1513F-HRTimeline
Lunt Capital Management, Inc.1,457$500K0.18%-4313F-HRTimeline
Hutchens & Kramer Investment Management…1,450$497K0.13%-21913F-HRTimeline
Kastel Capital Advisors, LLC2,057$494K0.31%+85513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,438$493K0.05%013F-HRTimeline
ASL Financial, LLC1,418$486K0.34%+5313F-HRTimeline
HBK Sorce Advisory LLC1,544$479K0.01%-2313F-HRTimeline
Fortitude Advisory Group L.L.C.1,390$476K0.18%+38913F-HRTimeline
SYM FINANCIAL Corp1,381$473K0.04%013F-HRTimeline
AlphaStar Capital Management, LLC1,378$472K0.03%new13F-HRTimeline
Legacy Wealth Partners, LLC1,376$472K0.11%-16313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,370$470K<0.01%-613F-HRTimelineGroup
IAG Wealth Partners, LLC1,366$468K0.05%-6613F-HRTimeline
JBR Co Financial Management Inc1,357$465K0.17%-1813F-HRTimeline
Members Advisory Group LLC1,340$459K0.13%+413F-HRTimeline
Successful Portfolios LLC1,426$458K0.21%013F-HRTimeline
Midwest Trust Co1,330$456K0.01%-1813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,320$453K<0.01%-2,21113F-HR/ATimeline
SNOWWATER INVESTMENT PARTNERS, LLC1,310$449K0.31%+213F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,310$449K0.14%013F-HRTimeline
Kelman-Lazarov, Inc.1,302$446K0.06%013F-HRTimeline
FOCUSED ALPHA, LLC1,295$444K0.11%new13F-HRTimeline
Key Capital Management, INC1,289$442K0.23%+1913F-HRTimeline
Blue Capital, Inc.1,285$441K0.28%-30513F-HRTimeline
Veracity Capital LLC1,283$440K0.12%-28113F-HRTimeline
Storen Legacy Partners, LLC1,270$435K0.12%013F-HRTimeline
HMV Wealth Advisors, LLC1,268$435K0.17%013F-HRTimeline
USAdvisors Wealth Management, LLC1,267$434K0.12%+113F-HRTimeline
Rede Wealth, LLC1,253$430K0.14%013F-HRTimeline
Ryan Investment Management, Inc.1,248$428K0.19%new13F-HRTimeline
Cape Investment Advisory, Inc.1,238$424K0.11%-22713F-HRTimeline
Allegheny Financial Group1,226$420K0.04%013F-HRTimeline
CogentBlue Wealth Advisors, LLC1,212$416K0.24%013F-HRTimeline
Brookwood Investment Group LLC1,207$414K0.05%new13F-HRTimeline
Wealth Care LLC1,207$414K0.34%013F-HRTimeline
Glassman Wealth Services1,202$412K0.05%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,195$410K0.08%-413F-HRTimeline
Destiny Wealth Partners, LLC1,366$409K0.06%013F-HRTimeline
Traction Financial Partners, LLC1,190$408K0.22%-1613F-HRTimeline
ProVise Management Group, LLC1,189$408K0.03%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,186$407K0.62%-9413F-HRTimeline
Marble Wealth, LLC1,183$406K0.06%new13F-HRTimeline