Skip to content
Disclosery

MTUM ISHARES TR

Follow

SHS (fund)

879 managers (887 13F filers) reported a position in MTUM shares at 2025-03-31, 64,848,688 shares in all. 78 filers opened a position and 52 filers sold out during the quarter.

Managers
879
13F filers
887
New
78
Added
357
Reduced
298
Sold out
52
Shares held by filers
64,848,688

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FULLCIRCLE WEALTH LLC1,631$339K0.14%-59113F-HRTimeline
Mendel Money Management1,670$338K0.16%-6513F-HRTimeline
Empower Advisory Group, LLC1,666$337K<0.01%-7213F-HRTimeline
Teamwork Financial Advisors, LLC1,665$337K0.05%-5013F-HRTimeline
Hemington Wealth Management1,663$336K0.05%-96113F-HRTimeline
Central Pacific Bank - Trust Division1,655$335K0.05%-7113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC1,643$332K0.28%013F-HRTimeline
Transce3nd, LLC1,622$328K0.15%+24913F-HRTimeline
Washington Trust Advisors, Inc.1,600$323K0.03%013F-HRTimeline
Edgestream Partners, L.P.1,594$322K0.01%+39113F-HRTimeline
Beacon Financial Advisory LLC1,590$321K0.1%new13F-HRTimeline
Delta Financial Group, Inc.1,510$318K0.07%+313F-HRTimeline
Wealthspire Advisors, LLC1,567$317K<0.01%-22713F-HRTimeline
Quartz Partners, LLC1,566$317K0.19%new13F-HRTimeline
LINCOLN CAPITAL CORP1,563$316K0.13%+10413F-HRTimeline
HBK Sorce Advisory LLC1,541$311K0.01%-14313F-HRTimeline
MGB Wealth Management, LLC1,537$311K0.11%+74913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,534$310K0.02%+16013F-HR/ATimelineGroup
Members Advisory Group LLC1,535$310K0.13%+1013F-HRTimeline
WBH ADVISORY INC1,534$310K0.03%-5,11313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,515$306K0.01%new13F-HRTimelineGroup
CogentBlue Wealth Advisors, LLC1,513$306K0.27%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,508$305K0.03%-21613F-HRTimeline
Larson Financial Group LLC1,503$304K0.01%+6113F-HRTimeline
JTC Employer Solutions Trustee Ltd1,502$303K0.02%013F-HRTimeline
FLP Wealth Management, LLC1,495$302K0.96%+98113F-HRTimeline
Newman Dignan & Sheerar, Inc.1,489$301K0.08%-813F-HR/ATimeline
TRUE Private Wealth Advisors1,481$299K0.04%new13F-HRTimeline
Tradition Wealth Management, LLC1,478$299K0.03%+2113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,478$299K<0.01%-7813F-HRTimelineGroup
James J. Burns & Company, LLC1,478$299K0.05%-22113F-HRTimeline
Argent Trust Co1,457$295K0.01%+4813F-HRTimeline
Lunt Capital Management, Inc.1,457$295K0.11%013F-HRTimeline
JBR Co Financial Management Inc1,456$294K0.17%013F-HRTimeline
Almanack Investment Partners, LLC.1,444$292K0.06%-34413F-HRTimeline
Atlatl Advisers LLC1,440$291K0.19%-3313F-HRTimeline
Advisory Alpha, LLC1,439$291K0.01%+6713F-HR/ATimeline
JT Stratford LLC1,437$290K0.05%+24813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC1,433$290K0.15%+22713F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC1,416$286K0.04%013F-HRTimeline
USAdvisors Wealth Management, LLC143$285K0.1%-1,26813F-HRTimeline
Onyx Bridge Wealth Group LLC1,395$282K0.04%-1213F-HRTimeline
Fortune Financial Advisors, LLC1,388$281K0.24%+213F-HRTimeline
NorthCoast Asset Management LLC1,384$280K<0.01%+33913F-HR/ATimeline
Destiny Wealth Partners, LLC1,375$278K0.04%013F-HRTimeline
Successful Portfolios LLC1,372$277K0.19%013F-HRTimeline
EVERPAR ADVISORS LLC1,356$274K0.15%+34013F-HRTimeline
Hutchens & Kramer Investment Management…1,352$273K0.15%-14913F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,350$273K0.03%013F-HRTimeline
Meridian Wealth Management, LLC1,347$272K0.01%-313F-HRTimeline
Lakeridge Wealth Management LLC1,337$270K0.14%+24913F-HRTimeline
LPF Advisors LLC1,327$268K0.22%+213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,320$267K<0.01%-9013F-HRTimeline
BRIGHTON JONES LLC1,318$266K0.01%new13F-HRTimeline
Smithfield Trust Co1,317$266K0.01%013F-HRTimeline
Semus Wealth Partners LLC1,315$266K0.19%+11913F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,314$266K0.1%-4713F-HRTimeline
Avidian Wealth Enterprises, LLC1,307$264K0.01%+10113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,303$263K0.01%-3813F-HRTimeline
Kelman-Lazarov, Inc.1,302$263K0.05%new13F-HRTimeline
Rede Wealth, LLC1,302$263K0.09%-4213F-HRTimeline
ProVise Management Group, LLC1,289$261K0.02%-113F-HRTimeline
Orion Capital Management LLC1,273$257K0.11%013F-HRTimeline
HMV Wealth Advisors, LLC1,268$256K0.2%-17813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,266$256K<0.01%-99513F-HRTimelineGroup
Berkshire Money Management, Inc.1,263$255K0.03%-4013F-HRTimeline
Bordeaux Wealth Advisors LLC1,260$255K0.05%+15713F-HRTimeline
Reyes Financial Architecture, Inc.1,255$254K0.19%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,402$254K<0.01%+3113F-HRTimelineGroup
IMG Wealth Management, Inc.1,252$253K0.23%+1613F-HRTimeline
NOVUS ADVISORS, LLC1,251$253K0.25%013F-HRTimeline
Kingsview Wealth Management, LLC1,243$251K<0.01%-8713F-HRTimeline
L.M. KOHN & COMPANY1,234$249K0.07%-613F-HRTimeline
Strid Group, LLC1,232$249K0.04%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,228$248K0.01%013F-HRTimeline
Veracity Capital LLC1,227$248K0.1%+3113F-HRTimeline
Q3 Asset Management1,231$248K0.17%new13F-HRTimeline
SIERRA OCEAN, LLC1,219$246K0.19%-49113F-HRTimeline
Arcadia Wealth Management, LLC1,219$246K0.12%-1813F-HRTimeline
Jaffetilchin Investment Partners, LLC1,210$245K0.02%new13F-HRTimeline
BostonPremier Wealth LLC1,202$243K0.15%-6113F-HRTimeline
Delta Wealth Advisors LLC1,200$243K0.22%-36913F-HRTimeline
Opulen Financial Group LLC1,195$242K0.22%+113F-HRTimeline
Capital A Wealth Management, LLC1,193$241K0.25%-3,21113F-HRTimeline
FAS Wealth Partners, Inc.1,182$239K0.02%+313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,180$238K0.14%+513F-HRTimeline
Rappaport Reiches Capital Management, L…1,179$238K0.06%013F-HRTimeline
Aprio Wealth Management, LLC1,178$238K0.03%new13F-HRTimeline
Willis Johnson & Associates, Inc.1,178$238K0.02%+11013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,172$237K0.01%+2013F-HRTimeline
Glassman Wealth Services1,169$236K0.04%013F-HRTimeline
Whalen Wealth Management Inc.1,167$236K0.16%new13F-HRTimeline
Two West Capital Advisors LLC1,202$236K0.2%+3413F-HRTimeline
Traction Financial Partners, LLC1,166$236K0.18%-33313F-HRTimeline
Blackston Financial Advisory Group, LLC1,161$235K0.16%-5713F-HR/ATimeline
Inscription Capital, LLC1,250$234K0.04%13F-HRTimeline
Composition Wealth, LLC1,155$233K<0.01%-21513F-HRTimeline
Allegheny Financial Group1,153$233K0.06%013F-HRTimeline
My Legacy Advisors, LLC1,152$233K0.09%+4113F-HRTimeline
Royal Harbor Partners, LLC1,146$232K0.09%013F-HRTimeline
Darwin Wealth Management, LLC1,112$230K0.08%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,130$228K0.01%-50513F-HRTimeline
Collaborative Wealth Managment Inc.1,123$227K0.11%-22113F-HRTimeline
Wilmington Savings Fund Society, FSB1,122$227K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1,118$226K0.03%13F-HRTimeline
LaSalle St. Investment Advisors, LLC1,116$225K0.05%new13F-HRTimeline
Cherry Tree Wealth Management, LLC1,111$225K0.05%+4113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,110$224K0.01%-4213F-HRTimelineGroup
FINANCIAL COUNSELORS INC1,095$221K<0.01%-33213F-HRTimeline
New Hampshire Trust1,095$221K0.05%013F-HRTimeline
4J Wealth Management LLC1,089$220K0.17%013F-HRTimeline
1ST SOURCE BANK1,080$218K0.01%013F-HRTimeline
Cadence Bank1,077$218K0.02%013F-HRTimeline
Chancellor Financial Group WB LP1,068$216K0.18%013F-HRTimeline
Secure Asset Management, LLC1,059$214K0.04%new13F-HRTimeline
FourThought Financial Partners, LLC1,055$213K0.02%+113F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,055$213K<0.01%+8313F-HRTimelineGroup
Axis Wealth Partners, LLC1,049$212K0.16%013F-HRTimeline
BBR PARTNERS, LLC1,045$211K0.01%013F-HRTimeline
NCM Capital Management, LLC1,044$211K0.09%013F-HRTimeline
SYM FINANCIAL Corp1,043$211K0.03%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.1,041$210K0.06%-46313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,037$210K0.05%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,032$209K0.04%013F-HRTimeline
Summit Investment Advisory Services, LLC1,032$209K0.1%-8013F-HRTimeline
Lifeworks Advisors, LLC1,032$209K0.03%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC1,031$208K0.17%013F-HRTimeline
Gibbs Wealth Management1,011$204K0.05%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…1,009$204K0.1%-13613F-HRTimelineGroup
Zhang Financial LLC1,000$202K0.01%013F-HRTimeline
Key Financial Inc950$192K0.04%013F-HRTimeline
GPS Wealth Strategies Group, LLC937$189K0.03%-3413F-HRTimeline
Stephens Consulting, LLC894$181K0.05%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC883$178K0.01%013F-HRTimeline
Continuum Advisory, LLC872$176K0.02%-20613F-HRTimeline
Citizens National Bank Trust Department869$176K0.04%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY865$175K0.04%+213F-HRTimeline
Wood Tarver Financial Group, LLC851$172K0.06%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…845$171K<0.01%-28013F-HRTimelineGroup
First PREMIER Bank834$169K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC810$164K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO799$162K<0.01%-3813F-HRTimelineGroup
American Capital Advisory, LLC758$153K0.08%-7813F-HRTimeline
Founders Financial Alliance, LLC743$150K0.04%+20613F-HRTimeline
Salomon & Ludwin, LLC737$149K0.02%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding730$148K-222Timeline
SIGNATUREFD, LLC706$143K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.703$142K0.05%013F-HRTimeline
Integrity Financial Corp /WA699$141K0.08%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…682$138K0.02%+48413F-HRTimeline
JDM Financial Group LLC645$130K0.07%013F-HRTimeline
Cape Investment Advisory, Inc.603$122K0.05%+2713F-HRTimeline
Beaird Harris Wealth Management, LLC574$116K0.01%013F-HRTimeline
CENTRAL TRUST Co572$116K<0.01%+5413F-HRTimeline
New Republic Capital, LLC566$115K0.05%+213F-HRTimeline
AdvisorNet Financial, Inc558$113K0.01%+34013F-HRTimeline
Bogart Wealth, LLC541$109K0.01%013F-HRTimeline
Inlight Wealth Management, LLC523$106K0.07%new13F-HRTimeline
WASHINGTON TRUST Co514$104K<0.01%013F-HRTimeline
Signature Resources Capital Management,…474$95.8K0.08%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …454$91.8K0.02%13F-HRTimelineGroup
Parkside Financial Bank & Trust446$90.2K0.01%+3113F-HRTimeline
Comprehensive Financial Planning, Inc./…429$86.8K0.08%+113F-HRTimeline
Glen Eagle Advisors, LLC426$86.1K0.01%-29813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.414$83.7K0.06%+3513F-HRTimeline
TRUST CO OF VERMONT411$83.1K<0.01%+5013F-HRTimeline
Global Financial Private Client, LLC402$81.3K0.03%-15613F-HRTimeline
First Pacific Financial399$80.7K0.02%-1613F-HRTimeline
Quest 10 Wealth Builders, Inc.398$80.4K0.09%+21913F-HRTimeline
TD Capital Management LLC391$78.9K0.01%-87513F-HRTimeline
Runnymede Capital Advisors, Inc.380$76.8K0.07%-2,04413F-HRTimeline
Quantbot Technologies LP373$75.4K<0.01%-41913F-HRTimeline
Westside Investment Management, Inc.371$75K0.02%+2513F-HRTimeline
Realta Investment Advisors368$74.4K0.03%+13513F-HRTimeline
Advyzon Investment Management, LLC366$74K0.03%new13F-HRTimeline
PITTENGER & ANDERSON INC338$68.3K<0.01%013F-HRTimeline
S&T Bank/PA323$65.3K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC310$62.7K0.05%+24013F-HRTimeline
Tanglewood Legacy Advisors, LLC285$57.6K0.03%-2213F-HRTimeline
BFSG, LLC276$55.8K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd273$54.7K<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC269$54.5K0.17%-1013F-HRTimeline
Cloud Capital Management, LLC268$54K0.04%13F-HRTimeline
CNB Bank263$53.2K0.03%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC250$50.5K<0.01%013F-HRTimeline
Bangor Savings Bank250$50.5K<0.01%-5013F-HRTimeline
Hexagon Capital Partners LLC250$50.5K0.01%013F-HRTimeline
Clark Wealth Partners246$49.7K0.04%new13F-HRTimeline
Abound Wealth Management239$48.4K0.02%+10213F-HRTimeline
Murphy & Mullick Capital Management Corp238$48.1K0.05%+9313F-HRTimeline
Kings Path Partners LLC229$46.4K0.02%013F-HRTimeline
CX Institutional214$43K<0.01%new13F-HRTimeline
REAP Financial Group, LLC203$41K0.01%-3113F-HRTimeline
Family Capital Trust Co179$36.2K0.01%-413F-HRTimeline
Winthrop Capital Management, LLC177$36K0.01%013F-HRTimeline
GROUP ONE TRADING LLC177$35.8K<0.01%-1,87013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC176$35.6K<0.01%+7913F-HRTimeline
Luminist Capital LLC170$34.6K0.04%013F-HRTimeline
HM PAYSON & CO171$34.6K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC161$32.5K<0.01%new13F-HRTimeline