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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
FWG Investments, LLC.1,913$491K0.34%+31613F-HRTimeline
Arete Wealth Advisors, LLC1,912$489K0.03%+3313F-HRTimeline
Cornerstone Financial Group, LLC /NE/1,899$487K0.38%+413F-HRTimeline
SeaCrest Wealth Management, LLC1,901$487K0.05%-8613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,863$478K0.01%+37713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,860$477K<0.01%+33913F-HRTimelineGroup
RDA Financial Network1,860$477K0.12%new13F-HRTimeline
NWAM LLC1,876$477K0.03%+26213F-HR/ATimeline
FIRST MERCHANTS CORP1,852$475K0.02%013F-HRTimeline
L. Roy Papp & Associates, LLP1,845$473K0.05%-713F-HRTimeline
Jacobi Capital Management LLC1,842$472K0.03%+5013F-HRTimeline
Brown Miller Wealth Management, LLC1,842$472K0.13%013F-HRTimeline
EVERPAR ADVISORS LLC1,830$469K0.19%+6513F-HRTimeline
PFG Private Wealth Management, LLC1,823$468K0.21%new13F-HRTimeline
Integrity Wealth Solutions LLC1,823$468K0.21%+113F-HRTimeline
Larson Financial Group LLC1,803$462K0.02%+21213F-HRTimeline
Alpha Cubed Investments, LLC1,801$462K0.02%+113F-HRTimeline
Arrowroot Family Office, LLC1,799$461K0.18%+11413F-HRTimeline
WealthBridge Capital Management, LLC1,775$455K0.11%013F-HRTimeline
Sound View Wealth Advisors Group, LLC1,772$454K0.03%new13F-HRTimeline
Empire Financial Management Company, LLC1,763$452K0.1%-7513F-HRTimeline
CGN Advisors LLC1,761$452K0.04%-45013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.1,753$450K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.1,741$447K0.02%-16913F-HRTimeline
Consolidated Portfolio Review Corp1,741$447K0.06%+72413F-HRTimeline
Accelerate Investment Advisors LLC1,729$443K0.3%+1813F-HRTimeline
Syntegra Private Wealth Group, LLC1,718$441K0.04%-16013F-HRTimeline
Sterling Group Wealth Management, LLC1,714$440K0.22%013F-HRTimeline
Avantra Family Wealth, Inc.1,712$439K0.33%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,708$438K0.02%+11813F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,705$437K0.04%new13F-HRTimelineGroup
Aviso Financial Inc.1,692$434K0.02%+10413F-HRTimeline
Teamwork Financial Advisors, LLC1,687$433K0.05%-2213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,679$431K<0.01%-48413F-HRTimelineGroup
OPINICUS CAPITAL, INC.1,668$428K0.3%-3813F-HRTimeline
BRIGHTON JONES LLC1,664$427K0.01%+1113F-HRTimeline
Federation des caisses Desjardins du Qu…1,654$424K<0.01%+7013F-HRTimeline
FINANCIAL LIFE ADVISORS1,653$424K0.14%-36413F-HRTimeline
Concorde Asset Management, LLC1,655$423K0.18%13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC1,643$421K0.29%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,633$419K0.02%+5013F-HRTimeline
Glen Eagle Advisors, LLC1,607$412K0.06%+91013F-HRTimeline
Washington Trust Advisors, Inc.1,600$410K0.03%013F-HRTimeline
Trust Co of the South1,600$410K0.07%013F-HRTimeline
Newman Dignan & Sheerar, Inc.1,590$408K0.09%+10113F-HRTimeline
Wealthfront Advisers LLC1,588$407K<0.01%-41013F-HRTimeline
Seros Financial, LLC1,579$405K0.25%new13F-HR/ATimeline
IAG Wealth Partners, LLC1,579$405K0.05%-21013F-HRTimeline
Baron Financial Group, LLC1,575$404K0.22%-10013F-HRTimeline
Lighthouse Financial LLC1,558$400K0.26%new13F-HRTimeline
Beacon Financial Advisory LLC1,553$398K0.09%-94113F-HRTimeline
Destiny Wealth Partners, LLC1,545$396K0.05%+17013F-HRTimeline
IFS Group,LLC1,547$396K0.35%13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC1,533$393K0.15%013F-HR/ATimelineGroup
KERR FINANCIAL PLANNING Corp1,597$393K0.55%13F-HR/ATimeline
WEALTHGARDEN F.S. LLC1,540$391K0.28%new13F-HRTimeline
IHT Wealth Management, LLC1,523$390K0.01%+3413F-HRTimeline
JTC Employer Solutions Trustee Ltd1,502$385K0.03%013F-HRTimeline
HBK Sorce Advisory LLC1,510$385K0.01%-313F-HR/ATimeline
GC Wealth Management RIA, LLC1,490$382K0.01%new13F-HRTimeline
EWA, LLC1,488$382K0.11%-5813F-HRTimeline
Bay Rivers Group1,487$381K0.16%+2013F-HRTimeline
Virtus Family Office LLC1,480$380K0.36%new13F-HRTimeline
Semus Wealth Partners LLC1,472$377K0.21%+16613F-HRTimeline
Continuum Advisory, LLC1,466$376K0.04%+27213F-HRTimeline
Smithfield Trust Co1,459$375K0.02%+7013F-HRTimeline
Lunt Capital Management, Inc.1,457$374K0.14%013F-HRTimeline
Ergawealth Advisors, Inc.1,450$372K0.17%-2,91113F-HRTimeline
Almanack Investment Partners, LLC.1,444$370K0.06%-1,45013F-HRTimeline
Atlatl Advisers LLC1,438$369K0.15%-1913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,438$369K0.04%013F-HRTimeline
Hemington Wealth Management1,436$368K0.05%-22713F-HRTimeline
Successful Portfolios LLC1,412$362K0.21%+4013F-HRTimeline
Wealthspire Advisors, LLC1,394$357K<0.01%-113F-HRTimeline
Advisory Alpha, LLC1,386$355K0.01%+11313F-HRTimeline
JT Stratford LLC1,375$353K0.05%-1313F-HRTimeline
JBR Co Financial Management Inc1,375$353K0.15%013F-HRTimeline
James J. Burns & Company, LLC1,370$351K0.05%-6113F-HRTimeline
Mach-1 Financial Group, LLC1,366$350K0.06%new13F-HRTimeline
Integrity Advisory Solutions, LLC1,366$350K0.06%13F-HRTimeline
Midwest Trust Co1,346$345K<0.01%+25113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,345$345K<0.01%-11113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,333$342K<0.01%+36013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,322$339K<0.01%-69713F-HRTimeline
USAdvisors Wealth Management, LLC1,320$338K0.12%-5213F-HRTimeline
SYM FINANCIAL Corp1,316$337K0.04%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,314$337K0.12%013F-HRTimeline
Kelman-Lazarov, Inc.1,302$334K0.05%013F-HRTimeline
CogentBlue Wealth Advisors, LLC1,302$334K0.23%013F-HRTimeline
Arcadia Wealth Management, LLC1,293$332K0.13%+16113F-HRTimeline
LINCOLN CAPITAL CORP1,290$331K0.12%-613F-HRTimeline
Meridian Wealth Management, LLC1,272$326K0.01%-1313F-HRTimeline
Composition Wealth, LLC1,268$325K<0.01%-18813F-HRTimeline
HMV Wealth Advisors, LLC1,268$325K0.18%013F-HRTimeline
WESPAC Advisors SoCal, LLC1,260$323K0.07%+12113F-HRTimeline
Reyes Financial Architecture, Inc.1,255$322K0.22%013F-HRTimeline
Lloyd Advisory Services, LLC.1,251$320K0.15%-6,64213F-HRTimeline
Legacy Capital Group California, Inc.1,222$313K0.08%+25213F-HRTimeline
Orion Capital Management LLC1,213$311K0.11%-6013F-HRTimeline
Silver Grove Financial Group, Inc.1,209$310K0.29%13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,208$310K0.01%new13F-HRTimelineGroup
Capital Squared Financial LLC1,204$309K0.27%new13F-HRTimeline
Glassman Wealth Services1,202$308K0.04%+3313F-HRTimeline
Opulen Financial Group LLC1,199$308K0.23%+313F-HRTimeline
ProVise Management Group, LLC1,189$305K0.02%-10013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,188$305K0.01%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.1,186$304K0.02%+213F-HRTimeline
Triad Wealth Partners, LLC1,182$303K0.04%new13F-HRTimeline
Financial Futures Ltd Liability Co.1,177$302K0.15%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,175$301K<0.01%-20713F-HRTimeline
Traction Financial Partners, LLC1,166$299K0.18%013F-HRTimeline
Aprio Wealth Management, LLC1,160$298K0.03%-2913F-HRTimeline
Allegheny Financial Group1,153$296K0.06%013F-HRTimeline
WMG Financial Advisors, LLC1,150$295K0.1%new13F-HRTimeline
Cherry Tree Wealth Management, LLC1,147$294K0.06%-1513F-HRTimeline
Royal Harbor Partners, LLC1,146$294K0.1%013F-HRTimeline
SIERRA OCEAN, LLC1,144$293K0.25%013F-HRTimeline
Willis Johnson & Associates, Inc.1,132$290K0.02%-3513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,120$287K0.14%-33613F-HRTimeline
Strid Group, LLC1,119$287K0.04%013F-HRTimeline
Hutchens & Kramer Investment Management…1,116$286K0.11%-16513F-HRTimeline
Jaffetilchin Investment Partners, LLC1,112$285K0.02%013F-HRTimeline
New Hampshire Trust1,109$284K0.05%+1413F-HRTimeline
Lifeworks Advisors, LLC1,099$282K0.04%+5813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,098$282K0.09%-69813F-HRTimeline
Veracity Capital LLC1,097$281K0.09%+113F-HRTimeline
Blackston Financial Advisory Group, LLC1,096$281K0.17%013F-HR/ATimeline
Collaborative Wealth Managment Inc.1,095$281K0.11%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,090$280K0.01%-1113F-HRTimeline
4J Wealth Management LLC1,077$276K0.16%-1213F-HRTimeline
Chancellor Financial Group WB LP1,068$274K0.19%013F-HRTimeline
Root Financial Partners, LLC1,060$272K0.02%new13F-HRTimeline
FourThought Financial Partners, LLC1,056$271K0.02%-2413F-HRTimeline
Accredited Investors Inc.1,053$270K0.02%+6613F-HRTimeline
BBR PARTNERS, LLC1,045$268K0.02%013F-HRTimeline
NCM Capital Management, LLC1,044$268K0.1%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.1,041$267K0.07%013F-HRTimeline
Cadence Bank1,039$266K0.02%-213F-HRTimeline
Portside Wealth Group, LLC1,037$266K0.04%-4713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,037$266K0.06%013F-HRTimeline
Summit Investment Advisory Services, LLC1,036$266K0.11%+213F-HR/ATimeline
Saxony Capital Management, LLC1,033$265K0.17%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,032$265K0.01%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC1,031$264K0.18%013F-HRTimeline
Balefire, LLC1,030$264K0.05%new13F-HRTimeline
Intellus Advisors LLC1,030$264K0.04%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,029$264K0.03%new13F-HRTimeline
Stonebridge Wealth Management, LLC1,029$264K0.23%-1013F-HRTimeline
Darwin Wealth Management, LLC1,022$262K0.08%+1813F-HRTimeline
Private Wealth Asset Management, LLC1,018$261K0.03%-10013F-HRTimeline
TKG Advisors, LLC1,015$260K0.11%new13F-HRTimeline
TRUE Private Wealth Advisors1,012$260K0.03%+113F-HRTimeline
Resurgent Financial Advisors LLC1,011$259K0.13%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC1,006$258K0.04%-45713F-HRTimeline
Zhang Financial LLC1,000$256K0.01%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC995$255K0.05%-3813F-HRTimeline
Gibbs Wealth Management983$252K0.06%-8613F-HRTimeline
Poehling Capital Management, INC.979$251K0.05%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…978$251K0.08%new13F-HRTimeline
Fisher Asset Management, LLC967$248K<0.01%+5613F-HRTimeline
Fortis Capital Advisors, LLC963$247K0.04%new13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…960$246K0.08%013F-HRTimeline
Clark Capital Management Group, Inc.953$244K<0.01%-286,55713F-HRTimeline
Brookwood Investment Group LLC952$244K0.03%new13F-HRTimeline
Curi Capital, LLC947$243K<0.01%+5013F-HRTimeline
Axis Wealth Partners, LLC940$241K0.14%-4713F-HRTimeline
Whalen Wealth Management Inc.937$240K0.14%-5,82913F-HRTimeline
Intelligence Driven Advisers, LLC927$238K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC926$237K0.03%+1513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…923$237K0.01%-79213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC917$235K<0.01%+5013F-HRTimelineGroup
Legacy Edge Advisors, LLC913$234K0.03%new13F-HRTimeline
Summit Wealth Partners, LLC913$234K0.04%-12013F-HRTimeline
WNY Asset Management, LLC912$234K0.02%013F-HRTimeline
American Capital Advisory, LLC911$234K0.11%+41913F-HRTimeline
1ST SOURCE BANK909$233K0.01%-2613F-HRTimeline
Valued Retirements, Inc.964$232K0.26%013F-HRTimeline
Key Financial Inc902$231K0.04%-4813F-HRTimeline
Valtinson Bruner Financial Planning LLC889$228K0.07%+3613F-HRTimeline
QUADRANT CAPITAL GROUP LLC883$226K0.01%013F-HRTimeline
Lakeridge Wealth Management LLC880$226K0.1%-23113F-HRTimeline
Insight Advisors, LLC/ PA878$226K0.03%-213F-HRTimeline
Beaumont Financial Advisors, LLC880$226K0.02%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…876$225K0.08%-513F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…870$223K0.01%-18213F-HRTimelineGroup
LGT Financial Advisors LLC863$221K0.48%+60313F-HRTimeline
HUB Investment Partners, LLC860$221K0.01%new13F-HRTimeline
Strategies Wealth Advisors, LLC857$220K0.02%013F-HRTimeline
WealthPlan Investment Management, LLC851$218K0.01%-6,09513F-HRTimeline
Wood Tarver Financial Group, LLC851$218K0.06%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC846$217K0.05%+1613F-HRTimeline
Leelyn Smith, LLC843$216K0.03%013F-HRTimeline
Tennessee Valley Asset Management Partn…839$215K0.03%new13F-HRTimeline
Founders Financial Alliance, LLC835$214K0.04%+47113F-HRTimeline
First PREMIER Bank834$214K0.05%013F-HRTimeline
BostonPremier Wealth LLC832$213K0.11%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…825$212K0.03%-27513F-HRTimeline
Occidental Asset Management, LLC824$211K0.03%new13F-HRTimeline
Faithward Advisors, LLC823$211K0.03%-6513F-HRTimeline
Blue Capital, Inc.823$211K0.16%new13F-HRTimeline