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Disclosery

MTUM ISHARES TR

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SHS (fund)

1,042 managers (1,053 13F filers) reported a position in MTUM shares at 2025-12-31, 72,401,625 shares in all. 86 filers opened a position and 79 filers sold out during the quarter.

Managers
1,042
13F filers
1,053
New
86
Added
485
Reduced
257
Sold out
79
Shares held by filers
72,401,625

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,400$601K0.02%-413F-HRTimelineGroup
Estate Counselors, LLC2,400$601K0.05%013F-HRTimeline
Empire Life Investments Inc.2,400$601K0.03%+10013F-HRTimeline
Empowered Funds, LLC2,399$600K0.01%new13F-HR/ATimeline
Cambria Investment Management, L.P.2,387$597K0.03%new13F-HRTimeline
JT Stratford LLC2,336$585K0.08%+96113F-HRTimeline
Unify Financial Advisors2,321$581K0.61%13F-HRTimeline
Onyx Bridge Wealth Group LLC2,238$560K0.06%+3813F-HRTimeline
Maia Wealth LLC2,228$557K0.1%+16713F-HRTimeline
Glen Eagle Advisors, LLC2,218$555K0.08%+61113F-HRTimeline
Bay Rivers Group2,201$551K0.22%+71413F-HRTimeline
Galaxy Group Investments LLCin group Galaxy Group Investments LLC2,200$551K0.08%new13F-HR/ATimelineGroup
Busey Bank2,193$549K0.01%-3113F-HRTimeline
Wealthfront Advisers LLC2,175$544K<0.01%+58713F-HRTimeline
Semus Wealth Partners LLC2,160$541K0.29%+68813F-HRTimeline
HBW ADVISORY SERVICES LLC2,140$536K0.06%+813F-HRTimeline
Concorde Asset Management, LLC2,138$535K0.21%+48313F-HRTimeline
Centric Wealth Management2,051$530K0.11%+613F-HRTimeline
NWAM LLC2,061$530K0.03%+18513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,114$529K0.01%013F-HRTimeline
Hershey Financial Advisers, LLC2,114$529K0.45%new13F-HRTimeline
46 Peaks LLC2,105$527K0.39%13F-HRTimeline
First Bank & Trust2,099$525K0.09%013F-HRTimeline
Dynamic Advisor Solutions LLC2,089$523K0.02%+213F-HRTimeline
Oxinas Partners, LLC2,078$520K0.25%-8913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,073$519K<0.01%+13213F-HRTimeline
Rinkey Investments2,067$517K0.13%013F-HRTimeline
Legacy Trust2,060$516K0.1%013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,034$509K0.32%-2113F-HRTimeline
Owen LaRue, LLC2,029$508K0.19%+1813F-HRTimeline
O'Brien Wealth Partners LLC2,000$501K0.07%new13F-HRTimeline
SeaCrest Wealth Management, LLC1,935$496K0.05%+3413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,974$494K0.04%013F-HRTimeline
New Millennium Group LLC1,954$489K0.21%-3313F-HRTimeline
Santori & Peters, Inc.1,951$488K0.17%+113F-HRTimeline
Advisory Alpha, LLC1,944$487K0.01%+55813F-HRTimeline
Edgestream Partners, L.P.1,936$485K0.01%-16513F-HRTimeline
Continuum Advisory, LLC1,931$483K0.05%+46513F-HRTimeline
LEGACY SOLUTIONS, LLC1,922$481K0.42%013F-HRTimeline
Integrity Wealth Solutions LLC1,911$478K0.19%+8813F-HRTimeline
Ausdal Financial Partners, Inc.1,905$477K0.02%-2,86313F-HRTimeline
Cornerstone Financial Group, LLC /NE/1,905$477K0.33%+613F-HRTimeline
Allen Capital Group, LLC1,896$475K0.04%-4213F-HRTimeline
Lloyd Advisory Services, LLC.1,877$470K0.18%+62613F-HRTimeline
BLUE JEAN FINANCIAL LLC1,864$467K0.38%13F-HRTimeline
Virtus Family Office LLC1,856$465K0.4%+37613F-HRTimeline
WealthPoint Financial, LLC1,854$464K0.4%13F-HRTimeline
FIRST MERCHANTS CORP1,852$464K0.02%013F-HRTimeline
L. Roy Papp & Associates, LLP1,845$462K0.05%013F-HRTimeline
Brown Miller Wealth Management, LLC1,842$461K0.13%013F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC1,825$457K0.4%13F-HRTimeline
Jacobi Capital Management LLC1,814$454K0.03%-2813F-HRTimeline
Lifeworks Advisors, LLC1,808$453K0.06%+70913F-HRTimeline
Vision Retirement, LLC1,776$444K0.12%13F-HRTimeline
Arrowroot Family Office, LLC1,771$443K0.16%-2813F-HRTimeline
Empire Financial Management Company, LLC1,763$441K0.1%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,756$440K<0.01%-10413F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.1,754$439K0.21%-16813F-HRTimeline
Alpha Cubed Investments, LLC1,743$436K0.01%-5813F-HRTimeline
Bucket List Wealth Management, LLC1,729$433K0.26%13F-HRTimeline
Larson Financial Group LLC1,728$432K0.01%-7513F-HRTimeline
Alta Wealth Advisors LLC1,726$432K0.14%new13F-HRTimeline
WealthBridge Capital Management, LLC1,725$432K0.1%-5013F-HRTimeline
Avantra Family Wealth, Inc.1,718$430K0.31%+613F-HRTimeline
Sterling Group Wealth Management, LLC1,714$429K0.21%013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,754$429K0.58%+15713F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,712$429K0.01%+53713F-HRTimeline
Emissary Wealth LLC1,708$428K0.36%13F-HRTimeline
Syntegra Private Wealth Group, LLC1,699$425K0.04%-1913F-HRTimeline
Teamwork Financial Advisors, LLC1,699$425K0.05%+1213F-HRTimeline
Hutchens & Kramer Investment Management…1,695$424K0.15%+57913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,686$422KnewTimeline
Seros Financial, LLC1,683$421K0.25%+10413F-HRTimeline
Cooper Financial Group1,683$421K0.04%-29313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,679$420K<0.01%-24913F-HRTimelineGroup
OPINICUS CAPITAL, INC.1,660$415K0.29%-813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,657$415K0.19%+53713F-HRTimeline
FINANCIAL LIFE ADVISORS1,653$414K0.13%013F-HRTimeline
Breakwater Capital Group1,653$414K0.06%-1,27313F-HRTimeline
Smithfield Trust Co1,636$413K0.02%+17713F-HRTimeline
Federation des caisses Desjardins du Qu…1,647$412K<0.01%-713F-HRTimeline
Facet Wealth, Inc.1,582$411K0.01%new13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC1,643$411K0.27%013F-HRTimeline
LifeSteps Financial, Inc.1,642$411K0.26%-27813F-HRTimeline
Integrity Advisory Solutions, LLC1,638$410K0.06%+27213F-HRTimeline
White Lighthouse Investment Management …1,633$409K0.06%-39013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,610$403K0.02%-2313F-HRTimeline
NORTHLAND SECURITIES, INC.1,604$401K0.38%13F-HRTimeline
WBH ADVISORY INC1,602$401K0.03%-10,47713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,599$401K0.02%-10913F-HRTimelineGroup
Washington Trust Advisors, Inc.1,600$400K0.03%013F-HRTimeline
Trust Co of the South1,600$400K0.06%013F-HRTimeline
Newman Dignan & Sheerar, Inc.1,591$398K0.08%+113F-HRTimeline
HBK Sorce Advisory LLC1,567$397K0.01%+5713F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,573$394K0.06%+57813F-HRTimeline
Benson Wealth Management INC1,562$391K0.44%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,562$391K<0.01%-85513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.1,560$390K0.06%-1,08413F-HRTimeline
Baron Financial Group, LLC1,555$389K0.21%-2013F-HRTimeline
Veracity Capital LLC1,540$385K0.11%+44313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,531$383K0.01%-33213F-HRTimelineGroup
Legacy Wealth Partners, LLC1,521$381K0.1%13F-HRTimeline
Blue Capital, Inc.1,503$376K0.27%+68013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,502$376K0.03%013F-HRTimeline
Lunt Capital Management, Inc.1,500$375K0.14%+4313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,481$371K<0.01%+14813F-HRTimelineGroup
Merited Wealth, LLC1,479$370K0.34%13F-HRTimeline
Capital Planning Advisors, LLC1,472$368K0.05%new13F-HRTimeline
Beacon Financial Advisory LLC1,468$367K0.09%-8513F-HRTimeline
Successful Portfolios LLC1,417$364K0.19%+513F-HRTimeline
Arcadia Wealth Management, LLC1,447$362K0.13%+15413F-HRTimeline
Almanack Investment Partners, LLC.1,444$361K0.06%013F-HRTimeline
EWA, LLC1,442$361K0.09%-4613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,438$360K0.04%013F-HRTimeline
IAG Wealth Partners, LLC1,432$358K0.04%-14713F-HRTimeline
IHT Wealth Management, LLC1,422$356K0.01%-10113F-HRTimeline
Destiny Wealth Partners, LLC1,366$351K0.04%-17913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,399$350K<0.01%+5413F-HRTimelineGroup
NewEdge Wealth, LLC1,394$349K<0.01%+56313F-HRTimeline
SYM FINANCIAL Corp1,381$346K0.04%+6513F-HRTimeline
Composition Wealth, LLC1,376$344K<0.01%+10813F-HRTimeline
JBR Co Financial Management Inc1,375$344K0.14%013F-HRTimeline
James J. Burns & Company, LLC1,368$342K0.05%-213F-HRTimeline
Zhang Financial LLC1,357$340K0.01%+35713F-HRTimeline
Capital Squared Financial LLC1,339$335K0.26%+13513F-HRTimeline
Axis Wealth Partners, LLC1,331$333K0.18%+39113F-HRTimeline
Legacy Capital Group California, Inc.1,326$332K0.08%+10413F-HRTimeline
USAdvisors Wealth Management, LLC1,322$331K0.11%+213F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,314$329K0.11%013F-HRTimeline
Kelman-Lazarov, Inc.1,302$326K0.05%013F-HRTimeline
J.Safra Asset Management Corp1,300$325K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,292$323K0.01%+36913F-HRTimelineGroup
Meridian Wealth Management, LLC1,283$321K0.01%+1113F-HRTimeline
Independent Advisor Alliance1,281$321K0.01%new13F-HRTimeline
Rede Wealth, LLC1,278$320K0.11%new13F-HRTimeline
Storen Legacy Partners, LLC1,270$318K0.1%13F-HRTimeline
HMV Wealth Advisors, LLC1,268$317K0.16%013F-HRTimeline
Reyes Financial Architecture, Inc.1,255$314K0.19%013F-HRTimeline
Cape Investment Advisory, Inc.1,238$310K0.1%+47913F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,222$306K0.01%+1413F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC1,214$304K0.06%new13F-HRTimeline
Private Wealth Asset Management, LLC1,212$303K0.03%+19413F-HRTimeline
CogentBlue Wealth Advisors, LLC1,212$303K0.21%-9013F-HRTimeline
CGN Advisors LLC1,206$302K0.02%-55513F-HRTimeline
Traction Financial Partners, LLC1,206$302K0.18%+4013F-HRTimeline
Opulen Financial Group LLC1,203$301K0.22%+413F-HRTimeline
Kastel Capital Advisors, LLC1,202$301K0.18%13F-HRTimeline
Glassman Wealth Services1,202$301K0.04%013F-HRTimeline
ProVise Management Group, LLC1,189$298K0.02%013F-HRTimeline
Fisher Asset Management, LLC1,178$295K<0.01%+21113F-HRTimeline
Whalen Wealth Management Inc.1,165$292K0.16%+22813F-HRTimeline
Cherry Tree Wealth Management, LLC1,159$290K0.06%+1213F-HRTimeline
Allegheny Financial Group1,153$289K0.04%013F-HRTimeline
Aegis Wealth Management, Inc.1,147$287K0.23%13F-HRTimeline
Royal Harbor Partners, LLC1,146$287K0.09%013F-HRTimeline
LINCOLN CAPITAL CORP1,145$287K0.1%-14513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,132$283K<0.01%+36913F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC1,126$282K0.01%+3613F-HRTimeline
Midwest Trust Co1,122$281K<0.01%-22413F-HRTimeline
Willis Johnson & Associates, Inc.1,120$280K0.02%-1213F-HRTimeline
Strid Group, LLC1,119$280K0.03%013F-HRTimeline
Global Financial Private Client, LLC1,118$280K0.1%new13F-HRTimeline
Balefire, LLC1,116$279K0.05%+8613F-HRTimeline
Jaffetilchin Investment Partners, LLC1,112$278K0.02%013F-HRTimeline
New Hampshire Trust1,109$278K0.05%013F-HRTimeline
Orion Capital Management LLC1,103$276K0.09%-11013F-HRTimeline
Portside Wealth Group, LLC1,102$276K0.04%+6513F-HRTimeline
SIERRA OCEAN, LLC1,100$275K0.23%-4413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,098$275K0.09%013F-HRTimeline
Ergawealth Advisors, Inc.1,098$275K0.13%-35213F-HRTimeline
Collaborative Wealth Managment Inc.1,091$273K0.1%-413F-HRTimeline
4J Wealth Management LLC1,078$270K0.15%+113F-HRTimeline
NCM Capital Management, LLC1,072$268K0.1%+2813F-HRTimeline
Harvest Investment Services, LLC1,069$268K0.05%+24613F-HRTimeline
Chancellor Financial Group WB LP1,068$267K0.18%013F-HRTimeline
Canandaigua National Trust Co of Florida1,059$265K0.17%new13F-HRTimeline
ADG Wealth Management Group, LLC1,058$265K0.2%new13F-HRTimeline
Blackston Financial Advisory Group, LLC1,057$265K0.16%-3913F-HRTimeline
FourThought Financial Partners, LLC1,056$264K0.02%013F-HRTimeline
ASL Financial, LLC1,053$264K0.21%13F-HRTimeline
Stonebrook Private Inc.1,047$262K0.05%-1,14913F-HRTimeline
BBR PARTNERS, LLC1,045$262K0.01%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.1,041$261K0.06%013F-HRTimeline
TRUE Private Wealth Advisors1,039$260K0.03%+2713F-HRTimeline
Summit Investment Advisory Services, LLC1,038$260K0.1%+213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,032$258K0.01%013F-HRTimeline
GoalVest Advisory LLC1,031$258K0.05%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC1,031$258K0.16%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,029$258K0.02%013F-HRTimeline
Stonebridge Wealth Management, LLC1,029$258K0.24%013F-HRTimeline
Root Financial Partners, LLC1,028$257K0.01%-3213F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,024$256K0.03%13F-HRTimeline
Darwin Wealth Management, LLC1,023$256K0.08%+113F-HRTimeline
Strategic Wealth Partners, Ltd.1,020$255K0.02%-1,89213F-HRTimeline
Gibbs Wealth Management991$255K0.06%+813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,003$251K0.02%+14613F-HRTimeline
Financial Futures Ltd Liability Co.999$250K0.12%-17813F-HRTimeline
Clark Capital Management Group, Inc.994$249K<0.01%+4113F-HRTimeline
TKG Advisors, LLC993$249K0.1%-2213F-HRTimeline
Lakeridge Wealth Management LLC992$248K0.11%+11213F-HRTimeline