MTUM ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Ocean Park Asset Management, LLC	2,301	$552K	0.03%	-320	13F-HR/A Timeline
Fingerlakes Wealth Management, Inc.	2,274	$546K	0.36%	+240	13F-HR Timeline
Tyche Wealth Partners LLC	2,265	$544K	0.08%	-155	13F-HR Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP	2,263	$543K	<0.01%	+584	13F-HR Timeline Group
Wealthfront Advisers LLC	2,253	$541K	<0.01%	+78	13F-HR Timeline
LS Investment Advisors, LLC	2,245	$539K	0.08%	-295	13F-HR Timeline
Onyx Bridge Wealth Group LLC	2,238	$537K	0.06%	0	13F-HR Timeline
Cambria Investment Management, L.P.	2,231	$535K	0.03%	-156	13F-HR Timeline
Aspire Growth Partners LLC	2,230	$535K	0.37%	-200	13F-HR Timeline
Hershey Financial Advisers, LLC	2,225	$534K	0.46%	+111	13F-HR Timeline
Elevation Advisory Partners LLC	2,029	$528K	0.49%		13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	2,158	$518K	0.02%	-9,239	13F-HR Timeline
DELTEC ASSET MANAGEMENT LLC	2,150	$516K	0.09%	-9,150	13F-HR Timeline
Independent Wealth Network Inc.	2,133	$512K	0.15%	new	13F-HR Timeline
Cooper Financial Group	2,125	$510K	0.05%	+442	13F-HR Timeline
IFS Group,LLC	2,108	$506K	0.45%		13F-HR Timeline
Dynamic Advisor Solutions LLC	2,107	$506K	0.02%	+18	13F-HR Timeline
46 Peaks LLC	2,102	$504K	0.37%	-3	13F-HR Timeline
Gibbs Wealth Management	2,098	$504K	0.07%	+1,107	13F-HR Timeline
Concorde Asset Management, LLC	2,095	$503K	0.25%	-43	13F-HR Timeline
HBW ADVISORY SERVICES LLC	2,095	$503K	0.05%	-45	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	2,087	$501K	0.05%	-404	13F-HR Timeline
First Bank & Trust	2,079	$499K	0.08%	-20	13F-HR Timeline
Oxinas Partners, LLC	2,078	$499K	0.23%	0	13F-HR Timeline
Delos Wealth Advisors, LLC	2,068	$496K	0.28%	new	13F-HR Timeline
Legacy Trust	2,060	$494K	0.09%	0	13F-HR Timeline
Rinkey Investments	2,055	$493K	0.13%	-12	13F-HR Timeline
Owen LaRue, LLC	2,029	$487K	0.19%	0	13F-HR Timeline
Cadent Capital Advisors, LLC	2,025	$486K	0.13%	new	13F-HR Timeline
SeaCrest Wealth Management, LLC	2,013	$483K	0.05%	+78	13F-HR Timeline
BRIGHTON JONES LLC	1,995	$479K	0.01%	new	13F-HR/A Timeline
WealthPoint Financial, LLC	1,995	$479K	0.4%	+141	13F-HR/A Timeline
KERR FINANCIAL PLANNING Corp	1,728	$474K	0.33%	-26	13F-HR/A Timeline
NORTHLAND SECURITIES, INC.	1,974	$474K	0.45%	+370	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	1,974	$474K	0.04%	0	13F-HR Timeline
HBK Sorce Advisory LLC	1,567	$473K	0.01%	0	13F-HR Timeline
MONETA GROUP INVESTMENT ADVISORS LLC	1,951	$468K	<0.01%	-122	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	1,938	$465K	0.03%	-561	13F-HR Timeline
Sunbelt Securities, Inc.	1,931	$464K	0.03%	+1,136	13F-HR Timeline
LEGACY SOLUTIONS, LLC	1,922	$461K	0.43%	0	13F-HR Timeline
Santori & Peters, Inc.	1,921	$461K	0.14%	-30	13F-HR Timeline
Integrity Advisory Solutions, LLC	1,916	$460K	0.06%	+278	13F-HR Timeline
Balefire, LLC	1,906	$457K	0.09%	+790	13F-HR Timeline
Maia Wealth LLC	1,905	$457K	0.08%	-323	13F-HR Timeline
Allen Capital Group, LLC	1,896	$455K	0.04%	0	13F-HR Timeline
Arcadia Wealth Management, LLC	1,892	$454K	0.16%	+445	13F-HR Timeline
Larson Financial Group LLC	1,872	$449K	0.01%	+144	13F-HR Timeline
Virtus Family Office LLC	1,856	$445K	0.38%	0	13F-HR Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	1,855	$445K	<0.01%	-1,253	13F-HR Timeline Group
L. Roy Papp & Associates, LLP	1,845	$443K	0.05%	0	13F-HR Timeline
Brown Miller Wealth Management, LLC	1,842	$442K	0.13%	0	13F-HR Timeline
Quent Capital, LLC	1,839	$441K	0.03%	-1,249	13F-HR Timeline
Vision Retirement, LLC	1,835	$440K	0.13%	+59	13F-HR Timeline
Integrity Wealth Solutions LLC	1,831	$439K	0.17%	-80	13F-HR Timeline
Continuum Advisory, LLC	1,829	$439K	0.04%	-102	13F-HR Timeline
TANDEMGROWTH FINANCIAL ADVISORS LLC	1,825	$438K	0.41%	0	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	1,805	$433K	<0.01%	-1,630	13F-HR Timeline Group
Breakwater Capital Group	1,804	$433K	0.06%	+151	13F-HR Timeline
Capital Squared Financial LLC	1,803	$433K	0.33%	+464	13F-HR Timeline
Jacobi Capital Management LLC	1,794	$431K	0.02%	-20	13F-HR Timeline
STRATEGY ASSET MANAGERS LLC	1,791	$430K	0.07%	+218	13F-HR Timeline
Cornerstone Financial Group, LLC /NE/	1,506	$429K	0.28%	-399	13F-HR Timeline
Aprio Wealth Management, LLC	1,789	$429K	0.02%	+949	13F-HR Timeline
Lifeworks Advisors, LLC	1,779	$427K	0.05%	-29	13F-HR Timeline
Arrowroot Family Office, LLC	1,773	$426K	0.14%	+2	13F-HR/A Timeline
Glen Eagle Advisors, LLC	1,769	$424K	0.06%	-449	13F-HR Timeline
Facet Wealth, Inc.	1,767	$424K	0.01%	+185	13F-HR Timeline
Destination Wealth Management	1,754	$421K	0.01%	new	13F-HR Timeline
FIRST MERCHANTS CORP	1,745	$419K	0.02%	-107	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	1,742	$418K	0.01%	+30	13F-HR Timeline
Bucket List Wealth Management, LLC	1,734	$416K	0.25%	+5	13F-HR Timeline
Empire Financial Management Company, LLC	1,728	$415K	0.09%	-35	13F-HR Timeline
Merited Wealth, LLC	1,721	$413K	0.34%	+242	13F-HR Timeline
Avantra Family Wealth, Inc.	1,719	$413K	0.31%	+1	13F-HR Timeline
Sterling Group Wealth Management, LLC	1,714	$411K	0.19%	0	13F-HR Timeline
Syntegra Private Wealth Group, LLC	1,708	$410K	0.04%	+9	13F-HR Timeline
Teamwork Financial Advisors, LLC	1,700	$408K	0.05%	+1	13F-HR Timeline
Emissary Wealth LLC	1,700	$408K	0.38%	-8	13F-HR Timeline
Acorn Wealth Advisors, LLC	1,693	$406K	0.12%	new	13F-HR Timeline
IMC-Chicago, LLC	1,692	$406K	0.01%	new	13F-HR Timeline
Federation des caisses Desjardins du Qu…	1,680	$403K	<0.01%	+33	13F-HR Timeline
Hutchens & Kramer Investment Management…	1,669	$401K	0.13%	-26	13F-HR Timeline
OPINICUS CAPITAL, INC.	1,666	$400K	0.28%	+6	13F-HR Timeline
WealthBridge Capital Management, LLC	1,650	$396K	0.09%	-75	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	1,643	$394K	0.25%	0	13F-HR Timeline
Moors & Cabot, Inc.	1,642	$394K	0.02%	new	13F-HR Timeline
Smithfield Trust Co	1,636	$394K	0.02%	0	13F-HR Timeline
LifeSteps Financial, Inc.	1,641	$394K	0.25%	-1	13F-HR Timeline
White Lighthouse Investment Management …	1,633	$392K	0.05%	0	13F-HR Timeline
WBH ADVISORY INC	1,578	$387K	0.03%	-24	13F-HR Timeline
Advisory Alpha, LLC	1,611	$387K	0.01%	-333	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	1,601	$384K	0.02%	-9	13F-HR Timeline
Washington Trust Advisors, Inc.	1,600	$384K	0.03%	0	13F-HR Timeline
Trust Co of the South	1,600	$384K	0.06%	0	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	1,597	$383K	<0.01%	+116	13F-HR Timeline Group
Newman Dignan & Sheerar, Inc.	1,591	$382K	0.08%	0	13F-HR Timeline
Blue Capital, Inc.	1,590	$382K	0.25%	+87	13F-HR Timeline
CALTON & ASSOCIATES, INC.	1,589	$381K	0.05%	+29	13F-HR Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …	1,589	$381K	0.01%	+58	13F-HR Timeline Group
FINANCIAL LIFE ADVISORS	1,575	$378K	0.12%	-78	13F-HR Timeline
Veracity Capital LLC	1,564	$375K	0.13%	+24	13F-HR Timeline
Benson Wealth Management INC	1,557	$374K	0.51%	-5	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	1,554	$373K		-132	Timeline CARY STREET PARTNERS INVESTMENT A…: 1,455 (0.09%) 13F-HR CARY STREET PARTNERS FINANCIAL LLC: 99 (<0.01%) 13F-HR
Legacy Wealth Partners, LLC	1,539	$369K	0.09%	+18	13F-HR Timeline
Wellington Shields Capital Management, …group of 2 filers holding	1,526	$366K		-2,000	Timeline Wellington Shields Capital Manage…: 1,163 (0.04%) 13F-HR Wellington Shields & Co., LLC: 363 (0.02%) 13F-HR
Wealth Quarterback LLC	1,521	$365K	0.14%	-9,459	13F-HR Timeline
Baron Financial Group, LLC	1,505	$361K	0.19%	-50	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	1,502	$361K	0.03%	0	13F-HR Timeline
Beacon Financial Advisory LLC	1,504	$361K	0.08%	+36	13F-HR Timeline
Clark Asset Management, LLC	1,503	$361K	0.03%	new	13F-HR Timeline
Lunt Capital Management, Inc.	1,500	$360K	0.14%	0	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	1,495	$359K	0.01%	+203	13F-HR/A Timeline Group
Cape Investment Advisory, Inc.	1,465	$352K	0.12%	+227	13F-HR Timeline
Fisher Asset Management, LLC	1,460	$350K	<0.01%	+282	13F-HR Timeline
MARIPAU WEALTH MANAGEMENT LLC	1,456	$349K	0.15%	-201	13F-HR/A Timeline
Almanack Investment Partners, LLC.	1,444	$347K	0.06%	0	13F-HR Timeline
CAHILL FINANCIAL ADVISORS INC	1,438	$345K	0.04%	0	13F-HR Timeline
EWA, LLC	1,437	$345K	0.08%	-5	13F-HR Timeline
JBR Co Financial Management Inc	1,375	$344K	0.14%	0	13F-HR Timeline
IAG Wealth Partners, LLC	1,432	$344K	0.04%	0	13F-HR Timeline
ADG Wealth Management Group, LLC	1,431	$343K	0.24%	+373	13F-HR Timeline
Axis Wealth Partners, LLC	1,425	$342K	0.18%	+94	13F-HR Timeline
SEEDS INVESTOR LLC	1,264	$342K	0.05%	new	13F-HR Timeline
Integrated Wealth Management	1,418	$340K	0.39%	-2,352	13F-HR Timeline
Whalen Wealth Management Inc.	1,392	$334K	0.18%	+227	13F-HR Timeline
Successful Portfolios LLC	1,426	$332K	0.18%	+9	13F-HR Timeline
SYM FINANCIAL Corp	1,381	$331K	0.03%	0	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	1,376	$330K	<0.01%	-23	13F-HR Timeline Group
EFG International AGin group EFG International AG	1,370	$329K	0.01%	new	13F-HR Timeline Group
Destiny Wealth Partners, LLC	1,366	$328K	0.04%	0	13F-HR Timeline
ASL Financial, LLC	1,365	$328K	0.26%	+312	13F-HR Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC	1,361	$326K	<0.01%	-201	13F-HR Timeline Group
Midwest Trust Co	1,348	$324K	<0.01%	+226	13F-HR Timeline
Members Advisory Group LLC	1,336	$321K	0.11%	-15,224	13F-HR Timeline
Madson Wealth Advisors Inc	1,332	$320K	0.27%		13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	1,330	$319K	<0.01%	-2,119	13F-HR Timeline
XY Planning Network, Inc.	1,290	$316K	0.05%	+341	13F-HR Timeline
VISTA INVESTMENT MANAGEMENT	1,310	$314K	0.11%	-4	13F-HR Timeline
SNOWWATER INVESTMENT PARTNERS, LLC	1,308	$314K	0.3%	+401	13F-HR Timeline
Kelman-Lazarov, Inc.	1,302	$312K	0.04%	0	13F-HR Timeline
Legacy Capital Group California, Inc.	1,287	$309K	0.12%	-39	13F-HR Timeline
LOCKERMAN FINANCIAL GROUP, INC.	1,280	$307K	0.55%	+378	13F-HR Timeline
Key Capital Management, INC	1,270	$305K	0.2%	+680	13F-HR Timeline
Storen Legacy Partners, LLC	1,270	$305K	0.1%	0	13F-HR Timeline
HMV Wealth Advisors, LLC	1,268	$304K	0.14%	0	13F-HR Timeline
Reyes Financial Architecture, Inc.	1,255	$301K	0.25%	0	13F-HR Timeline
Kastel Capital Advisors, LLC	1,202	$301K	0.18%	0	13F-HR Timeline
Rede Wealth, LLC	1,253	$301K	0.11%	-25	13F-HR Timeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…	1,233	$296K	<0.01%	new	13F-HR Timeline Group
Allegheny Financial Group	1,226	$294K	0.04%	+73	13F-HR Timeline
Wilmington Savings Fund Society, FSB	1,225	$294K	0.01%	+1,189	13F-HR Timeline
USAdvisors Wealth Management, LLC	1,266	$292K	0.1%	-56	13F-HR Timeline
Silver Grove Financial Group, Inc.	1,214	$291K	0.23%	new	13F-HR Timeline
CogentBlue Wealth Advisors, LLC	1,212	$291K	0.2%	0	13F-HR Timeline
Wealth Care LLC	1,207	$290K	0.26%		13F-HR Timeline
Traction Financial Partners, LLC	1,206	$289K	0.18%	0	13F-HR Timeline
Financial Futures Ltd Liability Co.	1,204	$289K	0.13%	+205	13F-HR Timeline
Glassman Wealth Services	1,202	$288K	0.04%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	1,199	$288K	0.06%	+40	13F-HR Timeline
Aegis Wealth Management, Inc.	1,197	$287K	0.23%	+50	13F-HR Timeline
ProVise Management Group, LLC	1,189	$285K	0.02%	0	13F-HR Timeline
Strid Group, LLC	1,179	$283K	0.04%	+60	13F-HR Timeline
Leo Wealth, LLC	1,176	$282K	0.02%	new	13F-HR Timeline
RCS Financial Planning, LLC	1,161	$279K	0.14%	-5,323	13F-HR Timeline
Atlatl Advisers LLC	1,156	$277K	0.21%	-1,398	13F-HR Timeline
Royal Harbor Partners, LLC	1,146	$275K	0.09%	0	13F-HR Timeline
Willis Johnson & Associates, Inc.	1,146	$275K	0.02%	+26	13F-HR Timeline
LINCOLN CAPITAL CORP	1,145	$275K	0.1%	0	13F-HR Timeline
ALLSTATE CORPin group ALLSTATE CORP	1,141	$274K	<0.01%	-11,105	13F-HR Timeline Group
Sequent Planning LLC	1,132	$272K	0.07%	new	13F-HR Timeline
MinichMacGregor Wealth Management, LLC	1,130	$271K	0.05%	-84	13F-HR Timeline
Asset Advisors Investment Management, L…	1,120	$269K	0.03%	new	13F-HR Timeline
Legacy Edge Advisors, LLC	1,120	$269K	0.03%	+208	13F-HR Timeline
New Hampshire Trust	1,119	$269K	0.05%	+10	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	1,115	$268K	0.02%	+3	13F-HR Timeline
Portside Wealth Group, LLC	1,108	$266K	0.04%	+6	13F-HR Timeline
Zhang Financial LLC	1,105	$265K	0.01%	-252	13F-HR Timeline
Ergawealth Advisors, Inc.	1,099	$264K	0.12%	+1	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	1,090	$262K	0.01%	-36	13F-HR Timeline
Valued Retirements, Inc.	1,086	$261K	0.25%	+117	13F-HR Timeline
TKG Advisors, LLC	1,084	$260K	0.11%	+91	13F-HR Timeline
4J Wealth Management LLC	1,078	$259K	0.15%	0	13F-HR Timeline
NCM Capital Management, LLC	1,072	$257K	0.09%	0	13F-HR Timeline
Stonebrook Private Inc.	1,071	$257K	0.05%	+24	13F-HR Timeline
CGN Advisors LLC	1,068	$256K	0.02%	-138	13F-HR Timeline
James J. Burns & Company, LLC	1,067	$256K	0.03%	-301	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	1,061	$255K	0.08%	-37	13F-HR Timeline
SIERRA OCEAN, LLC	1,060	$254K	0.21%	-40	13F-HR Timeline
Fortis Capital Advisors, LLC	1,057	$254K	0.03%	+195	13F-HR Timeline
FourThought Financial Partners, LLC	1,056	$253K	0.02%	0	13F-HR Timeline
Prosperity Consulting Group, LLC	1,047	$251K	0.01%	new	13F-HR Timeline
Chancellor Financial Group WB LP	1,047	$251K	0.18%	-21	13F-HR Timeline
Fiscal Wisdom Wealth Management, LLC	1,046	$251K	0.24%	new	13F-HR Timeline
Pacific Excel Wealth Advisors, Inc.	1,045	$251K	0.26%	+236	13F-HR Timeline
Summit Investment Advisory Services, LLC	1,039	$249K	0.09%	+1	13F-HR Timeline
Blackston Financial Advisory Group, LLC	1,036	$249K	0.16%	-21	13F-HR Timeline
GoalVest Advisory LLC	1,031	$247K	0.05%	0	13F-HR Timeline
GENTRY PRIVATE WEALTH, LLC	1,031	$247K	0.15%	0	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	1,029	$247K	0.02%	0	13F-HR/A Timeline
KANE INVESTMENT MANAGEMENT, INC.	1,028	$247K	0.13%	-726	13F-HR Timeline