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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
Resurgent Financial Advisors LLC1,170$401K0.11%+22713F-HRTimeline
VestGen Investment Management1,164$399K0.21%-2,79913F-HRTimeline
Strid Group, LLC1,152$395K0.04%-2713F-HRTimeline
Royal Harbor Partners, LLC1,146$393K0.12%013F-HRTimeline
LINCOLN CAPITAL CORP1,145$393K0.13%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,142$391K0.06%-64913F-HRTimeline
EFG International AGin group EFG International AG1,139$390K0.01%-23113F-HRTimelineGroup
Sequent Planning LLC1,132$388K0.08%013F-HRTimeline
Tufton Capital Management1,133$388K0.07%+23013F-HRTimeline
INVESTED ADVISORS1,130$387K0.34%new13F-HRTimeline
Legacy Edge Advisors, LLC1,126$386K0.04%+613F-HR/ATimeline
MinichMacGregor Wealth Management, LLC1,104$378K0.06%-2613F-HRTimeline
Ergawealth Advisors, Inc.1,099$377K0.15%013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,096$376K0.03%-2,78013F-HRTimeline
New Hampshire Trust1,095$375K0.07%-2413F-HRTimeline
Valued Retirements, Inc.1,087$373K0.33%+113F-HRTimeline
Wilmington Savings Fund Society, FSB1,081$371K0.01%-14413F-HRTimeline
4J Wealth Management LLC1,078$370K0.18%013F-HRTimeline
Zhang Financial LLC1,077$369K0.01%-2813F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.1,076$369K0.01%+27313F-HRTimelineGroup
Forefront Wealth Partners, LLC1,063$364K0.11%+7013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,061$364K0.1%013F-HRTimeline
SIERRA OCEAN, LLC1,060$363K0.25%013F-HRTimeline
James J. Burns & Company, LLC1,056$362K0.04%-1113F-HRTimeline
FourThought Financial Partners, LLC1,056$362K0.03%013F-HRTimeline
Chancellor Financial Group WB LP1,047$359K0.22%013F-HRTimeline
BBR PARTNERS, LLC1,045$358K0.02%new13F-HRTimeline
NCM Capital Management, LLC1,045$358K0.11%-2713F-HRTimeline
Coastal Bridge Advisors, LLC1,043$358K0.02%new13F-HRTimeline
Summit Investment Advisory Services, LLC1,040$357K0.09%+113F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,038$356K0.04%+1413F-HR/ATimeline
GoalVest Advisory LLC1,031$353K0.07%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC1,031$353K0.18%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,029$353K0.03%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.1,028$352K0.15%013F-HRTimeline
Stonebridge Wealth Management, LLC1,026$352K0.31%013F-HRTimeline
Blackston Financial Advisory Group, LLC1,020$350K0.2%-1613F-HRTimeline
CENTRAL TRUST Co1,019$349K0.01%+50113F-HRTimeline
Private Wealth Asset Management, LLC1,018$349K0.03%013F-HRTimeline
Visionary Wealth Advisors1,016$348K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,015$348K0.01%-48013F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC1,008$346K0.12%-44813F-HRTimeline
Financial Futures Ltd Liability Co.1,006$345K0.13%-19813F-HRTimeline
American Money Management, LLC998$342K0.05%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.997$342K0.02%new13F-HRTimeline
Accredited Investors Inc.987$338K0.01%013F-HRTimeline
Bright Futures Wealth Management, LLC.987$338K0.22%+5213F-HRTimeline
Darwin Wealth Management, LLC986$338K0.09%-4113F-HRTimeline
Tennessee Valley Asset Management Partn…982$337K0.04%-1313F-HRTimeline
Advisors Capital Management, LLC982$337K<0.01%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC973$334K0.1%new13F-HRTimeline
Spinnaker Investment Group, LLC973$334K0.05%new13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC972$333K0.28%-7413F-HRTimeline
CGN Advisors LLC970$333K0.02%-9813F-HRTimeline
Confluence Wealth Services, Inc.970$331K0.01%new13F-HRTimeline
Mesirow Financial Investment Management…964$331K0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK963$330K<0.01%-2413F-HRTimelineGroup
PEOPLES BANK /OH961$329K0.17%013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…960$329K0.09%013F-HRTimeline
Harvest Investment Services, LLC958$328K0.05%-1713F-HRTimeline
Meridian Wealth Management, LLC953$327K0.01%-3013F-HRTimeline
Integrated Wealth Management953$327K0.35%-46513F-HRTimeline
Opulen Financial Group LLC950$326K0.2%+113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding950$326K-66Timeline
Composition Wealth, LLC949$325K<0.01%+8213F-HRTimeline
Strategic Wealth Partners, Ltd.947$325K0.02%-5213F-HRTimeline
Linscomb Wealth, Inc.942$323K0.01%013F-HRTimeline
SC&H Financial Advisors, Inc.941$322K0.04%+113F-HRTimeline
RCS Financial Planning, LLC939$322K0.15%-22213F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.932$320K0.01%-7313F-HRTimelineGroup
Williams Jones Wealth Management, LLC.930$319K<0.01%new13F-HRTimeline
SEEDS INVESTOR LLC929$318K0.03%-33513F-HRTimeline
Intelligence Driven Advisers, LLC927$318K0.05%013F-HRTimeline
Summit Wealth Partners, LLC915$314K0.04%-1813F-HRTimeline
Keystone Wealth Services, LLC909$312K0.06%+7313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC903$310K0.15%+75313F-HRTimeline
1ST SOURCE BANK900$309K0.01%-4413F-HRTimeline
WESPAC Advisors SoCal, LLC897$308K0.06%+4613F-HRTimeline
Key Financial Inc892$306K0.05%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC892$306K0.04%013F-HRTimeline
Prosperity Consulting Group, LLC889$305K0.01%-15813F-HRTimeline
Accel Wealth Management885$304K0.07%013F-HRTimeline
WILLIAM JOHN SEMPOLINSKI879$301K0.12%013F-HRTimeline
CPR Investments Inc.870$298K0.23%new13F-HRTimeline
Wealth Quarterback LLC869$298K0.09%-65213F-HRTimeline
Curi Capital, LLC864$296K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC864$296K0.07%+1313F-HRTimeline
Insight Advisors, LLC/ PA862$295K0.05%new13F-HRTimeline
NewEdge Wealth, LLC861$295K<0.01%new13F-HRTimeline
SMITH, MOORE & CO.858$294K0.02%new13F-HRTimeline
J HAGAN CAPITAL, INC.853$292K0.14%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC850$291K0.07%+113F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.848$291K0.01%new13F-HRTimelineGroup
Marin Bay Wealth Advisors, LLC847$290K0.16%+113F-HR/ATimeline
Intellus Advisors LLC845$290K0.04%013F-HRTimeline
Integrity Financial Corp /WA843$289K0.14%013F-HRTimeline
Leelyn Smith, LLC843$289K0.04%013F-HRTimeline
Headlands Technologies LLC840$288K0.03%new13F-HRTimeline
Kroeger Financial Partners839$288K0.28%13F-HRTimeline
First PREMIER Bank834$286K0.05%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…831$285K0.01%new13F-HRTimelineGroup
Occidental Asset Management, LLC830$285K0.03%new13F-HRTimeline
Connecticut Capital Management Group, L…830$285K0.23%new13F-HRTimeline
POM Investment Strategies, LLC827$284K0.32%-9513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT826$283K<0.01%new13F-HR/ATimeline
NorthCoast Asset Management LLC823$282K0.01%new13F-HRTimeline
Atlatl Advisers LLC821$281K0.07%-33513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC810$278K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.803$275K0.01%+113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC801$275K0.05%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO799$274K<0.01%013F-HRTimelineGroup
Expressive Wealth LLC795$273K0.26%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.794$272K0.06%new13F-HRTimeline
Capital Advisors Wealth Management, LLC792$272K0.03%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.792$272K<0.01%new13F-HRTimelineGroup
Briggs Wealth Management, Inc791$271K0.25%new13F-HRTimeline
AA Financial Advisors, LLC786$269K0.03%-18813F-HRTimeline
Pine Harbor Wealth Management, LLC781$268K0.07%new13F-HRTimeline
Asset Dedication, LLC777$266K0.02%013F-HRTimeline
Kingdom Financial Group LLC.776$266K0.07%+44213F-HRTimeline
Orion Capital Management LLC775$266K0.08%-21813F-HRTimeline
Sepio Capital, LP774$265K0.01%new13F-HRTimeline
Financial Partners Group, Inc773$265K0.03%new13F-HRTimeline
Pearl Planning LLC772$265K0.12%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC772$265K0.03%+113F-HRTimeline
May Hill Capital, LLC770$264K0.06%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC770$264K<0.01%new13F-HRTimeline
ENTREWEALTH, LLC856$264K0.1%new13F-HRTimeline
Family Manage LLC769$264K0.03%+71213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC766$263K0.18%-1413F-HRTimeline
KELLY FINANCIAL GROUP LLC759$260K0.06%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC759$260K0.01%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC755$259K0.01%new13F-HRTimeline
Vertex Planning Partners, LLC752$258K0.04%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC752$258K0.02%new13F-HRTimeline
Madson Wealth Advisors Inc751$258K0.18%-58113F-HRTimeline
SMART Wealth LLC749$257K0.06%new13F-HRTimeline
HORAN Wealth, LLC744$255K0.03%new13F-HR/ATimeline
Opal Wealth Advisors, LLC741$254K0.05%+34113F-HRTimeline
TD Capital Management LLC734$252K0.02%-4313F-HRTimeline
MANNING & NAPIER ADVISORS LLC732$251K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.731$251K0.02%+55813F-HRTimeline
RPS ADVISORY SOLUTIONS LLC731$250K0.17%new13F-HRTimeline
Selective Wealth Management, Inc.826$250K0.07%+3213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC728$250K<0.01%new13F-HRTimeline
TrueWealth Advisors, LLC723$248K0.06%-14613F-HRTimeline
SIGNATUREFD, LLC723$248K<0.01%+1013F-HRTimeline
CIDEL ASSET MANAGEMENT INC719$246K0.01%new13F-HRTimeline
BostonPremier Wealth LLC717$246K0.1%new13F-HRTimeline
Sage Capital Advisors,llc716$246K0.05%new13F-HRTimeline
DB&C Advisors, LLC716$245K0.27%new13F-HRTimeline
Clear Harbor Asset Management, LLC716$245K0.02%new13F-HRTimeline
Venture Visionary Partners LLC714$245K0.01%new13F-HRTimeline
Carnegie Investment Counsel714$245K<0.01%new13F-HRTimeline
Alpha Financial Partners LLC713$245K0.13%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC713$244K0.06%new13F-HRTimeline
Glass Jacobson Investment Advisors llc712$244K0.08%+56213F-HRTimeline
WNY Asset Management, LLC712$244K0.02%new13F-HRTimeline
Outlook Wealth Advisors, LLC709$243K0.05%new13F-HRTimeline
TCI Wealth Advisors, Inc.709$243K0.01%new13F-HRTimeline
Cambridge Financial Group, LLC707$242K0.08%new13F-HRTimeline
Salomon & Ludwin, LLC735$241K0.02%013F-HRTimeline
Bawa N Mallick Trust700$240K0.08%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC698$239K<0.01%-1,04413F-HRTimeline
Tranquility Partners, LLC698$239K0.08%new13F-HRTimeline
HILL ISLAND FINANCIAL LLC697$239K0.05%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co694$238K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.691$237K0.06%-1213F-HRTimeline
Faithward Advisors, LLC688$236K0.03%new13F-HRTimeline
Arcus Capital Partners, LLC682$234K0.1%new13F-HRTimeline
Torrey-Payne Wealth Management, LLC678$232K0.19%new13F-HRTimeline
Aspiring Ventures, LLC671$230K0.06%new13F-HRTimeline
BROGAN FINANCIAL, INC.669$229K0.09%new13F-HRTimeline
IMG Wealth Management, Inc.665$228K0.13%+3013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…694$228K0.01%+1913F-HRTimeline
Poehling Capital Management, INC.663$227K0.05%-31613F-HRTimeline
Beaird Harris Wealth Management, LLC660$226K0.01%+13513F-HRTimeline
CAP Partners, LLC652$223K0.11%new13F-HRTimeline
Bogart Wealth, LLC650$223K0.01%+413F-HRTimeline
Portside Wealth Group, LLC648$222K0.03%-46013F-HRTimeline
JDM Financial Group LLC645$221K0.08%013F-HRTimeline
TRUE Private Wealth Advisors639$219K0.02%new13F-HRTimeline
HUB Investment Partners, LLC638$219K<0.01%new13F-HRTimeline
City Center Advisors, LLC636$218K0.18%new13F-HRTimeline
TSA Wealth Managment LLC629$216K0.06%new13F-HRTimeline
APS Management Group, Inc.622$213K0.16%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC622$213K0.04%new13F-HRTimeline
Ariadne Wealth Management, LP622$213K0.09%new13F-HRTimeline
Entelevest, LLC622$213K0.19%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.621$213K0.02%new13F-HRTimeline
NWF Advisory Services Inc.619$212K0.02%new13F-HRTimeline
Pure Financial Advisors, LLC619$212K<0.01%new13F-HRTimeline
Waldron Private Wealth LLC618$212K0.01%new13F-HRTimeline
Curry Webb Wealth Management LLC618$212K0.09%new13F-HRTimeline
Goelzer Investment Management, Inc.616$211K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…616$211K<0.01%new13F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO615$211K0.05%new13F-HRTimeline
Cassaday & Co Wealth Management LLC613$210K<0.01%-813F-HRTimeline
Main Street Financial Solutions, LLC611$209K0.01%new13F-HRTimeline
Daybright Advisory Services, Inc.699$209K0.05%new13F-HRTimeline