Skip to content
Disclosery

MTUM ISHARES TR

Follow

SHS (fund)

864 managers (873 13F filers) reported a position in MTUM shares at 2024-12-31, 64,893,227 shares in all. 150 filers opened a position and 34 filers sold out during the quarter.

Managers
864
13F filers
873
New
150
Added
318
Reduced
196
Sold out
34
Shares held by filers
64,893,227

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Arlington Trust Co LLCin group Arlington Trust Co LLC131$27.1K0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC127$26.4K0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC126$26.1K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC123$25.5K<0.01%-4413F-HRTimeline
Paladin Advisory Group, LLC122$25.2K0.02%013F-HRTimeline
Fortitude Family Office, LLC122$25.2K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC120$24.8K<0.01%new13F-HRTimeline
NorthRock Partners, LLC118$24.4K<0.01%-4113F-HR/ATimeline
WINTRUST INVESTMENTS LLC115$23K0.02%new13F-HRTimeline
Legacy Investment Solutions, LLC101$22.7K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…101$22.7K0.01%013F-HRTimelineGroup
FSC Wealth Advisors, LLC107$22.2K0.01%013F-HRTimeline
AllSquare Wealth Management LLC104$21.5K0.01%013F-HRTimeline
DecisionPoint Financial, LLC102$21.1K0.01%013F-HRTimeline
Park Square Financial Group, LLC100$20.7K0.01%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC97$20.1K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC94$19.4K0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC89$18.5K0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…88$18.1K0.01%+113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC87$18K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC86$17.8K<0.01%+7713F-HRTimeline
Register Financial Advisors LLC85$17.6K0.01%013F-HRTimeline
Crewe Advisors LLC83$17.2K<0.01%013F-HRTimeline
EPG Wealth Management LLC77$15.9K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC70$14.5K0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners66$13.7K<0.01%013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL86$13.5K<0.01%+3413F-HRTimeline
Cornerstone Planning Group LLC62$13.3K<0.01%new13F-HRTimeline
PFG Private Wealth Management, LLC62$12.8K0.01%-2013F-HRTimeline
Rosenberg Matthew Hamilton60$12.4K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC60$12.4K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC59$12.1K<0.01%+113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV52$10.8K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.50$10K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC45$9.31K<0.01%new13F-HRTimeline
Sage Mountain Advisors LLC38$7.86K<0.01%-213F-HRTimeline
Park Place Capital Corp36$7.45K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC33$6.86K<0.01%013F-HRTimeline
Archer Investment Corp30$6.21K<0.01%+513F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK28$5.79K<0.01%-5413F-HR/ATimelineGroup
Lowe Wealth Advisors, LLC28$5.79K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…26$5.38K<0.01%013F-HR/ATimeline
AMERIFLEX GROUP, INC.23$4.95K<0.01%13F-HRTimeline
Beacon Capital Management, LLC22$4.57K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC21$4.34K<0.01%013F-HRTimeline
HBC Financial Services, PLLC20$4K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC19$3.93K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.18$3.73K<0.01%13F-HRTimeline
GoalVest Advisory LLC16$3.31K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.16$3.29K<0.01%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…14$2.9K<0.01%013F-HRTimeline
Bullock Wealth Management Group13$2.69K<0.01%013F-HRTimeline
Caldwell Trust Co10$2.07K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC7$1.45K<0.01%new13F-HRTimeline
Financial Perspectives, Inc6$1.24K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5$1.03K<0.01%013F-HRTimeline
Horizon Investments, LLC5$1.03K<0.01%-113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4$828<0.01%013F-HRTimelineGroup
Front Row Advisors LLC4$828<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.4$828<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4$811<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.2$4430.04%-2,18313F-HRTimeline
Creekmur Asset Management LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Legacy Financial Group LLC18,478$3.82Bnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.