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Disclosery

MTUM ISHARES TR

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SHS (fund)

879 managers (887 13F filers) reported a position in MTUM shares at 2025-03-31, 64,848,688 shares in all. 78 filers opened a position and 52 filers sold out during the quarter.

Managers
879
13F filers
887
New
78
Added
357
Reduced
298
Sold out
52
Shares held by filers
64,848,688

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
NBT BANK, N.A.in group NBT BANK, N.A.155$31.3K<0.01%013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC150$30.3K0.02%-2013F-HRTimeline
Compass Wealth Management LLC149$30.1K0.01%new13F-HRTimeline
GAMMA Investing LLC149$30.1K<0.01%-2213F-HR/ATimeline
Cornerstone Planning Group LLC149$29.8K0.01%+8713F-HRTimeline
Plante Moran Financial Advisors, LLC142$28.8K<0.01%+1613F-HRTimeline
Northwest Capital Management Inc137$27.7K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC131$26.5K0.01%013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …130$26K<0.01%-17213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.127$25.7K<0.01%new13F-HRTimelineGroup
Operose Advisors LLC127$25.7K0.01%-6113F-HRTimeline
Paladin Advisory Group, LLC122$24.7K0.02%013F-HRTimeline
Fortitude Family Office, LLC122$24.7K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC120$24.3K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC107$21.7K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC106$21.5K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC102$20.6K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…101$20.4K0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC100$20.2K0.01%-413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC100$20.2K<0.01%-2313F-HRTimeline
Park Square Financial Group, LLC100$20.2K0.02%013F-HRTimeline
Millstone Evans Group, LLC94$19K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB90$18.2K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC90$18.1K0.01%+113F-HRTimeline
Vermillion & White Wealth Management Gr…88$17.8K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC87$17.6K0.02%013F-HRTimeline
Register Financial Advisors LLC85$17.2K0.01%013F-HRTimeline
Crewe Advisors LLC83$16.8K<0.01%013F-HRTimeline
Richardson Capital Management LLC77$15.6K0.01%new13F-HRTimeline
EPG Wealth Management LLC77$15.6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC77$15.6K0.01%-913F-HRTimeline
Strategic Investment Solutions, Inc. /IL76$15.5K<0.01%-1013F-HRTimeline
PFG Private Wealth Management, LLC69$13.9K0.01%+713F-HRTimeline
Caldwell Trust Co68$13.7K<0.01%+5813F-HRTimeline
Medallion Wealth Advisors, LLC67$13.6K0.01%-6013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners66$13.3K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton60$12.1K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC60$12.1K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV52$10.6K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.50$10K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…45$9.12K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC45$9.1K<0.01%013F-HRTimeline
North Capital, Inc.39$7.92K0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC38$7.68K<0.01%-2113F-HRTimeline
Sage Mountain Advisors LLC38$7.68K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC38$7.68K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC32$6.47K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC28$5.66K<0.01%013F-HRTimeline
Costello Asset Management, INC28$5.56K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…26$5.25K<0.01%013F-HRTimeline
Archer Investment Corp25$5.05K<0.01%-513F-HRTimeline
AMERIFLEX GROUP, INC.23$4.57K<0.01%013F-HRTimeline
Beacon Capital Management, LLC22$4.47K<0.01%013F-HRTimeline
Rossby Financial, LCC21$4.34K<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC21$4.25K<0.01%013F-HRTimeline
Pineridge Advisors LLC21$4.25K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC19$3.84K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC18$3.64K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.16$3.22K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.13$2.88K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14$2.83K<0.01%new13F-HRTimelineGroup
Nalls Sherbakoff Group, LLC14$2.8K<0.01%13F-HRTimeline
Bullock Wealth Management Group13$2.65K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC13$2.63K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC11$2.22K<0.01%new13F-HRTimeline
Lord & Richards Wealth Management, LLC11$2.22K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC9$1.83K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC7$1.42K<0.01%013F-HRTimeline
Financial Perspectives, Inc6$1.21K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5$1.01K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4$809<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$809<0.01%-65,27213F-HRTimelineGroup
Sunbelt Securities, Inc.4$809<0.01%-16013F-HRTimeline
Front Row Advisors LLC4$809<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.4$809<0.01%013F-HRTimeline
Sandy Spring Bank3$607<0.01%new13F-HRTimeline
Robinswood Financial LLC3$606<0.01%new13F-HRTimeline
Creekmur Asset Management LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-23,13413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.