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Disclosery

MTUM ISHARES TR

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SHS (fund)

954 managers (963 13F filers) reported a position in MTUM shares at 2025-06-30, 70,241,457 shares in all. 117 filers opened a position and 50 filers sold out during the quarter.

Managers
954
13F filers
963
New
117
Added
355
Reduced
333
Sold out
50
Shares held by filers
70,241,457

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Pinnacle Bancorp, Inc.703$169K0.05%013F-HRTimeline
Integrity Financial Corp /WA699$168K0.09%013F-HRTimeline
Glen Eagle Advisors, LLC697$167K0.03%+27113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.703$166K0.11%+28913F-HRTimeline
AdvisorNet Financial, Inc692$166K0.01%+13413F-HRTimeline
Cape Investment Advisory, Inc.651$156K0.06%+4813F-HRTimeline
JDM Financial Group LLC645$155K0.07%013F-HRTimeline
AlphaCore Capital LLC592$142K0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP700$142K0.06%13F-HRTimeline
Strategic Wealth Partners, Ltd.577$139K0.01%13F-HRTimeline
Beaird Harris Wealth Management, LLC574$138K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC570$137K0.02%+55113F-HRTimeline
Bogart Wealth, LLC558$134K0.01%+1713F-HRTimeline
Harbor Asset Planning, Inc.557$134K0.13%13F-HRTimeline
Avion Wealth538$129K0.03%new13F-HR/ATimeline
Inlight Wealth Management, LLC523$126K0.07%013F-HRTimeline
CENTRAL TRUST Co518$124K<0.01%-5413F-HRTimeline
Crewe Advisors LLC505$121K0.02%+42213F-HRTimeline
American Capital Advisory, LLC492$118K0.06%-26613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd496$118K0.01%+22313F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC455$109K0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…430$103K0.08%+113F-HRTimeline
TRUST CO OF VERMONT411$98.8K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC410$98.5K0.06%+10013F-HRTimeline
Signature Resources Capital Management,…401$96.4K0.06%-7313F-HRTimeline
First Pacific Financial399$95.9K0.01%013F-HRTimeline
TD Capital Management LLC391$94K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.384$92.3K0.09%-1413F-HRTimeline
Team Financial Group, LLC374$89.8K0.04%new13F-HRTimeline
Founders Financial Alliance, LLC364$87.4K0.02%-37913F-HRTimeline
New Republic Capital, LLC350$84K0.03%-21613F-HRTimeline
Parkside Financial Bank & Trust346$83.2K0.01%-10013F-HRTimeline
Westside Investment Management, Inc.346$83.2K0.02%-2513F-HRTimeline
PITTENGER & ANDERSON INC338$81.2K<0.01%013F-HRTimeline
Realta Investment Advisors333$80K0.03%-3513F-HRTimeline
S&T Bank/PA323$77.6K0.02%013F-HRTimeline
Winthrop Capital Management, LLC293$70K0.02%+11613F-HRTimeline
BFSG, LLC276$66.3K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.272$65K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CNB Bank263$63.2K0.03%013F-HRTimeline
LGT Financial Advisors LLC260$62.7K0.16%-913F-HRTimeline
Fortitude Family Office, LLC255$61.3K0.02%+13313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC250$60.1K<0.01%013F-HR/ATimeline
Hilltop National Bank230$55.3K0.01%13F-HRTimeline
REAP Financial Group, LLC226$54.3K0.01%+2313F-HRTimeline
Brooklyn Investment Group225$54.1K0.01%new13F-HR/ATimeline
GAMMA Investing LLC216$51.9K<0.01%+6713F-HRTimeline
CX Institutional214$51K<0.01%013F-HR/ATimeline
Kings Path Partners LLC194$46.5K0.02%-3513F-HRTimeline
WFA of San Diego, LLC192$46.1K0.03%13F-HRTimeline
Park Square Financial Group, LLC184$44.2K0.03%+8413F-HRTimeline
Family Capital Trust Co179$43K0.01%013F-HRTimeline
GFG Capital, LLC175$42.1K0.01%new13F-HRTimeline
HM PAYSON & CO171$41.1K<0.01%013F-HRTimeline
Luminist Capital LLC170$40.3K0.04%013F-HRTimeline
Tanglewood Legacy Advisors, LLC165$39.7K0.02%-12013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC163$39.2K<0.01%+11813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC161$38.7K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.155$37.2K<0.01%013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC150$36K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp145$35K0.03%-9313F-HRTimeline
Sunbelt Securities, Inc.164$34K<0.01%+16013F-HRTimeline
Abound Wealth Management137$33K0.01%-10213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC131$31.5K0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC130$31.2K<0.01%+12613F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …130$31K<0.01%013F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.127$30.5K<0.01%013F-HRTimelineGroup
Operose Advisors LLC127$30.5K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC126$30.4K<0.01%-1613F-HRTimeline
Paladin Advisory Group, LLC122$29.3K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC121$29K0.02%new13F-HRTimeline
DUNCKER STREETT & CO INC120$28.8K0.01%013F-HRTimeline
Clark Wealth Partners108$26K0.02%-13813F-HRTimeline
Legacy Investment Solutions, LLC101$24.3K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…101$24.3K0.01%013F-HRTimelineGroup
DecisionPoint Financial, LLC102$24.2K0.01%013F-HRTimeline
AllSquare Wealth Management LLC100$24K0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC100$24K0.02%13F-HRTimeline
Central Pacific Bank - Trust Division97$23.3K<0.01%-1,55813F-HRTimeline
Fourth Dimension Wealth, LLC90$21.6K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…88$21.1K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC87$20.9K0.03%013F-HRTimeline
SOA Wealth Advisors, LLC.86$20.7K<0.01%new13F-HRTimeline
Register Financial Advisors LLC85$20.4K0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC83$19.9K<0.01%new13F-HRTimeline
Rice Partnership, LLC81$19.5K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC81$19.5K<0.01%-1913F-HRTimeline
Millstone Evans Group, LLC81$19.5K0.01%-1313F-HRTimeline
BOKF, NAin group BOKF, NA77$18.5K<0.01%new13F-HRTimelineGroup
EPG Wealth Management LLC77$18.5K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners74$17.8K<0.01%+813F-HRTimelineGroup
Creative Capital Management Investments…71$17.1K0.01%new13F-HRTimeline
Caldwell Trust Co68$16.3K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC67$15.9K0.01%013F-HRTimeline
Cornerstone Planning Group LLC62$14.9K<0.01%-8713F-HRTimeline
ELEVATE WEALTH ADVISORY, INC60$14.4K0.01%013F-HRTimeline
Beacon Capital Management, LLC60$14.4K<0.01%+3813F-HRTimeline
Family Manage LLC57$13.7K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC85$13.3K0.15%-1,10813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV52$12.6K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.50$12K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …49$11.8K<0.01%13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…45$10.9K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB45$10.8K<0.01%-4513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC45$10.8K<0.01%new13F-HRTimeline
North Capital, Inc.39$9.42K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton39$9.37K<0.01%-2113F-HRTimeline
JFS WEALTH ADVISORS, LLC38$9.13K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC38$9.13K0.01%013F-HRTimeline
Rossby Financial, LCC34$8.17K<0.01%+1313F-HRTimeline
Archer Investment Corp33$7.93K<0.01%+813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC33$7.93K<0.01%-14313F-HRTimeline
Sage Mountain Advisors LLC31$7.45K<0.01%-713F-HRTimeline
Cordgrass Capital Advisors, LLC31$7.45K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC28$6.73K<0.01%013F-HRTimeline
Costello Asset Management, INC28$6.62K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…26$6.25K<0.01%013F-HRTimeline
HOWE & RUSLING INC24$5.88K<0.01%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …24$5.77K<0.01%new13F-HRTimelineGroup
Northwest Capital Management Inc24$5.77K<0.01%-11313F-HRTimeline
MOTCO23$5.55K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.23$5.37K<0.01%013F-HRTimeline
Pineridge Advisors LLC21$5.06K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC21$5.05K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC19$5K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC20$4.82K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC18$4.33K<0.01%013F-HRTimelineGroup
Providence Capital Advisors, LLC17$4.08K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC16$3.85K<0.01%-1613F-HRTimeline
DHJJ Financial Advisors, Ltd.16$3.83K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC15$3.6K<0.01%-1,33513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14$3.37K<0.01%013F-HRTimelineGroup
Semmax Financial Advisors Inc.13$3.26K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC13$3.12K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC11$2.64K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC7$1.68K<0.01%013F-HRTimeline
EASTERN BANK7$1.68K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.7$1.6K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA6$1.44K<0.01%new13F-HRTimeline
Financial Perspectives, Inc6$1.44K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5$1.2K<0.01%013F-HRTimeline
Front Row Advisors LLC4$961<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.4$961<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3$721<0.01%new13F-HRTimelineGroup
Horizon Investments, LLC3$721<0.01%new13F-HRTimeline
Robinswood Financial LLC3$720<0.01%013F-HRTimeline
Dogwood Wealth Management LLC3$709<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.2$481<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC1$254<0.01%-1313F-HRTimeline
Premier Financial Group1$248<0.01%13F-HRTimeline
Dunhill Financial, LLC0$31<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Creekmur Asset Management LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.