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Disclosery

MTUM ISHARES TR

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SHS (fund)

978 managers (987 13F filers) reported a position in MTUM shares at 2025-09-30, 65,560,029 shares in all. 96 filers opened a position and 62 filers sold out during the quarter.

Managers
978
13F filers
987
New
96
Added
408
Reduced
317
Sold out
62
Shares held by filers
65,560,029

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Harvest Investment Services, LLC823$211K0.04%-31713F-HRTimeline
TME FINANCIAL, INC.822$211K0.16%new13F-HRTimeline
Certus Wealth Management, LLC816$209K0.13%new13F-HRTimeline
NewEdge Wealth, LLC831$208K<0.01%new13F-HRTimeline
Sonoma Allocations LLC821$208K0.08%13F-HRTimeline
Camarda Financial Advisors, LLC810$208K0.08%-48513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC810$208K<0.01%-1213F-HRTimeline
IPG Investment Advisors LLC808$207K0.04%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT807$207K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA800$205K0.1%+10113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO799$205K<0.01%013F-HRTimelineGroup
Freedom Investment Management, Inc.795$204K0.05%-2,99613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…857$203K0.02%013F-HRTimeline
Selective Wealth Management, Inc.794$202K0.07%new13F-HRTimeline
SMITH, MOORE & CO.787$202K0.02%new13F-HRTimeline
Kapstone Financial Advisors LLC785$201K0.09%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY786$201K0.04%+613F-HRTimeline
Financial Partners Group, Inc784$201K0.03%new13F-HRTimeline
Pine Harbor Wealth Management, LLC781$200K0.06%new13F-HRTimeline
Asset Dedication, LLC777$199K0.01%+6513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/763$196K<0.01%+313F-HRTimelineGroup
Cape Investment Advisory, Inc.759$195K0.19%+10813F-HRTimeline
MANNING & NAPIER ADVISORS LLC745$191K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC737$187K0.02%013F-HRTimeline
AdvisorNet Financial, Inc708$182K0.01%+1613F-HRTimeline
SIGNATUREFD, LLC706$181K<0.01%-48713F-HRTimeline
Pinnacle Bancorp, Inc.703$180K0.05%013F-HRTimeline
JDM Financial Group LLC645$165K0.07%013F-HRTimeline
IMG Wealth Management, Inc.635$163K0.11%-55813F-HRTimeline
Avion Wealth622$159K0.03%+8413F-HRTimeline
Beaird Harris Wealth Management, LLC580$149K0.01%+613F-HRTimeline
Bogart Wealth, LLC558$143K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.558$143K0.13%+113F-HRTimeline
Inlight Wealth Management, LLC523$134K0.06%013F-HRTimeline
CENTRAL TRUST Co518$133K<0.01%013F-HRTimeline
CX Institutional516$132K<0.01%+30213F-HRTimeline
Crewe Advisors LLC513$132K0.01%+813F-HRTimeline
TD Capital Management LLC474$122K0.01%+8313F-HRTimeline
Strategic Investment Solutions, Inc. /IL464$119K0.03%-77813F-HRTimeline
LOWE BROCKENBROUGH & CO INC455$117K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…431$111K0.08%+113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.417$107K0.07%-28613F-HRTimeline
TRUST CO OF VERMONT411$105K<0.01%013F-HRTimeline
Signature Resources Capital Management,…401$103K0.06%013F-HRTimeline
Winthrop Capital Management, LLC393$101K0.02%+10013F-HRTimeline
Team Financial Group, LLC351$89.9K0.04%-2313F-HRTimeline
New Republic Capital, LLC350$89.7K0.03%013F-HRTimeline
Parkside Financial Bank & Trust346$88.7K0.01%013F-HRTimeline
Westside Investment Management, Inc.346$88.7K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC338$86.7K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.331$84.9K0.01%new13F-HRTimeline
S&T Bank/PA323$82.8K0.02%013F-HRTimeline
First Pacific Financial319$81.7K0.01%-8013F-HRTimeline
RMG Wealth Management LLC305$76.3K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC289$74.1K<0.01%+3913F-HRTimeline
HAZLETT, BURT & WATSON, INC.284$74K0.03%+23413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.272$70K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cloud Capital Management, LLC268$68K0.04%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.265$68K0.06%-11913F-HRTimeline
CNB Bank263$67.4K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC262$67.2K<0.01%+13213F-HRTimelineGroup
TD Waterhouse Canada Inc.250$64K<0.01%new13F-HRTimeline
Imprint Wealth LLC245$62.8K0.2%13F-HRTimeline
Realta Investment Advisors243$62.3K0.02%-9013F-HRTimeline
Hilltop National Bank230$59K0.01%013F-HRTimeline
REAP Financial Group, LLC229$58.7K0.01%+313F-HRTimeline
MassMutual Private Wealth & Trust, FSB224$57.4K<0.01%+17913F-HRTimeline
North Ridge Wealth Advisors, Inc.222$56.9K0.03%new13F-HRTimeline
GAMMA Investing LLC216$55.4K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC215$55.1K0.03%-19513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC200$51.3K0.01%new13F-HRTimeline
Kings Path Partners LLC194$49.6K0.02%013F-HRTimeline
Operose Advisors LLC186$47.7K0.01%+5913F-HRTimeline
Family Capital Trust Co176$45.1K0.02%-313F-HRTimeline
Abound Wealth Management174$44.7K0.01%+3713F-HRTimeline
Clark Wealth Partners177$44.3K0.03%+6913F-HRTimeline
HM PAYSON & CO171$43.9K<0.01%013F-HRTimeline
Luminist Capital LLC170$43.5K0.04%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd170$43.3K<0.01%-32613F-HRTimelineGroup
BFSG, LLC166$42.6K<0.01%-11013F-HRTimeline
Tanglewood Legacy Advisors, LLC165$42.3K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.162$41.6K0.02%+13913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC161$41.3K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.256$39.8K<0.01%+10113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC155$39.8K<0.01%-813F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC150$38.5K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp145$37.2K0.03%013F-HRTimeline
Plante Moran Financial Advisors, LLC143$36.8K<0.01%+1713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC131$33.6K0.01%013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …130$33K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.127$32.6K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC126$32.2K<0.01%+10213F-HRTimeline
Paladin Advisory Group, LLC122$31.3K0.02%013F-HRTimeline
Fortitude Family Office, LLC122$31.3K0.01%-13313F-HRTimeline
Atlantic Private Wealth, LLC121$31K0.02%013F-HRTimeline
DUNCKER STREETT & CO INC120$30.8K0.01%013F-HRTimeline
WFA of San Diego, LLC116$29.7K0.02%-7613F-HRTimeline
United Financial Planning Group LLC111$28.5K0.02%13F-HRTimeline
TFC Financial Management, Inc.108$27.7K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…108$27.7K0.05%-1,78713F-HRTimeline
Rice Partnership, LLC105$26.9K<0.01%+2413F-HRTimeline
DecisionPoint Financial, LLC102$26.1K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…101$25.9K0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC100$25.6K0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC100$25.6K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC99$25.4K<0.01%+1813F-HRTimeline
Central Pacific Bank - Trust Division97$24.9K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC90$23.1K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC87$22.3K0.03%013F-HRTimeline
Register Financial Advisors LLC85$21.8K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP82$21K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…82$20.9K0.01%-613F-HRTimeline
Millstone Evans Group, LLC81$20.8K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA77$19.7K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC77$19.7K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners74$19K<0.01%013F-HRTimelineGroup
Tripletail Wealth Management, LLC72$18.4K0.02%new13F-HRTimeline
Caldwell Trust Co68$17.4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC67$17.2K0.01%013F-HRTimeline
CURIO WEALTH, LLC63$16.1K0.01%new13F-HRTimeline
JPL Wealth Management, LLC62$15.9K<0.01%new13F-HRTimeline
Financial Life Planners62$15.9K0.01%new13F-HRTimeline
Park Place Capital Corp60$15.4K<0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC60$15.4K0.01%013F-HRTimeline
Family Manage LLC57$14.6K<0.01%013F-HRTimeline
MCF Advisors LLC57$14.6K<0.01%new13F-HRTimeline
Rossby Financial, LCC54$13.9K<0.01%+2013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …49$12.6K<0.01%13F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.47$12.1K<0.01%new13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…45$11.6K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC45$11.5K<0.01%013F-HRTimeline
North Capital, Inc.40$10.3K0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton39$10K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC38$9.75K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC38$9.74K0.01%013F-HRTimeline
Kozak & Associates, Inc.36$8.76K<0.01%new13F-HRTimeline
Archer Investment Corp33$8.46K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC31$7.95K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC28$7.18K<0.01%013F-HRTimeline
Costello Asset Management, INC28$7.09K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC27$6.94K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…26$6.67K<0.01%013F-HRTimeline
Investors Research Corp26$6.67K<0.01%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …24$5.91K<0.01%013F-HRTimelineGroup
MOTCO23$5.9K<0.01%013F-HRTimeline
HighMark Wealth Management LLC23$5.8K<0.01%+313F-HRTimeline
Goodman Advisory Group, LLC22$5.64K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC21$5.38K<0.01%-54913F-HRTimeline
Jackson Hole Capital Partners, LLC21$5.38K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC19$5K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC18$4.62K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB18$4.62K<0.01%-1,10013F-HR/ATimeline
Sunbelt Securities, Inc.18$4.62K<0.01%-14613F-HRTimeline
Northwest Capital Management Inc17$4.36K<0.01%-713F-HRTimeline
N.E.W. Advisory Services LLC16$4.1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.16$4.1K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.14$3.6K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14$3.59K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC13$3.33K<0.01%013F-HRTimeline
WHITTIER TRUST CO13$3.31K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC10$2.56K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC7$1.79K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.7$1.71K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA6$1.54K<0.01%013F-HRTimeline
Financial Perspectives, Inc6$1.54K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5$1.28K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO4$1.03K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.4$1.03K<0.01%new13F-HRTimeline
Front Row Advisors LLC4$1.03K<0.01%013F-HRTimeline
Fairway Wealth LLC4$1.03K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC3$769<0.01%013F-HRTimeline
Robinswood Financial LLC3$769<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2$515<0.01%new13F-HR/ATimeline
Nalls Sherbakoff Group, LLC1$271<0.01%013F-HRTimeline
Palisade Asset Management, LLC1$257<0.01%new13F-HRTimeline
Premier Financial Group1$255<0.01%013F-HRTimeline
Creekmur Asset Management LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Belvedere Trading LLC0$00%-4,21013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.