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Disclosery

MTUM ISHARES TR

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SHS (fund)

1,042 managers (1,053 13F filers) reported a position in MTUM shares at 2025-12-31, 72,401,625 shares in all. 86 filers opened a position and 79 filers sold out during the quarter.

Managers
1,042
13F filers
1,053
New
86
Added
485
Reduced
257
Sold out
79
Shares held by filers
72,401,625

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FAS Wealth Partners, Inc.987$247K0.02%-19913F-HRTimeline
Accredited Investors Inc.987$247K0.01%-6613F-HRTimeline
Tennessee Valley Asset Management Partn…984$246K0.03%+14513F-HRTimeline
Poehling Capital Management, INC.979$245K0.05%013F-HRTimeline
Valued Retirements, Inc.969$243K0.24%+513F-HRTimeline
Curi Capital, LLC967$242K<0.01%+2013F-HRTimeline
Cadence Bank965$242K0.01%-7413F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC961$241K<0.01%+4413F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…960$240K0.08%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…959$240K<0.01%-2,49713F-HRTimelineGroup
XY Planning Network, Inc.949$238K0.04%new13F-HRTimeline
Leelyn Smith, LLC948$237K0.03%+10513F-HRTimeline
Resurgent Financial Advisors LLC943$236K0.12%-6813F-HRTimeline
Linscomb Wealth, Inc.942$236K0.01%new13F-HRTimeline
SC&H Financial Advisors, Inc.939$235K0.04%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…937$235K0.07%-4113F-HRTimeline
Summit Wealth Partners, LLC935$234K0.04%+2213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC931$233K0.04%13F-HRTimeline
Intelligence Driven Advisers, LLC927$232K0.03%013F-HRTimeline
Key Financial Inc922$231K0.04%+2013F-HRTimeline
Legacy Edge Advisors, LLC912$228K0.02%-113F-HRTimeline
American Capital Advisory, LLC911$228K0.1%013F-HRTimeline
Spinnaker Investment Group, LLC911$228K0.04%new13F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC907$227K0.21%13F-HRTimeline
FLP Wealth Management, LLC906$227K0.54%new13F-HR/ATimeline
Brookwood Investment Group LLC904$226K0.03%-4813F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.902$226K0.43%new13F-HRTimeline
Freedom Investment Management, Inc.901$226K0.07%+10613F-HRTimeline
RDA Financial Network901$226K0.05%-95913F-HRTimeline
Expressive Wealth LLC901$226K0.24%13F-HRTimeline
1ST SOURCE BANK900$225K0.01%-913F-HRTimeline
Keystone Wealth Services, LLC898$225K0.05%new13F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…891$223K<0.01%new13F-HRTimelineGroup
KW WEALTH MANAGEMENT LLC887$222K0.34%new13F-HRTimeline
Insight Advisors, LLC/ PA879$220K0.03%+113F-HRTimeline
WILLIAM JOHN SEMPOLINSKI879$220K0.11%13F-HRTimeline
Strategies Wealth Advisors, LLC875$219K0.02%+1813F-HRTimeline
TrueWealth Advisors, LLC873$219K0.06%new13F-HRTimeline
Keating Financial Advisory Services, In…873$219K0.03%13F-HRTimeline
Fortis Capital Advisors, LLC862$216K0.03%-10113F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…861$215K0.07%-1513F-HRTimelineGroup
Sonoma Allocations LLC824$213K0.07%+313F-HRTimeline
Wood Tarver Financial Group, LLC851$213K0.06%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC848$212K0.05%+213F-HRTimeline
Intellus Advisors LLC845$212K0.03%-18513F-HRTimeline
Integrity Financial Corp /WA843$211K0.11%+4313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT841$210K<0.01%+3413F-HRTimeline
Aprio Wealth Management, LLC840$210K0.01%-32013F-HRTimeline
First PREMIER Bank834$209K0.05%013F-HRTimeline
Beaumont Financial Advisors, LLC832$208K0.01%-4813F-HRTimeline
Bright Futures Wealth Management, LLC.831$208K0.15%new13F-HRTimeline
Occidental Asset Management, LLC830$208K0.02%+613F-HRTimeline
Connecticut Capital Management Group, L…830$208K0.2%13F-HRTimeline
AA Financial Advisors, LLC829$208K0.04%new13F-HRTimeline
NorthCoast Asset Management LLC823$206K<0.01%-1,59313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC822$206K<0.01%+1213F-HRTimeline
TME FINANCIAL, INC.821$206K0.14%-113F-HRTimeline
Selective Wealth Management, Inc.794$204K0.06%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.809$203K0.38%13F-HRTimeline
AdvisorNet Financial, Inc808$202K0.01%+10013F-HRTimeline
IPG Investment Advisors LLC808$202K0.04%013F-HRTimeline
Valtinson Bruner Financial Planning LLC804$201K0.06%-8513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO799$200K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.795$199K0.01%+77713F-HRTimeline
GeoWealth Management, LLC787$197K0.01%-7,44213F-HRTimeline
Asset Dedication, LLC777$194K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC776$194K0.15%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC759$190K0.01%-12413F-HRTimeline
Salomon & Ludwin, LLC735$188K0.02%-213F-HRTimeline
MANNING & NAPIER ADVISORS LLC732$185K<0.01%-1313F-HRTimeline
TD Capital Management LLC732$183K0.02%+25813F-HRTimeline
Sankala Group LLC715$181K0.14%13F-HRTimeline
SIGNATUREFD, LLC706$177K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.703$176K0.05%013F-HRTimeline
JDM Financial Group LLC645$161K0.06%013F-HRTimeline
IMG Wealth Management, Inc.635$159K0.1%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC608$152K0.01%new13F-HRTimelineGroup
Key Capital Management, INC590$148K0.15%13F-HRTimeline
Kingdom Financial Group LLC.566$142K0.04%new13F-HRTimeline
Harbor Asset Planning, Inc.559$140K0.12%+113F-HRTimeline
CX Institutional557$140K<0.01%+4113F-HRTimeline
CENTRAL TRUST Co538$135K<0.01%+2013F-HRTimeline
New Republic Capital, LLC537$134K0.04%+18713F-HRTimeline
Beaird Harris Wealth Management, LLC525$131K0.01%-5513F-HRTimeline
Inlight Wealth Management, LLC523$131K0.05%013F-HRTimeline
Bogart Wealth, LLC514$129K0.01%-4413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…499$125K0.06%+39813F-HRTimelineGroup
Crewe Advisors LLC493$123K0.01%-2013F-HRTimeline
HAZLETT, BURT & WATSON, INC.461$117K0.04%+17713F-HRTimeline
Strategic Investment Solutions, Inc. /IL465$117K0.03%+113F-HRTimeline
LOWE BROCKENBROUGH & CO INC455$114K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC441$110K<0.01%+17913F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…432$108K0.07%+113F-HRTimeline
TRUST CO OF VERMONT429$107K<0.01%+1813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.422$106K0.03%+513F-HRTimeline
Independence Bank of Kentucky401$100K0.01%new13F-HRTimeline
Winthrop Capital Management, LLC394$99K0.02%+113F-HRTimeline
Signature Resources Capital Management,…390$97.6K0.05%-1113F-HRTimeline
Founders Financial Alliance, LLC385$96.3K0.02%-45013F-HRTimeline
Parkside Financial Bank & Trust355$88.9K0.01%+913F-HRTimeline
Team Financial Group, LLC352$88K0.04%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.349$87.4K0.08%+8413F-HRTimeline
REAP Financial Group, LLC348$87.1K0.02%+11913F-HRTimeline
Westside Investment Management, Inc.346$86.6K0.01%013F-HRTimeline
Aviso Financial Inc.342$85.6K<0.01%-1,35013F-HRTimeline
PITTENGER & ANDERSON INC338$84.6K<0.01%013F-HRTimeline
Prosperity Bancshares Inc338$84.6K0.08%13F-HRTimeline
Wells Financial Advisors INC335$83.9K0.16%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.331$82.9K0.01%013F-HRTimeline
S&T Bank/PA323$80.8K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.295$74K<0.01%+2313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROTHSCHILD INVESTMENT LLC295$73.8K<0.01%new13F-HRTimeline
Abound Wealth Management266$66.6K0.02%+9213F-HRTimeline
CNB Bank263$65.8K0.03%013F-HRTimeline
Measured Wealth Private Client Group, L…254$63.6K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.250$62.6K<0.01%013F-HRTimeline
Realta Investment Advisors243$60.8K0.02%013F-HRTimeline
Hilltop National Bank230$57.6K0.01%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY218$56.4K0.01%-56813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC225$56.3K<0.01%+7013F-HRTimeline
Nemes Rush Group LLC217$54.4K0.01%new13F-HRTimeline
GAMMA Investing LLC216$54.1K<0.01%013F-HRTimeline
Operose Advisors LLC213$53.3K0.01%+2713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC210$52.6K0.03%-513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC200$50.1K0.01%013F-HRTimeline
Kings Path Partners LLC194$48.4K0.02%013F-HRTimeline
DecisionPoint Financial, LLC178$44.6K0.01%+7613F-HRTimeline
Clark Wealth Partners177$44.3K0.03%013F-HRTimeline
Family Capital Trust Co176$44.1K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.173$43.3K<0.01%new13F-HRTimeline
HM PAYSON & CO171$42.8K<0.01%013F-HRTimeline
Luminist Capital LLC170$42.6K0.05%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd170$42.5K<0.01%013F-HRTimelineGroup
BFSG, LLC166$41.6K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC165$41.3K0.02%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC161$40.3K<0.01%013F-HRTimeline
Dunhill Financial, LLC158$39.5K0.01%new13F-HRTimeline
MASECO LLP156$39K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC156$39K0.04%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.250$37.8K<0.01%-613F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC150$37.5K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp145$36.3K0.03%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …130$33K<0.01%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC131$32.8K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC130$32.6K<0.01%-1313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.127$31.8K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC126$31.5K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …124$31K0.02%13F-HRTimeline
Paladin Advisory Group, LLC122$30.5K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC121$30.2K0.02%013F-HRTimeline
DUNCKER STREETT & CO INC120$30K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.119$29.8K0.02%-4313F-HRTimeline
CURIO WEALTH, LLC114$29.2K0.01%+5113F-HRTimeline
WFA of San Diego, LLC116$29K0.02%013F-HRTimeline
TFC Financial Management, Inc.108$27K<0.01%013F-HRTimeline
Millstone Evans Group, LLC108$27K0.02%+2713F-HRTimeline
Financial Network Wealth Advisors LLC105$26.3K0.03%+6713F-HRTimeline
Eagle Bay Advisors LLC103$25.8K0.02%new13F-HRTimeline
DAGCO, INC.100$25K0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division97$24.3K<0.01%013F-HRTimeline
Triumph Capital Management92$23K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC90$22.6K0.01%013F-HRTimeline
Imprint Wealth LLC90$22.5K0.11%-15513F-HRTimeline
EASTERN BANK87$21.8K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC87$21.8K0.01%13F-HR/ATimeline
Register Financial Advisors LLC85$21.3K0.01%013F-HRTimeline
Signature Equity Partners, LLC82$20.5K0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…81$20.5K0.01%-113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC81$20.3K<0.01%-1813F-HRTimeline
BOKF, NAin group BOKF, NA77$19.3K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners74$18.5K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC71$17.8K<0.01%-613F-HRTimeline
Rossby Financial, LCC69$17.4K0.01%+1513F-HRTimeline
Caldwell Trust Co68$17K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC67$16.8K0.01%013F-HRTimeline
Hurley Capital, LLC65$16.3K0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC60$15K0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.59$15K0.01%13F-HRTimeline
2UniFi Bank58$14.5K0.01%new13F-HRTimeline
Family Manage LLC57$14.3K<0.01%013F-HRTimeline
Avion Wealth58$14K<0.01%-56413F-HRTimeline
United Financial Planning Group LLC50$12.5K0.01%-6113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …49$12.3K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…45$11.3K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC45$11.3K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC42$10.5K<0.01%new13F-HRTimeline
Walsh & Associates, LLC42$10.5K0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC38$9.51K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB36$9.01K<0.01%+1813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC36$9.01K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.35$8.79K<0.01%new13F-HRTimeline
Archer Investment Corp33$8.26K<0.01%013F-HRTimeline
Networth Advisors, LLC31$7.88K0.01%13F-HRTimeline
Cordgrass Capital Advisors, LLC31$7.76K<0.01%013F-HRTimeline
Security National Bank28$7.01K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC28$7.01K<0.01%-9413F-HRTimeline
Costello Asset Management, INC28$6.93K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC27$6.79K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC27$6.76K<0.01%new13F-HRTimeline
Investors Research Corp26$6.51K<0.01%013F-HRTimeline