MTUM ISHARES TR

SHS (fund)

1,051 managers (1,063 13F filers) reported a position in MTUM shares at 2026-03-31, 73,364,097 shares in all. 92 filers opened a position and 77 filers sold out during the quarter.

Managers: 1,051
13F filers: 1,063
New: 92
Added: 427
Reduced: 348
Sold out: 77
Shares held by filers: 73,364,097

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Darwin Wealth Management, LLC	1,027	$247K	0.08%	+4	13F-HR Timeline
Stonebridge Wealth Management, LLC	1,026	$246K	0.24%	-3	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	1,024	$246K	0.03%	0	13F-HR Timeline
Private Wealth Asset Management, LLC	1,018	$244K	0.03%	-194	13F-HR Timeline
VANGUARD GROUP INCgroup of 2 filers holding	1,016	$244K		new	Timeline VANGUARD ADVISERS INC: 828 (<0.01%) 13F-HR Vanguard National Trust Co: 188 (<0.01%) 13F-HR
Root Financial Partners, LLC	1,006	$242K	0.01%	-22	13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	1,005	$241K	0.01%	-217	13F-HR Timeline Group
Fortitude Advisory Group L.L.C.	1,001	$240K	0.11%	new	13F-HR Timeline
Strategic Wealth Partners, Ltd.	999	$240K	0.02%	-21	13F-HR Timeline
American Money Management, LLC	998	$240K	0.04%	new	13F-HR Timeline
Tennessee Valley Asset Management Partn…	995	$239K	0.03%	+11	13F-HR Timeline
Orion Capital Management LLC	993	$238K	0.08%	-110	13F-HR Timeline
Forefront Wealth Partners, LLC	993	$238K	0.1%	new	13F-HR Timeline
Expressive Wealth LLC	795	$238K	0.23%	-106	13F-HR Timeline
Accredited Investors Inc.	987	$237K	0.01%	0	13F-HR Timeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK	987	$237K	<0.01%	new	13F-HR Timeline Group
Meridian Wealth Management, LLC	983	$236K	0.01%	-300	13F-HR Timeline
Poehling Capital Management, INC.	979	$235K	0.05%	0	13F-HR Timeline
Saxony Capital Management, LLC	978	$235K	0.14%	-2,774	13F-HR Timeline
Harvest Investment Services, LLC	975	$234K	0.04%	-94	13F-HR Timeline
AA Financial Advisors, LLC	974	$234K	0.03%	+145	13F-HR Timeline
PEOPLES BANK /OH	961	$231K	0.14%	new	13F-HR Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…	960	$230K	0.07%	0	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	810	$230K	<0.01%	-12	13F-HR Timeline
Clark Capital Management Group, Inc.	954	$229K	<0.01%	-40	13F-HR Timeline
Opulen Financial Group LLC	949	$228K	0.16%	-254	13F-HR Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/	946	$227K	<0.01%	-186	13F-HR Timeline Group
1ST SOURCE BANK	944	$227K	0.01%	+44	13F-HR Timeline
Resurgent Financial Advisors LLC	943	$226K	0.08%	0	13F-HR Timeline
Linscomb Wealth, Inc.	942	$226K	0.01%	0	13F-HR Timeline
SC&H Financial Advisors, Inc.	940	$226K	0.03%	+1	13F-HR Timeline
Bright Futures Wealth Management, LLC.	935	$224K	0.15%	+104	13F-HR Timeline
Triad Wealth Partners, LLC	933	$224K	0.02%	new	13F-HR Timeline
Summit Wealth Partners, LLC	933	$224K	0.04%	-2	13F-HR Timeline
Intelligence Driven Advisers, LLC	927	$222K	0.04%	0	13F-HR Timeline
POM Investment Strategies, LLC	922	$221K	0.27%	-57,178	13F-HR Timeline
Selective Wealth Management, Inc.	794	$221K	0.07%	0	13F-HR Timeline
Tufton Capital Management	903	$216K	0.04%	new	13F-HR Timeline
Key Financial Inc	892	$214K	0.04%	-30	13F-HR Timeline
LAUREL OAK WEALTH MANAGEMENT, LLC	892	$214K	0.04%	-39	13F-HR Timeline
Accel Wealth Management	885	$212K	0.06%	new	13F-HR Timeline
Lakeridge Wealth Management LLC	881	$212K	0.09%	-111	13F-HR Timeline
WILLIAM JOHN SEMPOLINSKI	879	$211K	0.11%	0	13F-HR Timeline
Strategies Wealth Advisors, LLC	875	$210K	0.02%	0	13F-HR Timeline
TrueWealth Advisors, LLC	869	$209K	0.05%	-4	13F-HR Timeline
Composition Wealth, LLC	867	$208K	<0.01%	-509	13F-HR Timeline
Beaumont Financial Advisors, LLC	865	$207K	0.01%	+33	13F-HR Timeline
Sonoma Allocations LLC	824	$205K	0.07%	0	13F-HR Timeline
WESPAC Advisors SoCal, LLC	851	$204K	0.04%	new	13F-HR Timeline
Wood Tarver Financial Group, LLC	851	$204K	0.06%	0	13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	849	$204K	0.06%	+1	13F-HR Timeline
GeoWealth Management, LLC	847	$203K	0.01%	+60	13F-HR Timeline
Marin Bay Wealth Advisors, LLC	846	$203K	0.12%	new	13F-HR Timeline
Intellus Advisors LLC	845	$203K	0.03%	0	13F-HR Timeline
Leelyn Smith, LLC	843	$202K	0.03%	-105	13F-HR Timeline
Integrity Financial Corp /WA	843	$202K	0.1%	0	13F-HR Timeline
Keystone Wealth Services, LLC	836	$201K	0.04%	-62	13F-HR Timeline
Freedom Investment Management, Inc.	835	$200K	0.06%	-66	13F-HR Timeline
First PREMIER Bank	834	$200K	0.05%	0	13F-HR Timeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.	803	$193K	0.01%	new	13F-HR Timeline Group
FAS Wealth Partners, Inc.	802	$192K	0.01%	-185	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	799	$192K	<0.01%	0	13F-HR Timeline Group
AdvisorNet Financial, Inc	794	$190K	0.01%	-14	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	780	$187K	0.15%	+4	13F-HR Timeline
TD Capital Management LLC	777	$186K	0.02%	+45	13F-HR Timeline
Asset Dedication, LLC	777	$186K	0.01%	0	13F-HR Timeline
KM Capital Management Ltd.	607	$185K	0.12%	new	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	771	$185K	0.03%	+750	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	759	$182K	0.01%	0	13F-HR/A Timeline
Salomon & Ludwin, LLC	735	$181K	0.02%	0	13F-HR Timeline
Founders Financial Alliance, LLC	753	$181K	0.03%	+368	13F-HR Timeline
American Capital Advisory, LLC	733	$176K	0.07%	-178	13F-HR Timeline
MANNING & NAPIER ADVISORS LLC	732	$176K	<0.01%	0	13F-HR Timeline
SIGNATUREFD, LLC	713	$171K	<0.01%	+7	13F-HR Timeline
Pinnacle Bancorp, Inc.	703	$169K	0.05%	0	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	675	$165K	0.01%	-328	13F-HR Timeline
Bogart Wealth, LLC	646	$155K	0.01%	+132	13F-HR Timeline
JDM Financial Group LLC	645	$155K	0.06%	0	13F-HR Timeline
IMG Wealth Management, Inc.	635	$152K	0.1%	0	13F-HR Timeline
Cassaday & Co Wealth Management LLC	621	$149K	<0.01%	new	13F-HR Timeline
Sankala Group LLC	624	$149K	0.12%	-91	13F-HR Timeline
Capital Advisor Network LLC	605	$145K	0.2%		13F-HR/A Timeline
Rossby Financial, LCC	562	$138K	0.03%	+493	13F-HR Timeline
Harbor Asset Planning, Inc.	560	$134K	0.11%	+1	13F-HR Timeline
CX Institutional	558	$134K	<0.01%	+1	13F-HR Timeline
New Republic Capital, LLC	533	$128K	0.04%	-4	13F-HR Timeline
Beaird Harris Wealth Management, LLC	525	$126K	0.01%	0	13F-HR Timeline
CENTRAL TRUST Co	518	$124K	<0.01%	-20	13F-HR Timeline
Crewe Advisors LLC	493	$118K	0.01%	0	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	492	$118K	0.06%	-7	13F-HR Timeline Group
Keating Financial Advisory Services, In…	482	$116K	0.02%	-391	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	465	$112K	0.03%	0	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	461	$110K	0.03%	0	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	455	$109K	0.01%	0	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	447	$107K	<0.01%	+6	13F-HR Timeline Group
Comprehensive Financial Planning, Inc./…	432	$104K	0.07%	0	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	405	$97.2K	0.01%	-203	13F-HR Timeline Group
Opal Wealth Advisors, LLC	400	$96K	0.02%	new	13F-HR Timeline
Winthrop Capital Management, LLC	394	$95K	0.02%	0	13F-HR Timeline
Signature Resources Capital Management,…	390	$93.6K	0.04%	0	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	389	$93.4K	<0.01%	new	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	378	$91K	<0.01%	+83	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Wellington Grp LLC	373	$89.5K	0.03%	new	13F-HR Timeline
REAP Financial Group, LLC	366	$87.8K	0.02%	+18	13F-HR Timeline
Parkside Financial Bank & Trust	359	$86.2K	0.01%	+4	13F-HR Timeline
Team Financial Group, LLC	352	$84.5K	0.04%	0	13F-HR Timeline
Westside Investment Management, Inc.	346	$83K	0.01%	0	13F-HR Timeline
PITTENGER & ANDERSON INC	338	$81.1K	<0.01%	0	13F-HR Timeline
Prosperity Bancshares Inc	338	$81.1K	0.07%	0	13F-HR Timeline
GROUP ONE TRADING LLC	335	$80.4K	<0.01%	new	13F-HR Timeline
Wells Financial Advisors INC	335	$80.4K	0.37%	0	13F-HR Timeline
Lloyd Advisory Services, LLC.	334	$80.2K	0.02%	-1,543	13F-HR Timeline
Kingdom Financial Group LLC.	334	$80.2K	0.02%	-232	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	332	$79.7K	0.07%	-17	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	331	$79.4K	0.01%	0	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	319	$76.6K	0.05%	-103	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	311	$74.7K	0.02%	+275	13F-HR Timeline
GAMMA Investing LLC	310	$74.4K	<0.01%	+94	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	295	$70.8K	<0.01%	0	13F-HR Timeline
TD Waterhouse Canada Inc.	267	$65.2K	<0.01%	+17	13F-HR Timeline
Abound Wealth Management	266	$63.9K	0.01%	0	13F-HR Timeline
CNB Bank	263	$63.1K	0.03%	0	13F-HR Timeline
Measured Wealth Private Client Group, L…	254	$61K	0.02%	0	13F-HR Timeline
Independence Bank of Kentucky	250	$60K	0.01%	-151	13F-HR Timeline
Realta Investment Advisors	243	$58.3K	0.02%	0	13F-HR Timeline
Operose Advisors LLC	236	$56.6K	0.01%	+23	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	234	$56.2K	<0.01%	new	13F-HR/A Timeline
Hilltop National Bank	230	$55.2K	0.01%	0	13F-HR Timeline
Nemes Rush Group LLC	217	$52.1K	<0.01%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	210	$50.4K	0.03%	0	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	200	$48K	0.01%	0	13F-HR Timeline
Kings Path Partners LLC	192	$46K	0.02%	-2	13F-HR/A Timeline
Dunhill Financial, LLC	191	$45.8K	0.01%	+33	13F-HR Timeline
Aventura Private Wealth, LLC	189	$45.4K	0.02%	new	13F-HR Timeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY	169	$45K	0.01%	-49	13F-HR Timeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC	183	$44K	<0.01%	+22	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	183	$43.9K	<0.01%	-42	13F-HR Timeline
HM PAYSON & CO	176	$42.2K	<0.01%	+5	13F-HR Timeline
Family Capital Trust Co	176	$42.2K	0.02%	0	13F-HR/A Timeline
Pinnacle Wealth Planning Services, Inc.	173	$41.5K	<0.01%	0	13F-HR Timeline
Financial Network Wealth Advisors LLC	168	$40.3K	0.04%	+63	13F-HR Timeline
BFSG, LLC	166	$39.8K	<0.01%	0	13F-HR Timeline
Tanglewood Legacy Advisors, LLC	165	$39.6K	0.01%	0	13F-HR Timeline
Clark Wealth Partners	164	$39.4K	0.03%	-13	13F-HR Timeline
S&T Bank/PA	163	$39.1K	0.01%	-160	13F-HR Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd	170	$38.9K	<0.01%	0	13F-HR Timeline Group
Ares Financial Consulting, LLC	156	$38.2K	0.03%	0	13F-HR Timeline
Aviso Financial Inc.	159	$38.2K	<0.01%	-183	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	151	$36.2K	<0.01%	-99	13F-HR Timeline Group
ISLAY CAPITAL MANAGEMENT, LLC	150	$36K	0.02%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	150	$36K	0.01%	new	13F-HR Timeline
Murphy & Mullick Capital Management Corp	145	$34.8K	0.03%	0	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	142	$34.1K	<0.01%	+15	13F-HR Timeline Group
Arlington Trust Co LLCin group Arlington Trust Co LLC	131	$31.4K	<0.01%	0	13F-HR Timeline Group
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	130	$31.2K	<0.01%	0	13F-HR Timeline Group
Hamrick Investment Counsel, llc	128	$30.8K	0.02%	new	13F-HR Timeline
Plante Moran Financial Advisors, LLC	126	$30.3K	<0.01%	-4	13F-HR Timeline
HOWE & RUSLING INC	126	$30.3K	<0.01%	0	13F-HR Timeline
Paladin Advisory Group, LLC	122	$29.3K	0.02%	0	13F-HR Timeline
Atlantic Private Wealth, LLC	121	$29K	0.02%	0	13F-HR Timeline
DUNCKER STREETT & CO INC	120	$28.8K	0.01%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	119	$28.6K	0.01%	0	13F-HR Timeline
WFA of San Diego, LLC	116	$27.8K	0.02%	0	13F-HR Timeline
CURIO WEALTH, LLC	114	$27.4K	0.01%	0	13F-HR Timeline
Indiana Trust & Investment Management Co	109	$26.2K	0.01%	new	13F-HR Timeline
TFC Financial Management, Inc.	108	$25.9K	<0.01%	0	13F-HR Timeline
Turtle Creek Wealth Advisors, LLC	108	$25.9K	<0.01%	new	13F-HR Timeline
Innovative Asset Advisors Group, LLC	108	$25.9K	0.01%		13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	102	$24.5K	<0.01%	new	13F-HR Timeline
DecisionPoint Financial, LLC	102	$24.5K	0.01%	-76	13F-HR Timeline
DAGCO, INC.	100	$24K	0.01%	0	13F-HR Timeline
Central Pacific Bank - Trust Division	97	$23.3K	<0.01%	0	13F-HR Timeline
Signature Equity Partners, LLC	91	$21.9K	0.01%	+9	13F-HR Timeline
Fourth Dimension Wealth, LLC	90	$21.7K	0.01%	0	13F-HR Timeline
Imprint Wealth LLC	90	$21.6K	0.1%	0	13F-HR Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC	89	$21.4K	0.01%	new	13F-HR Timeline
Strive Financial Group ,LLC	87	$21K	0.01%	0	13F-HR Timeline
BAYBAN	86	$20.6K	0.02%	+84	13F-HR Timeline
Register Financial Advisors LLC	85	$20.4K	0.01%	0	13F-HR Timeline
Millstone Evans Group, LLC	82	$19.7K	0.01%	-26	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	81	$19.5K	<0.01%	0	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	81	$19.4K	0.01%	new	13F-HR Timeline
Godfrey Financial Associates, Inc.	79	$19K	0.02%	0	13F-HR Timeline
Triumph Capital Management	78	$18.7K	<0.01%	-14	13F-HR Timeline
EPG Wealth Management LLC	71	$17K	<0.01%	0	13F-HR Timeline
Atomic Invest LLC	72	$16.6K	0.01%	+54	13F-HR Timeline
Merkkuri Wealth Advisors LLC	69	$16.5K	0.01%	new	13F-HR Timeline
Caldwell Trust Co	68	$16.3K	<0.01%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	67	$16.1K	0.01%	0	13F-HR Timeline
JPL Wealth Management, LLC	62	$14.9K	<0.01%	new	13F-HR/A Timeline
ELEVATE WEALTH ADVISORY, INC	60	$14.4K	0.01%	0	13F-HR Timeline
2UniFi Bank	58	$13.9K	0.01%	0	13F-HR Timeline
Family Manage LLC	57	$13.7K	<0.01%	0	13F-HR Timeline
Avion Wealth	58	$13K	<0.01%	0	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	49	$11.8K	<0.01%	0	13F-HR Timeline Group
TopTier Wealth Management, LLC	48	$11.5K	0.01%	new	13F-HR Timeline
N.E.W. Advisory Services LLC	46	$11K	<0.01%	+30	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	45	$10.9K	<0.01%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	45	$10.8K	<0.01%	0	13F-HR Timeline
Provenance Wealth Advisors, LLC	42	$10.1K	<0.01%	0	13F-HR Timeline