Skip to content
Disclosery

MTUM ISHARES TR

Follow

SHS (fund)

1,193 managers (1,211 13F filers) reported a position in MTUM shares at 2026-06-30, 72,265,772 shares in all. 210 filers opened a position and 66 filers sold out during the quarter.

Managers
1,193
13F filers
1,211
New
210
Added
363
Reduced
445
Sold out
66
Shares held by filers
72,265,772

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Triad Wealth Partners, LLC692$209K0.01%-24113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC609$209K0.01%new13F-HRTimeline
IPG Investment Advisors LLC608$208K0.03%new13F-HRTimeline
Wedmont Private Capital646$208K0.01%new13F-HRTimeline
TME FINANCIAL, INC.604$207K0.13%new13F-HRTimeline
Goldstone Financial Group, LLC603$207K0.02%new13F-HRTimeline
KPP Advisory Services LLC600$206K0.03%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/600$206K<0.01%new13F-HRTimeline
Legacy Advisors, LLC600$206K0.02%new13F-HRTimeline
Wisconsin Wealth Advisors, LLC600$206K0.18%new13F-HRTimeline
Morton Capital Management LLC/CA598$205K0.03%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB595$204K0.01%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC595$204K<0.01%new13F-HRTimeline
LGL PARTNERS, LLC595$204K0.07%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC595$204K0.01%new13F-HRTimelineGroup
PUREfi Wealth, LLC591$203K0.11%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC589$202K0.04%new13F-HR/ATimeline
American Capital Advisory, LLC578$198K0.07%-15513F-HRTimeline
Plante Moran Financial Advisors, LLC574$197K0.01%+44813F-HRTimeline
TRUST CO OF VERMONT563$193K0.01%13F-HRTimeline
Harbor Asset Planning, Inc.561$192K0.14%+113F-HRTimeline
Realta Investment Advisors559$192K0.06%+31613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.545$187K0.11%+22613F-HRTimeline
Crewe Advisors LLC521$179K0.01%+2813F-HRTimeline
Pine Valley Investments Ltd Liability Co513$176K0.01%new13F-HRTimeline
Regatta Research & Money Management509$174K0.16%13F-HRTimeline
AdvisorNet Financial, Inc504$173K0.01%-29013F-HRTimeline
Capital Advisor Network LLC488$167K0.21%-11713F-HRTimeline
HAZLETT, BURT & WATSON, INC.488$167K0.04%+2713F-HRTimeline
Park Place Capital Corp483$166K0.03%new13F-HRTimeline
Keating Financial Advisory Services, In…481$165K0.02%-113F-HRTimeline
Strategic Investment Solutions, Inc. /IL466$160K0.04%+113F-HRTimeline
Sankala Group LLC505$157K0.1%-11913F-HRTimeline
LOWE BROCKENBROUGH & CO INC455$156K0.01%013F-HRTimeline
IMA Advisory Services, Inc.444$152K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC442$151K<0.01%-513F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…433$149K0.08%+113F-HRTimeline
Parkside Financial Bank & Trust418$143K0.01%+5913F-HRTimeline
New Republic Capital, LLC415$142K0.03%-11813F-HRTimeline
CX Institutional406$139K<0.01%-15213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC394$135K0.01%-1113F-HRTimelineGroup
Winthrop Capital Management, LLC395$135K0.03%+113F-HRTimeline
Signature Resources Capital Management,…390$134K0.05%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…389$133K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC372$128K<0.01%+3413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.371$127K<0.01%+22913F-HRTimelineGroup
REAP Financial Group, LLC366$125K0.02%013F-HRTimeline
Westside Investment Management, Inc.346$119K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.343$118K0.09%+1113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC344$117K0.01%13F-HRTimeline
Prosperity Bancshares Inc338$116K0.08%013F-HRTimeline
Wells Financial Advisors INC336$115K1.07%+113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…334$115K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.331$113K0.01%013F-HRTimeline
GAMMA Investing LLC328$112K<0.01%+1813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC325$111K0.03%+1413F-HRTimeline
ROTHSCHILD INVESTMENT LLC295$101K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd290$98.7K<0.01%+12013F-HRTimelineGroup
Signature Equity Partners, LLC287$98.4K0.05%+19613F-HRTimeline
Abound Wealth Management283$97.1K0.02%+1713F-HRTimeline
RMG Wealth Management LLC305$96K0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS279$95.7K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.267$91.5K<0.01%013F-HRTimeline
CNB Bank263$90.2K0.04%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC252$86.4K<0.01%+1813F-HRTimeline
Independence Bank of Kentucky250$85.7K0.01%013F-HRTimeline
Rialto Wealth Management, LLC247$84.7K0.02%new13F-HRTimeline
Strive Financial Group ,LLC235$80.6K0.04%+14813F-HR/ATimeline
Rossby Financial, LCC233$80K0.01%-32913F-HRTimeline
Brooklyn FI, LLC252$79.2K0.01%new13F-HRTimeline
Hilltop National Bank230$78.9K0.02%013F-HRTimeline
Networth Advisors, LLC218$74.8K0.04%new13F-HRTimeline
Nemes Rush Group LLC217$74.4K0.01%013F-HRTimeline
HOWE & RUSLING INC210$72.2K<0.01%+8413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC210$72K0.03%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC200$68.6K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp195$66.9K0.04%+5013F-HRTimeline
Kings Path Partners LLC192$65.7K0.02%013F-HRTimeline
Dunhill Financial, LLC191$65.5K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC183$62.8K<0.01%013F-HRTimeline
Montgomery Financial Services LLC181$62.1K0.05%13F-HRTimeline
OAKWORTH CAPITAL, INC.185$60.7K<0.01%new13F-HRTimeline
HM PAYSON & CO176$60.3K<0.01%013F-HRTimeline
Family Capital Trust Co176$60.3K0.02%013F-HR/ATimeline
BFSG, LLC166$56.9K0.01%013F-HRTimeline
Clark Wealth Partners164$56.2K0.03%013F-HRTimeline
S&T Bank/PA163$55.9K0.02%013F-HRTimeline
Ares Financial Consulting, LLC156$53.5K0.04%013F-HRTimeline
Luminist Capital LLC154$52.8K0.06%new13F-HRTimeline
Operose Advisors LLC150$51.4K0.01%-8613F-HRTimeline
Morling Financial Advisors, LLC147$50.4K0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC138$47.1K0.01%+4813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp136$46.6K<0.01%new13F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC132$45.3K0.01%-3313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …130$44.6K<0.01%013F-HRTimelineGroup
Paladin Advisory Group, LLC122$41.8K0.03%013F-HRTimeline
Atlantic Private Wealth, LLC121$41.4K0.03%013F-HRTimeline
DUNCKER STREETT & CO INC120$41.1K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.115$39.5K0.02%-413F-HRTimeline
Decker Retirement Planning Inc.115$39.4K0.01%new13F-HRTimeline
TFC Financial Management, Inc.108$37K<0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC108$37K<0.01%013F-HRTimeline
Cordant, Inc.106$36.3K0.01%new13F-HRTimeline
Fairway Wealth LLC106$36.3K0.01%new13F-HRTimeline
DecisionPoint Financial, LLC107$35.1K0.01%+513F-HRTimeline
Central Pacific Bank - Trust Division97$33.3K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/94$32.2K0.01%new13F-HRTimelineGroup
Westfuller Advisors, LLC91$31.2K0.01%new13F-HRTimeline
BAYBAN86$29.5K0.02%013F-HRTimeline
Register Financial Advisors LLC85$29.1K0.01%013F-HRTimeline
Advocate Investing Services LLC83$28.5K0.02%+5413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC81$27.8K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC81$27.8K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC88$27.5K<0.01%new13F-HRTimeline
Imprint Wealth LLC80$27.4K0.11%-1013F-HRTimeline
Reyes Financial Architecture, Inc.80$27.4K0.02%-1,17513F-HRTimeline
Aventura Private Wealth, LLC80$27.4K0.01%-10913F-HRTimeline
Godfrey Financial Associates, Inc.79$27.1K0.02%013F-HRTimeline
EPG Wealth Management LLC71$24.3K0.01%013F-HRTimeline
Caldwell Trust Co68$23.3K<0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC67$23K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC67$23K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners66$22.6K<0.01%new13F-HRTimelineGroup
JPL Wealth Management, LLC62$21.3K<0.01%013F-HRTimeline
Millstone Evans Group, LLC62$21.3K0.01%-2013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC60$20.6K0.01%013F-HRTimeline
Planning Strategies Inc.60$20.6K0.01%13F-HRTimeline
NBH Bank58$19.9K0.01%13F-HRTimeline
Avion Wealth58$19K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC55$18.9K0.03%13F-HRTimeline
Indiana Trust & Investment Management Co54$18.5K0.01%-5513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …49$16.8K<0.01%13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…45$15.5K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC45$15.4K<0.01%013F-HRTimeline
Triumph Capital Management45$15.4K<0.01%-3313F-HRTimeline
Investment Research & Advisory Group, I…45$15.4K<0.01%new13F-HRTimeline
NFSG Corp43$14.8K<0.01%+3113F-HRTimeline
Provenance Wealth Advisors, LLC42$14.4K<0.01%013F-HRTimeline
Archer Investment Corp41$14.1K<0.01%+813F-HR/ATimeline
Hurley Capital, LLC36$12.4K0.01%013F-HRTimeline
Atomic Invest LLC36$12.1K<0.01%-3613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC34$11.7K<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC34$11.7K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC33$11.3K<0.01%new13F-HRTimeline
VIMA LLC32$11K0.01%13F-HRTimeline
First Pacific Financial31$10.6K<0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.31$10.6K<0.01%013F-HRTimeline
Pacific Center for Financial Services30$10.3K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…30$10.3K<0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV29$9.81K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC28$9.6K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC28$9.52K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC27$9.32K<0.01%013F-HRTimeline
High Note Wealth, LLC27$9.26K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC27$9.26K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…26$8.92K<0.01%013F-HRTimeline
MCDONALD PARTNERS LLC25$8.57K<0.01%new13F-HRTimeline
AlphaCore Capital LLC23$7.89K<0.01%-613F-HRTimeline
MOTCO23$7.88K<0.01%013F-HRTimeline
Tidemark, LLC23$7.88K<0.01%-413F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC21$7K<0.01%new13F-HR/ATimeline
Capital Advisors, Ltd. LLC19$7K<0.01%013F-HRTimeline
HighMark Wealth Management LLC20$6.92K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC18$6.17K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO17$5.83K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.16$5.51K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC16$5.49K<0.01%-3013F-HRTimeline
Greykasell Wealth Strategies, Inc.14$4.83K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC14$4.8K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC13$4.46K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/12$4.11K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.11$3.77K<0.01%-14013F-HRTimelineGroup
First Bancorp, Inc /ME/8$2.74K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC7$2.4K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA6$2.06K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC6$2.06K<0.01%new13F-HRTimeline
Financial Perspectives, Inc6$2.06K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5$1.71K<0.01%013F-HRTimeline
Markowski Investments5$1.71K<0.01%13F-HRTimeline
CHELSEA COUNSEL CO4$1.37K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4$1.37K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC4$1.37K<0.01%-16413F-HRTimeline
Front Row Advisors LLC4$1.23K<0.01%013F-HRTimeline
Robinswood Financial LLC3$1.03K<0.01%013F-HRTimeline
MCF Advisors LLC2$823<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2$691<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC2$688<0.01%013F-HRTimeline
City State Bank2$686<0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2$595<0.01%new13F-HRTimelineGroup
Burk Holdings LLC1$490<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC1$365<0.01%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY44,622$136<0.01%+44,45313F-HRTimeline
GFS Advisors, LLC123$10.7Mnew13F-HR/ATimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.