Skip to content
Disclosery

MTUM ISHARES TR

Follow

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
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…26$6.51K<0.01%013F-HRTimeline
MOTCO23$5.76K<0.01%013F-HRTimeline
Elyxium Wealth, LLC21$5.27K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC21$5.26K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC21$5.26K<0.01%013F-HRTimeline
HighMark Wealth Management LLC20$5.04K<0.01%-313F-HRTimeline
Capital Advisors, Ltd. LLC19$5K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC18$4.51K<0.01%013F-HRTimelineGroup
Atomic Invest LLC18$4.43K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.16$4.01K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC16$4K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC16$4K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.14$3.52K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14$3.5K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC13$3.25K<0.01%013F-HRTimeline
Garner Asset Management Corp13$3.25K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC13$3.25K<0.01%-91313F-HRTimeline
Wealth Watch Advisors, INC13$3.25K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP12$3K<0.01%new13F-HRTimelineGroup
NFSG Corp12$3K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10$2.5K<0.01%-9813F-HRTimeline
Manchester Capital Management LLC9$2.25K<0.01%new13F-HRTimeline
RHL GROUP, LLC9$2.25K<0.01%13F-HRTimeline
NorthAvenue LLC8$2K<0.01%13F-HRTimeline
Center for Financial Planning, Inc.7$1.75K<0.01%new13F-HRTimeline
Horizon Investments, LLC7$1.75K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.7$1.67K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA6$1.5K<0.01%013F-HRTimeline
Financial Perspectives, Inc6$1.5K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5$1.25K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC5$1.25K<0.01%13F-HRTimeline
CHELSEA COUNSEL CO4$1K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4$1K<0.01%new13F-HRTimeline
Front Row Advisors LLC4$1K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC4$1K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.3$753<0.01%new13F-HRTimeline
Robinswood Financial LLC3$750<0.01%013F-HRTimeline
Princeton Global Asset Management LLC3$706<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2$504<0.01%013F-HRTimeline
BAYBAN2$501<0.01%13F-HRTimeline
Nalls Sherbakoff Group, LLC1$266<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.79$7913F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.