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Disclosery

MTUM ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
GUARDIAN WEALTH ADVISORS, LLC / NC38$9.12K<0.01%new13F-HRTimeline
Westwind Capital37$9K<0.01%-11,82113F-HRTimeline
Hurley Capital, LLC36$8.65K<0.01%-2913F-HRTimeline
Archer Investment Corp33$7.92K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC31$7.44K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.31$7.44K<0.01%new13F-HRTimeline
Pacific Center for Financial Services30$7.2K<0.01%new13F-HRTimeline
Financial Freedom, LLC29$7.03K<0.01%new13F-HRTimeline
AlphaCore Capital LLC29$6.96K<0.01%new13F-HRTimeline
Advocate Investing Services LLC29$6.96K0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV29$6.86K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC28$6.72K<0.01%+1013F-HRTimelineGroup
Costello Asset Management, INC28$6.66K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC27$6.52K<0.01%013F-HRTimeline
High Note Wealth, LLC27$6.48K<0.01%new13F-HRTimeline
Dynamic Wealth Strategies, LLC27$6.48K<0.01%013F-HRTimeline
Tidemark, LLC27$6.48K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…26$6.25K<0.01%013F-HRTimeline
Investors Research Corp26$6.24K<0.01%013F-HRTimeline
MOTCO23$5.52K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC21$5.04K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC19$5K<0.01%013F-HRTimeline
HighMark Wealth Management LLC20$4.84K<0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC20$4.8K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO17$4.08K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.16$3.85K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.14$3.38K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK14$3.36K<0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC13$3.12K<0.01%013F-HRTimeline
NFSG Corp12$2.88K<0.01%013F-HRTimeline
Truvestments Capital LLC12$2.88K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.11$2.64K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.10$2.4K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10$2.4K<0.01%013F-HRTimeline
NorthAvenue LLC8$1.92K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.7$1.6K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA6$1.44K<0.01%013F-HRTimeline
Horizon Investments, LLC6$1.44K<0.01%-113F-HRTimeline
Financial Perspectives, Inc6$1.44K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5$1.2K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC5$1.2K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4$960<0.01%013F-HRTimeline
CHELSEA COUNSEL CO4$960<0.01%013F-HR/ATimeline
Front Row Advisors LLC4$960<0.01%013F-HRTimeline
United Financial Planning Group LLC3$720<0.01%-4713F-HRTimeline
Robinswood Financial LLC3$719<0.01%013F-HR/ATimeline
Princeton Global Asset Management LLC3$677<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2$483<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC2$481<0.01%new13F-HRTimeline
Burk Holdings LLC1$343<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC1$255<0.01%013F-HRTimeline