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Disclosery

MTUM ISHARES TR

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SHS (fund)

864 managers (873 13F filers) reported a position in MTUM shares at 2024-12-31, 64,893,227 shares in all. 150 filers opened a position and 34 filers sold out during the quarter.

Managers
864
13F filers
873
New
150
Added
318
Reduced
196
Sold out
34
Shares held by filers
64,893,227

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,298,028$2.75B+5,328,126Timeline
MERCER GLOBAL ADVISORS INC /ADV6,910,350$1.43B3.49%-1,006,46613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,778,002$575M0.21%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,196,631$455M0.03%+766,66313F-HR/ATimelineGroup
LPL Financial LLC1,954,637$404M0.16%+1,334,85113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,750,905$362M0.98%+57,92213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,528,601$316M0.03%+308,07813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,323,891$274M0.01%+494,99113F-HRTimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM1,290,890$267M1.39%-17,60013F-HRTimeline
Blue Trust, Inc.1,225,308$254M3.25%+81,91813F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,136,848$235M0.05%+918,51813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,128,104$233M0.02%+758,02413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,071,198$222M0.48%-2,70913F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…995,986$206M5.61%+35,46813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…943,286$195M0.37%-24,58013F-HR/ATimeline
CWM, LLCin group CWM, LLC935,132$193M0.8%+443,47713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC873,421$181M0.05%+263,30813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC751,348$155M0.15%+498,31213F-HRTimelineGroup
UBS Group AGin group UBS Group AG696,266$144M0.03%+93,82513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP683,553$141M0.23%+17,51213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN669,693$139M0.03%+95,11313F-HRTimelineGroup
FMR LLCin group FMR LLC644,618$133M0.01%-29,74913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC637,420$132M1.04%-91,43313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC507,294$105M1.08%+463,38713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…497,211$103M0.07%-12,21013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA476,204$98.5M0.02%+150,91413F-HRTimelineGroup
Janney Montgomery Scott LLC425,097$88M0.24%+248,60013F-HRTimeline
MML INVESTORS SERVICES, LLC389,528$80.6M0.28%+338,57713F-HRTimeline
Cetera Investment Advisers375,548$77.7M0.16%+222,17713F-HRTimeline
Arizona PSPRS Trust357,568$74M2.38%-5,04513F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC333,799$69.1M0.1%+127,77213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS317,125$65.6M0.05%+310,78213F-HRTimelineGroup
Summit Rock Advisors, LP315,070$65.4M22.17%new13F-HRTimeline
OneDigital Investment Advisors LLC299,424$62M0.72%+174,25713F-HRTimeline
Foster Group, Inc.298,007$61.7M2.35%+15,03213F-HRTimeline
High Probability Advisors, LLC287,162$59.4M10.65%+9,67513F-HRTimeline
Trilogy Capital Inc.283,174$58.6M3.01%-6,14013F-HRTimeline
AdvisorShares Investments LLC273,352$56.6M10.91%new13F-HRTimeline
Apella Capital, LLC266,979$55.2M2.12%-58,10513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC246,734$51.1M1.35%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…236,763$49M0.04%+86,61913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.276,343$49M0.11%+86,77913F-HR/ATimelineGroup
Dynasty Wealth Management, LLC232,135$48M0.83%+136,87113F-HRTimeline
Foundations Investment Advisors, LLC225,033$46.6M0.9%+159,91613F-HRTimeline
Provida Pension Fund Administrator221,425$45.8M0.93%new13F-HRTimeline
Strategic Financial Services, Inc.221,205$45.8M2.73%+3,75513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding216,439$44.8M+169,978Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…216,000$44.7M1.54%+30,25813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…211,578$43.8M0.17%-5,79013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp203,357$42.1M0.01%+5,96313F-HRTimelineGroup
Armbruster Capital Management, Inc.201,344$41.7M8.46%+1,25313F-HRTimeline
Symmetry Partners, LLC199,250$41.2M5.86%+77,65913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP190,605$39.4M0.04%+141,59313F-HRTimelineGroup
NewEdge Advisors, LLC181,940$37.6M0.23%+163,43713F-HRTimeline
Kathmere Capital Management, LLC181,530$37.6M3.37%-1,80613F-HRTimeline
Stonehearth Capital Management, LLC176,672$36.6M14.66%-1,82213F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC175,177$36.2M12.93%new13F-HRTimeline
Sequoia Financial Advisors, LLC166,267$34.4M0.33%new13F-HR/ATimeline
Sanctuary Advisors, LLC154,926$34.1M0.22%-3,05513F-HRTimeline
JB Capital LLC159,464$33M1.85%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/138,408$28.6M1.56%+1,53613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…136,492$28.2M0.24%+131,51513F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC134,724$27.9M2.34%-3,44413F-HRTimeline
Invst, LLC133,414$27.6M3.36%+24,41413F-HRTimeline
Cambridge Investment Research Advisors,…131,258$27.2M0.09%+44,57113F-HRTimeline
Acropolis Investment Management, LLC125,371$25.9M1.53%+1,58813F-HRTimeline
CFO4Life Group, LLC123,597$25.6M4.49%+1,42613F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…116,839$24.2M0.24%-6,71113F-HRTimelineGroup
Integrated Wealth Concepts LLC115,322$23.9M0.28%-68,13913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS103,822$21.5M0.06%-4,39313F-HRTimeline
Sanchez Wealth Management Group99,448$20.6M5.62%+9,99413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources99,269$20.5M0.01%+43,99113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP99,074$20.5M0.03%+72,73913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.98,300$20.3M0.04%+19,40213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …98,093$20.3M0.3%-5,41713F-HRTimelineGroup
Sensible Financial Planning & Managemen…97,813$20.2M4.19%-3,48313F-HRTimeline
Bell Investment Advisors, Inc96,846$20M3.74%-3,09013F-HRTimeline
Mariner, LLCin group Mariner, LLC94,393$19.5M0.03%+21,09913F-HRTimelineGroup
Atria Wealth Solutions, Inc.94,142$19.5M0.21%+62,81213F-HRTimeline
Glenview Trust Co88,740$18.4M0.34%-2,30013F-HRTimeline
AE Wealth Management LLC88,574$18.3M0.16%+51,72513F-HRTimeline
Atria Investments, Inc88,099$18.2M0.23%+50,07713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP87,536$18.1M0.02%+42,52613F-HRTimelineGroup
Yeomans Consulting Group, Inc.87,017$18M6.74%+5,18913F-HRTimeline
Meredith Wealth Planning85,063$17.6M7.85%-15013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.81,866$16.9M4.96%+3,88513F-HRTimeline
Trinity Wealth Management, LLC80,668$16.7M7.55%-8013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC80,383$16.6M1.08%-2,80513F-HRTimeline
Journey Advisory Group, LLC84,208$16.4M1.96%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\76,043$15.7M0.02%+46,64013F-HRTimelineGroup
Advisory Services Network, LLC75,642$15.7M0.29%+7,08813F-HRTimeline
Advocacy Wealth Management, LLC73,142$15.1M1.15%new13F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD72,140$14.9M0.04%+33,04913F-HRTimeline
Private Advisor Group, LLC71,842$14.9M0.08%+8,72113F-HRTimeline
CPC Advisors, LLC70,051$14.5M1.97%+1,69713F-HRTimeline
Summit Wealth Group, LLC66,579$13.8M3.99%+2,86413F-HRTimeline
Convergence Financial, LLC65,906$13.6M2.72%+2,55613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp65,622$13.6M0.05%-1,24813F-HRTimelineGroup
JMAC ENTERPRISES LLC65,581$13.6M2.13%+2,02413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…65,276$13.5M0.27%+62,32713F-HRTimelineGroup
Straight Path Wealth Management62,324$12.9M5.1%-61113F-HRTimeline
Oxford Wealth Group, LLC58,856$12.2M7.87%+41,18013F-HRTimeline
Well Done, LLC58,483$11.9M2.17%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …56,981$11.8M0.34%-5,03313F-HRTimelineGroup
INTRUST BANK NA54,651$11.3M1.15%+10,94313F-HRTimeline
Van Hulzen Asset Management, LLC54,331$11.2M0.82%+1,94413F-HRTimeline
Waverly Advisors, LLC53,841$11.1M0.17%-2,42513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…51,053$10.6M0.03%+74813F-HRTimelineGroup
Global Wealth Strategies & Associates49,162$10.2M3.18%+88113F-HRTimeline
GeoWealth Management, LLC48,223$9.98M0.33%-59,49213F-HRTimeline
Scarborough Advisors, LLC46,678$9.66M1.36%new13F-HRTimeline
Elevation Capital Advisory, LLC46,536$9.63M4.13%+1,39613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…45,142$9.61M0.02%+39,79713F-HRTimelineGroup
Icon Wealth Advisors, LLC45,192$9.35M0.77%+43,91313F-HRTimeline
Garrett Wealth Advisory Group, LLC43,152$8.93M2.03%-2,85413F-HRTimeline
Chicago Partners Investment Group LLC42,360$8.89M0.3%-93213F-HRTimeline
Beacon Pointe Advisors, LLC42,553$8.81M0.1%-1,33913F-HRTimeline
Royal Fund Management, LLC42,061$8.75M0.95%+1,20413F-HRTimeline
Opes Wealth Management LLC41,270$8.54M1.75%-22113F-HRTimeline
CHOREO, LLC41,214$8.52M0.12%-5,02613F-HRTimeline
Aptus Capital Advisors, LLC40,847$8.45M0.1%+7113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC40,017$8.28M0.05%-4,34113F-HRTimelineGroup
HighTower Advisors, LLC39,838$8.24M0.01%-1,68213F-HRTimeline
Forefront Analytics, LLC38,945$8.06M3.75%+5,23313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.38,815$8.03M0.05%+28,12113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC38,302$7.93M0.6%+18,92213F-HRTimeline
Claris Financial LLC38,109$7.89M5.18%13F-HRTimeline
Steward Partners Investment Advisory, L…37,912$7.84M0.07%+17,37913F-HRTimeline
CENTAURUS FINANCIAL, INC.37,807$7.82M0.48%-88313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …37,537$7.77M0.63%new13F-HR/ATimeline
Stokes Family Office, LLC36,349$7.52M0.8%+32,69313F-HRTimeline
Financial Architects, LLC35,920$7.43M4.76%-1,21013F-HRTimeline
Tacita Capital Inc35,629$7.37M5.26%-3,79813F-HRTimeline
Capital Planning LLC35,473$7.34M1.93%-17513F-HRTimeline
HARBOUR INVESTMENTS, INC.34,557$7.15M0.21%-1,10213F-HRTimeline
Creative Planningin group Creative Planning33,268$6.88M0.01%+84713F-HRTimelineGroup
Merit Financial Group, LLC32,658$6.76M0.12%+26,72513F-HRTimeline
High Falls Advisors, Inc32,441$6.71M1.56%new13F-HRTimeline
Qube Research & Technologies Ltd32,436$6.71M0.01%-10,65713F-HRTimeline
Pettinga Financial Advisors LLC31,950$6.61M1.5%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,924$6.61M0.1%+28,45713F-HRTimelineGroup
Strategic Investment Advisors / MI31,808$6.58M0.7%+1,49413F-HRTimeline
Alexis Investment Partners, LLC31,347$6.51M3.19%13F-HRTimeline
Brickley Wealth Management31,458$6.51M1.32%013F-HRTimeline
Sharkey, Howes & Javer31,426$6.5M0.91%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…31,305$6.48M1.27%-38713F-HRTimelineGroup
SHUFRO ROSE & CO LLC30,381$6.29M0.49%+3,85713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.30,367$6.28M0.8%-4,56913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding30,287$6.27M+14,110Timeline
Audent Global Asset Management, LLC30,241$6.26M4.07%+19,91213F-HRTimeline
Stone House Investment Management, LLC29,211$6.04M1.54%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC28,950$5.99M0.22%-90013F-HRTimeline
Csenge Advisory Group27,636$5.72M0.31%+5,81413F-HRTimeline
Lineweaver Wealth Advisors, LLC26,937$5.59M1.03%new13F-HRTimeline
SteelPeak Wealth, LLC26,263$5.43M0.23%new13F-HRTimeline
Orion Porfolio Solutions, LLC25,689$5.32M0.05%+22,65713F-HRTimeline
Orion Portfolio Solutions, LLC25,689$5.32M0.05%+22,65713F-HRTimeline
EQ LLC25,489$5.27M2.48%+24,49913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC25,397$5.25M0.88%new13F-HRTimeline
FORTE ASSET MANAGEMENT LLC25,378$5.25M2.79%new13F-HRTimeline
Prime Capital Investment Advisors, LLC25,204$5.22M0.08%-37113F-HRTimeline
Avant Capital LLC25,117$5.2M4.31%13F-HRTimeline
Buttonwood Financial Group, LLC23,291$5.19M2.88%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…23,134$5.14M0.29%+21,87113F-HRTimeline
Perigon Wealth Management, LLC23,554$5.05M0.12%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC23,934$4.95M0.46%-2,99713F-HRTimeline
Trek Financial, LLC23,840$4.93M0.37%+17,38913F-HRTimeline
IFG Advisory, LLC23,582$4.88M0.28%+1,56313F-HRTimeline
Keystone Financial Group23,341$4.84M0.48%+17,95513F-HRTimeline
Strategic Blueprint, LLC23,331$4.83M0.29%+19,58013F-HRTimeline
Unison Advisors LLC23,117$4.78M0.57%+51813F-HRTimeline
Haverford Trust Co23,039$4.77M0.05%-3,84413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,020$4.76M0.3%+19,70213F-HRTimelineGroup
360 Financial, Inc.22,986$4.76M1.73%+58313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,508$4.66M0.04%+18,38313F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC22,174$4.59M0.36%-1,51113F-HRTimeline
Kelly Financial Services LLC22,159$4.59M1.65%new13F-HR/ATimeline
Summit X, LLC22,142$4.58M1.02%+20,68213F-HRTimeline
WEALTH ALLIANCE, LLC21,873$4.53M0.54%new13F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC21,869$4.53M3.78%+3,48813F-HRTimelineGroup
Professional Financial Advisors, LLC21,375$4.42M1.13%-3413F-HRTimeline
PAX Financial Group, LLC21,164$4.38M0.78%new13F-HRTimeline
First Business Financial Services, Inc.20,335$4.21M0.42%013F-HRTimeline
ANDERSON HOAGLAND & CO19,320$4.2M0.43%+29413F-HRTimeline
COMERICA BANK19,996$4.14M0.02%+2,72713F-HR/ATimeline
Plotkin Financial Advisors, LLC19,741$4.08M2.42%-27713F-HRTimeline
First Heartland Consultants, Inc.19,352$4M0.41%+18,00713F-HRTimeline
Financial Advocates Investment Manageme…19,260$3.99M0.23%+2,90413F-HRTimeline
ONE Advisory Partners, LLC19,231$3.98M1.77%+17,96513F-HRTimeline
Arrow Investment Advisors, LLC19,550$3.96M3.69%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.19,093$3.95M3.65%13F-HRTimeline
DAVENPORT & Co LLC19,029$3.94M0.02%+3,05213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,814$3.89M0.01%+11,97413F-HRTimelineGroup
RHS Financial, LLC18,742$3.88M2.01%-50513F-HRTimeline
Regal Investment Advisors LLC18,715$3.87M0.29%+15,38513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC18,710$3.87M0.07%+1,95013F-HRTimelineGroup
MA Private Wealth18,614$3.85M0.72%-20313F-HRTimeline
Bellwether Advisors, LLC18,516$3.83M0.69%-21613F-HRTimeline
Kilter Group LLC18,478$3.82M2.49%13F-HRTimeline
GUERRA PAN ADVISORS, LLC18,172$3.76M2.72%-813F-HRTimeline