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Disclosery

MTUM ISHARES TR

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SHS (fund)

879 managers (887 13F filers) reported a position in MTUM shares at 2025-03-31, 64,848,688 shares in all. 78 filers opened a position and 52 filers sold out during the quarter.

Managers
879
13F filers
887
New
78
Added
357
Reduced
298
Sold out
52
Shares held by filers
64,848,688

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,051,642$2.44B-1,246,386Timeline
MERCER GLOBAL ADVISORS INC /ADV7,423,029$1.5B3.44%+512,67913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,929,874$592M0.22%+151,87213F-HRTimelineGroup
FMR LLCin group FMR LLC2,844,667$575M0.04%+2,200,04913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,224,734$450M0.03%+28,10313F-HRTimelineGroup
LPL Financial LLC1,960,110$396M0.15%+5,47313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,812,820$366M1.01%+61,91513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,348,138$272M0.01%+24,24713F-HRTimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM1,295,090$262M1.51%+4,20013F-HRTimeline
Blue Trust, Inc.1,202,019$243M3.11%-23,28913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,071,106$217M0.44%-9213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,062,702$215M0.06%+189,28113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,060,380$214M0.02%-468,22113F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…1,019,904$206M5.32%+23,91813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…925,556$187M0.36%-17,73013F-HRTimeline
CWM, LLCin group CWM, LLC917,388$185M0.74%-17,74413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC901,342$182M0.14%+149,99413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO840,493$170M0.01%-287,61113F-HRTimelineGroup
UBS Group AGin group UBS Group AG781,068$158M0.03%+84,80213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP752,698$152M0.25%+69,14513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN704,551$142M0.03%+34,85813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS642,494$130M0.1%+325,36913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC545,371$110M0.93%-92,04913F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…502,713$102M0.05%+5,50213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA501,597$101M0.02%+25,39313F-HR/ATimelineGroup
Janney Montgomery Scott LLC436,580$88.2M0.25%+11,48313F-HRTimeline
Cetera Investment Advisers425,986$86.1M0.17%+50,43813F-HRTimeline
MML INVESTORS SERVICES, LLC371,614$75.1M0.25%-17,91413F-HRTimeline
Foundations Investment Advisors, LLC366,930$74.2M1.37%+141,89713F-HRTimeline
Arizona PSPRS Trust358,499$72.5M2.46%+93113F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC355,082$71.8M0.1%+21,28313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.323,952$65.5M0.15%+47,60913F-HRTimelineGroup
Foster Group, Inc.299,088$60.5M2.26%+1,08113F-HRTimeline
OneDigital Investment Advisors LLC296,646$60M0.71%-2,77813F-HRTimeline
High Probability Advisors, LLC296,479$59.9M10%+9,31713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC288,246$58.3M0.01%-848,60213F-HR/ATimelineGroup
AdvisorShares Investments LLC269,052$54.8M10.72%-4,30013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…244,641$49.4M0.04%+7,87813F-HRTimelineGroup
Strategic Financial Services, Inc.221,605$44.8M2.62%+40013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp215,086$43.5M0.01%+11,72913F-HRTimelineGroup
NewEdge Advisors, LLC214,996$43.5M0.26%+33,05613F-HRTimeline
Armbruster Capital Management, Inc.205,768$41.6M8.29%+4,42413F-HRTimeline
Symmetry Partners, LLC205,090$41.5M5.76%+5,84013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…204,484$41.3M0.17%-7,09413F-HRTimelineGroup
Apella Capital, LLC203,095$40.6M1.39%-63,88413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP192,693$39M0.04%+2,08813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…189,799$38.4M1.55%-26,20113F-HRTimelineGroup
Kathmere Capital Management, LLC179,935$36.4M3.09%-1,59513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding162,185$32.8M-54,254Timeline
JB Capital LLC160,682$32.5M1.79%+1,21813F-HRTimeline
Sanctuary Advisors, LLC157,787$31.9M0.22%+2,86113F-HRTimeline
Stonehearth Capital Management, LLC141,112$28.5M11.8%-35,56013F-HRTimeline
Cambridge Investment Research Advisors,…140,208$28.3M0.1%+8,95013F-HRTimeline
Sequoia Financial Advisors, LLC139,903$28.3M0.22%-26,36413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/137,289$27.8M1.52%-1,11913F-HRTimeline
1900 WEALTH MANAGEMENT LLC137,128$27.7M2.3%+2,40413F-HRTimeline
Mullooly Asset Management, Inc.136,122$27.5M12.49%13F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…135,398$27.4M0.23%-1,09413F-HRTimelineGroup
Integrated Wealth Concepts LLC132,283$26.7M0.31%+16,96113F-HRTimeline
Acropolis Investment Management, LLC126,663$25.6M1.52%+1,29213F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…125,956$25.5M0.26%+9,11713F-HRTimelineGroup
Private Advisor Group, LLC111,867$22.6M0.14%+40,02513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP109,844$22.1M0.02%+22,30813F-HR/ATimelineGroup
Sanchez Wealth Management Group107,752$21.8M5.92%+8,30413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP107,443$21.7M0.03%+8,36913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …103,213$20.9M0.31%+5,12013F-HRTimelineGroup
Invst, LLC103,022$20.8M2.84%-30,39213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS101,538$20.5M0.05%-2,28413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.99,116$20M0.04%+81613F-HRTimelineGroup
Merit Financial Group, LLC98,146$19.8M0.3%+65,48813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC98,104$19.8M0.12%+58,08713F-HRTimelineGroup
Sensible Financial Planning & Managemen…95,853$19.4M3.87%-1,96013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources95,308$19.3M0.01%-3,96113F-HRTimelineGroup
Bell Investment Advisors, Inc94,590$19.1M3.53%-2,25613F-HRTimeline
AE Wealth Management LLC92,868$18.8M0.16%+4,29413F-HRTimeline
Atria Investments, Inc89,802$18.2M0.23%+1,70313F-HRTimeline
Atria Wealth Solutions, Inc.88,045$17.8M0.21%-6,09713F-HRTimeline
Trinity Wealth Management, LLC86,517$17.5M7.98%+5,84913F-HRTimeline
Glenview Trust Co84,237$17M0.33%-4,50313F-HR/ATimeline
Advocacy Wealth Management, LLC83,664$16.9M1.15%+10,52213F-HRTimeline
Meredith Wealth Planning83,014$16.8M7.4%-2,04913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC77,903$15.7M0.4%-168,83113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp77,623$15.7M0.06%+12,00113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\75,532$15.3M0.02%-51113F-HRTimelineGroup
Advisory Services Network, LLC75,349$15.2M0.29%-29313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC75,305$15.2M1.07%-5,07813F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.72,416$14.6M4.17%-9,45013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD71,744$14.5M0.04%-39613F-HRTimeline
CPC Advisors, LLC70,653$14.3M1.97%+60213F-HRTimeline
Journey Advisory Group, LLC70,560$14.3M1.17%-13,64813F-HRTimeline
Mariner, LLCin group Mariner, LLC70,308$14.2M0.02%-24,08513F-HRTimelineGroup
Convergence Financial, LLC68,081$13.8M2.7%+2,17513F-HRTimeline
CFO4Life Group, LLC66,344$13.4M2.26%-57,25313F-HRTimeline
Summit Wealth Group, LLC66,048$13.3M3.9%-53113F-HRTimeline
Straight Path Wealth Management63,971$12.9M5.23%+1,64713F-HRTimeline
INTRUST BANK NA62,071$12.5M1.24%+7,42013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC60,986$12.3M0.43%+50,45013F-HRTimeline
GeoWealth Management, LLC59,774$12.1M0.49%+11,55113F-HRTimeline
Well Done, LLC57,254$11.8M2.15%-1,22913F-HRTimeline
Trilogy Capital Inc.57,941$11.7M0.61%-225,23313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …56,981$11.5M0.34%013F-HR/ATimelineGroup
Dynasty Wealth Management, LLC56,095$11.3M0.19%-176,04013F-HRTimeline
Waverly Advisors, LLC54,118$10.9M0.13%+27713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,822$10.9M0.03%+2,76913F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …49,498$10.1M0.8%+11,96113F-HRTimeline
Scarborough Advisors, LLC49,343$9.97M1.42%+2,66513F-HRTimeline
Icon Wealth Advisors, LLC49,139$9.93M0.82%+3,94713F-HRTimeline
Global Wealth Strategies & Associates48,906$9.89M3%-25613F-HRTimeline
IFP Advisors, Inc48,366$9.78M0.3%+35,00113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,243$9.75M0.01%+47,13113F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL46,838$9.47M0.08%new13F-HRTimeline
CHOREO, LLC43,824$8.86M0.14%+2,61013F-HRTimeline
Creative Planningin group Creative Planning43,143$8.72M0.01%+9,87513F-HRTimelineGroup
Chicago Partners Investment Group LLC40,258$8.68M0.29%-2,10213F-HRTimeline
Opes Wealth Management LLC42,639$8.62M1.74%+1,36913F-HRTimeline
Garrett Wealth Advisory Group, LLC42,602$8.61M1.93%-55013F-HRTimeline
Beacon Pointe Advisors, LLC42,500$8.59M0.1%-5313F-HRTimeline
Steward Partners Investment Advisory, L…42,223$8.53M0.08%+4,31113F-HRTimeline
Forefront Analytics, LLC41,771$8.44M9.71%+2,82613F-HRTimeline
Provida Pension Fund Administrator41,647$8.41M0.17%-179,77813F-HRTimeline
Royal Fund Management, LLC41,237$8.38M1%-82413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…39,208$8.38M0.02%-5,93413F-HR/ATimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd40,241$8.13M0.18%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.40,029$8.09M0.05%+1,21413F-HRTimeline
SteelPeak Wealth, LLC39,279$7.94M0.34%+13,01613F-HRTimeline
Claris Financial LLC38,109$7.89M5.18%013F-HRTimeline
Aptus Capital Advisors, LLC38,879$7.86M0.09%-1,96813F-HRTimeline
CENTAURUS FINANCIAL, INC.37,946$7.67M0.46%+13913F-HRTimeline
JMAC ENTERPRISES LLC37,923$7.67M1.82%-27,65813F-HRTimeline
Farther Finance Advisors, LLC37,343$7.6M0.19%+24,27613F-HRTimeline
Sharkey, Howes & Javer37,303$7.54M1.08%+5,87713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,030$7.48M0.01%+25,62013F-HR/ATimelineGroup
Stokes Family Office, LLC36,833$7.45M0.84%+48413F-HRTimeline
Financial Architects, LLC36,460$7.37M4.7%+54013F-HRTimeline
FORTE ASSET MANAGEMENT LLC36,276$7.33M3.69%+10,89813F-HRTimeline
Stone House Investment Management, LLC35,843$7.24M1.47%+6,63213F-HRTimeline
Shepherd Financial Partners LLC35,580$7.19M0.84%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management35,399$7.16M0.1%+3,47513F-HRTimelineGroup
Capital Planning LLC34,810$7.04M1.97%-66313F-HRTimeline
First Horizon Advisors, Inc.34,557$6.99M0.2%+22,81313F-HRTimeline
Strategic Investment Advisors / MI34,478$6.97M0.74%+2,67013F-HRTimeline
HighTower Advisors, LLC34,317$6.94M0.01%-5,52113F-HRTimeline
HARBOUR INVESTMENTS, INC.34,173$6.91M0.2%-38413F-HRTimeline
Tacita Capital Inc33,795$6.83M4.92%-1,83413F-HRTimeline
Pettinga Financial Advisors LLC32,863$6.64M1.56%+91313F-HRTimeline
High Falls Advisors, Inc32,646$6.6M1.55%+20513F-HRTimeline
Alexis Investment Partners, LLC32,826$6.6M3.15%+1,47913F-HRTimeline
Prime Capital Investment Advisors, LLC32,543$6.58M0.08%+7,33913F-HRTimeline
ANDERSON HOAGLAND & CO35,975$6.51M0.77%+16,65513F-HRTimeline
Brickley Wealth Management31,458$6.36M1.32%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…31,416$6.35M0.21%+11113F-HRTimelineGroup
SHUFRO ROSE & CO LLC31,046$6.28M0.5%+66513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.30,254$6.12M0.76%-11313F-HRTimeline
Lineweaver Wealth Advisors, LLC28,905$5.86M1%+1,96813F-HRTimeline
Gladstone Institutional Advisory LLC28,449$5.75M0.27%+10,71613F-HRTimeline
Geneos Wealth Management Inc.28,189$5.7M0.08%+16,60613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC28,019$5.66M0.21%-93113F-HRTimeline
Csenge Advisory Group28,976$5.66M0.32%+1,34013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,904$5.64M0.05%+5,39613F-HRTimelineGroup
Audent Global Asset Management, LLC27,771$5.61M4.63%-2,47013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC27,655$5.59M1.07%+2,25813F-HR/ATimeline
EQ LLC27,285$5.52M2.58%+1,79613F-HRTimeline
Spectrum Wealth Counsel, LLC26,972$5.45M0.65%+11,42513F-HRTimeline
DAVENPORT & Co LLC26,672$5.39M0.03%+7,64313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,629$5.38M0.34%+3,60913F-HRTimelineGroup
Keystone Financial Services26,574$5.37M2.05%+25,05713F-HRTimeline
First Heartland Consultants, Inc.26,294$5.31M0.55%+6,94213F-HRTimeline
Orion Porfolio Solutions, LLC26,283$5.31M0.05%+59413F-HRTimeline
Orion Portfolio Solutions, LLC26,283$5.31M0.05%+59413F-HR/ATimeline
NorthCrest Asset Manangement, LLC26,188$5.29M0.16%new13F-HRTimeline
Wealth Advisory Solutions, LLC26,081$5.27M1.39%new13F-HRTimeline
Avant Capital LLC25,095$5.07M4.22%-2213F-HRTimeline
Strategic Blueprint, LLC24,883$5.03M0.27%+1,55213F-HRTimeline
Savvy Advisors, Inc.24,704$4.99M0.5%+20,14413F-HRTimeline
Trek Financial, LLC24,474$4.95M0.36%+63413F-HRTimeline
Haverford Trust Co24,437$4.94M0.05%+1,39813F-HRTimeline
360 Financial, Inc.23,990$4.85M1.77%+1,00413F-HRTimeline
COZAD ASSET MANAGEMENT INC23,929$4.84M0.48%-513F-HRTimeline
Mascoma Wealth Management LLC23,779$4.81M1.2%new13F-HRTimeline
Unison Advisors LLC23,686$4.79M0.61%+56913F-HRTimeline
B. Riley Wealth Advisors, Inc.23,570$4.76M0.14%+8,62913F-HRTimeline
Kelly Financial Services LLC23,544$4.76M1.65%+1,38513F-HRTimeline
Keystone Financial Group23,507$4.75M0.48%+16613F-HRTimeline
Buttonwood Financial Group, LLC24,464$4.73M2.77%+1,17313F-HRTimeline
IFG Advisory, LLC23,034$4.66M0.26%-54813F-HRTimeline
Perennial Investment Advisors, LLC22,853$4.62M0.52%+8,24613F-HRTimeline
PAX Financial Group, LLC22,818$4.61M0.82%+1,65413F-HRTimeline
Scissortail Wealth Management, LLC22,405$4.53M1.16%new13F-HRTimeline
Summit X, LLC22,230$4.49M0.94%+8813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.21,921$4.43M0.01%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC21,701$4.39M0.31%-47313F-HRTimeline
Midwest Capital Advisors, LLC21,620$4.37M2.68%+3,50013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,204$4.29M0.09%+8,65713F-HRTimelineGroup
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC21,172$4.28M3.66%-69713F-HRTimelineGroup
Elm3 Financial Group, LLC21,066$4.26M3.74%new13F-HRTimeline
Professional Financial Advisors, LLC20,804$4.21M1.07%-57113F-HRTimeline
SCOTIA CAPITAL INC.20,424$4.13M0.02%+7,19513F-HRTimeline
First Business Financial Services, Inc.20,335$4.11M0.4%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC20,248$4.09M0.06%+1,53813F-HRTimelineGroup
ONE Advisory Partners, LLC19,899$4.02M1.72%+66813F-HRTimeline