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Disclosery

MTUM ISHARES TR

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SHS (fund)

954 managers (963 13F filers) reported a position in MTUM shares at 2025-06-30, 70,241,457 shares in all. 117 filers opened a position and 50 filers sold out during the quarter.

Managers
954
13F filers
963
New
117
Added
355
Reduced
333
Sold out
50
Shares held by filers
70,241,457

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,114,603$3.15B+1,062,961Timeline
MERCER GLOBAL ADVISORS INC /ADV7,583,456$1.82B4.09%+160,42713F-HRTimeline
FMR LLCin group FMR LLC3,233,303$777M0.04%+388,63613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,942,400$707M0.24%+12,52613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,521,073$606M0.04%+296,33913F-HRTimelineGroup
LPL Financial LLC2,302,103$553M0.18%+341,99313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,855,684$446M1.05%+42,86413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,234,364$297M0.01%-113,77413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,231,042$296M0.07%+168,34013F-HRTimelineGroup
Blue Trust, Inc.1,210,478$291M3.43%+8,45913F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM1,206,090$290M1.5%-89,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,144,119$275M0.02%+83,73913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,122,722$270M0.48%+51,61613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…1,031,275$248M5.61%+11,37113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,018,853$244M0.4%+93,29713F-HRTimeline
CHURCHILL MANAGEMENT Corp916,637$220M2.39%new13F-HRTimeline
CWM, LLCin group CWM, LLC899,569$216M0.76%-17,81913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN868,884$209M0.05%+164,33313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO816,852$196M0.01%-23,64113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP815,925$196M0.26%+63,22713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG788,870$190M0.04%+7,80213F-HRTimelineGroup
Orgel Wealth Management, LLC659,781$159M3.82%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA538,923$130M0.03%+37,32613F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…502,479$121M0.08%-23413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.517,284$120M0.21%+193,33213F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC482,449$116M0.83%-62,92213F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC457,403$110M1.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC456,395$110M0.08%-444,94713F-HRTimelineGroup
Cetera Investment Advisers440,080$106M0.18%+14,09413F-HRTimeline
Janney Montgomery Scott LLC433,871$104M0.27%-2,70913F-HRTimeline
AdvisorShares Investments LLC431,238$104M18.68%+162,18613F-HRTimeline
MML INVESTORS SERVICES, LLC429,174$103M0.3%+57,56013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC402,700$96.8M0.02%+114,45413F-HRTimelineGroup
Arizona PSPRS Trust359,227$86.3M2.87%+72813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC355,181$85.4M0.11%+9913F-HRTimeline
Foundations Investment Advisors, LLC333,729$80.2M1.27%-33,20113F-HRTimeline
High Probability Advisors, LLC314,016$75.5M11.29%+17,53713F-HRTimeline
Foster Group, Inc.299,034$71.9M2.46%-5413F-HRTimeline
Clark Capital Management Group, Inc.287,510$69.1M0.48%new13F-HRTimeline
OneDigital Investment Advisors LLC268,537$64.5M0.72%-28,10913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…247,426$59.5M0.04%+2,78513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP227,959$54.8M0.1%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding223,393$53.7M+61,208Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP220,966$53.1M0.05%+28,27313F-HRTimelineGroup
Symmetry Partners, LLC220,864$53.1M6.53%+15,77413F-HRTimeline
Strategic Financial Services, Inc.219,357$52.7M2.84%-2,24813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp219,172$52.7M0.01%+4,08613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS215,369$51.8M0.04%-427,12513F-HRTimelineGroup
NewEdge Advisors, LLC212,431$51.1M0.26%-2,56513F-HRTimeline
Armbruster Capital Management, Inc.208,216$50M9.06%+2,44813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…201,067$48.3M0.18%-3,41713F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding179,936$43.2M+76,723Timeline
Cambridge Investment Research Advisors,…177,163$42.6M0.13%+36,95513F-HRTimeline
Kathmere Capital Management, LLC175,869$42.3M3.26%-4,06613F-HRTimeline
Apella Capital, LLC175,423$41.9M1.13%-27,67213F-HRTimeline
JB Capital LLC158,024$38M1.84%-2,65813F-HRTimeline
Provida Pension Fund Administrator151,187$36.4M0.66%+109,54013F-HRTimeline
Orion Porfolio Solutions, LLC150,905$36.3M0.31%+124,62213F-HR/ATimeline
Sanctuary Advisors, LLC142,728$34.3M0.21%-15,05913F-HRTimeline
Mullooly Asset Management, Inc.136,262$32.7M13.75%+14013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP137,642$32.7M0.02%+27,79813F-HRTimelineGroup
Integrated Wealth Concepts LLC135,967$32.7M0.33%+3,68413F-HRTimeline
1900 WEALTH MANAGEMENT LLC135,378$32.5M2.46%-1,75013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…133,387$32.1M1.67%-56,41213F-HRTimelineGroup
Stonehearth Capital Management, LLC129,658$31.2M12.9%-11,45413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…129,350$31.1M0.25%-6,04813F-HRTimelineGroup
Acropolis Investment Management, LLC128,846$31M1.7%+2,18313F-HRTimeline
Qube Research & Technologies Ltd127,461$30.6M0.04%+107,66513F-HRTimeline
Merit Financial Group, LLC125,976$30.3M0.34%+27,83013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP118,764$28.5M0.04%+11,32113F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…115,371$27.7M0.26%-10,58513F-HRTimelineGroup
Sanchez Wealth Management Group112,547$27M6.52%+4,79513F-HRTimeline
Private Advisor Group, LLC107,245$25.8M0.14%-4,62213F-HRTimeline
Sequoia Financial Advisors, LLC106,754$25.7M0.18%-33,14913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.101,660$24.4M0.04%+2,54413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS101,159$24.3M0.05%-37913F-HRTimeline
Trinity Wealth Management, LLC97,560$23.4M9.31%+11,04313F-HRTimeline
Mariner, LLCin group Mariner, LLC97,410$23.4M0.03%+27,10213F-HRTimelineGroup
Bell Investment Advisors, Inc97,255$23.4M4.02%+2,66513F-HRTimeline
AE Wealth Management LLC95,876$23M0.17%+3,00813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/94,097$22.6M1.16%-43,19213F-HRTimeline
Atria Investments, Inc92,758$22.3M0.26%+2,95613F-HRTimeline
Sensible Financial Planning & Managemen…91,777$22.1M4.19%-4,07613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC91,706$22M0.12%-6,39813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp90,569$21.8M0.07%+12,94613F-HRTimelineGroup
Advocacy Wealth Management, LLC88,416$21.2M1.3%+4,75213F-HRTimeline
Meredith Wealth Planning87,151$20.9M7.61%+4,13713F-HRTimeline
Glenview Trust Co82,068$19.7M0.34%-2,16913F-HRTimeline
Invst, LLC81,724$19.6M2.45%-21,29813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC76,497$18.4M0.35%+63,64913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\76,015$18.3M0.02%+48313F-HRTimelineGroup
Convergence Financial, LLC73,191$17.6M3.03%+5,11013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.72,830$17.5M4.72%+41413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…72,374$17.4M0.47%+72,37013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC71,592$17.2M0.37%-6,31113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC71,411$17.2M1.02%-3,89413F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD71,368$17.2M0.04%-37613F-HRTimeline
Advisory Services Network, LLC67,625$16.3M0.26%-7,72413F-HRTimeline
TUDOR INVESTMENT CORP ET AL67,440$16.2M0.12%+20,60213F-HRTimeline
CPC Advisors, LLC67,380$16.2M2.03%-3,27313F-HRTimeline
Straight Path Wealth Management66,348$15.9M5.41%+2,37713F-HRTimeline
Journey Advisory Group, LLC66,160$15.9M1.24%-4,40013F-HRTimeline
CFO4Life Group, LLC64,097$15.4M2.41%-2,24713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC60,111$14.4M0.47%-87513F-HRTimeline
INTRUST BANK NA59,712$14.3M1.27%-2,35913F-HRTimeline
CIBC WORLD MARKET INC.56,932$13.7M0.03%+54,34713F-HRTimeline
Summit Wealth Group, LLC56,591$13.6M3.49%-9,45713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…56,208$13.5M0.03%+2,38613F-HR/ATimelineGroup
Waverly Advisors, LLC55,088$13.2M0.15%+97013F-HRTimeline
Atria Wealth Solutions, Inc.54,097$13M0.29%-33,94813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …53,874$12.9M0.84%+4,37613F-HR/ATimeline
Well Done, LLC53,861$12.9M2.43%-3,39313F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP53,000$12.7M0.25%new13F-HRTimeline
Trilogy Capital Inc.50,289$12.1M0.59%-7,65213F-HRTimeline
Steward Partners Investment Advisory, L…49,853$12M0.09%+7,63013F-HRTimeline
Icon Wealth Advisors, LLC49,710$11.9M0.85%+57113F-HRTimeline
Scarborough Advisors, LLC48,487$11.7M2.31%-85613F-HRTimeline
HighTower Advisors, LLC46,383$11.1M0.01%+12,06613F-HRTimeline
Global Wealth Strategies & Associates44,543$10.7M3.06%-4,36313F-HRTimeline
Opes Wealth Management LLC44,081$10.6M1.88%+1,44213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.43,344$10.4M0.01%+21,42313F-HRTimelineGroup
Beacon Pointe Advisors, LLC43,119$10.4M0.11%+61913F-HRTimeline
Creative Planningin group Creative Planning42,708$10.3M0.01%-43513F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC42,328$10.2M2.15%-27413F-HRTimeline
POM Investment Strategies, LLC42,282$10.2M7.26%new13F-HRTimeline
Royal Fund Management, LLC41,952$10.1M1.08%+71513F-HRTimeline
Forefront Analytics, LLC40,843$9.82M10.96%-92813F-HR/ATimeline
Chicago Partners Investment Group LLC40,339$9.7M0.28%+8113F-HRTimeline
SteelPeak Wealth, LLC39,725$9.55M0.37%+44613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.39,429$9.48M0.05%-60013F-HRTimeline
HARBOUR INVESTMENTS, INC.38,889$9.35M0.24%+4,71613F-HRTimeline
Aptus Capital Advisors, LLC38,477$9.25M0.09%-40213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,455$9.24M0.08%+10,55113F-HRTimelineGroup
Sharkey, Howes & Javer38,399$9.23M1.24%+1,09613F-HRTimeline
CENTAURUS FINANCIAL, INC.38,270$9.2M0.54%+32413F-HRTimeline
Strategic Investment Advisors / MI37,660$9.07M0.88%+3,18213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding37,396$8.99M+26,246Timeline
Stone House Investment Management, LLC37,387$8.98M1.65%+1,54413F-HRTimeline
JMAC ENTERPRISES LLC36,589$8.79M1.88%-1,33413F-HRTimeline
First Horizon Advisors, Inc.36,401$8.75M0.23%+1,84413F-HRTimeline
ANDERSON HOAGLAND & CO36,332$8.73M0.83%+35713F-HRTimeline
Alexis Investment Partners, LLC36,495$8.68M3.74%+3,66913F-HRTimeline
Stokes Family Office, LLC34,702$8.34M0.87%-2,13113F-HRTimeline
Shepherd Financial Partners LLC34,599$8.31M0.88%-98113F-HRTimeline
Tacita Capital Inc33,872$8.14M5.23%+7713F-HRTimeline
Capital Planning LLC33,713$8.1M2.55%-1,09713F-HRTimeline
Financial Architects, LLC33,640$8.08M4.91%-2,82013F-HRTimeline
CHOREO, LLC33,169$7.97M0.11%-10,65513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,077$7.95M0.1%-2,32213F-HRTimelineGroup
&PARTNERS32,936$7.93M0.06%+15,83013F-HRTimeline
Yeomans Consulting Group, Inc.33,399$7.91M3.27%new13F-HRTimeline
Pettinga Financial Advisors LLC31,960$7.68M1.68%-90313F-HRTimeline
Brickley Wealth Management31,458$7.56M1.48%013F-HRTimeline
High Falls Advisors, Inc31,009$7.45M1.65%-1,63713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…30,468$7.32M0.28%-94813F-HRTimelineGroup
Savvy Advisors, Inc.30,041$7.22M0.48%+5,33713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding29,816$7.17M+10,942Timeline
ATLAS CAPITAL ADVISORS INC.29,643$7.12M0.87%-61113F-HRTimeline
Fortis Group Advisors, LLC29,448$7.11M1.29%new13F-HRTimeline
Claris Financial LLC29,552$7.1M5.35%-8,55713F-HRTimeline
Lineweaver Wealth Advisors, LLC29,420$7.07M1.12%+51513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC29,007$6.97M1.09%+1,35213F-HRTimeline
Csenge Advisory Group28,954$6.7M0.35%-2213F-HRTimeline
Audent Global Asset Management, LLC27,876$6.7M4.78%+10513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC27,483$6.6M0.23%-53613F-HRTimeline
Kelly Financial Services LLC27,043$6.5M1.91%+3,49913F-HRTimeline
SigFig Wealth Management, LLC26,385$6.27M0.21%+14,93013F-HRTimeline
SHUFRO ROSE & CO LLC30,896$6.24M0.51%-15013F-HRTimeline
NorthCrest Asset Manangement, LLC26,064$6.24M0.17%-12413F-HRTimeline
Farther Finance Advisors, LLC25,834$6.21M0.12%-11,50913F-HRTimeline
Mascoma Wealth Management LLC25,805$6.2M1.44%+2,02613F-HRTimeline
Keystone Financial Services25,693$6.17M2.1%-88113F-HRTimeline
D.A. DAVIDSON & CO.25,600$6.15M0.04%+15,29313F-HRTimeline
Haverford Trust Co25,361$6.09M0.06%+92413F-HRTimeline
Strategic Blueprint, LLC25,284$6.08M0.3%+40113F-HRTimeline
Trek Financial, LLC25,264$6.07M0.41%+79013F-HRTimeline
IFG Advisory, LLC25,208$6.06M0.3%+2,17413F-HRTimeline
Perennial Investment Advisors, LLC25,094$6.04M0.59%+2,24113F-HRTimeline
Unison Advisors LLC25,085$6.03M0.67%+1,39913F-HRTimeline
Avant Capital LLC25,071$6.03M4.67%-2413F-HRTimeline
Keystone Financial Group25,011$6.02M0.54%+1,50413F-HRTimeline
360 Financial, Inc.24,791$5.96M1.89%+80113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC24,600$5.91M0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC24,277$5.83M0.24%-4,17213F-HRTimeline
Tactive Advisors, LLC24,185$5.81M1.88%13F-HRTimeline
Simplicity Wealth,LLC24,067$5.78M0.24%+5,01813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd23,991$5.77M0.1%-16,25013F-HRTimelineGroup
Buttonwood Financial Group, LLC24,003$5.73M2.91%-46113F-HRTimeline
COZAD ASSET MANAGEMENT INC23,747$5.71M0.5%-18213F-HR/ATimeline
Prime Capital Investment Advisors, LLC23,729$5.7M0.08%-8,81413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC23,374$5.62M0.9%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.22,467$5.4M0.26%-1,10313F-HRTimeline
PAX Financial Group, LLC22,375$5.38M1.03%-44313F-HRTimeline
SAX WEALTH ADVISORS, LLC22,260$5.35M0.32%+55913F-HRTimeline
Vise Technologies, Inc.22,001$5.29M0.22%13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC21,839$5.25M0.06%+1,59113F-HRTimelineGroup
Professional Financial Advisors, LLC21,694$5.21M1.21%+89013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,466$5.16M0.1%+26213F-HRTimelineGroup
Midwest Capital Advisors, LLC21,416$5.15M2.71%-20413F-HRTimeline
RHS Financial, LLC21,389$5.14M2.92%+2,31413F-HRTimeline