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Disclosery

MTUM ISHARES TR

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SHS (fund)

978 managers (987 13F filers) reported a position in MTUM shares at 2025-09-30, 65,560,029 shares in all. 96 filers opened a position and 62 filers sold out during the quarter.

Managers
978
13F filers
987
New
96
Added
408
Reduced
317
Sold out
62
Shares held by filers
65,560,029

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MERCER GLOBAL ADVISORS INC /ADV7,595,040$1.95B3.25%+11,58413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,658,376$1.71B-6,456,227Timeline
FMR LLCin group FMR LLC4,063,106$1.04B0.05%+829,80313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,260,276$836M0.05%+739,20313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,063,251$786M0.25%+120,85113F-HRTimelineGroup
LPL Financial LLC2,639,443$677M0.2%+337,34013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,465,131$376M0.81%-390,55313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,321,883$339M0.08%+90,84113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,259,294$323M0.01%+24,93013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,239,000$318M0.02%+94,88113F-HR/ATimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM1,223,490$314M1.51%+17,40013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,151,952$295M0.48%+29,23013F-HRTimelineGroup
Blue Trust, Inc.1,133,565$291M3.26%-76,91313F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,030,720$264M5.32%-55513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,001,260$255M0.39%-17,59313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding933,282$239M+895,886Timeline
CWM, LLCin group CWM, LLC911,115$234M0.7%+11,54613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO870,892$223M0.01%+54,04013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN865,845$222M0.05%-3,03913F-HRTimelineGroup
UBS Group AGin group UBS Group AG758,362$194M0.04%-30,50813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC739,133$190M0.03%+336,43313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP716,736$184M0.29%-99,18913F-HRTimelineGroup
Orgel Wealth Management, LLC664,061$170M3.88%+4,28013F-HRTimeline
MML INVESTORS SERVICES, LLC630,865$162M0.43%+201,69113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC523,868$134M1.05%+66,46513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…508,703$130M0.08%+6,22413F-HRTimelineGroup
Cetera Investment Advisers487,762$125M0.15%+47,68213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC457,507$117M0.71%-24,94213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.439,225$110M0.15%-78,05913F-HRTimelineGroup
Janney Montgomery Scott LLC417,834$107M0.25%-16,03713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA416,439$107M0.02%-122,48413F-HRTimelineGroup
AdvisorShares Investments LLC404,210$104M16.93%-27,02813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC360,382$92.4M0.12%+5,20113F-HRTimeline
Arizona PSPRS Trust360,077$90.7M3.12%+85013F-HRTimeline
High Probability Advisors, LLC318,438$81.7M11.2%+4,42213F-HRTimeline
Foster Group, Inc.301,241$77.3M2.42%+2,20713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC299,390$76.8M0.05%-157,00513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…295,778$75.9M0.05%+48,35213F-HRTimelineGroup
OneDigital Investment Advisors LLC270,886$69.5M0.71%+2,34913F-HRTimeline
Foundations Investment Advisors, LLC257,073$65.9M0.96%-76,65613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS256,260$65.7M0.05%+40,89113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding253,075$64.9M+29,682Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP246,235$63.1M0.06%+25,26913F-HRTimelineGroup
Symmetry Partners, LLC242,492$62.2M6.77%+21,62813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp230,702$59.2M0.01%+11,53013F-HRTimelineGroup
NewEdge Advisors, LLC220,151$56.5M0.26%+7,72013F-HRTimeline
Strategic Financial Services, Inc.219,222$56.2M2.82%-13513F-HRTimeline
Cambridge Investment Research Advisors,…211,754$54.3M0.15%+34,59113F-HRTimeline
Armbruster Capital Management, Inc.211,106$54.1M9.21%+2,89013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…196,940$50.5M0.18%-4,12713F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding189,097$48.5M+9,161Timeline
Kathmere Capital Management, LLC170,840$43.8M3.11%-5,02913F-HRTimeline
JB Capital LLC167,577$43M1.85%+9,55313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP162,138$41.3M0.03%+24,49613F-HRTimelineGroup
Merit Financial Group, LLC160,608$41.2M0.38%+34,63213F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC153,621$39.4M0.16%+61,91513F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…151,310$38.8M0.34%+35,93913F-HRTimelineGroup
Apella Capital, LLC152,590$38.6M0.86%-22,83313F-HRTimeline
Sanctuary Advisors, LLC146,167$37.5M0.21%+3,43913F-HR/ATimeline
Mullooly Asset Management, Inc.137,856$35.4M13.56%+1,59413F-HRTimeline
Integrated Wealth Concepts LLC136,725$35.1M0.31%+75813F-HRTimeline
1900 WEALTH MANAGEMENT LLC134,490$34.5M2.34%-88813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…129,638$33.2M0.24%+28813F-HRTimelineGroup
Stonehearth Capital Management, LLC126,654$32.5M12.57%-3,00413F-HRTimeline
Acropolis Investment Management, LLC134,659$32.4M1.64%+5,81313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP124,440$31.9M0.04%+5,67613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS123,890$31.8M0.06%+22,73113F-HRTimeline
Sanchez Wealth Management Group116,745$29.9M6.65%+4,19813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp110,794$28.4M0.1%+20,22513F-HRTimelineGroup
Sequoia Financial Advisors, LLC108,546$27.8M0.17%+1,79213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.100,304$25.7M0.04%-1,35613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC99,747$25.6M0.03%+2,33713F-HRTimelineGroup
Atria Investments, Inc98,331$25.2M0.29%+5,57313F-HRTimeline
Bell Investment Advisors, Inc94,433$24.2M3.96%-2,82213F-HRTimeline
Savvy Advisors, Inc.94,045$24.1M1.11%+64,00413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/93,509$24M1.15%-58813F-HRTimeline
Advocacy Wealth Management, LLC93,325$23.9M1.04%+4,90913F-HRTimeline
AE Wealth Management LLC91,595$23.5M0.15%-4,28113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…88,691$22.7M0.04%+85,01113F-HRTimelineGroup
Provida Pension Fund Administrator88,652$22.7M0.4%-62,53513F-HRTimeline
Sensible Financial Planning & Managemen…88,088$22.6M4.1%-3,68913F-HRTimeline
Invst, LLC86,943$22.3M2.53%+5,21913F-HRTimeline
Qube Research & Technologies Ltd85,504$21.9M0.03%-41,95713F-HRTimeline
Meredith Wealth Planning85,434$21.9M6.94%-1,71713F-HRTimeline
B&D White Capital Company, LLC83,781$21.5M2.75%new13F-HRTimeline
Convergence Financial, LLC81,660$20.9M3.14%+8,46913F-HRTimeline
Glenview Trust Co79,809$20.5M0.32%-2,25913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\74,632$19.1M0.02%-1,38313F-HRTimelineGroup
Private Advisor Group, LLC74,380$19.1M0.09%-32,86513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC74,132$19M0.24%new13F-HR/ATimelineGroup
PRUDENT INVESTORS NETWORK, INC.73,798$18.9M4.64%+96813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC71,281$18.3M0.36%-31113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC70,542$18.1M1.02%-86913F-HRTimeline
Trinity Wealth Management, LLC70,394$18.1M6.77%-27,16613F-HRTimeline
Straight Path Wealth Management69,773$17.9M4.99%+3,42513F-HRTimeline
CPC Advisors, LLC68,859$17.7M1.86%+1,47913F-HRTimeline
Advisory Services Network, LLC68,614$17.6M0.26%+98913F-HRTimeline
Journey Advisory Group, LLC65,111$16.7M1.24%-1,04913F-HRTimeline
CFO4Life Group, LLC62,935$16.1M2.35%-1,16213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC61,597$15.8M0.45%+1,48613F-HRTimeline
Yeomans Consulting Group, Inc.59,839$15.3M5.28%+26,44013F-HRTimeline
INTRUST BANK NA58,837$15.1M1.26%-87513F-HRTimeline
Waverly Advisors, LLC58,238$14.9M0.15%+3,15013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…55,912$14.3M0.03%-29613F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …54,508$14M0.81%+63413F-HRTimeline
POM Investment Strategies, LLC54,469$14M7.59%+12,18713F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD54,064$13.9M0.03%-17,30413F-HRTimeline
Steward Partners Investment Advisory, L…53,366$13.7M0.08%+3,51313F-HRTimeline
Well Done, LLC53,304$13.7M2.33%-55713F-HRTimeline
Summit Wealth Group, LLC53,222$13.6M3.3%-3,36913F-HRTimeline
Icon Wealth Advisors, LLC49,726$12.8M0.86%+1613F-HRTimeline
D'Orazio & Associates, Inc.48,620$12.5M1.65%+36,92813F-HRTimeline
Scarborough Advisors, LLC48,504$12.4M2.19%+1713F-HRTimeline
SteelPeak Wealth, LLC47,340$12.1M0.41%+7,61513F-HRTimeline
Trilogy Capital Inc.47,004$12.1M0.56%-3,28513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…44,307$11.4M0.2%+26,39313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.44,225$11.3M0.26%+5,33613F-HRTimeline
Opes Wealth Management LLC43,804$11.2M1.98%-27713F-HRTimeline
Global Wealth Strategies & Associates43,550$11.2M2.87%-99313F-HRTimeline
Creative Planningin group Creative Planning42,810$11M0.01%+10213F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC41,812$10.7M2.09%-51613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources41,565$10.7M<0.01%+27,81313F-HRTimelineGroup
Chicago Partners Investment Group LLC41,168$10.6M0.28%+82913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,465$10.4M0.01%new13F-HRTimelineGroup
Sharkey, Howes & Javer39,125$10M1.29%+72613F-HRTimeline
Aptus Capital Advisors, LLC38,877$9.97M0.09%+40013F-HRTimeline
Stone House Investment Management, LLC38,591$9.9M1.67%+1,20413F-HRTimeline
&PARTNERS38,342$9.85M0.06%+5,40613F-HRTimeline
Forefront Wealth Partners, LLC37,777$9.69M2.44%+36,61713F-HRTimeline
CENTAURUS FINANCIAL, INC.37,570$9.63M0.45%-70013F-HRTimeline
Forefront Analytics, LLC37,494$9.62M9.26%-3,34913F-HRTimeline
Audent Global Asset Management, LLC37,454$9.61M6.98%+9,57813F-HRTimeline
JMAC ENTERPRISES LLC37,005$9.49M1.88%+41613F-HRTimeline
ANDERSON HOAGLAND & CO36,625$9.39M0.84%+29313F-HRTimeline
Beacon Pointe Advisors, LLC36,502$9.36M0.08%-6,61713F-HRTimeline
Claris Financial LLC36,103$9.26M5.26%+6,55113F-HRTimeline
NorthRock Partners, LLC36,040$9.24M0.17%+33,48513F-HRTimeline
HighTower Advisors, LLC35,570$9.12M0.01%-10,81313F-HRTimeline
Orion Porfolio Solutions, LLC35,114$9M0.07%-115,79113F-HRTimeline
Shepherd Financial Partners LLC34,732$8.91M0.85%+13313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,705$8.64M0.1%+62813F-HRTimelineGroup
Capital Planning LLC33,675$8.64M2.52%-3813F-HRTimeline
Stokes Family Office, LLC32,979$8.46M0.8%-1,72313F-HRTimeline
Tacita Capital Inc32,928$8.44M5.1%-94413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.32,690$8.38M0.06%-5,76513F-HRTimelineGroup
Pettinga Financial Advisors LLC32,656$8.37M1.63%+69613F-HRTimeline
Financial Architects, LLC31,970$8.2M4.66%-1,67013F-HRTimeline
MGO ONE SEVEN LLC31,966$8.2M0.19%+24,88913F-HRTimeline
Brickley Wealth Management31,458$8.07M1.41%013F-HRTimeline
CHOREO, LLC31,250$8.01M0.1%-1,91913F-HRTimeline
Royal Fund Management, LLC31,095$8M0.96%-10,85713F-HRTimeline
High Falls Advisors, Inc30,795$7.9M1.63%-21413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC30,276$7.76M1.09%+1,26913F-HRTimeline
Strategic Blueprint, LLC30,074$7.71M0.34%+4,79013F-HRTimeline
Tactive Advisors, LLC29,910$7.67M2.17%+5,72513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding29,882$7.66M+66Timeline
Strategic Investment Advisors / MI140,862$7.61M0.88%+103,20213F-HR/ATimeline
Alexis Investment Partners, LLC29,669$7.59M3.05%-6,82613F-HRTimeline
Lineweaver Wealth Advisors, LLC28,916$7.42M1.09%-50413F-HRTimeline
Csenge Advisory Group28,501$7.31M0.35%-45313F-HRTimeline
Trek Financial, LLC27,989$7.18M0.43%+2,72513F-HRTimeline
Members Advisory Group LLC27,796$7.13M2.52%+20,29913F-HRTimeline
Mascoma Wealth Management LLC27,685$7.1M1.56%+1,88013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC27,647$7.09M0.07%+5,80813F-HRTimelineGroup
Farther Finance Advisors, LLC27,371$7.02M0.11%+1,53713F-HRTimeline
Keystone Financial Group27,067$6.92M0.53%+2,05613F-HR/ATimeline
Perennial Investment Advisors, LLC26,714$6.86M0.57%+1,62013F-HRTimeline
Keystone Financial Services26,260$6.73M2.09%+56713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC26,146$6.71M0.22%-1,33713F-HRTimeline
D.A. DAVIDSON & CO.25,863$6.63M0.04%+26313F-HRTimeline
Atom Investors LP25,821$6.62M0.5%new13F-HRTimeline
NorthCrest Asset Manangement, LLC26,012$6.62M0.16%-5213F-HRTimeline
Haverford Trust Co25,563$6.56M0.06%+20213F-HRTimeline
Kelly Financial Services LLC25,282$6.48M1.68%-1,76113F-HRTimeline
Avant Capital LLC25,186$6.46M4.54%+11513F-HRTimeline
RHS Financial, LLC25,025$6.42M3.33%+3,63613F-HRTimeline
360 Financial, Inc.24,585$6.3M2.04%-20613F-HRTimeline
IFG Advisory, LLC24,432$6.27M0.28%-77613F-HRTimeline
PAX Financial Group, LLC24,288$6.23M1.12%+1,91313F-HRTimeline
COZAD ASSET MANAGEMENT INC24,068$6.17M0.49%+32113F-HRTimeline
SHUFRO ROSE & CO LLC30,531$6.17M0.51%-36513F-HRTimeline
Gladstone Institutional Advisory LLC23,859$6.12M0.24%-41813F-HRTimeline
Unison Advisors LLC23,737$6.09M0.56%-1,34813F-HRTimeline
Prime Capital Investment Advisors, LLC23,558$6.04M0.08%-17113F-HRTimeline
Tradition Wealth Management, LLC23,369$5.99M0.44%+21,90513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,729$5.83M0.1%+1,26313F-HRTimelineGroup
Tradewinds, LLC.22,685$5.82M1.42%new13F-HRTimeline
Professional Financial Advisors, LLC22,677$5.82M1.22%+98313F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC22,537$5.78M4.74%+4,03613F-HRTimelineGroup
Midwest Capital Advisors, LLC22,450$5.76M2.78%+1,03413F-HRTimeline
BEACON FINANCIAL GROUP22,212$5.7M0.56%+2,20313F-HRTimeline
J.W. COLE ADVISORS, INC.22,191$5.69M0.11%+3,29713F-HRTimeline
Uniting Wealth Partners, LLC21,402$5.49M1.3%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC21,210$5.44M0.29%-1,05013F-HRTimeline
Fairvoy Private Wealth, LLC21,016$5.39M1.23%+3,42713F-HRTimeline
Regal Investment Advisors LLC20,854$5.35M0.35%+4,51513F-HRTimeline
WEALTH ALLIANCE, LLC20,809$5.34M0.55%+2,33313F-HRTimeline
Vise Technologies, Inc.20,681$5.3M0.2%-1,32013F-HRTimeline
ONE Advisory Partners, LLC20,708$5.27M1.62%+57713F-HRTimeline
Vestmark Advisory Solutions, Inc.20,353$5.22M0.1%+16,14613F-HRTimeline