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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,177,642$2.2B+573,293Timeline
MERCER GLOBAL ADVISORS INC /ADV8,388,874$2.01B2.98%+563,98413F-HRTimeline
FMR LLCin group FMR LLC5,483,464$1.32B0.07%+726,19213F-HRTimelineGroup
LPL Financial LLC3,366,370$808M0.21%+74,51313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,281,064$787M0.24%+65,09013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,082,019$740M0.04%+227,39913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,623,570$390M0.01%+27,12813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,367,576$328M0.08%-7,84113F-HR/ATimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM1,340,090$322M1.7%+52,80013F-HRTimeline
Blue Trust, Inc.1,274,963$306M3.5%+32,57313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,183,078$284M0.4%+26,72413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,174,251$282M0.57%-328,15813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,169,637$281M0.02%-89,18013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,149,067$276M0.72%+7,64213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,144,110$264M0.02%-6,97413F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP974,018$234M0.33%+82,39913F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…960,399$230M4.01%-13,77813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN845,066$203M0.04%+39913F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC722,484$173M1.35%+11,46113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding713,650$171M-60,162Timeline
Orgel Wealth Management, LLC683,699$164M3.54%+7,23813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…614,259$151M0.33%-367,24813F-HRTimeline
MML INVESTORS SERVICES, LLC626,007$150M0.42%-68,44213F-HRTimeline
Cetera Investment Advisers611,551$147M0.16%+4,26113F-HRTimeline
Janney Montgomery Scott LLC601,408$144M0.36%+28,88713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA507,713$122M0.02%+26,88413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…481,997$116M0.07%-21,56213F-HRTimelineGroup
Foundations Investment Advisors, LLC440,369$106M1.31%+39,96713F-HRTimeline
Symmetry Partners, LLC435,693$105M5.97%+19,12713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp424,939$102M0.02%+40,66613F-HRTimelineGroup
OneDigital Investment Advisors LLC422,147$101M0.99%+19,15213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC401,793$96.4M0.47%-25,25913F-HRTimelineGroup
NewEdge Advisors, LLC398,773$95.7M0.35%+22,67913F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…384,032$92.2M0.06%+19,81113F-HRTimelineGroup
Arizona PSPRS Trust361,375$86.7M3.19%+32413F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS358,564$86M0.15%+133,08513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC357,531$85.8M0.01%-12,30513F-HRTimelineGroup
Merit Financial Group, LLC345,340$82.9M0.62%+41,70613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC341,254$81.9M0.11%-65,43813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP332,532$79.8M0.07%+17,29713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.324,536$78M0.11%-17,34013F-HRTimelineGroup
Foster Group, Inc.317,760$76.3M2.27%+9,42513F-HRTimeline
High Probability Advisors, LLC314,322$75.4M9.65%-7,44213F-HRTimeline
JB Capital LLC285,999$68.6M2.77%+9,07513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC252,646$60.6M0.04%-250,30613F-HRTimelineGroup
Sanctuary Advisors, LLC242,941$58.3M0.32%+9,10013F-HRTimeline
Strategic Financial Services, Inc.225,567$54.1M2.58%+3,05613F-HRTimeline
Cambridge Investment Research Advisors,…225,408$54.1M0.14%+18,59513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…214,260$51.5M0.32%+2,05513F-HRTimelineGroup
Armbruster Capital Management, Inc.212,578$51M8.36%+45613F-HRTimeline
Advocacy Wealth Management, LLC201,441$48.3M2.14%+12,57213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP203,336$47.9M0.02%+25,38213F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding186,253$44.7M+5,477Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…185,846$44.6M0.16%-7,15713F-HRTimelineGroup
Kathmere Capital Management, LLC180,808$43.4M2.69%+4,91113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP164,221$39.4M0.05%+4,62313F-HRTimelineGroup
Integrated Wealth Concepts LLC161,287$38.7M0.31%+38,75913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…157,268$37.7M0.07%+2,20813F-HRTimelineGroup
Sanchez Wealth Management Group155,489$37.3M8.07%+3,93613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC155,224$37.3M0.15%+2,15713F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…155,163$37.2M0.32%-11,52913F-HRTimelineGroup
Atria Investments, Inc146,280$35.1M0.39%+11,52713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding145,046$34.8M-136,744Timeline
Apella Capital, LLC125,583$34.5M0.51%-7,35413F-HRTimeline
Acropolis Investment Management, LLC141,946$34.1M1.51%+2,60913F-HRTimeline
Mullooly Asset Management, Inc.137,593$33M12.19%-2,83113F-HRTimeline
1900 WEALTH MANAGEMENT LLC132,730$31.9M2.05%-1,10913F-HRTimeline
Beacon Pointe Advisors, LLC132,677$31.8M0.17%+11,69213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…127,082$30.5M1.18%-6,60613F-HRTimelineGroup
AE Wealth Management LLC125,877$30.2M0.16%-4,26313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP125,199$30M0.02%new13F-HRTimelineGroup
Stonehearth Capital Management, LLC124,002$29.8M11.79%-2,67213F-HRTimeline
Savvy Advisors, Inc.115,983$27.8M0.75%+16,74613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp113,868$27.3M0.09%-1,79313F-HR/ATimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …103,782$24.9M1.42%+6,09413F-HRTimeline
HighTower Advisors, LLC102,208$24.5M0.03%+66,43313F-HRTimeline
Icon Wealth Advisors, LLC86,036$23.9M1.55%+9,31213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…100,243$23.8M0.05%+3,23013F-HRTimelineGroup
Sequoia Financial Advisors, LLC97,295$23.3M0.13%-1,54713F-HRTimeline
Mariner, LLCin group Mariner, LLC96,834$23.2M0.03%-5,55313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC94,000$22.6M0.26%+68,81713F-HRTimeline
Convergence Financial, LLC88,345$21.4M2.27%+4,50713F-HRTimeline
Bell Investment Advisors, Inc88,196$21.2M3.31%-4,10313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.84,687$20.3M0.03%-14,14113F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC81,997$19.7M0.49%+1,34713F-HRTimeline
Private Advisor Group, LLC77,857$18.7M0.09%-47313F-HRTimeline
SteelPeak Wealth, LLC77,484$18.6M0.58%-3,09513F-HRTimeline
MGO ONE SEVEN LLC76,064$18.3M0.37%+9,06013F-HRTimeline
Straight Path Wealth Management75,912$18.2M4.87%+3,71713F-HRTimeline
Glenview Trust Co74,224$17.8M0.28%-52413F-HRTimeline
Trinity Wealth Management, LLC70,208$16.8M6.19%-14113F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.69,141$16.6M3.61%-17113F-HRTimeline
Creative Planningin group Creative Planning67,722$16.3M0.01%+2,71013F-HRTimelineGroup
Scarborough Advisors, LLC66,962$16.1M1.76%-7,36013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC66,172$15.9M0.29%-2,64513F-HRTimeline
Sharkey, Howes & Javer65,955$15.8M2.13%+3,48913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC65,890$15.8M0.85%-3,47613F-HRTimeline
Steward Partners Investment Advisory, L…63,969$15.4M0.08%-3,66213F-HRTimeline
Stone House Investment Management, LLC62,787$15.1M2.7%+3,74513F-HRTimeline
Shepherd Financial Partners LLC62,582$15M1.42%+2,22113F-HRTimeline
NorthRock Partners, LLC62,429$15M0.24%+4,71713F-HRTimeline
Journey Advisory Group, LLC61,587$14.8M1.27%-2,61213F-HRTimeline
CFO4Life Group, LLC60,865$14.6M2.23%-36013F-HRTimeline
D'Orazio & Associates, Inc.59,715$14.3M1.86%+2,25113F-HRTimeline
CPC Advisors, LLC58,268$14M2.27%-13,91613F-HRTimeline
Pettinga Financial Advisors LLC58,189$14M2.63%+8,55613F-HRTimeline
Waverly Advisors, LLC56,149$13.5M0.1%-1813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC54,548$13.1M0.01%+28,60113F-HRTimelineGroup
Summit Wealth Group, LLC53,142$12.8M2.93%+15113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,952$12.8M0.08%+6,29313F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources52,689$12.6M<0.01%+14,02113F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC51,988$12.5M0.3%+10,37513F-HRTimeline
TUDOR INVESTMENT CORP ET AL51,658$12.4M0.07%new13F-HRTimeline
&PARTNERS51,301$12.3M0.06%-10213F-HRTimeline
Well Done, LLC51,056$12.3M1.8%-1,70513F-HRTimeline
Orion Porfolio Solutions, LLC50,939$12.2M0.1%-8,86413F-HRTimeline
Stokes Family Office, LLC49,474$11.9M1.23%-3,71213F-HRTimeline
CENTAURUS FINANCIAL, INC.48,550$11.7M0.55%+8,40013F-HRTimeline
Chicago Partners Investment Group LLC40,975$11.3M0.25%-14413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,586$11.2M0.01%-45,09513F-HRTimelineGroup
PAX Financial Group, LLC46,025$11M1.88%+5,68313F-HRTimeline
ANDERSON HOAGLAND & CO45,160$10.8M0.93%+7,48713F-HRTimeline
Trek Financial, LLC44,469$10.7M0.57%+4,03613F-HRTimeline
Scissortail Wealth Management, LLC44,466$10.7M2.14%+36,41613F-HRTimeline
Opes Wealth Management LLC43,877$10.5M1.8%-15513F-HRTimeline
Strategic Blueprint, LLC43,856$10.5M0.61%+2,46813F-HRTimeline
Keystone Financial Services43,444$10.4M3.06%+14,91113F-HRTimeline
Gateway Wealth Partners, LLC43,168$10.4M0.4%+30,04113F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…42,978$10.3M1.2%+2,64313F-HRTimeline
Kelly Financial Services LLC42,601$10.2M2.46%+2,33613F-HRTimeline
Keystone Financial Group41,581$10.1M0.69%+3,74413F-HRTimeline
Royal Fund Management, LLC41,866$10.1M0.96%-1,15413F-HRTimeline
Trilogy Capital Inc.41,250$9.9M0.44%-3,79913F-HRTimeline
Farther Finance Advisors, LLC40,018$9.81M0.09%-5713F-HRTimeline
Garrett Wealth Advisory Group, LLC40,787$9.79M1.74%-50913F-HRTimeline
BEACON FINANCIAL GROUP40,113$9.63M0.96%+1,91213F-HRTimeline
Midwest Capital Advisors, LLC39,723$9.53M4.45%+1,67013F-HRTimeline
Quantinno Capital Management LP39,279$9.43M0.02%-3413F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.39,152$9.4M0.02%new13F-HRTimelineGroup
Meredith Wealth Planning38,675$9.28M2.51%-46,37313F-HRTimeline
Vestmark Advisory Solutions, Inc.38,641$9.27M0.1%-15,38113F-HRTimeline
JMAC ENTERPRISES LLC38,563$9.25M1.77%+82213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC38,474$9.23M1.15%+8,33113F-HRTimeline
Regal Investment Advisors LLC38,459$9.23M0.53%+2,70413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC37,597$9.02M<0.01%+9,43413F-HRTimelineGroup
TSFG, LLC37,552$9.01M1.37%+2,13313F-HRTimeline
Aptus Capital Advisors, LLC36,487$8.76M0.07%-1,58813F-HRTimeline
ONE Advisory Partners, LLC36,347$8.72M2.69%+1,01313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding31,398$8.72M+2,757Timeline
Brookstone Capital Managementin group Brookstone Capital Management36,261$8.7M0.1%-2,26513F-HRTimelineGroup
Alexis Investment Partners, LLC37,396$8.63M5.94%+4,66413F-HRTimeline
SWMG, LLC35,642$8.55M2.44%+1,52113F-HRTimeline
D.A. DAVIDSON & CO.35,437$8.5M0.05%+8,61013F-HRTimeline
Claris Financial LLC35,039$8.41M4.6%-33213F-HRTimeline
Vise Technologies, Inc.33,360$8.35M0.16%013F-HRTimeline
Elevated Financial Group LLC34,457$8.27M2.74%+8,25413F-HRTimeline
Financial Architects, LLC33,835$8.12M4.28%+1,01013F-HRTimeline
Legacy Financial Group LLC33,679$8.08M1.02%+1,48513F-HRTimeline
Provida Pension Fund Administrator33,632$8.07M0.14%-81,49013F-HRTimeline
HRT FINANCIAL LP33,587$8.06M0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,383$8.01M0.09%-18,78513F-HRTimelineGroup
SHUFRO ROSE & CO LLC33,008$7.92M0.54%+44513F-HRTimeline
World Investment Advisors32,976$7.91M0.13%+1,11613F-HRTimeline
Csenge Advisory Group32,911$7.9M0.36%+88013F-HRTimeline
Modern Wealth Management, LLC31,785$7.8M0.13%+9,86413F-HRTimeline
Tacita Capital Inc32,220$7.73M4.58%-51113F-HRTimeline
Rothschild Wealth LLC32,146$7.71M0.7%+2,87913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding31,639$7.59M+1,546Timeline
Vident Advisory, LLCin group Vident Advisory, LLC31,544$7.57M0.06%+6,24813F-HRTimelineGroup
Kilter Group LLC31,511$7.56M3.26%+2,15113F-HRTimeline
Brickley Wealth Management31,458$7.55M1.29%013F-HRTimeline
Capital Planning LLC30,536$7.33M2.38%-2,60113F-HRTimeline
Strategic Investment Advisors / MI30,341$7.28M0.5%-44513F-HRTimeline
Lineweaver Wealth Advisors, LLC30,169$7.24M0.98%+69213F-HRTimeline
PW Nova Financial Services LLC29,883$7.17M1.8%-7413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding29,815$7.16M+1,959Timeline
WEALTH ALLIANCE, LLC29,794$7.15M0.71%-1,73313F-HRTimeline
Advyzon Investment Management, LLC29,309$7.03M0.63%+16,46113F-HRTimeline
Dorsey Wright & Associates29,213$7.01M0.87%+17,42613F-HRTimeline
HARBOUR INVESTMENTS, INC.29,158$7M0.11%-5,62713F-HRTimeline
Haverford Trust Co28,972$6.95M0.06%+3,43713F-HRTimeline
CHOREO, LLC28,774$6.91M0.08%-71613F-HRTimeline
Sovran Advisors, LLC24,107$6.85M0.54%+2,99213F-HRTimeline
Perennial Investment Advisors, LLC28,490$6.84M0.55%-2,85113F-HRTimeline
Invst, LLC27,256$6.54M0.74%-1,33213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC27,051$6.49M0.15%+2,21713F-HR/ATimeline
Bay Harbor Wealth Management, LLC27,030$6.49M1.68%+1,12413F-HRTimeline
Mascoma Wealth Management LLC27,018$6.48M1.34%-1,49013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC26,597$6.38M0.09%+14,13713F-HRTimelineGroup
WealthShield Partners, LLC26,550$6.37M0.71%+66613F-HRTimeline
Snowden Capital Advisors LLC26,529$6.37M0.17%+6,83713F-HRTimeline
BCGM Wealth Management, LLC26,214$6.29M1.58%+55113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC26,209$6.29M0.3%-2,29513F-HRTimeline
SAX WEALTH ADVISORS, LLC25,046$6.27M0.3%013F-HRTimeline
VestGen Advisors, LLC20,488$6.21M0.17%+9,91413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.25,716$6.17M0.71%013F-HRTimeline
Professional Financial Advisors, LLC25,404$6.1M1.24%+2,79813F-HRTimeline
Claro Advisors Inc.25,147$6.03M0.73%+1,03613F-HRTimeline
Sound Portfolio Advisors, LLC25,099$6.02M4.89%+20913F-HRTimeline
Unison Advisors LLC24,966$5.99M0.45%+69513F-HRTimeline