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Disclosery

MTUM ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 92 13F filers report a position in MTUM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…588,631$187M0.28%-18,99113F-HRTimeline
Acropolis Investment Management, LLC139,272$44.2M1.78%+1,47513F-HRTimeline
1900 WEALTH MANAGEMENT LLC127,545$40.5M2.19%-4,55813F-HRTimeline
Apella Capital, LLC117,618$37.9M0.48%-3,96113F-HRTimeline
First Heartland Consultants, Inc.42,697$13.5M0.9%+25,61413F-HRTimeline
Capital Planning LLC27,437$8.71M2.32%-1,01013F-HRTimeline
Professional Financial Advisors, LLC26,704$8.47M1.44%+33513F-HRTimeline
Tactive Advisors, LLC24,821$7.88M1.89%+6,00713F-HRTimeline
SAX WEALTH ADVISORS, LLC24,639$7.82M0.22%-36113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,159$6.71M0.12%-1,83313F-HRTimeline
Keystone Global Partners, LLC20,142$6.39M2.3%new13F-HRTimeline
Farther Finance Advisors, LLC18,568$5.89M0.04%-15,83013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…17,866$5.67M0.1%+3,93913F-HRTimelineGroup
Pettinga Financial Advisors LLC13,463$4.27M0.71%-27,92113F-HRTimeline
Weaver Consulting Group10,745$3.41M0.66%+16213F-HRTimeline
Clarus Wealth Advisors9,616$3.08M1.12%+1,09313F-HRTimeline
Trust Co8,771$2.78M0.24%-4,54313F-HRTimeline
Sound Income Strategies, LLC8,762$2.78M0.12%-1,23913F-HRTimeline
Elm3 Financial Group, LLC8,280$2.63M1.75%-1,97513F-HRTimeline
Financial Enhancement Group LLC7,990$2.58M0.3%+76513F-HRTimeline
Legacy Private Trust Co.8,108$2.57M0.14%-15113F-HRTimeline
Fermata Advisors, LLC6,940$2.2M0.43%-9813F-HRTimeline
Avior Wealth Management, LLC6,498$2.06M0.05%+37613F-HRTimeline
Berbice Capital Management LLC6,487$2.06M1.02%+30013F-HRTimeline
Decker Wealth Management LLC6,307$2M0.41%013F-HRTimeline
CHAPIN DAVIS, INC.6,157$1.95M0.38%-113F-HRTimeline
McNaughton Wealth Management, LLC5,904$1.87M0.65%013F-HRTimeline
Global Wealth Strategies & Associates5,342$1.7M0.31%-93513F-HRTimeline
Insight Wealth Strategies, LLC5,004$1.59M0.16%+713F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC4,830$1.55M1.05%-4313F-HRTimeline
Balefire, LLC4,594$1.46M0.23%+1,41813F-HRTimeline
Fragasso Financial Advisors Inc4,453$1.42M0.07%+9913F-HRTimeline
First Citizens Financial Corp4,296$1.36M0.57%-15313F-HRTimeline
Apeiron RIA LLC4,073$1.31M0.3%-4,27013F-HRTimeline
Sherman Wealth Management LLC3,564$1.22M0.92%013F-HRTimeline
Valeo Financial Advisors, LLC3,830$1.22M0.03%-413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,829$1.22M0.07%013F-HRTimeline
Centurion Wealth Management LLC3,826$1.21M0.29%-3,82213F-HRTimeline
Galvin, Gaustad & Stein, LLC2,731$867K0.07%-6,36913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,707$859K0.06%+32013F-HRTimeline
OMNI 360 Wealth, Inc.2,638$837K0.38%013F-HRTimeline
Atlas Brown,Inc.2,318$736K0.19%-20013F-HRTimeline
LS Investment Advisors, LLC2,260$717K0.1%013F-HRTimeline
Dynamic Advisor Solutions LLC2,133$677K0.02%+1613F-HRTimeline
RiverTree Advisors, LLC2,033$645K0.38%new13F-HRTimeline
LEGACY SOLUTIONS, LLC1,922$610K0.47%013F-HRTimeline
Williams & Novak Wealth Management, LLC1,827$580K0.35%new13F-HRTimeline
Factor Wealth Management LTD1,748$555K0.08%013F-HRTimeline
Breakwater Capital Group1,722$547K0.06%+5313F-HRTimeline
Syntegra Private Wealth Group, LLC1,696$538K0.04%-1213F-HRTimeline
Merited Wealth, LLC1,653$524K0.36%-813F-HRTimeline
Cooper Financial Group1,610$511K0.04%+313F-HRTimeline
Avidian Wealth Enterprises, LLC1,559$495K0.01%-1,59013F-HRTimeline
Successful Portfolios LLC1,426$461K0.21%013F-HRTimeline
JBR Co Financial Management Inc1,357$445K0.17%013F-HRTimeline
Baron Financial Group, LLC1,365$433K0.21%-10513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,314$417K<0.01%+71913F-HRTimeline
Blue Capital, Inc.1,286$408K0.25%+113F-HRTimeline
Venture Visionary Partners LLC1,215$386K0.01%+50113F-HRTimeline
CogentBlue Wealth Advisors, LLC1,212$385K0.36%013F-HRTimeline
Whalen Wealth Management Inc.1,207$383K0.16%-62013F-HRTimeline
Canandaigua National Trust Co of Florida1,059$336K0.19%13F-HRTimeline
GoalVest Advisory LLC1,031$327K0.06%013F-HRTimeline
WESPAC Advisors SoCal, LLC948$301K0.05%+5113F-HRTimeline
Stonebridge Wealth Management, LLC941$299K0.27%-8513F-HRTimeline
Wealth Enhancement Trust Services, Inc.934$296K0.03%-10413F-HRTimeline
Intelligence Driven Advisers, LLC927$294K0.05%013F-HRTimeline
Financial Futures Ltd Liability Co.905$287K0.11%-10113F-HRTimeline
Sage Capital Advisors,llc844$268K0.05%+12813F-HRTimeline
Capital Advisors Wealth Management, LLC792$251K0.03%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC773$245K0.17%+713F-HRTimeline
Pearl Planning LLC772$245K0.1%013F-HRTimeline
Cambridge Financial Group, LLC707$242K0.08%013F-HRTimeline
Box Hill Private Wealth LLC728$231K0.17%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…672$213K0.01%+28313F-HRTimeline
Veracity Capital LLC668$212K0.06%-61513F-HRTimeline
Wedmont Private Capital647$205K<0.01%+113F-HRTimeline
City Center Advisors, LLC636$202K0.15%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC635$202K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC626$199K0.01%-4,98113F-HRTimeline
GAMMA Investing LLC320$102K<0.01%-813F-HRTimeline
CX Institutional255$81K<0.01%-15113F-HRTimeline
Central Pacific Bank - Trust Division97$30.8K<0.01%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH65$20.6K<0.01%new13F-HRTimeline
Planning Strategies Inc.60$19K0.01%013F-HRTimeline
GK Wealth Management LLC26$8.25K<0.01%new13F-HRTimeline
Olistico Wealth, LLC23$7.3K<0.01%new13F-HRTimeline
Meriwether Wealth & Planning, LLC21$6.66K<0.01%new13F-HRTimeline
Grove Bank & Trust13$4.12K<0.01%new13F-HRTimeline
Versant Capital Management, Inc5$1.59K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2$641<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$220<0.01%-4,79513F-HRTimeline