# ISHARES TR (MTUM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MTUM/

- Reporting holders: 61
- Reported value: $162.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $44.2M | 139,272 | 1.8% | 15 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $37.9M | 117,618 | 0.5% | 26 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $13.5M | 42,697 | 0.9% | 18 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $8.7M | 27,437 | 2.3% | 24 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $7.9M | 24,821 | 1.9% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.9M | 18,568 | 0.0% | 16 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $3.4M | 10,745 | 0.7% | 31 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $2.8M | 8,771 | 0.2% | 10 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $2.8M | 8,762 | 0.1% | 15 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $2.6M | 8,280 | 1.8% | 7 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $2.6M | 7,990 | 0.3% | 6 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $2.6M | 8,108 | 0.1% | 32 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $2.0M | 6,307 | 0.4% | 4 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $2.0M | 6,157 | 0.4% | 11 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $1.9M | 5,904 | 0.7% | 28 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $1.7M | 5,342 | 0.3% | 11 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $1.6M | 5,004 | 0.2% | 30 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.5M | 4,594 | 0.2% | 5 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $1.4M | 4,296 | 0.6% | 22 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $1.3M | 4,073 | 0.3% | 2 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.2M | 3,830 | 0.0% | 32 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $1.2M | 3,829 | 0.1% | 16 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $866.7K | 2,731 | 0.1% | 4 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $735.6K | 2,318 | 0.2% | 32 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $702.1K | 2,212 | 0.5% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 61 | $162.4M |
| Q2 2026 | 1,222 | $34.6B |
| Q1 2026 | 1,061 | $18.5B |
| Q4 2025 | 1,057 | $18.5B |
| Q3 2025 | 995 | $17.4B |
| Q2 2025 | 975 | $17.3B |
| Q1 2025 | 895 | $13.4B |
| Q4 2024 | 885 | $17.9B |
| Q3 2024 | 710 | $9.9B |
| Q2 2024 | 699 | $10.5B |
| Q1 2024 | 691 | $10.9B |
| Q4 2023 | 639 | $7.8B |