Who Owns ISHARES TR (MTUM)? -- Institutional Holders (2026-06-30)
1,279 institutions reported holding $26.90B of ISHARES TR (MTUM) in SEC 13F filings for 2026-06-30. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($2.78B), ENVESTNET ASSET MANAGEMENT INC ($2.71B), FMR LLC ($1.96B), LPL Financial LLC ($1.16B), RAYMOND JAMES FINANCIAL INC ($1.16B). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $2.78B | 8.1M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $2.71B | 7.9M | Trimmed |
| 3 | FMR LLC | $1.96B | 5.7M | Added |
| 4 | LPL Financial LLC | $1.16B | 3.4M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.16B | 3.4M | Added |
| 6 | MORGAN STANLEY | $928.7M | 2.7M | Trimmed |
| 7 | Encompass Capital Advisors LLC | $492.8M | 1.4M | New |
| 8 | Blue Trust, Inc. | $483.3M | 1.4M | Added |
| 9 | AMERIPRISE FINANCIAL INC | $457.9M | 1.3M | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $452.3M | 1.3M | Added |
| 11 | STATE OF MICHIGAN RETIREMENT SYSTEM | $446.4M | 1.3M | Trimmed |
| 12 | BlackRock, Inc. | $429.3M | 1.3M | Trimmed |
| 13 | ASSETMARK, INC | $391.0M | 1.1M | Trimmed |
| 14 | Cerity Partners LLC | $377.0M | 1.1M | Trimmed |
| 15 | WELLS FARGO & COMPANY/MN | $372.4M | 1.1M | Added |
| 16 | PICTON MAHONEY ASSET MANAGEMENT | $342.8M | 1.0M | Added |
| 17 | JPMORGAN CHASE & CO | $337.3M | 1.0M | Trimmed |
| 18 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $319.4M | 931,613 | Trimmed |
| 19 | BANK OF MONTREAL /CAN/ | $309.1M | 901,500 | Added |
| 20 | JANE STREET GROUP, LLC | $295.0M | 860,379 | Added |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $288.5M | 841,406 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $284.6M | 830,205 | Added |
| 23 | UBS Group AG | $278.2M | 811,500 | Added |
| 24 | Orgel Wealth Management, LLC | $230.6M | 672,724 | Trimmed |
| 25 | PARK AVENUE SECURITIES LLC | $219.4M | 639,938 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30