MTUM — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns MTUM? 66 Institutions Hold $162M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (MTUM)? 66 institutions reported holding $162.45M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Acropolis Investment Management, LLC ($44.2M), Apella Capital, LLC ($37.9M), First Heartland Consultants, Inc. ($13.5M).

Rank	Institution	Value	Shares	Change
1	Acropolis Investment Management, LLC	$44.2M	139,272	Added
2	Apella Capital, LLC	$37.9M	117,618	Trimmed
3	First Heartland Consultants, Inc.	$13.5M	42,697	Added
4	Capital Planning LLC	$8.7M	27,437	Trimmed
5	Tactive Advisors, LLC	$7.9M	24,821	Added
6	Farther Finance Advisors, LLC	$5.9M	18,568	Trimmed
7	Weaver Consulting Group	$3.4M	10,745	Added
8	Trust Co	$2.8M	8,771	Trimmed
9	Sound Income Strategies, LLC	$2.8M	8,762	Trimmed
10	Elm3 Financial Group, LLC	$2.6M	8,280	Trimmed
11	Financial Enhancement Group LLC	$2.6M	7,990	Added
12	Legacy Private Trust Co.	$2.6M	8,108	Trimmed
13	Decker Wealth Management LLC	$2.0M	6,307	Hold
14	CHAPIN DAVIS, INC.	$2.0M	6,157	Trimmed
15	McNaughton Wealth Management, LLC	$1.9M	5,904	Hold
16	Global Wealth Strategies & Associates	$1.7M	5,342	Trimmed
17	Insight Wealth Strategies, LLC	$1.6M	5,004	Added
18	Balefire, LLC	$1.5M	4,594	Added
19	First Citizens Financial Corp	$1.4M	4,296	Trimmed
20	Apeiron RIA LLC	$1.3M	4,073	Trimmed
21	Valeo Financial Advisors, LLC	$1.2M	3,830	Trimmed
22	ARMSTRONG ADVISORY GROUP, INC	$1.2M	3,829	Hold
23	Galvin, Gaustad & Stein, LLC	$866,695	2,731	Trimmed
24	Atlas Brown,Inc.	$735,588	2,318	Trimmed
25	Mallini Complete Financial Planning LLC	$702,105	0	Added

Source: SEC Form 13F filings · as of 2026-09-30