Who Owns ISHARES TR (MTUM)? -- Institutional Holders (2026-03-31)

1,131 institutions reported holding $17.83B of ISHARES TR (MTUM) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($2.03B), MERCER GLOBAL ADVISORS INC /ADV ($2.01B), FMR LLC ($1.32B), LPL Financial LLC ($807.9M), RAYMOND JAMES FINANCIAL INC ($787.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$2.03B8.5MAdded
2MERCER GLOBAL ADVISORS INC /ADV$2.01B8.4MAdded
3FMR LLC$1.32B5.5MAdded
4LPL Financial LLC$807.9M3.4MAdded
5RAYMOND JAMES FINANCIAL INC$787.4M3.3MAdded
6MORGAN STANLEY$739.7M3.1MAdded
7BlackRock, Inc.$389.6M1.6MAdded
8AMERIPRISE FINANCIAL INC$328.2M1.4MTrimmed
9STATE OF MICHIGAN RETIREMENT SYSTEM$321.6M1.3MAdded
10Blue Trust, Inc.$306.0M1.3MAdded
11Cerity Partners LLC$283.9M1.2MAdded
12ASSETMARK, INC$281.8M1.2MTrimmed
13BANK OF AMERICA CORP /DE/$280.7M1.2MTrimmed
14CWM, LLC$275.8M1.1MAdded
15JPMORGAN CHASE & CO$264.0M1.1MTrimmed
16Corient Private Wealth LLC$233.6M974,018Trimmed
17Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$230.5M960,399Trimmed
18WELLS FARGO & COMPANY/MN$202.8M845,066Added
19PARK AVENUE SECURITIES LLC$173.4M722,484Added
20UBS Group AG$170.7M711,360Trimmed
21Envestnet Portfolio Solutions, Inc.$169.5M706,374Trimmed
22Orgel Wealth Management, LLC$164.1M683,699Added
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$151.0M614,259Trimmed
24MML INVESTORS SERVICES, LLC$150.2M626,007Trimmed
25Cetera Investment Advisers$146.8M611,551Added

Source: SEC Form 13F filings · as of 2026-03-31