Who Owns ISHARES TR (MTUM)? -- Institutional Holders (2026-06-30)

684 institutions reported holding $8.66B of ISHARES TR (MTUM) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($2.71B), Blue Trust, Inc. ($483.3M), STATE OF MICHIGAN RETIREMENT SYSTEM ($446.4M), ASSETMARK, INC ($391.0M), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($319.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$2.71B7.9MTrimmed
2Blue Trust, Inc.$483.3M1.4MAdded
3STATE OF MICHIGAN RETIREMENT SYSTEM$446.4M1.3MTrimmed
4ASSETMARK, INC$391.0M1.1MTrimmed
5Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$319.4M931,613Trimmed
6Orgel Wealth Management, LLC$230.6M672,724Trimmed
7PARK AVENUE SECURITIES LLC$219.4M639,938Trimmed
8CITIGROUP INC$218.7M637,867Added
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$195.5M607,622Trimmed
10Envestnet Portfolio Solutions, Inc.$188.1M548,612Trimmed
11Symmetry Partners, LLC$146.3M426,885Trimmed
12Cambridge Investment Research Advisors, Inc.$143.7M419,091Added
13Arizona PSPRS Trust$124.0M361,757Added
14High Probability Advisors, LLC$110.4M322,023Added
15COMMONWEALTH EQUITY SERVICES, LLC$102.8M299,827Trimmed
16Foster Group, Inc.$98.6M287,607Trimmed
17Merit Financial Group, LLC$94.1M274,471Trimmed
18JB Capital LLC$72.7M212,113Trimmed
19Armbruster Capital Management, Inc.$70.7M206,320Trimmed
20KEYBANK NATIONAL ASSOCIATION/OH$62.8M183,285Trimmed
21Kathmere Capital Management, LLC$62.2M181,563Added
22Sanchez Wealth Management Group$54.6M159,211Added
23Advocacy Wealth Management, LLC$51.7M150,686Trimmed
24Atria Investments, Inc$48.3M140,944Trimmed
25TRUIST FINANCIAL CORP$47.6M138,812Trimmed

Source: SEC Form 13F filings · as of 2026-06-30