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MTUM 13F Ownership: 1050 Institutions
1050 institutions currently hold MTUM, ranked below by position value.
View full stock page for MTUM
Key Holders
Total Value
Avg Weight
Aptus Capital Advisors, LLC
$8.8M
0.07%
ONE Advisory Partners, LLC
$8.7M
2.69%
DIVERSIFY WEALTH MANAGEMENT, LLC
$8.7M
0.16%
Brookstone Capital Management
$8.7M
0.10%
Alexis Investment Partners, LLC
$8.6M
5.94%
SWMG, LLC
$8.6M
2.44%
D.A. DAVIDSON & CO.
$8.5M
0.05%
Claris Financial LLC
$8.4M
4.60%
Vise Technologies, Inc.
$8.4M
0.16%
Elevated Financial Group LLC
$8.3M
2.69%
Financial Architects, LLC
$8.1M
4.28%
Legacy Financial Group LLC
$8.1M
1.02%
HRT FINANCIAL LP
$8.1M
0.02%
Concurrent Investment Advisors, LLC
$8.0M
0.09%
SHUFRO ROSE & CO LLC
$7.9M
0.54%
World Investment Advisors
$7.9M
0.13%
Csenge Advisory Group
$7.9M
0.36%
Modern Wealth Management, LLC
$7.8M
0.13%
Tacita Capital Inc
$7.7M
4.58%
Rothschild Wealth LLC
$7.7M
0.70%
Vident Advisory, LLC
$7.6M
0.06%
Kilter Group LLC
$7.6M
3.26%
Brickley Wealth Management
$7.5M
1.29%
Capital Planning LLC
$7.3M
2.38%
Strategic Investment Advisors / MI
$7.3M
0.50%
Lineweaver Wealth Advisors, LLC
$7.2M
0.98%
PW Nova Financial Services LLC
$7.2M
1.80%
WEALTH ALLIANCE, LLC
$7.2M
0.71%
Advyzon Investment Management, LLC
$7.0M
0.63%
Dorsey Wright & Associates
$7.0M
0.87%
HARBOUR INVESTMENTS, INC.
$7.0M
0.11%
Haverford Trust Co
$7.0M
0.06%
Apollon Wealth Management, LLC
$7.0M
0.11%
CHOREO, LLC
$6.9M
0.08%
Sovran Advisors, LLC
$6.8M
0.54%
Perennial Investment Advisors, LLC
$6.8M
0.55%
Invst, LLC
$6.5M
0.74%
INDEPENDENT FINANCIAL GROUP, LLC
$6.5M
0.15%
Bay Harbor Wealth Management, LLC
$6.5M
1.68%
Mascoma Wealth Management LLC
$6.5M
1.34%
PRINCIPAL SECURITIES, INC.
$6.4M
0.09%
WealthShield Partners, LLC
$6.4M
0.71%
Snowden Capital Advisors LLC
$6.4M
0.17%
BCGM Wealth Management, LLC
$6.3M
1.58%
KINGSWOOD WEALTH ADVISORS, LLC
$6.3M
0.30%
SAX WEALTH ADVISORS, LLC
$6.3M
0.30%
VestGen Advisors, LLC
$6.2M
0.17%
ATLAS CAPITAL ADVISORS INC.
$6.2M
0.71%
Professional Financial Advisors, LLC
$6.1M
1.24%
Claro Advisors Inc.
$6.0M
0.73%
Sound Portfolio Advisors, LLC
$6.0M
4.89%
Unison Advisors LLC
$6.0M
0.45%
SCOTIA CAPITAL INC.
$6.0M
0.02%
Tradition Wealth Management, LLC
$5.9M
0.42%
EXENCIAL WEALTH ADVISORS, LLC
$5.8M
0.18%
RHS Financial, LLC
$5.8M
2.76%
Forefront Analytics, LLC
$5.8M
5.29%
US BANCORP \DE\
$5.7M
0.01%
Avant Capital LLC
$5.7M
4.01%
360 Financial, Inc.
$5.7M
1.71%
ShoreHaven Wealth Partners, LLC
$5.6M
2.02%
Capital Analysts, LLC
$5.6M
0.15%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$5.6M
0.03%
J.W. COLE ADVISORS, INC.
$5.5M
0.19%
Indivisible Partners
$5.3M
0.47%
CIBC WORLD MARKET INC.
$5.2M
0.01%
PEDDOCK CAPITAL ADVISORS, LLC
$5.1M
1.12%
Peak Wealth Management LLC
$5.1M
4.17%
Allworth Financial LP
$5.0M
0.02%
WCG Wealth Advisors LLC
$4.9M
0.14%
Stratos Wealth Advisors, LLC
$4.9M
0.30%
First Business Financial Services, Inc.
$4.9M
0.43%
Gallagher Fiduciary Advisors, LLC
$4.8M
0.19%
Archer Investment Management, LLC
$4.8M
2.03%
Keebeck Wealth Management
$4.8M
0.54%
FIFTH THIRD BANCORP
$4.7M
0.01%
Archvest Wealth Advisors, Inc.
$4.7M
3.01%
Advisory Services Network, LLC
$4.6M
0.06%
Fortis Group Advisors, LLC
$4.6M
0.76%
AssuredPartners Investment Advisors, LLC
$4.6M
0.50%
Beacon Bridge Wealth Partners, LLC
$4.6M
1.53%
Plotkin Financial Advisors, LLC
$4.5M
2.28%
GUERRA PAN ADVISORS, LLC
$4.5M
2.80%
RESOLUTE WEALTH ADVISOR, INC.
$4.5M
2.57%
Bellwether Advisors, LLC
$4.5M
0.76%
Gladstone Institutional Advisory LLC
$4.5M
0.17%
SigFig Wealth Management, LLC
$4.4M
0.13%
Western Wealth Management, LLC
$4.4M
0.17%
TWIN PEAKS WEALTH ADVISORS, LLC
$4.4M
1.10%
RIK SAYLOR FINANCIAL, INC.
$4.3M
3.30%
Quadrant Private Wealth Management, LLC
$4.3M
0.66%
IFP Advisors, Inc
$4.3M
0.09%
Elevation Capital Advisory, LLC
$4.2M
1.80%
BEACON FINANCIAL PLANNING, INC
$4.2M
1.61%
Horst & Graben Wealth Management LLC
$4.1M
0.57%
WASHBURN CAPITAL MANAGEMENT, INC.
$4.1M
2.40%
Financiere des Professionnels - Fonds d'investissement inc.
$4.1M
0.24%
5T Wealth, LLC
$4.1M
1.62%
RoundAngle Advisors LLC
$4.1M
3.05%
First Heartland Consultants, Inc.
$4.1M
0.31%
Oxford Wealth Group, LLC
$4.0M
2.21%
Sound Financial Strategies Group, LLC
$4.0M
2.75%
SIG BROKERAGE, LP
$4.0M
0.11%
Audent Global Asset Management, LLC
$4.0M
3.96%
True Vision MN LLC
$4.0M
2.04%
SHEPHERD KAPLAN KROCHUK, LLC
$3.9M
3.30%
Sigma Planning Corp
$3.9M
0.11%
ENDEAVOR PRIVATE WEALTH, INC.
$3.9M
1.12%
COLUMBIA ADVISORY PARTNERS LLC
$3.8M
2.46%
Geneos Wealth Management Inc.
$3.8M
0.09%
CORE WEALTH ADVISORS, LLC
$3.8M
2.92%
CVA Family Office, LLC
$3.8M
0.40%
Independent Solutions Wealth Management, LLC
$3.8M
0.55%
WMS Group LLC
$3.7M
5.40%
Cypress Wealth Services, LLC
$3.7M
0.52%
SWP FINANCIAL LLC
$3.7M
1.87%
Arrow Investment Advisors, LLC
$3.5M
3.76%
Sowell Financial Services LLC
$3.5M
0.13%
Southland Equity Partners LLC
$3.5M
0.68%
FLOW TRADERS U.S. LLC
$3.5M
0.11%
Trust Co
$3.4M
0.32%
B.O.S.S. Retirement Advisors, LLC
$3.4M
1.03%
EHRLICH FINANCIAL GROUP
$3.3M
1.91%
Polaris Investment Advisors, LLC
$3.3M
2.41%
Valmark Advisers, Inc.
$3.3M
0.04%
Clearview Wealth Management LLC
$3.3M
2.33%
Caprock Group, LLC
$3.3M
0.08%
Whipplewood Advisors, LLC
$3.2M
1.69%
Independent Advisor Alliance
$3.2M
0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
$3.2M
0.07%
Fortune Financial Group, Inc.
$3.2M
2.85%
ARQ WEALTH ADVISORS, LLC
$3.2M
0.57%
Pinion Investment Advisors, LLC
$3.2M
0.74%
Modus Advisors, LLC
$3.1M
0.86%
WIN ADVISORS, INC
$3.1M
1.43%
Simplicity Wealth,LLC
$3.1M
0.18%
Ascentis Independent Advisors
$3.1M
0.23%
Barnes Wealth Management Group, Inc
$3.1M
1.56%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
$3.1M
1.04%
Patriot Financial Group Insurance Agency, LLC
$3.1M
0.17%
Cornerstone Planning Group LLC
$3.1M
0.41%
ONE WEALTH CAPITAL MANAGEMENT, LLC
$3.1M
1.33%
Arkadios Wealth Advisors
$3.0M
0.05%
UMB Bank, n.a.
$3.0M
0.04%
Braun-Bostich & Associates Inc.
$2.9M
1.83%
INTRUST BANK NA
$2.9M
0.24%
Genesee Capital Advisors, LLC
$2.9M
1.21%
Capital Investment Advisors, LLC
$2.9M
0.04%
BRIGHT FINANCIAL ADVISORS, INC.
$2.8M
1.30%
Lantz Financial LLC
$2.8M
0.59%
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MTUM 13F Ownership: 1050 Institutions | AlphaSMO