Institutional shares held 66 Million
203K calls
3.11M puts
Total value of holdings $13.6B
$42M calls
$644M puts
# of Institutions 965


Latest Institutional Activity in MTUM

Top Purchases

Q1 2025
Kingswood Wealth Advisors, LLC Shares Held: 110K ($22.8M)
Q1 2025
Merit Financial Group, LLC Shares Held: 98.1K ($20.3M)
Q1 2025
Shepherd Financial Partners LLC Shares Held: 35.6K ($7.36M)
Q1 2025
North Crest Asset Manangement, LLC Shares Held: 26.2K ($5.42M)
Q1 2025
Keystone Financial Services Shares Held: 26.6K ($5.5M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 11.5M ($2.39B)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 506K ($105M)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 77.9K ($16.1M)
Q1 2025
Life Line Wealth Management LLC Shares Held: 10.6K ($2.19M)
Q1 2025
Apella Capital, LLC Shares Held: 203K ($42M)

About MTUM

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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