Institutional shares held 66.3 Million
456K calls
930K puts
Total value of holdings $16.3B
$112M calls
$229M puts
# of Institutions 1,111


Latest Institutional Activity in MTUM

Top Purchases

Q4 2025
Park Avenue Securities LLC Shares Held: 711K ($175M)
Q4 2025
Jb Capital LLC Shares Held: 277K ($68.1M)
Q4 2025
Ronald Blue Trust, Inc. Shares Held: 1.24M ($306M)
Q4 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 97.7K ($24M)
Q4 2025
Steel Peak Wealth Management LLC Shares Held: 80.6K ($19.8M)

Top Sells

Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 974K ($240M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 982K ($242M)
Q4 2025
Apella Capital, LLC Shares Held: 133K ($32.7M)
Q4 2025
Gilbert Capital Group, Inc. Shares Held: 4.55K ($1.12M)
Q4 2025
Private Advisory Group LLC Shares Held: 3.5K ($862K)

About MTUM

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