Back to LPL Financial LLC LPL Financial LLC

MTUMMTUM
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES TR

LPL Financial LLC holds 3.4M shares of MTUM (ISHARES TR), worth $1.2B as of 2026-Q2. The position was increased (+0.2% shares). MTUM represents 0.3% of LPL Financial LLC's portfolio.

Current Value

$1.2B

Current Shares

3.4M

Total Value Change

+$993.2M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.4M
+0.2%
$1.2B0.3%$342.83
38
2026-Q1
Increased
3.4M
+2.3%
$807.9M0.2%$247.01
39
2025-Q4
Increased
3.3M
+24.7%
$824M0.2%$252.79
46
2025-Q3
Increased
2.6M
+14.7%
$676.9M0.2%$254.95
43
2025-Q2
Increased
2.3M
+17.4%
$553.2M0.2%$236.51
44
2025-Q1
Increased
2M
+0.3%
$396.2M0.2%$199.43
37
2024-Q4
Increased
2M
+215.4%
$404.5M0.2%$205.88
60
2024-Q3
Increased
619,786
+2.0%
$125.7M0.1%$199.30
31
2024-Q2
Decreased
607,818
-0.6%
$118.4M0.1%$191.90
0
2024-Q1
Increased
611,393
+8.2%
$114.5M0.1%$184.31
33
2023-Q4
Decreased
565,152
-5.4%
$88.7M0.1%$154.21
0
2023-Q3
Decreased
597,154
-10.6%
$83.4M0.1%$137.00
0
2023-Q2
Decreased
667,786
-20.1%
$96.3M0.1%$139.29
0
2023-Q1
Decreased
835,729
-42.8%
$116.2M0.1%$134.35
0
2022-Q4
Increased
1.5M
+132.0%
$213.2M0.2%$141.29
59
2022-Q3
Decreased
629,797
-13.2%
$82.6M0.1%$127.82
0
2022-Q2
Decreased
725,926
-13.3%
$99M0.1%$130.66
0
2022-Q1
Decreased
836,867
-25.1%
$140.8M0.1%$162.68
0
2021-Q4
Decreased
1.1M
-3.2%
$203.2M0.2%$173.38
0
2021-Q3
Decreased
1.2M
-26.3%
$202.7M0.2%$168.37
0
2021-Q2
Decreased
1.6M
-7.3%
$271.7M0.3%$163.84
0
2021-Q1
Increased
1.7M
+25.3%
$272M0.3%$149.06
45
2020-Q4
Decreased
1.3M
-0.4%
$217.7M0.3%$152.34
0
2020-Q3
Increased
1.4M
+4.0%
$199.8M0.3%$137.71
38
2020-Q2
Increased
1.3M
+6.7%
$170.7M0.3%$120.90
39
2020-Q1
Increased
1.2M
+10.7%
$130.1M0.3%$103.17
40
2019-Q4
Decreased
1.1M
-24.6%
$138.6M0.3%$117.17
0
2019-Q3
Increased
1.5M
+9.0%
$174.6M0.4%$110.40
40
2019-Q2
Decreased
1.3M
-0.4%
$159.2M0.3%$110.07
0
2019-Q1
Decreased
1.3M
-17.0%
$151.2M0.3%$103.72
0
2018-Q4
New
1.6M
-
$162.8M0.4%$91.05
50

Other major holders of MTUM: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used