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MTUMMTUM
15 quarters

Position history for Cerity Partners LLCCerity Partners LLC's holdings in ISHARES TR

Yes. Cerity Partners holds 1,099,673 shares of MTUM, worth $377M, as of its Q2 2026 13F filing. It reduced the position by 83,405 shares (-7.1%) from Q1 2026. Cerity Partners has held MTUM since Q4 2022, across 15 quarterly 13F filings. MTUM is 0.5% of Cerity Partners' reported 13F portfolio.

Current Value

$377M

Current Shares

1.1M

Total Value Change

+$376.6M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.1M
-7.0%
$377M0.5%$342.14
0
2026-Q1
Increased
1.2M
+2.3%
$283.9M0.4%$239.24
38
2025-Q4
Increased
1.2M
+0.4%
$289.4M0.4%$249.31
37
2025-Q3
Increased
1.2M
+2.6%
$295.4M0.5%$254.73
38
2025-Q2
Increased
1.1M
+4.8%
$269.8M0.5%$238.14
39
2025-Q1
Decreased
1.1M
-0.0%
$216.5M0.4%$199.89
0
2024-Q4
Decreased
1.1M
-0.3%
$221.7M0.5%$204.10
0
2024-Q3
Increased
1.1M
+2.5%
$217.7M0.5%$199.30
38
2024-Q2
Decreased
1M
-0.6%
$204.2M0.5%$191.13
0
2024-Q1
Decreased
1.1M
-7.8%
$197.6M0.5%$183.57
0
2023-Q4
Decreased
1.1M
-2.1%
$179.4M0.6%$153.59
0
2023-Q3
Decreased
1.2M
-5.8%
$163.3M0.8%$136.45
0
2023-Q2
Increased
1.2M
+372x
$179M0.7%$140.48
69
2023-Q1
Increased
3,322
+7.9%
$461,8920.0%$134.88
26
2022-Q4
New
3,078
-
$448,7730.0%$140.72
33

Other major holders of MTUM: ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV

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