Institutional shares held 78.4 Million
848K calls
507K puts
Total value of holdings $18.6B
$201M calls
$120M puts
# of Institutions 1,010


Latest Institutional Activity in MTUM

Top Purchases

Q2 2025
Churchill Management Corp Shares Held: 917K ($217M)
Q2 2025
Orgel Wealth Management, LLC Shares Held: 660K ($156M)
Q2 2025
Park Avenue Securities LLC Shares Held: 457K ($108M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.02M ($241M)
Q2 2025
Kfg Wealth Management, LLC Shares Held: 23.4K ($5.54M)

Top Sells

Q2 2025
Apella Capital, LLC Shares Held: 175K ($41.5M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 25.8K ($6.12M)
Q2 2025
Stonehearth Capital Management, LLC Shares Held: 130K ($30.7M)
Q2 2025
Trilogy Capital Inc. Shares Held: 50.3K ($11.9M)
Q2 2025
Global Wealth Strategies & Associates Shares Held: 44.5K ($10.5M)

About MTUM

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