Institutional shares held 67.8 Million
848K calls
507K puts
Total value of holdings $16.3B
$203M calls
$122M puts
# of Institutions 1,016


Latest Institutional Activity in MTUM

Top Purchases

Q2 2025
Churchill Management Corp Shares Held: 917K ($220M)
Q2 2025
Orgel Wealth Management, LLC Shares Held: 660K ($158M)
Q2 2025
Park Avenue Securities LLC Shares Held: 457K ($110M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.02M ($245M)
Q2 2025
Yeomans Consulting Group, Inc. Shares Held: 33.4K ($8.02M)

Top Sells

Q2 2025
Kingswood Wealth Advisors, LLC Shares Held: 19K ($4.57M)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 133K ($32M)
Q2 2025
Apella Capital, LLC Shares Held: 175K ($42.1M)
Q2 2025
Davenport & CO LLC Shares Held: 7.77K ($1.86M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 25.8K ($6.2M)

About MTUM

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