SEC 13F Intelligence

Janney Montgomery Scott LLC / MTUM

Janney Montgomery Scott LLC’s Ishares Tr Position

Does Janney Montgomery Scott LLC own Ishares Tr (MTUM)? Yes — 601.4K shares worth $144M (+0.36% of its 13F portfolio) as of Q1 2026, up from 572.5K shares the prior filed quarter.

Position Value
$144M
Q1 2026
Shares
601.4K
% of Portfolio
+0.36%
Quarters Held
30
currently held

Position History MTUM

Reported value by quarter
Q4 ’18: $55MQ4 ’18Q1 ’19: $52MQ2 ’19: $53MQ3 ’19: $56MQ4 ’19: $37MQ4 ’19Q1 ’20: $30MQ2 ’20: $35MQ3 ’20: $43MQ4 ’20: $44MQ4 ’20Q1 ’21: $84MQ2 ’21: $90MQ3 ’21: $60MQ4 ’21: $58MQ4 ’21Q1 ’22: $44MQ2 ’22: $35MQ3 ’22: $34MQ4 ’22: $74MQ4 ’22Q1 ’23: $30MQ2 ’23: $29MQ3 ’23: $28MQ4 ’23: $31MQ4 ’23Q1 ’24: $37MQ2 ’24: $34MQ3 ’24: $36MQ4 ’24: $88MQ4 ’24Q1 ’25: $88MQ2 ’25: $104MQ3 ’25: $107MQ4 ’25: $143MQ4 ’25Q1 ’26: $144Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026601.4K$144M+0.36%
Q4 2025572.5K$143M+0.33%
Q3 2025417.8K$107M+0.25%
Q2 2025433.9K$104M+0.27%
Q1 2025436.6K$88M+0.25%
Q4 2024425.1K$88M+0.24%
Q3 2024176.5K$36M+0.10%
Q2 2024177.0K$34M+0.11%
Q1 2024197.2K$37M+0.11%
Q4 2023196.5K$31M+0.10%
Q3 2023198.4K$28M+0.10%
Q2 2023202.2K$29M+0.10%
Q1 2023212.3K$30M+0.12%
Q4 2022507.6K$74M+0.29%
Q3 2022261.8K$34M+0.15%
Q2 2022253.1K$35M+0.16%
Q1 2022260.3K$44M+0.19%
Q4 2021317.6K$58M+0.22%
Q3 2021339.9K$60M+0.26%
Q2 2021520.7K$90M+0.40%
Q1 2021524.8K$84M+0.41%
Q4 2020271.3K$44M+0.21%
Q3 2020291.4K$43M+0.24%
Q2 2020266.1K$35M+0.22%
Q1 2020279.3K$30M+0.24%
Q4 2019298.1K$37M+0.25%
Q3 2019468.6K$56M+0.41%
Q2 2019445.1K$53M+0.41%
Q1 2019466.2K$52M+0.43%
Q4 2018544.1K$55M+0.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Janney Montgomery Scott LLC’s full portfolio or all institutional holders of MTUM.