Mutual Advisors, LLC

RIA/Wealth

Mutual Advisors, LLC is a RIA/Wealth based in Omaha, NE led by Aaron T Jasper, reporting $6.8B in AUM as of Q3 2025 with 60% ETF concentration.

CEOAaron T Jasper

Portfolio Value: $4.5B
Positions: 1,253
Top Holding: SPY at 5.78%
Last Reported: Q3 2025

Address9140 W Dodge Road, Suite 230, Omaha, NE, 68114, United States

Top Holdings

Largest long holdings in Mutual Advisors, LLC's portfolio (27.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$260.8M	5.78%	-$11.5M Sold	— 388.3K shares	Q4 2017 Held for 7y 11m
2 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$199.7M	4.43%	+$11.4M Bought	— 2.1M shares	Q2 2019 Held for 6y 5m
3 Apple AAPL	Consumer Electronics Technology	$166.3M	3.69%	+$8.0M Bought	0.00% 640.7K shares	Q2 2022 Held for 3y 5m
4 iShares Core S&P 500 ETF IVV	ETF ETF	$146.2M	3.24%	+$17.4M Bought	— 216.6K shares	Q4 2017 Held for 7y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$111.1M	2.46%	-$2.9M Sold	0.00% 213.5K shares	Q2 2022 Held for 3y 5m
6 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$101.6M	2.25%	+$14.0M Bought	— 1.0M shares	Q3 2022 Held for 3y 2m
7 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$101.4M	2.25%	+$1.8M Bought	0.01% 206.9K shares	Q4 2019 Held for 5y 11m
8 Nvidia NVDA	Semiconductors Technology	$61.9M	1.37%	+$5.7M Bought	0.00% 339.7K shares	Q4 2017 Held for 7y 11m
9 Vanguard S&P 500 ETF VOO	ETF ETF	$56.4M	1.25%	+$2.4M Bought	— 91.4K shares	Q4 2017 Held for 7y 11m
10 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$54.0M	1.20%	+$1.6M Bought	0.01% 65.8K shares	Q4 2017 Held for 7y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Mutual Advisors, LLC's latest filing

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Market Value

$4.5B

Prior: $4.0B

Q/Q Change

+13.13%

+$523.7M

Net Flows % of MV

+6.85%

Turnover Ratio

8.44%

New Purchases

111 stocks

$124.3M

Added To

578 stocks

+$393.0M

Sold Out Of

71 stocks

$39.7M

Reduced Holdings

442 stocks

-$168.7M

Increased Positions

Position	Shares Δ	Change
1 Innovator Growth-100 Power Buffer ETF NJAN	New	0 → 351.8K +$18.8M
2 CANQ Calamos Alternative Nasdaq & Bond CANQ	New	0 → 299.3K +$9.0M
3 NUKZ Range Nuclear Renaissance NUKZ	New	0 → 96.7K +$6.6M
4 Fidelity Enhanced Small Cap ETF FESM	New	0 → 159.3K +$5.9M
5 First Trust BuyWrite Income FTHI	New	0 → 188.1K +$4.4M

Decreased Positions

Position	Shares Δ	Change
1 MarketDesk Focused U.S. Dividend FDIV	Sold	153.2K → 0 −$4.1M
2 Innovator U.S. Equity 10 Buffer ETF ZALT	Sold	104.3K → 0 −$3.3M
3 FXA Invesco CurrencyShares Australian Dollar Trust FXA	Sold	26.6K → 0 −$1.7M
4 Arrow Electronics ARW	Sold	10.0K → 0 −$1.3M
5 Under Armour UAA	Sold	169.3K → 0 −$1.2M

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Analytics

Portfolio insights and performance metrics for Mutual Advisors, LLC

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Sector Allocation

ETF

60.00%

Technology

12.00%

Financial Services

6.00%

Communication Services

3.20%

Consumer Cyclical

3.10%

Healthcare

3.00%

Industrials

2.80%

Consumer Defensive

2.00%

Energy

1.80%

Real Estate

1.00%

Utilities

0.70%

Basic Materials

0.40%

Market Cap Distribution

Mega Cap (> $200B)

22.55%

Large Cap ($10B - $200B)

10.81%

Mid Cap ($2B - $10B)

1.90%

Small Cap ($300M - $2B)

0.69%

Micro Cap ($50M - $300M)

0.05%

Nano Cap (< $50M)

0.11%

N/A (ETF or Unknown)

63.90%

Portfolio Concentration

Top 10 Holdings %

27.91%

Top 20 Holdings %

36.29%

Top 50 Holdings %

49.31%

Top 100 Holdings %

61.78%