ISHARES MSCI USA MOMENTUM FA MTUM
$316.53
-3.5% 52w: $230.52 – $345.22
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data230.52287.87345.22
Oct 17, 2025 Jul 2, 2026
Institutional holders
1.1K
+10 QoQ
13F value
$17.62B
-4.0% QoQ
Smart-money holders
16
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.1×
$24.6M calls / $314.3M puts
Institutional value by quarter
Number of holders
Who owns MTUM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 8.5M | $2.03B | 0.5% | +7.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 8.4M | $2.01B | 3.0% | +7.2% |
| FMR LLC | Long only active | 5.5M | $1.32B | 0.1% | +15.3% |
| LPL Financial LLC | Bank broker | 3.4M | $807.9M | 0.2% | +2.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.3M | $787.4M | 0.2% | +2.0% |
| MORGAN STANLEY | Bank broker | 3.1M | $739.7M | 0.0% | +8.0% |
| BlackRock, Inc. | Index provider | 1.6M | $389.6M | 0.0% | +1.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.4M | $328.2M | 0.1% | -0.6% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | Other | 1.3M | $321.6M | 1.7% | +4.1% |
| Blue Trust, Inc. | Wealth advisor | 1.3M | $306.0M | 3.5% | +2.6% |
| Cerity Partners LLC | Diversified mechanical | 1.2M | $283.9M | 0.4% | +2.3% |
| ASSETMARK, INC | Wealth advisor | 1.2M | $281.8M | 0.6% | -21.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $280.7M | 0.0% | -7.1% |
| CWM, LLC | Wealth advisor | 1.1M | $275.8M | 0.7% | +0.7% |
| JPMORGAN CHASE & CO | Bank broker | 1.1M | $264.0M | 0.0% | -0.6% |
| Corient Private Wealth LLC | Diversified mechanical | 974.0K | $233.6M | 0.3% | -66.9% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 960.4K | $230.5M | 4.0% | -1.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 845.1K | $202.8M | 0.0% | 0.0% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 722.5K | $173.4M | — | +1.6% |
| UBS Group AG | Bank broker | 708.0K | $169.9M | 0.0% | -8.5% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 706.4K | $169.5M | 0.9% | -2.0% |
| Orgel Wealth Management, LLC | Wealth advisor | 683.7K | $164.1M | 3.5% | +1.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 614.3K | $151.0M | — | -37.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 626.0K | $150.2M | 0.4% | -9.9% |
| Cetera Investment Advisers | Wealth advisor | 611.6K | $146.8M | 0.2% | +0.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 601.4K | $144.3M | — | +5.0% |
| ROYAL BANK OF CANADA | Bank broker | 507.7K | $121.8M | 0.0% | +5.6% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 482.0K | $115.7M | 0.1% | -4.3% |
| Foundations Investment Advisors, LLC | Wealth advisor | 440.4K | $105.7M | 1.3% | +10.0% |
| Symmetry Partners, LLC | Wealth advisor | 435.7K | $104.6M | 6.0% | +4.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 424.9K | $102.0M | 0.0% | +10.6% |
| OneDigital Investment Advisors LLC | Wealth advisor | 422.1K | $101.3M | 1.0% | +4.8% |
| Savant Capital, LLC | Wealth advisor | 401.8K | $96.4M | 0.5% | -5.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 398.8K | $95.7M | 0.3% | +6.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 384.0K | $92.2M | 0.1% | +5.4% |
| Arizona PSPRS Trust ★2 | Fundamental concentrated | 361.4K | $86.7M | — | +0.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 358.6K | $86.0M | 0.2% | +59.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 357.5K | $85.8M | 0.0% | -3.3% |
| Merit Financial Group, LLC | Wealth advisor | 345.3K | $82.9M | 0.6% | +13.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 341.3K | $81.9M | 0.1% | -16.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 332.5K | $79.8M | 0.1% | +5.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 324.5K | $78.0M | 0.1% | -5.1% |
| Foster Group, Inc. | Wealth advisor | 317.8K | $76.3M | 2.3% | +3.1% |
| High Probability Advisors, LLC | Wealth advisor | 314.3K | $75.4M | 9.7% | -2.3% |
| JB Capital LLC | Wealth advisor | 286.0K | $68.6M | 2.8% | +3.3% |
| CITIGROUP INC | Bank broker | 252.6K | $60.6M | 0.0% | -49.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 242.9K | $58.3M | 0.3% | +3.9% |
| Strategic Financial Services, Inc. | Wealth advisor | 225.6K | $54.1M | 2.6% | +1.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 225.4K | $54.1M | 0.1% | +9.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 214.3K | $51.5M | 0.3% | +1.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.