Who owns MTUM (MTUM)
Which tracked institutional funds hold MTUM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MTUM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
164 tracked funds added or opened MTUM while 212 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MTUM’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MTUM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1048 tracked filers holding MTUM, 519 increased or opened the position and 450 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MTUM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 32
- TWO SIGMA INVESTMENTS, LP$30M
- HRT FINANCIAL LP$8M
- AssuredPartners Investment Advisors, LLC$5M
- RESOLUTE WEALTH ADVISOR, INC.$5M
- FLOW TRADERS U.S. LLC$3M
- Clearview Wealth Management LLC$3M
Full exits 39
- NewEdge Advisors, LLC$94M
- Arizona PSPRS Trust$90M
- AdvisorShares Investments LLC$75M
- Kestra Investment Management, LLC$35M
- Provida Pension Fund Administrator$29M
- High Falls Advisors, Inc$12M
Largest adds
- FMR LLC$125M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$78M
- ENVESTNET ASSET MANAGEMENT INC$60M
- MERCER GLOBAL ADVISORS INC /ADV$55M
- CAPTRUST FINANCIAL ADVISORS$30M
- MORGAN STANLEY$25M
Largest trims
- BlackRock, Inc.$167M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$102M
- ASSETMARK, INC$94M
- BNP PARIBAS FINANCIAL MARKETS$74M
- CITIGROUP INC$65M
- BANK OF AMERICA CORP /DE/$34M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 8,471,268 | $2.0B | 12.8% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 8,388,874 | $2.0B | 12.6% | 2026-Q1 |
| FMR LLC added | 5,481,074 | $1.3B | 8.3% | 2026-Q1 |
| LPL Financial LLC added | 3,366,370 | $808M | 5.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,281,064 | $787M | 4.9% | 2026-Q1 |
| MORGAN STANLEY added | 3,082,019 | $740M | 4.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,367,576 | $328M | 2.1% | 2026-Q1 |
| STATE OF MICHIGAN RETIREMENT SYSTEM added | 1,340,090 | $322M | 2.0% | 2026-Q1 |
| Blue Trust, Inc. added | 1,274,963 | $306M | 1.9% | 2026-Q1 |
| Cerity Partners LLC added | 1,183,078 | $284M | 1.8% | 2026-Q1 |
| ASSETMARK, INC trimmed | 1,174,251 | $282M | 1.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,169,637 | $281M | 1.8% | 2026-Q1 |
| CWM, LLC added | 1,149,067 | $276M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,144,110 | $264M | 1.7% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 974,018 | $234M | 1.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 971,288 | $233M | 1.5% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 960,399 | $230M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 845,066 | $203M | 1.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 722,484 | $173M | 1.1% | 2026-Q1 |
| UBS Group AG trimmed | 707,960 | $170M | 1.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 706,374 | $170M | 1.1% | 2026-Q1 |
| Orgel Wealth Management, LLC added | 683,699 | $164M | 1.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 614,259 | $151M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 626,007 | $150M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers added | 611,551 | $147M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 601,408 | $144M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 507,713 | $122M | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 481,997 | $116M | 0.7% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 440,369 | $106M | 0.7% | 2026-Q1 |
| Symmetry Partners, LLC added | 435,693 | $105M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 424,939 | $102M | 0.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 422,147 | $101M | 0.6% | 2026-Q1 |
| Savant Capital, LLC trimmed | 401,793 | $96M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 384,032 | $92M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 358,564 | $86M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 357,531 | $86M | 0.5% | 2026-Q1 |
| Merit Financial Group, LLC added | 345,340 | $83M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 341,254 | $82M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 332,532 | $80M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 324,536 | $78M | 0.5% | 2026-Q1 |
| Foster Group, Inc. added | 317,760 | $76M | 0.5% | 2026-Q1 |
| High Probability Advisors, LLC trimmed | 314,322 | $75M | 0.5% | 2026-Q1 |
| JB Capital LLC added | 285,999 | $69M | 0.4% | 2026-Q1 |
| CITIGROUP INC trimmed | 252,646 | $61M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 242,941 | $58M | 0.4% | 2026-Q1 |
| Strategic Financial Services, Inc. added | 225,567 | $54M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 225,408 | $54M | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 214,260 | $51M | 0.3% | 2026-Q1 |
| Armbruster Capital Management, Inc. added | 212,578 | $51M | 0.3% | 2026-Q1 |
| Advocacy Wealth Management, LLC added | 201,441 | $48M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 203,336 | $48M | 0.3% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 185,846 | $45M | 0.3% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 180,808 | $43M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 164,221 | $39M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 161,287 | $39M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 157,268 | $38M | 0.2% | 2026-Q1 |
| Sanchez Wealth Management Group added | 155,489 | $37M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 155,224 | $37M | 0.2% | 2026-Q1 |
| New York Life Investment Management LLC trimmed | 155,163 | $37M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 146,280 | $35M | 0.2% | 2026-Q1 |
| Apella Capital, LLC trimmed | 125,583 | $34M | 0.2% | 2026-Q1 |
| Acropolis Investment Management, LLC added | 141,946 | $34M | 0.2% | 2026-Q1 |
| Mullooly Asset Management, Inc. trimmed | 137,593 | $33M | 0.2% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 132,730 | $32M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 132,677 | $32M | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 127,082 | $30M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 125,877 | $30M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 125,199 | $30M | 0.2% | 2026-Q1 |
| Stonehearth Capital Management, LLC trimmed | 124,002 | $30M | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. added | 115,983 | $28M | 0.2% | 2026-Q1 |
| M&T Bank Corp added | 113,868 | $27M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 110,260 | $26M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 104,787 | $25M | 0.2% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 103,782 | $25M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 102,208 | $25M | 0.2% | 2026-Q1 |
| Icon Wealth Advisors, LLC added | 86,036 | $24M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 100,243 | $24M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 97,295 | $23M | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 96,834 | $23M | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 94,000 | $23M | 0.1% | 2026-Q1 |
| Convergence Financial, LLC added | 88,345 | $21M | 0.1% | 2026-Q1 |
| Bell Investment Advisors, Inc trimmed | 88,196 | $21M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 84,687 | $20M | 0.1% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC added | 81,997 | $20M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 77,857 | $19M | 0.1% | 2026-Q1 |
| SteelPeak Wealth, LLC trimmed | 77,484 | $19M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 76,064 | $18M | 0.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 75,993 | $18M | 0.1% | 2026-Q1 |
| Straight Path Wealth Management added | 75,912 | $18M | 0.1% | 2026-Q1 |
| Glenview Trust Co trimmed | 74,224 | $18M | 0.1% | 2026-Q1 |
| CHURCHILL MANAGEMENT Corp new | 916,637 | $220M | 1.4% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 376,094 | $94M | 0.6% | 2025-Q4 stale |
| Arizona PSPRS Trust added | 361,051 | $90M | 0.6% | 2025-Q4 stale |
| AdvisorShares Investments LLC trimmed | 299,146 | $75M | 0.5% | 2025-Q4 stale |
| Kestra Investment Management, LLC added | 139,788 | $35M | 0.2% | 2025-Q4 stale |
| Provida Pension Fund Administrator added | 115,122 | $29M | 0.2% | 2025-Q4 stale |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ trimmed | 93,509 | $24M | 0.2% | 2025-Q3 stale |
| Sensible Financial Planning & Management, LLC. trimmed | 88,088 | $23M | 0.1% | 2025-Q3 stale |
| B&D White Capital Company, LLC added | 83,781 | $21M | 0.1% | 2025-Q3 stale |
| Jump Financial, LLC added | 74,132 | $19M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.