Who owns iShares MSCI USA Momentum Factor ETF (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-Q2 13F filings (latest filed 2026-08-24). 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
The tracked-fund tape on MTUM is one-sided between 2026-Q1 and 2026-Q2: 575 added or opened and 78 trimmed or exited — on balance accumulating.
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, MERCER GLOBAL ADVISORS INC /ADV, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 3.1pp 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 2026-Q1 and 2026-Q2, across 1181 tracked filers holding MTUM, 585 increased or opened the position and 538 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 2026-Q1 and 2026-Q2 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 73
- Clearbridge Investments, LLC$166M
- Balentine LLC$130M
- Arizona PSPRS Trust$124M
- NewEdge Advisors, LLC$109M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$69M
- AdvisorShares Investments LLC$67M
Full exits 46
- CWM, LLC$276M
- PARK AVENUE SECURITIES LLC$173M
- Janney Montgomery Scott LLC$144M
- Cambridge Investment Research Advisors, Inc.$54M
- TWO SIGMA INVESTMENTS, LP$30M
- HighTower Advisors, LLC$25M
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$770M
- ENVESTNET ASSET MANAGEMENT INC$675M
- FMR LLC$641M
- RAYMOND JAMES FINANCIAL INC$370M
- LPL Financial LLC$348M
- BlackRock, Inc.$196M
Largest trims
- Corient Private Wealth LP$115M
- OPPENHEIMER ASSET MANAGEMENT INC.$16M
- CITADEL ADVISORS LLC$9M
- Stokes Family Office, LLC$3M
- Prime Capital Investment Advisors, LLC$3M
- Independent Advisor Alliance$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 8,117,410 | $2.8B | 13.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 7,899,452 | $2.7B | 12.7% | 2026-Q2 |
| FMR LLC added | 5,705,939 | $2.0B | 9.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,375,616 | $1.2B | 5.4% | 2026-Q2 |
| LPL Financial LLC added | 3,371,900 | $1.2B | 5.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,708,782 | $929M | 4.4% | 2026-Q2 |
| Blue Trust, Inc. added | 1,409,680 | $483M | 2.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,333,850 | $458M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,319,411 | $452M | 2.1% | 2026-Q2 |
| STATE OF MICHIGAN RETIREMENT SYSTEM trimmed | 1,301,990 | $446M | 2.1% | 2026-Q2 |
| BlackRock, Inc. added | 1,252,332 | $429M | 2.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,140,605 | $391M | 1.8% | 2026-Q2 |
| Cerity Partners LLC trimmed | 1,099,673 | $377M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,086,149 | $372M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,003,960 | $337M | 1.6% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 931,613 | $319M | 1.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 830,205 | $285M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 691,900 | $237M | 1.1% | 2026-Q2 |
| Orgel Wealth Management, LLC trimmed | 672,724 | $231M | 1.1% | 2026-Q2 |
| CITIGROUP INC added | 637,867 | $219M | 1.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 607,622 | $196M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 595,918 | $204M | 1.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 548,612 | $188M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 491,288 | $168M | 0.8% | 2026-Q2 |
| Clearbridge Investments, LLC new | 483,302 | $166M | 0.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 467,786 | $160M | 0.8% | 2026-Q2 |
| Symmetry Partners, LLC trimmed | 426,885 | $146M | 0.7% | 2026-Q2 |
| Savant Capital, LLC added | 413,948 | $141M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 391,288 | $134M | 0.6% | 2026-Q2 |
| Balentine LLC new | 380,266 | $130M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 372,327 | $128M | 0.6% | 2026-Q2 |
| Arizona PSPRS Trust added | 361,757 | $124M | 0.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 352,034 | $121M | 0.6% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 346,528 | $119M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 344,387 | $118M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 342,136 | $117M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 337,175 | $116M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 335,012 | $115M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 328,191 | $113M | 0.5% | 2026-Q2 |
| High Probability Advisors, LLC added | 322,023 | $110M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 317,902 | $109M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 299,827 | $103M | 0.5% | 2026-Q2 |
| Foster Group, Inc. trimmed | 287,607 | $99M | 0.5% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 274,471 | $94M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 230,444 | $75M | 0.4% | 2026-Q2 |
| JB Capital LLC trimmed | 212,113 | $73M | 0.3% | 2026-Q2 |
| Strategic Financial Services, Inc. trimmed | 206,900 | $71M | 0.3% | 2026-Q2 |
| Armbruster Capital Management, Inc. trimmed | 206,320 | $71M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 205,348 | $70M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 200,391 | $69M | 0.3% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 200,000 | $69M | 0.3% | 2026-Q2 |
| AdvisorShares Investments LLC trimmed | 194,494 | $67M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 192,185 | $66M | 0.3% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 183,285 | $63M | 0.3% | 2026-Q2 |
| New York Life Investment Management LLC added | 181,964 | $62M | 0.3% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 181,563 | $62M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 166,581 | $57M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 162,354 | $56M | 0.3% | 2026-Q2 |
| Sanchez Wealth Management Group added | 159,211 | $55M | 0.3% | 2026-Q2 |
| Advocacy Wealth Management, LLC trimmed | 150,686 | $52M | 0.2% | 2026-Q2 |
| Acropolis Investment Management, LLC trimmed | 141,857 | $34M | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 140,944 | $48M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 138,812 | $48M | 0.2% | 2026-Q2 |
| Mullooly Asset Management, Inc. trimmed | 134,087 | $46M | 0.2% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 132,103 | $45M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 131,871 | $45M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 121,579 | $38M | 0.2% | 2026-Q2 |
| Stonehearth Capital Management, LLC trimmed | 116,926 | $40M | 0.2% | 2026-Q2 |
| M&T Bank Corp trimmed | 113,665 | $39M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 113,255 | $39M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 113,097 | $39M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 112,880 | $39M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 111,711 | $38M | 0.2% | 2026-Q2 |
| Journey Advisory Group, LLC added | 108,657 | $37M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 104,732 | $36M | 0.2% | 2026-Q2 |
| Convergence Financial, LLC added | 104,086 | $36M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 103,852 | $36M | 0.2% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd added | 102,412 | $35M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 102,369 | $35M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 99,639 | $34M | 0.2% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 98,112 | $34M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 96,996 | $33M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 96,754 | $33M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 91,250 | $31M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 90,906 | $31M | 0.1% | 2026-Q2 |
| Trinity Wealth Management, LLC added | 89,744 | $31M | 0.1% | 2026-Q2 |
| PRUDENT INVESTORS NETWORK, INC. added | 89,724 | $31M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 89,037 | $31M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 87,445 | $30M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 83,121 | $28M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 82,495 | $28M | 0.1% | 2026-Q2 |
| Invst, LLC added | 81,852 | $28M | 0.1% | 2026-Q2 |
| Bell Investment Advisors, Inc trimmed | 77,807 | $27M | 0.1% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 74,194 | $25M | 0.1% | 2026-Q2 |
| Glenview Trust Co trimmed | 73,959 | $25M | 0.1% | 2026-Q2 |
| Straight Path Wealth Management trimmed | 71,699 | $25M | 0.1% | 2026-Q2 |
| SteelPeak Wealth, LLC trimmed | 71,207 | $24M | 0.1% | 2026-Q2 |
| Creative Planning added | 68,617 | $24M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 68,603 | $24M | 0.1% | 2026-Q2 |
| Icon Wealth Advisors, LLC trimmed | 67,815 | $23M | 0.1% | 2026-Q2 |
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.