MMTM Institutional Ownership & Shareholders
SPDR S&P1500 MOMENTUM TILT (MMTM) is currently held by 37 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $104.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of MMTM tracked by InsiderSet, reporting ownership valued at approximately $31.85M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $30.09M, representing an estimated loss of -5.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed MMTM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Baltimore-Washington Financial Advisors, Inc., Steward Partners Investment Advisory, Llc, and several other long-term asset managers with concentrated positions in SPDR S&P1500 MOMENTUM TILT (MMTM).
This page ranks the largest institutional MMTM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
37
Total Reported Value
$104.75M
Largest Holder
Lpl Financial Llc
Largest Position
$31.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 101,769 | $31,848,689 | $30,087,822 | -$1,760,867 | -5.53% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.94% | 80,057 | $25,053,929 | $23,668,708 | -$1,385,221 | -5.53% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 26,252 | $8,215,461 | $7,761,357 | -$454,104 | -5.53% | |
| Professional Financial Advisors, Llc | 1.13% | 21,691 | $6,649,710 | $6,412,905 | -$236,805 | -3.56% | |
| Morgan Stanley | 0.00% | 20,498 | $6,414,889 | $6,060,197 | -$354,692 | -5.53% | |
| Private Advisor Group, Llc | 0.03% | 20,301 | $6,353,310 | $6,001,954 | -$351,356 | -5.53% | |
| Newport Capital Group, Llc | 1.95% | 9,503 | $2,905,402 | $2,809,545 | -$95,857 | -3.30% | |
| Western Wealth Management, Llc | 0.08% | 8,218 | $2,571,826 | $2,429,637 | -$142,189 | -5.53% | |
| Royal Bank Of Canada | 0.00% | 5,319 | $1,665,000 | $1,572,553 | -$92,447 | -5.55% | |
| Bank Of America Corp | 0.00% | 5,145 | $1,610,128 | $1,521,110 | -$89,018 | -5.53% | |
| Lifetime Wealth Management P.C. | 0.92% | 4,973 | $1,524,628 | $1,470,258 | -$54,370 | -3.57% | |
| Raymond James Financial Inc | 0.00% | 4,667 | $1,460,538 | $1,379,790 | -$80,748 | -5.53% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 4,467 | $1,381,940 | $1,320,661 | -$61,279 | -4.43% | |
| Ethos Capital Management, Inc. | 0.74% | 3,326 | $1,040,755 | $983,326 | -$57,429 | -5.52% | |
| Kestra Advisory Services, Llc | 0.00% | 2,993 | $936,639 | $884,875 | -$51,764 | -5.53% | |
| Osaic Holdings, Inc. | 0.00% | 2,267 | $709,450 | $670,234 | -$39,216 | -5.53% | |
| Gateway Wealth Partners, Llc | 0.04% | 2,085 | $652,500 | $616,426 | -$36,074 | -5.53% | |
| Southland Equity Partners Llc | 0.11% | 2,060 | $631,534 | $609,035 | -$22,499 | -3.56% | |
| Ifp Advisors, Inc | 0.01% | 1,813 | $555,811 | $536,010 | -$19,801 | -3.56% | |
| J.W. Cole Advisors, Inc. | 0.01% | 1,331 | $416,683 | $393,508 | -$23,175 | -5.56% | |
| Aspire Capital Advisors Llc | 0.08% | 1,241 | $388,371 | $366,899 | -$21,472 | -5.53% | |
| Level Four Advisory Services, Llc | 0.01% | 1,101 | $344,558 | $325,509 | -$19,049 | -5.53% | |
| Chicago Partners Investment Group Llc | 0.01% | 986 | $293,167 | $291,509 | -$1,658 | -0.57% | |
| Susquehanna International Group, Llp | 0.00% | 934 | $292,295 | $276,135 | -$16,160 | -5.53% | |
| Envestnet Asset Management Inc | 0.00% | 930 | $291,052 | $274,953 | -$16,099 | -5.53% | |
| Us Bancorp \De\ | 0.00% | 533 | $166,802 | $157,580 | -$9,222 | -5.53% | |
| National Bank Of Canada | 0.00% | 330 | $103,128 | $97,564 | -$5,564 | -5.40% | |
| Jfs Wealth Advisors, Llc | 0.00% | 267 | $83,558 | $78,938 | -$4,620 | -5.53% | |
| Jpmorgan Chase & Co | 0.00% | 142 | $43,831 | $41,982 | -$1,849 | -4.22% | |
| Fmr Llc | 0.00% | 129 | $40,371 | $38,139 | -$2,232 | -5.53% | |
| Fifth Third Bancorp | 0.00% | 121 | $37,867 | $35,773 | -$2,094 | -5.53% | |
| Wells Fargo & Company/Mn | 0.00% | 97 | $30,451 | $28,678 | -$1,773 | -5.82% | |
| Ascentis Wealth Management, Llc | 0.00% | 45 | $14,081 | $13,304 | -$777 | -5.52% | |
| Cwm, Llc | 0.00% | 27 | $7,565 | $7,983 | +$418 | +5.52% | |
| First Community Trust Na | 0.00% | 16 | $4,905 | $4,730 | -$175 | -3.56% | |
| Triumph Capital Management | 0.00% | 16 | $4,905 | $4,730 | -$175 | -3.56% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 1,849 | $579 | $546,654 | +$546,075 | +94313.39% |
Frequently asked questions about MMTM
Who are the largest institutional holders of MMTM?
The largest institutional holders of MMTM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Baltimore-Washington Financial Advisors, Inc., Steward Partners Investment Advisory, Llc, Professional Financial Advisors, Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported MMTM position.
What is MMTM institutional ownership?
This page tracks MMTM positions reported by institutional investment managers through SEC Form 13F. SPDR S&P1500 MOMENTUM TILT (MMTM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MMTM?
InsiderSet currently tracks 37 institutional managers reporting MMTM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MMTM shareholders.
How much MMTM stock do institutions own?
Institutional investment managers disclosed approximately $104.75M in MMTM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MMTM institutional ownership last updated?
The latest MMTM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MMTM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MMTM position after the reporting date.
Are institutions buying or selling MMTM?
Institutional buying and selling can be analyzed by comparing MMTM positions across consecutive 13F reporting periods. InsiderSet's MMTM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MMTM ownership changes.
How has MMTM institutional ownership changed over time?
InsiderSet tracks MMTM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.