SPDR S&P1500 MOMENTUM TILT (MMTM) Top Institutional Shareholders
SPDR S&P1500 MOMENTUM TILT (MMTM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $96.23M in MMTM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of MMTM tracked by InsiderSet, reporting ownership valued at approximately $29.32M in its March 31, 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 $32.71M, representing an estimated gain of +11.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% 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
$96.23M
Largest Holder
Lpl Financial Llc
Largest Position
$29.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
48
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% | 104,624 | $29,315,267 | $32,708,120 | +$3,392,853 | +11.57% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.93% | 77,330 | $21,667,566 | $24,175,322 | +$2,507,756 | +11.57% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 26,176 | $7,334,544 | $8,183,282 | +$848,738 | +11.57% | |
| Mariner, Llc | 0.01% | 24,845 | $6,961,329 | $7,767,178 | +$805,849 | +11.58% | |
| Professional Financial Advisors, Llc | 1.24% | 21,739 | $6,091,158 | $6,796,164 | +$705,006 | +11.57% | |
| Morgan Stanley | 0.00% | 20,388 | $5,712,632 | $6,373,807 | +$661,175 | +11.57% | |
| Western Wealth Management, Llc | 0.08% | 8,236 | $2,307,692 | $2,574,783 | +$267,091 | +11.57% | |
| Lifetime Wealth Management P.C. | 1.10% | 6,906 | $1,935,028 | $2,158,991 | +$223,963 | +11.57% | |
| Goldman Sachs Group Inc | 0.00% | 5,896 | $1,652,034 | $1,843,239 | +$191,205 | +11.57% | |
| Royal Bank Of Canada | 0.00% | 5,422 | $1,519,000 | $1,695,055 | +$176,055 | +11.59% | |
| Bank Of America Corp | 0.00% | 4,985 | $1,396,774 | $1,558,438 | +$161,664 | +11.57% | |
| Ethos Capital Management, Inc. | 1.14% | 4,742 | $1,328,746 | $1,482,470 | +$153,724 | +11.57% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 4,604 | $1,308,386 | $1,439,327 | +$130,941 | +10.01% | |
| Raymond James Financial Inc | 0.00% | 4,458 | $1,249,113 | $1,393,684 | +$144,571 | +11.57% | |
| Gateway Wealth Partners, Llc | 0.05% | 4,280 | $1,199,248 | $1,338,037 | +$138,789 | +11.57% | |
| Kestra Advisory Services, Llc | 0.00% | 3,027 | $848,108 | $946,317 | +$98,209 | +11.58% | |
| Ifp Advisors, Inc | 0.01% | 2,487 | $696,847 | $777,499 | +$80,652 | +11.57% | |
| Osaic Holdings, Inc. | 0.00% | 2,319 | $649,778 | $724,978 | +$75,200 | +11.57% | |
| Southland Equity Partners Llc | 0.11% | 2,062 | $577,764 | $644,634 | +$66,870 | +11.57% | |
| Centurion Wealth Management Llc | 0.11% | 1,762 | $493,803 | $550,846 | +$57,043 | +11.55% | |
| J.W. Cole Advisors, Inc. | 0.01% | 1,330 | $372,697 | $415,792 | +$43,095 | +11.56% | |
| Level Four Advisory Services, Llc | 0.01% | 1,131 | $316,901 | $353,579 | +$36,678 | +11.57% | |
| Chicago Partners Investment Group Llc | 0.01% | 904 | $282,272 | $282,613 | +$341 | +0.12% | |
| Ae Wealth Management Llc | 0.00% | 983 | $275,345 | $307,311 | +$31,966 | +11.61% | |
| Envestnet Asset Management Inc | 0.00% | 885 | $247,862 | $276,673 | +$28,811 | +11.62% | |
| Us Bancorp \De\ | 0.00% | 533 | $149,344 | $166,629 | +$17,285 | +11.57% | |
| National Bank Of Canada | 0.00% | 286 | $80,163 | $89,411 | +$9,248 | +11.54% | |
| Jfs Wealth Advisors, Llc | 0.00% | 267 | $74,813 | $83,471 | +$8,658 | +11.57% | |
| Root Financial Partners, Llc | 0.00% | 218 | $61,083 | $68,152 | +$7,069 | +11.57% | |
| Advisornet Financial, Inc | 0.00% | 200 | $56,039 | $62,525 | +$6,486 | +11.57% | |
| Fifth Third Bancorp | 0.00% | 121 | $33,904 | $37,828 | +$3,924 | +11.57% | |
| Ascentis Wealth Management, Llc | 0.00% | 45 | $12,608 | $14,068 | +$1,460 | +11.58% | |
| Cwm, Llc | 0.00% | 27 | $7,565 | $8,441 | +$876 | +11.58% | |
| First Community Trust Na | 0.00% | 16 | $4,483 | $5,002 | +$519 | +11.58% | |
| Triumph Capital Management | 0.00% | 16 | $4,483 | $5,002 | +$519 | +11.58% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 1,863 | $522 | $582,421 | +$581,899 | +111474.93% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $214 | $313 | +$99 | +46.09% |
Frequently asked questions about MMTM
Who owns the most MMTM stock?
The largest holders of MMTM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P1500 MOMENTUM TILT (MMTM).
Is MMTM widely held by superinvestors?
Many widely followed stocks like MMTM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MMTM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.