MTUM Institutional Ownership & Shareholders
ISHARES MSCI USA MOMENTUM FA (MTUM) is currently held by 1,169 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $23.51B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of MTUM tracked by InsiderSet, reporting ownership valued at approximately $2.78B 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 $2.31B, representing an estimated loss of -17.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed MTUM value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Envestnet Asset Management Inc, Fmr Llc, and several other long-term asset managers with concentrated positions in ISHARES MSCI USA MOMENTUM FA (MTUM).
This page ranks the largest institutional MTUM 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
1,169
Total Reported Value
$23.51B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$2.78B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 3.44% | 8,117,410 | $2,782,891,724 | $2,306,156,181 | -$476,735,543 | -17.13% | |
| Envestnet Asset Management Inc | 0.64% | 7,899,452 | $2,708,167,782 | $2,244,234,313 | -$463,933,469 | -17.13% | |
| Fmr Llc | 0.08% | 5,705,939 | $1,956,167,289 | $1,621,057,270 | -$335,110,019 | -17.13% | |
| Raymond James Financial Inc | 0.32% | 3,375,616 | $1,157,262,534 | $959,012,506 | -$198,250,028 | -17.13% | |
| Lpl Financial Llc | 0.26% | 3,371,900 | $1,155,988,416 | $957,956,790 | -$198,031,626 | -17.13% | |
| Morgan Stanley | 0.05% | 2,708,782 | $928,652,424 | $769,564,966 | -$159,087,458 | -17.13% | |
| Ameriprise Financial Inc | 0.09% | 1,333,850 | $457,933,745 | $378,946,785 | -$78,986,960 | -17.25% | |
| Bank Of America Corp | 0.03% | 1,319,411 | $452,333,746 | $374,844,665 | -$77,489,081 | -17.13% | |
| Blackrock, Inc. | 0.01% | 1,252,332 | $429,336,688 | $355,787,521 | -$73,549,167 | -17.13% | |
| State Of Michigan Retirement System | 1.85% | 1,317,990 | $418,250,947 | $374,440,959 | -$43,809,988 | -10.47% | |
| Cerity Partners Llc | 0.46% | 1,099,673 | $377,001,266 | $312,417,099 | -$64,584,167 | -17.13% | |
| Wells Fargo & Company/Mn | 0.06% | 1,086,149 | $372,364,412 | $308,574,931 | -$63,789,481 | -17.13% | |
| Blue Trust, Inc. | 3.73% | 1,116,001 | $354,151,704 | $317,055,884 | -$37,095,820 | -10.47% | |
| Jpmorgan Chase & Co | 0.02% | 1,003,960 | $337,330,761 | $285,225,036 | -$52,105,725 | -15.45% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 4.04% | 930,403 | $295,254,221 | $264,327,492 | -$30,926,729 | -10.47% | |
| Mml Investors Services, Llc | 0.58% | 830,205 | $284,619,344 | $235,861,241 | -$48,758,103 | -17.13% | |
| Cwm, Llc | 0.72% | 1,149,067 | $275,764,516 | $326,449,935 | +$50,685,419 | +18.38% | |
| Orgel Wealth Management, Llc | 5.12% | 854,260 | $271,090,924 | $242,695,266 | -$28,395,658 | -10.47% | |
| Assetmark, Inc | 0.41% | 762,847 | $242,081,720 | $216,724,833 | -$25,356,887 | -10.47% | |
| Ubs Group Ag | 0.04% | 691,900 | $237,204,076 | $196,568,790 | -$40,635,286 | -17.13% | |
| Citigroup Inc | 0.10% | 637,867 | $218,679,903 | $181,218,015 | -$37,461,888 | -17.13% | |
| Cetera Investment Advisers | 0.19% | 595,918 | $204,298,560 | $169,300,304 | -$34,998,256 | -17.13% | |
| Envestnet Portfolio Solutions, Inc. | 0.90% | 548,612 | $188,080,803 | $155,860,669 | -$32,220,134 | -17.13% | |
| Wealth Enhancement Advisory Services, Llc | 0.28% | 588,631 | $186,784,462 | $167,230,067 | -$19,554,395 | -10.47% | |
| Janney Montgomery Scott Llc | 0.33% | 499,697 | $171,311,000 | $141,963,918 | -$29,347,082 | -17.13% | |
| Royal Bank Of Canada | 0.03% | 491,288 | $168,428,000 | $139,574,921 | -$28,853,079 | -17.13% | |
| Clearbridge Investments, Llc | 0.14% | 483,302 | $165,690,360 | $137,306,098 | -$28,384,262 | -17.13% | |
| Pnc Financial Services Group, Inc. | 0.08% | 429,882 | $147,376,563 | $122,129,476 | -$25,247,087 | -17.13% | |
| Savant Capital, Llc | 0.41% | 413,948 | $141,141,333 | $117,602,627 | -$23,538,706 | -16.68% | |
| Symmetry Partners, Llc | 6.98% | 430,311 | $136,554,846 | $122,251,355 | -$14,303,491 | -10.47% | |
| Goldman Sachs Group Inc | 0.01% | 391,288 | $134,145,265 | $111,164,921 | -$22,980,344 | -17.13% | |
| Balentine Llc | 4.63% | 380,266 | $130,366,602 | $108,033,571 | -$22,333,031 | -17.13% | |
| Captrust Financial Advisors | 0.20% | 372,327 | $127,644,992 | $105,778,101 | -$21,866,891 | -17.13% | |
| Foundations Investment Advisors, Llc | 1.24% | 352,034 | $120,687,947 | $100,012,859 | -$20,675,088 | -17.13% | |
| Corient Private Wealth Llc | 0.16% | 346,128 | $118,663,675 | $98,334,965 | -$20,328,710 | -17.13% | |
| Osaic Holdings, Inc. | 0.14% | 344,387 | $118,194,125 | $97,840,347 | -$20,353,778 | -17.22% | |
| Bank Of New York Mellon Corp | 0.02% | 342,136 | $117,294,619 | $97,200,838 | -$20,093,781 | -17.13% | |
| Stifel Financial Corp | 0.10% | 335,012 | $114,853,910 | $95,176,909 | -$19,677,001 | -17.13% | |
| Onedigital Investment Advisors Llc | 0.95% | 328,191 | $112,513,868 | $93,239,063 | -$19,274,805 | -17.13% | |
| Newedge Advisors, Llc | 0.32% | 317,902 | $108,986,182 | $90,315,958 | -$18,670,224 | -17.13% | |
| High Probability Advisors, Llc | 11.79% | 331,536 | $105,209,764 | $94,189,378 | -$11,020,386 | -10.47% | |
| Merit Financial Group, Llc | 0.58% | 274,471 | $94,096,894 | $77,977,211 | -$16,119,683 | -17.13% | |
| Foster Group, Inc. | 2.50% | 289,385 | $91,833,314 | $82,214,279 | -$9,619,036 | -10.47% | |
| Arizona Psprs Trust | 3.19% | 361,375 | $86,726,386 | $102,666,638 | +$15,940,252 | +18.38% | |
| Jones Financial Companies Lllp | 0.03% | 230,444 | $75,064,687 | $65,469,140 | -$9,595,547 | -12.78% | |
| Commonwealth Equity Services, Llc | 0.09% | 224,463 | $71,231,063 | $63,769,938 | -$7,461,125 | -10.47% | |
| Strategic Financial Services, Inc. | 3.11% | 206,900 | $70,931,533 | $58,780,290 | -$12,151,243 | -17.13% | |
| Sanctuary Advisors, Llc | 0.33% | 205,348 | $70,399,564 | $58,339,367 | -$12,060,197 | -17.13% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.10% | 200,000 | $68,566,000 | $56,820,000 | -$11,746,000 | -17.13% | |
| Advisorshares Investments Llc | 8.05% | 194,494 | $66,678,378 | $55,255,745 | -$11,422,633 | -17.13% |
Frequently asked questions about MTUM
Who are the largest institutional holders of MTUM?
The largest institutional holders of MTUM reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Envestnet Asset Management Inc, Fmr Llc, Raymond James Financial Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported MTUM position.
What is MTUM institutional ownership?
This page tracks MTUM positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI USA MOMENTUM FA (MTUM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MTUM?
InsiderSet currently tracks 1,169 institutional managers reporting MTUM 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 MTUM shareholders.
How much MTUM stock do institutions own?
Institutional investment managers disclosed approximately $23.51B in MTUM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MTUM institutional ownership last updated?
The latest MTUM 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 MTUM 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 MTUM position after the reporting date.
Are institutions buying or selling MTUM?
Institutional buying and selling can be analyzed by comparing MTUM positions across consecutive 13F reporting periods. InsiderSet's MTUM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MTUM ownership changes.
How has MTUM institutional ownership changed over time?
InsiderSet tracks MTUM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.