ISHARES MSCI USA MOMENTUM FA (MTUM) Institutional Shareholders
ISHARES MSCI USA MOMENTUM FA (MTUM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $17.98B in MTUM holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of MTUM tracked by InsiderSet, reporting ownership valued at approximately $2.03B 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 $2.54B, representing an estimated gain of +24.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed MTUM value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Mercer Global Advisors 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
1,104
Total Reported Value
$17.98B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$2.03B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.54% | 8,471,268 | $2,033,019,585 | $2,537,907,180 | +$504,887,595 | +24.83% | |
| Mercer Global Advisors Inc | 2.98% | 8,388,874 | $2,013,245,871 | $2,513,222,762 | +$499,976,891 | +24.83% | |
| Fmr Llc | 0.07% | 5,483,464 | $1,315,976,534 | $1,642,790,980 | +$326,814,446 | +24.83% | |
| Lpl Financial Llc | 0.21% | 3,366,370 | $807,895,044 | $1,008,530,788 | +$200,635,744 | +24.83% | |
| Raymond James Financial Inc | 0.24% | 3,281,064 | $787,422,626 | $982,973,964 | +$195,551,338 | +24.83% | |
| Morgan Stanley | 0.04% | 3,082,019 | $739,654,140 | $923,342,072 | +$183,687,932 | +24.83% | |
| Blue Trust, Inc. | 5.07% | 1,409,680 | $483,280,614 | $422,326,031 | -$60,954,583 | -12.61% | |
| State Of Michigan Retirement System | 1.98% | 1,301,990 | $446,361,232 | $390,063,184 | -$56,298,048 | -12.61% | |
| Assetmark, Inc | 0.67% | 1,140,605 | $391,033,708 | $341,713,852 | -$49,319,856 | -12.61% | |
| Blackrock, Inc. | 0.01% | 1,623,570 | $389,640,539 | $486,405,336 | +$96,764,797 | +24.83% | |
| Ameriprise Financial Inc | 0.08% | 1,367,576 | $328,183,995 | $409,712,094 | +$81,528,099 | +24.84% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 4.68% | 931,613 | $319,384,720 | $279,101,939 | -$40,282,781 | -12.61% | |
| Cerity Partners Llc | 0.40% | 1,183,078 | $283,927,278 | $354,438,338 | +$70,511,060 | +24.83% | |
| Bank Of America Corp | 0.02% | 1,169,637 | $280,701,087 | $350,411,549 | +$69,710,462 | +24.83% | |
| Cwm, Llc | 0.72% | 1,149,067 | $275,764,516 | $344,248,983 | +$68,484,467 | +24.83% | |
| Corient Private Wealth Llc | 0.33% | 974,018 | $233,607,870 | $291,806,053 | +$58,198,183 | +24.91% | |
| Orgel Wealth Management, Llc | 4.37% | 672,724 | $230,630,047 | $201,541,383 | -$29,088,664 | -12.61% | |
| Wells Fargo & Company/Mn | 0.04% | 845,066 | $202,807,503 | $253,173,323 | +$50,365,820 | +24.83% | |
| Wealth Enhancement Advisory Services, Llc | 0.33% | 607,622 | $195,514,596 | $182,037,475 | -$13,477,121 | -6.89% | |
| Envestnet Portfolio Solutions, Inc. | 0.90% | 548,612 | $188,080,803 | $164,358,669 | -$23,722,134 | -12.61% | |
| Ubs Group Ag | 0.03% | 707,960 | $169,903,320 | $212,097,736 | +$42,194,416 | +24.83% | |
| Mml Investors Services, Llc | 0.42% | 626,007 | $150,235,467 | $187,545,437 | +$37,309,970 | +24.83% | |
| Cetera Investment Advisers | 0.16% | 611,551 | $146,766,046 | $183,214,564 | +$36,448,518 | +24.83% | |
| Symmetry Partners, Llc | 7.46% | 426,885 | $146,349,056 | $127,890,477 | -$18,458,579 | -12.61% | |
| Royal Bank Of Canada | 0.02% | 507,713 | $121,845,000 | $152,105,738 | +$30,260,738 | +24.84% | |
| High Probability Advisors, Llc | 11.81% | 322,023 | $110,399,271 | $96,474,871 | -$13,924,400 | -12.61% | |
| Pnc Financial Services Group, Inc. | 0.07% | 443,101 | $106,339,815 | $132,748,629 | +$26,408,814 | +24.83% | |
| Foundations Investment Advisors, Llc | 1.31% | 440,369 | $105,684,156 | $131,930,149 | +$26,245,993 | +24.83% | |
| Commonwealth Equity Services, Llc | 0.13% | 299,827 | $102,789,586 | $89,825,171 | -$12,964,415 | -12.61% | |
| Bank Of New York Mellon Corp | 0.02% | 424,939 | $101,981,115 | $127,307,475 | +$25,326,360 | +24.83% | |
| Onedigital Investment Advisors Llc | 0.99% | 422,147 | $101,311,165 | $126,471,020 | +$25,159,855 | +24.83% | |
| Foster Group, Inc. | 2.62% | 287,607 | $98,600,341 | $86,164,181 | -$12,436,160 | -12.61% | |
| Savant Capital, Llc | 0.47% | 401,793 | $96,426,220 | $120,373,165 | +$23,946,945 | +24.83% | |
| Merit Financial Group, Llc | 0.58% | 274,471 | $94,096,894 | $82,228,767 | -$11,868,127 | -12.61% | |
| Northwestern Mutual Wealth Management Co | 0.06% | 384,032 | $92,163,872 | $115,052,147 | +$22,888,275 | +24.83% | |
| Captrust Financial Advisors | 0.15% | 358,564 | $86,048,009 | $107,422,189 | +$21,374,180 | +24.84% | |
| Goldman Sachs Group Inc | 0.01% | 357,531 | $85,803,865 | $107,112,712 | +$21,308,847 | +24.83% | |
| Stifel Financial Corp | 0.07% | 332,532 | $79,805,916 | $99,623,262 | +$19,817,346 | +24.83% | |
| Osaic Holdings, Inc. | 0.11% | 324,536 | $77,962,503 | $97,227,740 | +$19,265,237 | +24.71% | |
| Jb Capital Llc | 2.52% | 212,113 | $72,718,545 | $63,546,934 | -$9,171,611 | -12.61% | |
| Armbruster Capital Management, Inc. | 10.54% | 206,320 | $70,732,604 | $61,811,409 | -$8,921,195 | -12.61% | |
| Keybank National Association/Oh | 0.21% | 183,285 | $62,835,617 | $54,910,353 | -$7,925,264 | -12.61% | |
| Kathmere Capital Management, Llc | 3.31% | 181,563 | $62,245,142 | $54,394,459 | -$7,850,683 | -12.61% | |
| Citigroup Inc | 0.04% | 252,646 | $60,632,557 | $75,690,215 | +$15,057,658 | +24.83% | |
| Sanctuary Advisors, Llc | 0.32% | 242,941 | $58,303,299 | $72,782,694 | +$14,479,395 | +24.83% | |
| Sanchez Wealth Management Group | 9.56% | 159,211 | $54,582,177 | $47,698,023 | -$6,884,154 | -12.61% | |
| Strategic Financial Services, Inc. | 2.58% | 225,567 | $54,133,828 | $67,577,618 | +$13,443,790 | +24.83% | |
| Advocacy Wealth Management, Llc | 1.88% | 150,686 | $51,659,681 | $45,144,019 | -$6,515,662 | -12.61% | |
| United Capital Financial Advisors, Llc | 0.32% | 214,260 | $51,493,733 | $64,190,153 | +$12,696,420 | +24.66% | |
| Atria Investments, Inc | 0.48% | 140,944 | $48,319,806 | $42,225,413 | -$6,094,393 | -12.61% |
Frequently asked questions about MTUM
Who owns the most MTUM stock?
The largest holders of MTUM 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 ISHARES MSCI USA MOMENTUM FA (MTUM).
Is MTUM widely held by superinvestors?
Many widely followed stocks like MTUM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MTUM 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.