Ishares Msci Usa Momentum Fa (MTUM) Held by Superinvestors
ISHARES MSCI USA MOMENTUM FA (MTUM) is currently held by 1 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $35.60M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of MTUM tracked by InsiderSet, reporting ownership valued at approximately $35.60M 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 $29.50M, representing an estimated loss of -17.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MTUM value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, 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.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 0.18% | 103,852 | $35,603,596 | $29,504,353 | -$6,099,243 | -17.13% |
Frequently asked questions about MTUM
Who are the largest superinvestors holding MTUM?
The largest superinvestors holding MTUM in the latest SEC Form 13F filings include Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported MTUM position.
What does the MTUM superinvestors page include?
This page tracks MTUM positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. ISHARES MSCI USA MOMENTUM FA (MTUM) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold MTUM?
InsiderSet currently tracks 1 superinvestors reporting MTUM holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own MTUM.
How much MTUM stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $35.60M in MTUM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were MTUM superinvestor holdings last updated?
The latest MTUM superinvestor holdings on InsiderSet are 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 holdings.
Are superinvestor MTUM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its MTUM position after the reporting date.
Are superinvestors buying or selling MTUM?
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 have superinvestor MTUM holdings changed over time?
InsiderSet tracks MTUM holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.