Institutional Ownership Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM). We have compiled data on the 1,078 institutions that hold shares in the stock, with a total of 71.2 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
11,596
shares
|
$2.93 Million
0.09% of portfolio
|
Q3 2025
Added 1112.97%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
11,526
shares
|
$2.91 Million
1.51% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,444
shares
|
$2.89 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
11,391
shares
|
$2.88 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Deltec Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
11,300
shares
|
$2.86 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
11,235
shares
|
$2.84 Million
1.91% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,213
shares
|
$2.84 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
11,204
shares
|
$2.83 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
11,136
shares
|
$2.82 Million
0.26% of portfolio
|
Q2 2025
Reduced 57.65%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
11,089
shares
|
$2.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
10,982
shares
|
$2.78 Million
0.18% of portfolio
|
Q2 2025
Reduced 58.76%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
10,960
shares
|
$2.77 Million
0.09% of portfolio
|
Q3 2025
Reduced 58.46%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
10,949
shares
|
$2.77 Million
0.23% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
10,713
shares
|
$2.71 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
10,707
shares
|
$2.71 Million
0.83% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
10,674
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
10,629
shares
|
$2.69 Million
2.13% of portfolio
|
Q3 2025
Added 148.75%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,538
shares
|
$2.66 Million
0.05% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
10,506
shares
|
$2.66 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,448
shares
|
$2.64 Million
0.44% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
10,415
shares
|
$2.63 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
10,384
shares
|
$2.63 Million
0.46% of portfolio
|
Q2 2025
Reduced 38.81%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,383
shares
|
$2.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,286
shares
|
$2.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
10,267
shares
|
$2.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 34.22%
|