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 1,123 institutions that hold shares in the stock, with a total of 67.1 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Jan 23, 2026 Q4 2025 |
212,122
shares
|
$52.2 Million
8.97% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
211,754
shares
|
$52.1 Million
0.15% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Keybank National Association
|
Jan 30, 2026 Q4 2025 |
193,003
shares
|
$47.5 Million
0.18% of portfolio
|
Q4 2025
Reduced 2.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
175,897
shares
|
$43.3 Million
3.13% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
162,138
shares
|
$39.9 Million
0.03% of portfolio
|
Q3 2025
Added 17.8%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
161,364
shares
|
$39.7 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
153,621
shares
|
$37.8 Million
0.13% of portfolio
|
Q3 2025
Added 67.51%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
151,310
shares
|
$37.2 Million
0.36% of portfolio
|
Q3 2025
Added 31.15%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
140,862
shares
|
$34.7 Million
2.78% of portfolio
|
Q3 2025
Added 274.04%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
139,337
shares
|
$34.3 Million
1.65% of portfolio
|
Q4 2025
Added 3.47%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
137,856
shares
|
$33.9 Million
13.56% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
136,725
shares
|
$33.6 Million
0.35% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
134,912
shares
|
$33.2 Million
0.49% of portfolio
|
Q3 2022
Added 66.63%
|
|
|
1900 Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
133,839
shares
|
$32.9 Million
2.28% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
132,937
shares
|
$32.7 Million
0.69% of portfolio
|
Q4 2025
Reduced 12.88%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
130,140
shares
|
$32 Million
0.22% of portfolio
|
Q4 2025
Added 42.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
129,638
shares
|
$31.9 Million
0.25% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
128,632
shares
|
$31.7 Million
12.4% of portfolio
|
Q3 2023
Reduced 2.16%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
126,674
shares
|
$31.2 Million
12.67% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
126,135
shares
|
$31 Million
0.87% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
124,440
shares
|
$30.6 Million
0.04% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
123,890
shares
|
$30.5 Million
0.07% of portfolio
|
Q3 2025
Added 22.47%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
116,745
shares
|
$28.7 Million
7.17% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
M&T Bank Corp
|
Jan 29, 2026 Q4 2025 |
115,661
shares
|
$28.5 Million
0.1% of portfolio
|
Q4 2025
Added 492.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
112,073
shares
|
$27.6 Million
0.37% of portfolio
|
Q3 2025
Added 9.11%
|
|