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 |
|---|---|---|---|---|---|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
70,394
shares
|
$17.8 Million
7.07% of portfolio
|
Q3 2025
Reduced 27.85%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
67,625
shares
|
$17.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
67,440
shares
|
$17.1 Million
0.04% of portfolio
|
Q2 2025
Added 43.99%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
67,380
shares
|
$17 Million
2.28% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
66,348
shares
|
$16.8 Million
6.09% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
66,160
shares
|
$16.7 Million
1.27% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
64,097
shares
|
$16.2 Million
2.55% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
60,111
shares
|
$15.2 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
59,839
shares
|
$15.1 Million
5.28% of portfolio
|
Q3 2025
Added 79.16%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
59,712
shares
|
$15.1 Million
1.29% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
58,856
shares
|
$14.9 Million
7.87% of portfolio
|
Q4 2024
Added 232.97%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
56,932
shares
|
$14.4 Million
0.03% of portfolio
|
Q2 2025
Added 2102.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
56,208
shares
|
$14.2 Million
0.03% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
55,088
shares
|
$13.9 Million
0.15% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
54,508
shares
|
$13.8 Million
0.81% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
54,097
shares
|
$13.7 Million
0.31% of portfolio
|
Q2 2025
Reduced 38.56%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
53,861
shares
|
$13.6 Million
2.48% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
53,222
shares
|
$13.5 Million
3.43% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
53,000
shares
|
$13.4 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
51,165
shares
|
$12.9 Million
4.41% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
49,853
shares
|
$12.6 Million
0.1% of portfolio
|
Q2 2025
Added 18.07%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
49,710
shares
|
$12.6 Million
0.9% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
48,487
shares
|
$12.3 Million
2.58% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
47,340
shares
|
$12 Million
0.43% of portfolio
|
Q3 2025
Added 19.17%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
47,004
shares
|
$11.9 Million
0.56% of portfolio
|
Q3 2025
Reduced 6.53%
|