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 1,109 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
23,859
shares
|
$5.87 Million
0.24% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
23,737
shares
|
$5.84 Million
0.7% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
23,558
shares
|
$5.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
23,369
shares
|
$5.75 Million
0.5% of portfolio
|
Q3 2025
Added 1496.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
22,729
shares
|
$5.59 Million
0.11% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
22,685
shares
|
$5.58 Million
1.46% of portfolio
|
Q3 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
22,677
shares
|
$5.58 Million
1.25% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
22,537
shares
|
$5.55 Million
4.87% of portfolio
|
Q3 2025
Added 21.82%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
22,450
shares
|
$5.52 Million
2.78% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
22,212
shares
|
$5.47 Million
0.6% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
22,191
shares
|
$5.46 Million
0.11% of portfolio
|
Q3 2025
Added 17.45%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
21,402
shares
|
$5.27 Million
1.3% of portfolio
|
Q3 2025
New holding
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
21,332
shares
|
$5.25 Million
4.26% of portfolio
|
Q3 2022
Added 3.96%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
21,210
shares
|
$5.22 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
21,016
shares
|
$5.17 Million
1.23% of portfolio
|
Q3 2025
Added 19.48%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
20,854
shares
|
$5.13 Million
0.37% of portfolio
|
Q3 2025
Added 27.63%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
20,809
shares
|
$5.12 Million
0.59% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
20,708
shares
|
$5.1 Million
1.96% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
20,681
shares
|
$5.09 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
20,468
shares
|
$5.04 Million
6.57% of portfolio
|
Q3 2022
Reduced 8.75%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
20,353
shares
|
$5.01 Million
0.11% of portfolio
|
Q3 2025
Added 383.79%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
20,335
shares
|
$5 Million
0.49% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
20,128
shares
|
$4.95 Million
1.7% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
20,034
shares
|
$4.93 Million
0.84% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
19,993
shares
|
$4.92 Million
0.17% of portfolio
|
Q3 2025
Added 1.67%
|
|