ETF Holders

Who owns MTUM?

US large cap

iShares MSCI USA Momentum Factor ETF · iShares

1,208 institutions reported holding MTUM, worth $24.8B, in Form 13F filings for June 30, 2026.

13F holders
1,208
Institutional value
$24.8B
Change from prior quarter
+45.4%
+$7.7B, with price moves
New and sold-out firms
246 / 65
359 added, 435 trimmed

Top 10 institutional holders of MTUM

FirmLocationValueSharesChange
Mercer Global Advisors Inc.Denver, CO$2.8B8,117,410−271,464 shares
Envestnet Asset Management Inc.Berwyn, PA$2.7B7,899,452−571,816 shares
FMR LLCBoston, MA$2.0B5,705,939+222,475 shares
Raymond James Financial Inc.St. Petersburg, FL$1.2B3,375,616+94,552 shares
LPL Financial LLCFort Mill, SC$1.2B3,371,900+5,530 shares
Morgan StanleyNew York, NY$928.7M2,708,782−373,237 shares
Blue Trust, Inc.Brentwood, TN$483.3M1,409,680+134,717 shares
Ameriprise Financial Inc.Minneapolis, MN$457.9M1,333,850−33,726 shares
Bank of America Corp.Charlotte, NC$452.3M1,319,411+149,774 shares
State of Michigan Retirement SystemEast Lansing, MI$446.4M1,301,990−38,100 shares
1,198 more firms

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

Similar ETFs

DGRO
iShares Core Dividend Growth ETF
1,344 holders, $24.1B
IUSG
iShares Core S&P U.S. Growth ETF
929 holders, $25.7B
SCHD
Schwab U.S. Dividend Equity ETF
2,136 holders, $26.4B
IUSV
iShares Core S&P U.S. Value ETF
810 holders, $22.3B
CGDV
Capital Group Dividend Value ETF
777 holders, $27.5B
VYM
Vanguard High Dividend Yield ETF
2,061 holders, $28.7B
FNDX
Schwab Fundamental U.S. Large Company ETF
837 holders, $20.4B
SPYV
State Street SPDR Portfolio S&P 500 Value ETF
1,213 holders, $29.9B

Compare what they hold: MTUM vs DGRO, MTUM vs IUSG, MTUM vs SCHD, MTUM vs IUSV.

Frequently asked questions

Who owns MTUM?

1,208 institutional managers reported holding MTUM in Form 13F filings for June 30, 2026, worth $24.8B in total. The largest reported position was held by Mercer Global Advisors Inc., at $2.8B.

Did institutions buy or sell MTUM last quarter?

Reported 13F value rose 45.4% from March 31, 2026, which includes price moves as well as buying and selling. 246 firms reported a new position and 65 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is MTUM ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.