MTUM
iShares MSCI USA Momentum Factor ETF$244.53-4.33 (-1.74%)Financial ServicesBATS
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$1.973000195800012e+276T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 7,883,307 | $2.0B | 0.59% | Share |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 7,824,890 | $2.0B | 2.98% | Share |
| 3 | FMR LLC | 4,754,970 | $1.2B | 0.06% | Share |
| 4 | LPL Financial LLC | 3,291,857 | $823.0M | 0.22% | Share |
| 5 | MORGAN STANLEY | 2,647,404 | $662.0M | 0.04% | Share |
| 6 | RAYMOND JAMES FINANCIAL INC | 2,619,837 | $655.0M | 0.20% | Share |
| 7 | ASSETMARK, INC | 1,502,409 | $376.1M | 0.77% | Share |
| 8 | AMERIPRISE FINANCIAL INC | 1,370,450 | $342.0M | 0.08% | Share |
| 9 | STATE OF MICHIGAN RETIREMENT SYSTEM | 1,287,290 | $322.2M | 1.57% | Share |
| 10 | Blue Trust, Inc. | 1,203,930 | $301.4M | 3.41% | Share |
| 11 | Cerity Partners LLC | 1,153,981 | $288.0M | 0.42% | Share |
| 12 | CWM, LLC | 1,141,425 | $285.7M | 0.77% | Share |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 981,507 | $253.4M | 0.34% | Share |
| 14 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 971,779 | $243.2M | 4.33% | Share |
| 15 | BlackRock, Inc. | 955,567 | $239.0M | 0.00% | Share |
| 16 | Corient Private Wealth LLC | 2,038,941 | $219.8M | 0.29% | Share |
| 17 | BANK OF AMERICA CORP /DE/ | 803,777 | $201.0M | 0.01% | Share |
| 18 | JPMORGAN CHASE & CO | 792,323 | $198.0M | 0.01% | Share |
| 19 | UBS Group AG | 746,665 | $186.9M | 0.03% | Share |
| 20 | TD Capital Management LLC | 732 | $183.3M | 0.02% | Share |
| 21 | Envestnet Portfolio Solutions, Inc. | 721,042 | $180.0M | 0.63% | Share |
| 22 | PARK AVENUE SECURITIES LLC | 711,023 | $178.0M | 1.51% | Share |
| 23 | MML INVESTORS SERVICES, LLC | 694,449 | $173.0M | 0.42% | Share |
| 24 | Orgel Wealth Management, LLC | 676,461 | $169.3M | 3.74% | Share |
| 25 | Cetera Investment Advisers | 607,290 | $152.0M | 0.17% | Share |
| 26 | Janney Montgomery Scott LLC | 572,521 | $143.0M | 0.33% | Share |
| 27 | RAYMOND JAMES FINANCIAL INC | 536,747 | $134.0M | 0.04% | Share |
| 28 | CITIGROUP INC | 502,952 | $125.0M | 0.06% | Share |
| 29 | BlackRock, Inc. | 478,404 | $119.0M | 0.00% | Share |
| 30 | WELLS FARGO & COMPANY/MN | 465,901 | $116.0M | 0.02% | Share |
| 31 | Savant Capital, LLC | 427,052 | $106.0M | 0.60% | Share |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 406,692 | $101.0M | 0.13% | Share |
| 33 | OneDigital Investment Advisors LLC | 402,995 | $100.0M | 0.98% | Share |
| 34 | BANK OF AMERICA CORP /DE/ | 380,664 | $95.0M | 0.01% | Share |
| 35 | Bank of New York Mellon Corp | 382,749 | $95.0M | 0.02% | Share |
| 36 | NewEdge Advisors, LLC | 376,094 | $94.0M | 0.34% | Share |
| 37 | PNC FINANCIAL SERVICES GROUP, INC. | 377,887 | $94.0M | 0.05% | Share |
| 38 | ROYAL BANK OF CANADA | 372,841 | $93.0M | 0.02% | Share |
| 39 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 370,062 | $92.0M | 1.21% | Share |
| 40 | GOLDMAN SACHS GROUP INC | 368,314 | $92.0M | 0.01% | Share |
| 41 | Arizona PSPRS Trust | 361,051 | $90.4M | 3.33% | Share |
| 42 | WELLS FARGO & COMPANY/MN | 356,171 | $89.0M | 0.02% | Share |
| 43 | High Probability Advisors, LLC | 321,764 | $80.5M | 10.74% | Share |
| 44 | STIFEL FINANCIAL CORP | 312,720 | $78.0M | 0.07% | Share |
| 45 | Foster Group, Inc. | 308,335 | $77.2M | 2.33% | Share |
| 46 | BNP PARIBAS FINANCIAL MARKETS | 311,428 | $77.0M | 0.03% | Share |
| 47 | Merit Financial Group, LLC | 303,047 | $75.9M | 0.61% | Share |
| 48 | Symmetry Partners, LLC | 279,179 | $69.9M | 4.14% | Share |
| 49 | JB Capital LLC | 276,924 | $69.3M | 2.83% | Share |
| 50 | OSAIC HOLDINGS, INC. | 266,618 | $66.0M | 0.10% | Share |