iShares Msci USA Momentum FA ETF (MTUM): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Other relevant holders
Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.
- State of Michigan Retirement SystemPension or sovereign fund$418M1.9%
Largest holders of MTUM (all 13F filers)
- Mercer Global Advisors8.1 MWealth adviser−271 K
- Envestnet Asset Management7.9 MWealth adviser−572 K
- FMR5.7 MInvestment firm+222 K
- Raymond James Financial3.4 MWealth adviser+95 K
- LPL Financial3.4 MWealth adviser+5,530
- Morgan Stanley2.7 MBank or trading desk−373 K
- Blue Trust1.4 MType not verified+135 K
- Ameriprise Financial1.3 MWealth adviser−34 K
- Bank of America1.3 MBank or trading desk+150 K
- State of Michigan Retirement System1.3 MPension or sovereign fund−38 K
- Shares
- 8.1 M
- Change
- −271 K
See more
- Type
- Wealth adviser
- Value
- $2.8 bn
- Shares
- 7.9 M
- Change
- −572 K
See more
- Type
- Wealth adviser
- Value
- $2.7 bn
- Shares
- 5.7 M
- Change
- +222 K
See more
- Type
- Investment firm
- Value
- $2.0 bn
- Shares
- 3.4 M
- Change
- +95 K
See more
- Type
- Wealth adviser
- Value
- $1.2 bn
- Shares
- 3.4 M
- Change
- +5,530
See more
- Type
- Wealth adviser
- Value
- $1.2 bn
- Shares
- 2.7 M
- Change
- −373 K
See more
- Type
- Bank or trading desk
- Value
- $929M
- Shares
- 1.4 M
- Change
- +135 K
See more
- Type
- Type not verified
- Value
- $483M
- Shares
- 1.3 M
- Change
- −34 K
See more
- Type
- Wealth adviser
- Value
- $458M
- Shares
- 1.3 M
- Change
- +150 K
See more
- Type
- Bank or trading desk
- Value
- $452M
- Shares
- 1.3 M
- Change
- −38 K
See more
- Type
- Pension or sovereign fund
- Value
- $446M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗