13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
MTUM

ISHARES MSCI USA MOMENTUM FA

1,169 institutions still hold ISHARES MSCI USA MOMENTUM FA as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46432F396·Exchange Traded Fund·1,169 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$11.9B
visible holders
Holders
1,169
filers reporting
Concentration
17.07%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

1,169 institutions reported MTUM in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 17.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2.0B8.5M0.54%Q1 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2.0B8.4M2.98%Q1 202603
FMR LLC
CIK 0000315066
$1.3B5.5M0.07%Q1 202604
LPL Financial LLC
CIK 0001403438
$808M3.4M0.21%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$787M3.3M0.24%Q1 202606
MORGAN STANLEY
CIK 0000895421
$740M3.1M0.04%Q1 202607
Blue Trust, Inc.
CIK 0001856022
$483M1.4M5.06%Q2 202608
BlackRock, Inc.
CIK 0002012383
$390M1.6M0.01%Q1 202609
ASSETMARK, INC
CIK 0001344551
$376M1.5M0.77%Q4 202510
AMERIPRISE FINANCIAL INC
CIK 0000820027
$328M1.4M0.08%Q1 202611
STATE OF MICHIGAN RETIREMENT SYSTEM
CIK 0000762152
$322M1.3M1.70%Q1 202612
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$319M932K4.66%Q2 202613
Cerity Partners LLC
CIK 0001566475
$284M1.2M0.40%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$281M1.2M0.02%Q1 202615
CWM, LLC
CIK 0001535847
$276M1.1M0.72%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$264M1.1M0.02%Q1 202617
Corient Private Wealth LLC
CIK 0001948780
$234M974K0.33%Q1 202618
Orgel Wealth Management, LLC
CIK 0001658535
$231M673K4.37%Q2 202619
CHURCHILL MANAGEMENT Corp
CIK 0001094749
$220M917K2.39%Q2 202520
WELLS FARGO & COMPANY/MN
CIK 0000072971
$203M845K0.04%Q1 2026
Page 1 of 59
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