13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
MTUM

ISHARES MSCI USA MOMENTUM FA

1,261 institutions still hold ISHARES MSCI USA MOMENTUM FA as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46432F396·Exchange Traded Fund·1,261 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$16.0B
visible holders
Holders
1,261
filers reporting
Concentration
17.44%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q2 2026

1,261 institutions reported MTUM in Q2 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 17.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2.8B8.1M3.44%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2.7B7.9M0.64%Q2 202603
FMR LLC
CIK 0000315066
$2.0B5.7M0.08%Q2 202604
LPL Financial LLC
CIK 0001403438
$1.2B3.4M0.26%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1.2B3.4M0.31%Q2 202606
MORGAN STANLEY
CIK 0000895421
$929M2.7M0.05%Q2 202607
Encompass Capital Advisors LLC
CIK 0001541901
$493M1.4M17.53%Q2 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$458M1.3M0.09%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$452M1.3M0.03%Q2 202610
STATE OF MICHIGAN RETIREMENT SYSTEM
CIK 0000762152
$446M1.3M1.98%Q2 202611
BlackRock, Inc.
CIK 0002012383
$429M1.3M0.01%Q2 202612
Cerity Partners LLC
CIK 0001566475
$377M1.1M0.46%Q2 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$372M1.1M0.06%Q2 202614
Blue Trust, Inc.
CIK 0001856022
$354M1.1M3.72%Q3 202615
PICTON MAHONEY ASSET MANAGEMENT
CIK 0001539041
$343M1.0M2.54%Q2 202616
JPMORGAN CHASE & CO
CIK 0000019617
$337M1.0M0.02%Q2 202617
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$319M932K4.66%Q2 202618
BANK OF MONTREAL /CAN/
CIK 0000927971
$309M902K0.10%Q2 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$288M841K0.02%Q2 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$285M830K0.58%Q2 2026
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