MTUM Institutional Ownership
iShares MSCI USA Momentum Factor ETF
1W: +1.4%
1M: +8.9%
3M: +0.4%
YTD: +27.8%
1Y: +26.5%
3Y: +136.5%
5Y: +86.1%
$322.88
+2.00 (+0.62%)
Weekly Expected Move ±2.6%
$306
$314
$323
$331
$340
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — MTUM
1,287
Institutional Holders
+142 vs prior quarter
0.0%
Ownership
+0.00pp
24B
Total Invested
230
New Positions
361
Increased
509
Reduced
66
Closed
2.25
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1334 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 8,117,410 | 2.6B | -271,464 | -3.2% | 30Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 7,899,452 | 2.6B | -571,816 | -6.8% | 52Q | SEC ↗ |
| 3 | FMR LLC | 5,705,939 | 1.8B | +222,475 | +4.1% | 41Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 3,375,616 | 1.1B | +94,552 | +2.9% | 7Q | SEC ↗ |
| 5 | LPL Financial LLC | 3,371,900 | 1.1B | +5,530 | +0.2% | 51Q | SEC ↗ |
| 6 | MORGAN STANLEY | 2,708,782 | $875M | -373,237 | -12.1% | 51Q | SEC ↗ |
| 7 | Blue Trust, Inc. | 1,409,680 | $455M | +134,717 | +10.6% | 17Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 1,333,850 | $431M | -33,726 | -2.5% | 16Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 1,319,411 | $426M | +149,774 | +12.8% | 15Q | SEC ↗ |
| 10 | STATE OF MICHIGAN RETIREMENT SYSTEM | 1,301,990 | $420M | -38,100 | -2.8% | 24Q | SEC ↗ |
| 11 | BlackRock, Inc. | 1,252,332 | $404M | -371,238 | -22.9% | 8Q | SEC ↗ |
| 12 | CWM, LLC | 1,149,067 | $371M | +7,642 | +0.7% | 18Q | SEC ↗ |
| 13 | ASSETMARK, INC | 1,140,605 | $368M | -33,646 | -2.9% | 40Q | SEC ↗ |
| 14 | Cerity Partners LLC | 1,099,673 | $355M | -83,405 | -7.0% | 15Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 1,086,149 | $351M | +241,083 | +28.5% | 45Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 1,003,960 | $324M | -140,150 | -12.2% | 46Q | SEC ↗ |
| 17 | Empirical Financial Services, LLC d.b. | 931,613 | $301M | -28,786 | -3.0% | 19Q | SEC ↗ |
| 18 | MML INVESTORS SERVICES, LLC | 830,205 | $268M | +204,198 | +32.6% | 37Q | SEC ↗ |
| 19 | UBS Group AG | 691,900 | $223M | -16,060 | -2.3% | 47Q | SEC ↗ |
| 20 | Orgel Wealth Management, LLC | 672,724 | $217M | -10,975 | -1.6% | 5Q | SEC ↗ |
| 21 | PARK AVENUE SECURITIES LLC | 639,938 | $207M | -82,546 | -11.4% | 5Q | SEC ↗ |
| 22 | CITIGROUP INC | 637,867 | $206M | +385,221 | +152.5% | 42Q | SEC ↗ |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 607,622 | $196M | -6,637 | -1.1% | 45Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 595,918 | $192M | -15,633 | -2.6% | 37Q | SEC ↗ |
| 25 | Envestnet Portfolio Solutions, Inc. | 548,612 | $177M | -157,762 | -22.3% | 12Q | SEC ↗ |
| 26 | Janney Montgomery Scott LLC | 499,697 | $161M | -101,711 | -16.9% | 44Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 491,288 | $159M | -16,425 | -3.2% | 53Q | SEC ↗ |
| 28 | Clearbridge Investments, LLC NEW | 483,302 | $156M | — | +0.0% | 1Q | SEC ↗ |
| 29 | PNC Financial Services Group, Inc. | 467,786 | $151M | -14,211 | -2.9% | 15Q | SEC ↗ |
| 30 | Symmetry Partners, LLC | 426,885 | $138M | -8,808 | -2.0% | 39Q | SEC ↗ |
| 31 | Savant Capital, LLC | 413,948 | $134M | +12,155 | +3.0% | 26Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 391,288 | $126M | +33,757 | +9.4% | 15Q | SEC ↗ |
| 33 | Balentine LLC NEW | 380,266 | $123M | — | +0.0% | 1Q | SEC ↗ |
| 34 | CAPTRUST FINANCIAL ADVISORS | 372,327 | $120M | +13,763 | +3.8% | 25Q | SEC ↗ |
| 35 | Arizona PSPRS Trust | 361,757 | $117M | +382 | +0.1% | 9Q | SEC ↗ |
| 36 | Foundations Investment Advisors, LLC | 352,034 | $114M | -88,335 | -20.1% | 25Q | SEC ↗ |
| 37 | Corient Private Wealth LP | 346,128 | $112M | -627,890 | -64.5% | 15Q | SEC ↗ |
| 38 | OSAIC HOLDINGS, INC. | 344,387 | $111M | +19,851 | +6.1% | 26Q | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 342,136 | $110M | -82,803 | -19.5% | 41Q | SEC ↗ |
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 337,175 | $109M | -46,857 | -12.2% | 43Q | SEC ↗ |
| 41 | STIFEL FINANCIAL CORP | 335,012 | $108M | +2,480 | +0.7% | 43Q | SEC ↗ |
| 42 | OneDigital Investment Advisors LLC | 328,191 | $106M | -93,956 | -22.3% | 28Q | SEC ↗ |
| 43 | High Probability Advisors, LLC | 322,023 | $104M | +7,701 | +2.5% | 23Q | SEC ↗ |
| 44 | NewEdge Advisors, LLC | 317,902 | $103M | -80,871 | -20.3% | 17Q | SEC ↗ |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 299,827 | $97M | -41,427 | -12.1% | 35Q | SEC ↗ |
| 46 | Foster Group, Inc. | 287,607 | $93M | -30,153 | -9.5% | 22Q | SEC ↗ |
| 47 | Merit Financial Group, LLC | 274,471 | $89M | -70,869 | -20.5% | 26Q | SEC ↗ |
| 48 | JONES FINANCIAL COMPANIES LLLP | 230,444 | $74M | +27,108 | +13.3% | 10Q | SEC ↗ |
| 49 | JB Capital LLC | 212,113 | $68M | -73,886 | -25.8% | 7Q | SEC ↗ |
| 50 | Cambridge Investment Research Advisors | 209,549 | $68M | -15,859 | -7.0% | 44Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Clearbridge Investments, LLC | 483,302 | $156M |
| Balentine LLC | 380,266 | $123M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 200,000 | $65M |
| AdvisorShares Investments LLC | 194,494 | $63M |
| OVERSEA-CHINESE BANKING Corp Ltd | 102,412 | $33M |
| MARSHALL WACE, LLP | 99,639 | $32M |
| Quadrature Capital Ltd | 87,445 | $28M |
| Nan Shan Life Insurance Co., Ltd. | 54,183 | $17M |
| DAVIDSON INVESTMENT ADVISORS | 49,002 | $16M |
| Shah Wealth Advisors, LLC | 48,732 | $16M |
| Solidarity Wealth, LLC | 48,687 | $16M |
| Global Retirement Partners, LLC | 48,480 | $16M |
| Jump Financial, LLC | 41,734 | $13M |
| RH Tailwind Management, LLC | 40,000 | $13M |
| Alliance Wealth Advisors, LLC /UT | 30,407 | $10M |
| Cavalier Investments, LLC | 29,662 | $10M |
| University of Illinois Foundation | 29,170 | $9M |
| IFG Advisory, LLC | 26,174 | $8M |
| Diversify Advisory Services, LLC | 25,522 | $8M |
| Parallax Volatility Advisers, L.P. | 21,020 | $7M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 125,199 | $40M |
| TUDOR INVESTMENT CORP ET AL | 51,658 | $17M |
| Point72 Asset Management, L.P. | 39,152 | $13M |
| HRT FINANCIAL LP | 33,587 | $11M |
| SIH Partners, LLLP | 30,826 | $10M |
| Dorsey Wright & Associates | 29,213 | $9M |
| NorthCrest Asset Manangement, LLC | 26,608 | $9M |
| Uniting Wealth Partners, LLC | 26,181 | $8M |
| Arrow Investment Advisors, LLC | 14,705 | $5M |
| FLOW TRADERS U.S. LLC | 14,390 | $5M |
| Berkshire Money Management, Inc. | 13,878 | $4M |
| Ascentis Independent Advisors | 12,833 | $4M |
| Keystone Global Partners, LLC | 12,481 | $4M |
| Lotus Technology Management, LP | 11,953 | $4M |
| ASHTON THOMAS SECURITIES, LLC | 8,126 | $3M |
| MILESTONE ASSET MANAGEMENT, LLC | 7,149 | $2M |
| XTX Topco Ltd | 6,412 | $2M |
| Talisman Wealth Advisors LLC | 5,297 | $2M |
| Capital Asset Managemnet, LLC | 4,662 | $2M |
| G&S Capital LLC | 4,397 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITIGROUP INC | +385,221 | +152.5% | 637,867 |
| WELLS FARGO & COMPANY/MN | +241,083 | +28.5% | 1,086,149 |
| FMR LLC | +222,475 | +4.1% | 5,705,939 |
| MML INVESTORS SERVICES, LLC | +204,198 | +32.6% | 830,205 |
| BANK OF AMERICA CORP /DE | +149,774 | +12.8% | 1,319,411 |
| Blue Trust, Inc. | +134,717 | +10.6% | 1,409,680 |
| Clark Capital Management Group, Inc | +97,158 | +10184.3% | 98,112 |
| RAYMOND JAMES FINANCIAL INC | +94,552 | +2.9% | 3,375,616 |
| BNP PARIBAS FINANCIAL MARKETS | +94,030 | +531.8% | 111,711 |
| BARCLAYS PLC | +84,954 | +2080.7% | 89,037 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +72,646 | +397.8% | 90,906 |
| Ameritas Advisory Services, LLC | +65,103 | +51.2% | 192,185 |
| Vise Technologies, Inc. | +63,636 | +190.8% | 96,996 |
| Parker Investment Management, LLC | +60,063 | +1853.8% | 63,303 |
| Invst, LLC | +54,596 | +200.3% | 81,852 |
| Advisory Services Network, LLC | +49,305 | +255.5% | 68,603 |
| Journey Advisory Group, LLC | +47,070 | +76.4% | 108,657 |
| SPIRIT OF AMERICA MANAGEMENT CORP/N | +44,453 | +26303.6% | 44,622 |
| EP Wealth Advisors, LLC | +43,117 | +1094.3% | 47,057 |
| Thrivent Financial for Lutherans | +42,131 | +42.0% | 142,374 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LP | -627,890 | -64.5% | 346,128 |
| ENVESTNET ASSET MANAGEMENT INC | -571,816 | -6.8% | 7,899,452 |
| MORGAN STANLEY | -373,237 | -12.1% | 2,708,782 |
| BlackRock, Inc. | -371,238 | -22.9% | 1,252,332 |
| MERCER GLOBAL ADVISORS INC /ADV | -271,464 | -3.2% | 8,117,410 |
| Envestnet Portfolio Solutions, Inc. | -157,762 | -22.3% | 548,612 |
| JPMORGAN CHASE & CO | -140,150 | -12.2% | 1,003,960 |
| Janney Montgomery Scott LLC | -101,711 | -16.9% | 499,697 |
| OneDigital Investment Advisors LLC | -93,956 | -22.3% | 328,191 |
| Foundations Investment Advisors, LL | -88,335 | -20.1% | 352,034 |
| Cerity Partners LLC | -83,405 | -7.0% | 1,099,673 |
| Bank of New York Mellon Corp | -82,803 | -19.5% | 342,136 |
| PARK AVENUE SECURITIES LLC | -82,546 | -11.4% | 639,938 |
| Provida Pension Fund Administrator | -81,490 | -70.8% | 33,632 |
| NewEdge Advisors, LLC | -80,871 | -20.3% | 317,902 |
| JB Capital LLC | -73,886 | -25.8% | 212,113 |
| Merit Financial Group, LLC | -70,869 | -20.5% | 274,471 |
| OPPENHEIMER ASSET MANAGEMENT INC. | -69,239 | -91.1% | 6,754 |
| Advocacy Wealth Management, LLC | -50,755 | -25.2% | 150,686 |
| Lido Advisors, LLC | -50,492 | -32.5% | 104,732 |