Who owns iShares MSCI USA Momentum Factor ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MTUM from SEC Form 13F filings across 1,209 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,209 institutions disclosed 72.3M shares of iShares MSCI USA Momentum Factor ETF worth $24.72B — about 75.1% of shares outstanding; the largest disclosed holder is MERCER GLOBAL ADVISORS INC /ADV. Source: SEC Form 13F filings, parsed by EvidInvest.
1,209
13F holders
$24.72B
value, 2026 filers
75.1%
of shares outstanding (72.3M sh)
251
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MTUM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 8.1M | $2.78B | 3.4% | 8.4% | -3.2% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 7.9M | $2.71B | 0.6% | 8.2% | -6.8% |
| 3 | FMR LLC | 5.7M | $1.96B | 0.1% | 5.9% | +4.1% |
| 4 | RAYMOND JAMES FINANCIAL INC | 3.4M | $1.16B | 0.3% | 3.5% | +2.9% |
| 5 | LPL Financial LLC | 3.4M | $1.16B | 0.3% | 3.5% | +0.2% |
| 6 | MORGAN STANLEY | 2.7M | $928.7M | 0.0% | 2.8% | -12.1% |
| 7 | Blue Trust, Inc. | 1.4M | $483.3M | 5.1% | 1.5% | +10.6% |
| 8 | AMERIPRISE FINANCIAL INC | 1.3M | $457.9M | 0.1% | 1.4% | -2.5% |
| 9 | BANK OF AMERICA CORP /DE/ | 1.3M | $452.3M | 0.0% | 1.4% | +12.8% |
| 10 | STATE OF MICHIGAN RETIREMENT SYSTEM | 1.3M | $446.4M | 2.0% | 1.4% | -2.8% |
| 11 | BlackRock, Inc. | 1.3M | $429.3M | 0.0% | 1.3% | -22.9% |
| 12 | ASSETMARK, INC | 1.1M | $391.0M | 0.7% | 1.2% | -2.9% |
| 13 | Cerity Partners LLC | 1.1M | $377.0M | 0.5% | 1.1% | -7.0% |
| 14 | WELLS FARGO & COMPANY/MN | 1.1M | $372.4M | 0.1% | 1.1% | +28.5% |
| 15 | JPMORGAN CHASE & CO | 1.0M | $337.3M | 0.0% | 1% | -12.2% |
| 16 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 931,613 | $319.4M | 4.7% | 1% | -3.0% |
| 17 | MML INVESTORS SERVICES, LLC | 830,205 | $284.6M | 0.6% | 0.9% | +32.6% |
| 18 | UBS Group AG | 691,900 | $237.2M | 0.0% | 0.7% | -2.3% |
| 19 | Orgel Wealth Management, LLC | 672,724 | $230.6M | 4.4% | 0.7% | -1.6% |
| 20 | PARK AVENUE SECURITIES LLC | 639,938 | $219.4M | 1.4% | 0.7% | -11.4% |
| 21 | CITIGROUP INC | 637,867 | $218.7M | 0.1% | 0.7% | +152.5% |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 607,622 | $195.5M | 0.3% | 0.6% | -1.1% |
| 23 | Cetera Investment Advisers | 595,918 | $204.3M | 0.2% | 0.6% | -2.6% |
| 24 | Envestnet Portfolio Solutions, Inc. | 548,612 | $188.1M | 0.9% | 0.6% | -22.3% |
| 25 | Janney Montgomery Scott LLC | 499,697 | $171.3M | 0.3% | 0.5% | -16.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.