MTUM institutional holders

iShares MSCI USA Momentum Factor ETF · 1,257 reporting institutions · $24.6B reported value

Funds that can replace MTUM · MTUM return decomposition

Institutional holdings

Institutions reporting MTUM, largest first
InstitutionReported positionAdvisors at firmReport period
Mercer Global Advisors Inc /adv$2.8B02026-06-30
Envestnet Pmc$2.7B602026-06-30
Fmr LLC$2B02026-06-30
Raymond James Financial Inc$1.2B02026-06-30
Lpl Financial LLC$1.2B23,4582026-06-30
Morgan Stanley$928.7M23,1852026-06-30
Blue Trust, Inc.$483.3M02026-06-30
Ameriprise Financial Inc$457.9M02026-06-30
Bank of America Corp /de$452.3M02026-06-30
State of Michigan Retirement System$446.4M02026-06-30
Blackrock, Inc.$429.3M02026-06-30
Assetmark, Inc$391M2202026-06-30
Cerity Partners LLC$377M7772026-06-30
Wells Fargo & Company/mn$372.4M02026-06-30
Jpmorgan Chase & Co$337.3M02026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$319.4M02026-06-30
MML Investors Services, LLC$284.6M5,1202026-06-30
Cwm, LLC$275.8M6672026-03-31
UBS Group AG$237.2M02026-06-30
Orgel Wealth Management, LLC$230.6M312026-06-30
Citigroup Inc$218.7M02026-06-30
Cetera Investment Advisers$204.3M10,3702026-06-30
Wealth Enhancement Advisory Services, LLC$195.5M1,0262026-06-30
Envestnet Portfolio Solutions, Inc.$188.1M32026-06-30
Royal Bank of Canada$168.4M02026-06-30
Clearbridge Investments, LLC$165.7M412026-06-30
PNC Financial Services Group, Inc.$160.4M02026-06-30
Symmetry Partners, LLC$146.3M232026-06-30
Savant Wealth Management$141.1M4052026-06-30
Goldman Sachs Group Inc$134.1M02026-06-30
Balentine LLC$130.4M182026-06-30
Captrust Financial Advisors$127.6M9622026-06-30
Arizona Psprs Trust$124M02026-06-30
Foundations Investment Advisors, LLC$120.7M3022026-06-30
Corient Private Wealth LP$118.7M6742026-06-30
Osaic Holdings, Inc.$118.2M02026-06-30
Bank of New York Mellon Corp$117.3M02026-06-30
Northwestern Mutual Wealth Management Co$115.6M02026-06-30
Stifel Financial Corp$114.9M02026-06-30
Onedigital Investment Advisors LLC$112.5M3862026-06-30
High Probability Advisors, LLC$110.4M82026-06-30
Newedge Advisors$109M6012026-06-30
Commonwealth Equity Services, LLC$102.8M2,8632026-06-30
Foster Group, Inc.$98.6M582026-06-30
Merit Financial Group, LLC$94.1M2952026-06-30
Jones Financial Companies LLLP$75.1M02026-06-30
Jb Capital LLC$72.7M262026-06-30
Strategic Financial Services, Inc.$70.9M282026-06-30
Armbruster Capital Management, Inc.$70.7M62026-06-30
Sanctuary Advisors, LLC$70.4M4012026-06-30
Integrated Wealth Concepts LLC$68.7M4802026-06-30
Healthcare of Ontario Pension Plan Trust Fund$68.6M02026-06-30
Advisorshares Investments LLC$66.7M02026-06-30
Ameritas Advisory Services, LLC$65.9M5502026-06-30
Keybank National Association/oh$62.8M02026-06-30
New York Life Investment Management LLC$62.4M892026-06-30
Kathmere Capital Management, LLC$62.2M172026-06-30
United Capital Financial Advisors, LLC$57.2M1662026-06-30
Rockefeller Capital Management LP$55.7M3462026-06-30
Sanchez Wealth Management Group$54.6M32026-06-30
Advocacy Wealth Management, LLC$51.7M302026-06-30
Atria Investments, Inc$48.3M62026-06-30
Truist Financial Corp$47.6M02026-06-30
Acropolis Investment Management, LLC$47.2M372026-06-30
Mullooly Asset Management, Inc.$46M42026-06-30
1900 Wealth$45.3M182026-06-30
Beacon Pointe Advisors, LLC$45.2M4662026-06-30
Stonehearth Capital Management, LLC$40.1M52026-06-30
M&T Bank Corp$39M02026-06-30
Oppenheimer & Co. Inc.$38.8M1,1662026-06-30
Savvy Advisors, Inc.$38.8M2142026-06-30
Kestra Advisory Services, LLC$38.7M1,4792026-06-30
Bnp Paribas Financial Markets$38.3M02026-06-30
Apella Capital, LLC$38M1042026-06-30
Journey Advisory Group, LLC$37.3M182026-06-30
Hightower Advisors, LLC$36.1M1,0462026-06-30
Lido Advisors, LLC$35.9M3202026-06-30
Convergence Financial, LLC$35.7M292026-06-30
Sequoia Financial Group, LLC$35.6M2582026-06-30
Oversea-Chinese Banking Corp Ltd$35.1M02026-06-30
Baird Financial Group, Inc.$35.1M02026-06-30
Marshall Wace, LLP$34.2M02026-06-30
Clark Capital Management Group, Inc.$33.6M12026-06-30
Vise Technologies, Inc.$33.3M02026-06-30
Ae Wealth Management LLC$33.2M4712026-06-30
Mariner, LLC$31.3M02026-06-30
Susquehanna International Group, LLP$31.2M02026-06-30
Trinity Wealth Management, LLC$30.8M42026-06-30
Prudent Investors Network, Inc.$30.8M32026-06-30
Barclays PLC$30.5M02026-06-30
Quadrature Capital Ltd$30M02026-06-30
Orion Porfolio Solutions, LLC$28.5M1992026-06-30
Private Advisor Group, LLC$28.3M9272026-06-30
Invst, LLC$28.1M332026-06-30
Bell Investment Advisors, Inc$26.7M92026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$25.4M1032026-06-30
Glenview Trust Co$25.4M02026-06-30
Straight Path Wealth Management$24.6M102026-06-30
Steelpeak Wealth, LLC$24.4M422026-06-30
Cobblestone Capital Advisors LLC /NY$24M02025-09-30
Creative Planning$23.5M1,1712026-06-30
Advisory Services Network$23.5M2532026-06-30
Icon Wealth Advisors, LLC$23.2M182026-06-30
Sensible Financial Planning & Management, Llc.$22.6M02025-09-30
Steward Partners Investment Advisory, LLC$22.4M4812026-06-30
Sagespring Wealth Partners$22.1M1262026-06-30
Parker Investment Management, LLC$21.7M22026-06-30
D'Orazio & Associates, Inc.$21.7M92026-06-30
Oxford Financial Group, Ltd. LLC$21.5M502026-06-30
Cfo4life Group, LLC$20.8M02026-06-30
Waverly Advisors, LLC$20.4M2312026-06-30
Cpc Advisors, LLC$20.2M172026-06-30
Journey Strategic Wealth LLC$19.7M02026-03-31
Prime Capital Financial$19.6M2652026-06-30
Northrock Partners, LLC$19.5M912026-06-30
Jane Street Group, LLC$18.8M02026-06-30
Nan Shan Life Insurance Co., Ltd.$18.6M02026-06-30
Summit Wealth Group, LLC$18.3M02026-06-30
Mgo One Seven LLC$18.1M1182026-06-30
Win Advisors, Inc$17.5M42026-06-30
Captrust Wealth Advisors$17M202026-06-30
Davidson Investment Advisors, Inc.$16.8M172026-06-30
&partners$16.8M5552026-06-30
Elevation Point Wealth Partners, LLC$16.8M562026-06-30
Shah Wealth Advisors, LLC$16.7M42026-06-30
Solidarity Wealth, LLC$16.7M92026-06-30
Sharkey, Howes & Javer$16.7M92026-06-30
Global Retirement Partners LLC$16.6M4912026-06-30
Shepherd Financial Partners LLC$16.2M82026-06-30
Quantinno Capital Management LP$16.2M02026-06-30
Ep Wealth Advisors, LLC$16.1M3382026-06-30
Aqr Capital Management LLC$16.1M12026-06-30
Principal Securities, Inc.$16.1M1,4632026-06-30
Franklin Resources Inc$15.9M02026-06-30
Anderson Hoagland & Co$15.8M72026-06-30
Stone House Investment Management, LLC$15.7M192026-06-30
Vestmark Advisory Solutions, Inc.$15.6M82026-06-30
Advyzon Investment Management, LLC$15M22026-06-30
Scarborough Advisors, LLC$14.6M152026-06-30
Kestra Private Wealth Services, LLC$14.4M2062026-06-30
Equitable Holdings, Inc.$14.4M02026-06-30
Royal Fund Management, LLC$14.3M832026-06-30
Jump Financial, LLC$14.3M02026-06-30
Brookstone Capital Management$14.2M3372026-06-30
Concurrent Investment Advisors, LLC$14.2M3492026-06-30
Pettinga Financial Advisors LLC$14.2M82026-06-30
Bentoak Capital$13.9M192026-06-30
Scissortail Wealth Management, LLC$13.8M82026-06-30
Rh Tailwind Management, LLC$13.7M02026-06-30
Trilogy Capital, Inc.$13.5M722026-06-30
Pax Financial Group, LLC$13.4M152026-06-30
Meredith Wealth Planning$13.3M22026-06-30
Chicago Partners Investment Group LLC$12.9M572026-06-30
Aptus Capital Advisors, LLC$12.8M212026-06-30
Vident Advisory, LLC$12.7M62026-06-30
D.A. Davidson & Co.$12.7M6892026-06-30
Elevated Financial Group LLC$12.6M72026-06-30
Regal Investment Advisors LLC$12.6M1172026-06-30
Trek Financial, LLC$12.5M632026-06-30
High Falls Advisors, Inc$12.4M02025-12-31
World Investment Advisors$12.3M3592026-06-30
Jmac Enterprises LLC$12.1M32026-06-30
Tradewinds, Llc.$12.1M112026-06-30
Washburn Capital Management, Inc.$12M32026-06-30
Strategic Blueprint, LLC$11.8M552026-06-30
Farther Finance Advisors, LLC$11.8M3342026-06-30
Financial Architects, LLC$11.5M32026-06-30
Keystone Financial Group$11.3M342026-06-30
Shufro Rose & Co LLC$11.1M122026-06-30
Kelly Financial Services LLC$11.1M72026-06-30
Haverford Trust Co$11.1M02026-06-30
Harbour Investments, Inc.$11M2472026-06-30
Keystone Financial Services$11M42026-06-30
Tower Research Capital LLC (trc)$11M02026-06-30
Ifp Advisors, Inc$10.9M3182026-06-30
Tacita Capital Inc$10.8M02026-06-30
Brickley Wealth Management$10.8M62026-06-30
Csenge Advisory Group$10.7M752026-06-30
Apollon Wealth Management, LLC$10.6M1512026-06-30
Beacon Financial Group$10.5M82026-06-30
Opes Wealth Management LLC$10.5M02026-03-31
Arax Advisory Partners$10.5M2322026-06-30
Strategic Investment Advisors / Mi$10.5M02026-06-30
Alliance Wealth Advisors, LLC /ut$10.4M122026-06-30
Elevation Capital Advisory, LLC$10.3M22026-06-30
Pw Nova Financial Services LLC$10.2M62026-06-30
Adaptive Investments$10.2M02026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$10.1M02025-12-31
University of Illinois Foundation$10M02026-06-30
Unison$10M12026-06-30
Capital Planning LLC$9.8M52026-06-30
Modern Wealth Management, LLC$9.7M1612026-06-30
Choreo, LLC$9.6M1482026-06-30
Kilter Group LLC$9.5M82026-06-30
Swmg, LLC$9.3M82026-06-30
Liberty Wealth Management LLC$9.2M252026-06-30
Mascoma Wealth Management$9.2M112026-06-30
Professional Financial Advisors, LLC$9M72026-06-30
Snowden Capital Advisors LLC$9M1222026-06-30
Ifg Advisory, LLC$9M1102026-06-30
Sound Portfolio Advisors, LLC$8.9M22026-06-30
Stokes Family Office LLC$8.8M122026-06-30
Kingswood Wealth Advisors, LLC$8.7M1232026-06-30
Alexis Investment Partners, LLC$8.7M02026-06-30
US Bancorp$8.7M02026-06-30
Perennial Investment Advisors, LLC$8.7M492026-06-30
Asset Advisors Investment Management, LLC$8.7M52026-06-30
Legacy Financial Group LLC$8.7M82026-06-30
Atlas Capital Advisors Inc.$8.6M82026-06-30
One Advisory Partners, LLC$8.6M72026-06-30
Rothschild Wealth LLC$8.5M312026-06-30
Claris Financial LLC$8.4M22026-03-31
Midwest Capital Advisors, LLC$8.4M82026-06-30
Forefront Analytics, LLC$8.4M42026-06-30
Tradition Wealth Management, LLC$8.4M232026-06-30
The Wealth Alliance, LLC$8.3M122026-06-30
Fifth Third Bancorp$8.2M02026-06-30
Guardian Capital, LLC$8.2M42026-06-30
CIBC World Market Inc.$8.2M02026-06-30
Rhs Financial, LLC$8.2M22026-06-30
Avant Capital, LLC$8.2M22026-06-30
360 Financial$8M102026-06-30
Indivisible Partners$8M342026-06-30
Independent Financial Group, LLC$7.9M4812026-06-30
Gateway Wealth Partners, LLC$7.8M1012026-06-30
Diversify Advisory Services, LLC$7.7M1162026-06-30
Diversify Wealth Management, LLC$7.7M782026-06-30
Group One Trading LLC$7.5M02026-06-30
J.W. Cole Advisors, Inc.$7.5M4992026-06-30
Sollinda Capital Management LLC$7.4M172026-06-30
Allworth Financial, LP$7.4M3172026-06-30
Peddock Capital Advisors, LLC$7.4M52026-06-30
Wealthspire Advisors, LLC$7.4M2372026-06-30
O'Shaughnessy Asset Management, LLC$7.4M582026-06-30
Geneos Wealth Management, Inc.$7.4M1932026-06-30
Bay Harbor Wealth Management, LLC$7.4M32026-06-30
Beacon Financial Planning, Inc$7.3M62026-06-30
Peak Wealth Management LLC$7.3M02026-06-30
Parallax Volatility Advisers, LP$7.2M02026-06-30
Gallagher Fiduciary Advisors, LLC$7.1M1262026-06-30
First Business Financial Services, Inc.$7M02026-06-30
Archvest Wealth Advisors, Inc.$6.9M52026-06-30
Bcgm Wealth Management, LLC$6.9M112026-06-30
Claro Advisors Inc.$6.8M202026-06-30
Bellwether Advisors, LLC$6.8M82026-06-30
Scotia Capital Inc.$6.7M02026-06-30
Tactive Advisors, LLC$6.5M182026-06-30
Guerra Pan Advisors, LLC$6.4M12026-06-30
Gladstone Institutional Advisory LLC$6.4M1082026-06-30
Western Wealth Management, LLC$6.3M1122026-06-30

The 250 largest of 1,257 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30