Who Owns I SHRS MOMENTUM (MTUM)? -- Institutional Holders (2026-06-30)

1,286 institutions reported holding $26.97B of I SHRS MOMENTUM (MTUM) in SEC 13F filings for 2026-06-30. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($2.78B), ENVESTNET ASSET MANAGEMENT INC ($2.71B), FMR LLC ($1.96B), LPL Financial LLC ($1.16B), RAYMOND JAMES FINANCIAL INC ($1.16B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MERCER GLOBAL ADVISORS INC /ADV$2.78B8.1MTrimmed
2ENVESTNET ASSET MANAGEMENT INC$2.71B7.9MTrimmed
3FMR LLC$1.96B5.7MAdded
4LPL Financial LLC$1.16B3.4MAdded
5RAYMOND JAMES FINANCIAL INC$1.16B3.4MAdded
6MORGAN STANLEY$928.7M2.7MTrimmed
7Encompass Capital Advisors LLC$492.8M1.4MNew
8Blue Trust, Inc.$483.3M1.4MAdded
9AMERIPRISE FINANCIAL INC$457.9M1.3MTrimmed
10BANK OF AMERICA CORP /DE/$452.3M1.3MAdded
11STATE OF MICHIGAN RETIREMENT SYSTEM$446.4M1.3MTrimmed
12BlackRock, Inc.$429.3M1.3MTrimmed
13ASSETMARK, INC$391.0M1.1MTrimmed
14Cerity Partners LLC$377.0M1.1MTrimmed
15WELLS FARGO & COMPANY/MN$372.4M1.1MAdded
16PICTON MAHONEY ASSET MANAGEMENT$342.8M1.0MAdded
17JPMORGAN CHASE & CO$337.3M1.0MTrimmed
18Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$319.4M931,613Trimmed
19BANK OF MONTREAL /CAN/$309.1M901,500Added
20JANE STREET GROUP, LLC$295.0M860,379Added
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$288.5M841,406Added
22MML INVESTORS SERVICES, LLC$284.6M830,205Added
23UBS Group AG$278.2M811,500Added
24Orgel Wealth Management, LLC$230.6M672,724Trimmed
25PARK AVENUE SECURITIES LLC$219.4M639,938Trimmed

Source: SEC Form 13F filings · as of 2026-06-30