Ishares Msci USA Momentum Fa
$296.52-1.3%
+$2.1B
Net Activity
+6.09% total shares
Institutions Holding
1222
Popularity Rank
#348
Avg Weight
0.56%
Total Value
$27.0B
1222 institutions currently hold MTUM, with 596 net buyers and 510 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
510
Net Buying Institutions
596
Top 5 by Value
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Across its top 20 institutional holders, MTUM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 29/100).
MTUM ranks #348 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
MTUM is a top-conviction position for Encompass Capital Advisors LLC — at 17.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in MTUM belongs to Mercer Global Advisors Inc /adv, but the position matters far more to Encompass Capital Advisors LLC, who has 17.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Mercer Global Advisors Inc /adv has added to its MTUM position for two straight quarters, increasing it by $824.2M to reach $2.8B today.
Oppenheimer Asset Management Inc. has trimmed its MTUM position for two straight quarters, cutting it by $16.6M while still holding $2.3M.
MTUM is down 1.3% today, but institutions show net buying of $2.1B this quarter — a divergence between today's price move and the underlying institutional flow.
+$3.8B
Total Buy Value
$2.3B
Total Sell Value
596
Net Buyers
510
Net Sellers
MTUM
Q2 2026
Top 5 Institutional Movers
+$769.6M
+$675.1M
+$640.2M
+$492.8M
+$369.8M
MTUM does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46432F396
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,088
Total reported value
$390.2B
Held by 4088 institutions — one of the most-tracked stocks on AlphaSMO
Access MTUM's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/MTUMCLI
npx alphasmo stocks get MTUM