Ishares Msci USA Momentum Fa
$295.71+0.9%
+$2.1B
Net Activity
+6.09% total shares
Institutions Holding
1226
Popularity Rank
#350
Avg Weight
0.55%
Total Value
$27.0B
1226 institutions currently hold MTUM, with 600 net buyers and 515 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
515
Net Buying Institutions
600
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 #350 out of 37696 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.
Orgel Wealth Management, LLC has added to its MTUM position for two straight quarters, increasing it by $107.0M to reach $271.1M today.
Diversify Wealth Management, LLC has trimmed its MTUM position for two straight quarters, cutting it by $6.4M while still holding $2.3M.
MTUM is up 0.9% today, and institutions have been net buyers of $2.1B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$3.8B
Total Buy Value
$2.5B
Total Sell Value
600
Net Buyers
515
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 2026-09-30 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
6,281
Total reported value
$2.2T
3256 13F institutions increased their position this quarter
Institutions Holding
6,028
Total reported value
$3.6T
3055 13F institutions increased their position this quarter
Institutions Holding
6,191
Total reported value
$1.8T
2996 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,137
Total reported value
$649.5B
Held by 4137 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,136
Total reported value
$713.2B
Held by 4136 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,115
Total reported value
$390.3B
Held by 4115 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