§ EQUITY
USDMTUM
ISHARES MSCI USA MOMENTUM FA
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
611 increased/new, 445 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 8.5M | 0.5% | +7% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.4M | 3.0% | +7% |
| Fidelity Management | 5.5M | 0.1% | +15% |
| LPL Financial LLC | 3.4M | 0.2% | +2% |
| RAYMOND JAMES FINANCIAL INC | 3.3M | 0.2% | +2% |
| Morgan Stanley | 3.1M | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for MTUM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER71.4% · 973 holders
DEALER / BANK13.9% · 50 holders
QUALITY / COMPOUNDER9.3% · 8 holders
INCOME / DEFENSIVE2.4% · 9 holders
PASSIVE / INDEX2.2% · 2 holders
TACTICAL / MACRO0.7% · 2 holders
SYSTEMATIC / QUANT0.1% · 6 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MTUM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MTUM yet.