Inst. Holders
50 funds
MT
MTUM
ISHARES TR
$320.88 ▲ +1.12%
Prev close $317.3425 New Institutional Positions7 Institutional Exits
Snapshot
The big-picture read on MTUM right now — valuation, ownership and activity at a glance.
Inst. Value
$19.0B
Inst. Activity
25 buys / 7 sells
Price chart 30d +8.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: MTUM — 0.5M shares, 9,895 trades
Week starting 2026-09-07. Total ATS volume: 482,718 shares across 9,895 trades.
Jun 30, 2026 Inst.
WELLS FARGO & COMPANY/MN — ADD
1,086,149 shares ($372.4M)
Jun 30, 2026 Inst.
MML INVESTORS SERVICES, LLC — ADD
830,205 shares ($284.6M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: MTUM — 0.5M shares, 9,895 trades
Week starting 2026-09-07. Total ATS volume: 482,718 shares across 9,895 trades.
Sep 4, 2026
ftd
FTD: MTUM — 12,041 shares ($3.6M) failed to deliver
Settlement: 20260904, Price: $299.42, FTD Value: $3,605,316.22, ISHARES MSCI USA MOMENTUM FACT
Sep 3, 2026
ftd
FTD: MTUM — 35,340 shares ($10.5M) failed to deliver
Settlement: 20260903, Price: $297.04, FTD Value: $10,497,393.6, ISHARES MSCI USA MOMENTUM FACT
Sep 2, 2026
ftd
FTD: MTUM — 4,401 shares ($1.3M) failed to deliver
Settlement: 20260902, Price: $296.52, FTD Value: $1,304,984.52, ISHARES MSCI USA MOMENTUM FACT
Aug 31, 2026
ftd
FTD: MTUM — 5,635 shares ($1.7M) failed to deliver
Settlement: 20260831, Price: $299.71, FTD Value: $1,688,865.85, ISHARES MSCI USA MOMENTUM FACT
Institutional ownership
Which big funds own MTUM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $19.0B total value (55,630,937 shares) as of 2026-Q2. Top holders: MERCER, ENVESTNET, FMR. Net buying activity: 25 institutions added/increased vs 7 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 8,117,410 | $2.8B | 14.6% | — |
| ENVESTNET ASSET MANAGEMENT INC | 7,899,452 | $2.7B | 14.2% | — |
| FMR LLC | 5,705,939 | $2.0B | 10.3% | — |
| RAYMOND JAMES FINANCIAL INC | 3,375,616 | $1.2B | 6.1% | — |
| LPL Financial LLC | 3,371,900 | $1.2B | 6.1% | — |
| MORGAN STANLEY | 2,708,782 | $928.7M | 4.9% | — |
| AMERIPRISE FINANCIAL INC | 1,333,850 | $457.9M | 2.4% | — |
| BANK OF AMERICA CORP /DE/ | 1,319,411 | $452.3M | 2.4% | — |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 1,301,990 | $446.4M | 2.3% | — |
| BlackRock, Inc. | 1,252,332 | $429.3M | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | ADD | 845,066 | 1,086,149 | +28.5% | $372.4M |
| MML INVESTORS SERVICES, LLC | ADD | 626,007 | 830,205 | +32.6% | $284.6M |
| CITIGROUP INC | DOUBLED | 252,646 | 637,867 | +152.5% | $218.7M |
| Clearbridge Investments, LLC | NEW | — | 483,302 | — | $165.7M |
| Corient Private Wealth LP | TRIM | 974,018 | 346,128 | -64.5% | $118.7M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | NEW | — | 200,000 | — | $68.6M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 17,681 | 111,711 | +531.8% | $38.3M |
| Lido Advisors, LLC | TRIM | 155,224 | 104,732 | -32.5% | $35.9M |
| MARSHALL WACE, LLP | NEW | — | 99,639 | — | $34.2M |
| Clark Capital Management Group, Inc. | DOUBLED | 954 | 98,112 | +10184.3% | $33.6M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MTUM.
Shares short
1,333,400
Settlement Sep 15, 2026
Change vs prior
-1.1%
Semi-monthly cycle
Days to cover
1.7
At avg daily volume