Who Owns iShares MSCI USA Momentum Factor ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares MSCI USA Momentum Factor ETF.
Who crossed 5% of MTUM →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Acropolis Investment Management, LLCMSCI USA MMENTM139.3K shtrimmed | $44.2M |
| Apella Capital, LLCMSCI USA MMENTM117.6K shtrimmed | $37.9M |
| First Heartland Consultants, Inc.MSCI USA MOMENTUM FACTOR ETF42.7K shadded | $13.5M |
| Capital Planning LLCExchange Traded Fund27.4K shtrimmed | $8.7M |
| Tactive Advisors, LLCMSCI USA MMENTM24.8K shadded | $7.9M |
| Farther Finance Advisors, LLCETF18.6K shtrimmed | $5.9M |
| Weaver Consulting GroupMSCI USA MMENTM10.7K shadded | $3.4M |
| Trust CoETF8.8K shtrimmed | $2.8M |
| Sound Income Strategies, LLCMSCI USA MMENTM8.8K shtrimmed | $2.8M |
| Elm3 Financial Group, LLCMSCI USA MMENTM8.3K shtrimmed | $2.6M |
| Financial Enhancement Group LLCMSCI USA MMENTM8K shadded | $2.6M |
| Legacy Private Trust Co.MSCI USA MMENTM8.1K shtrimmed | $2.6M |
| Decker Wealth Management LLCMSCI USA MMENTM6.3K shheld | $2M |
| CHAPIN DAVIS, INC.MSCI USA MMENTM6.2K shtrimmed | $2M |
| McNaughton Wealth Management, LLCMSCI USA MMENTM5.9K shheld | $1.9M |
| Insight Wealth Strategies, LLCMSCI USA MMENTM5K shadded | $1.6M |
| Balefire, LLCMSCI USA MMENTM4.6K shadded | $1.5M |
| Apeiron RIA LLCMSCI USA MMENTM4.1K shtrimmed | $1.3M |
| Valeo Financial Advisors, LLCETF3.8K shtrimmed | $1.2M |
| ARMSTRONG ADVISORY GROUP, INCMSCI USA MMENTM3.8K shheld | $1.2M |
| Galvin, Gaustad & Stein, LLCMSCI USA MMENTM2.7K shtrimmed | $866.7K |
| Atlas Brown,Inc.ETF2.3K shtrimmed | $735.6K |
| Mallini Complete Financial Planning LLCETF2.2K shadded | $702.1K |
| LEGACY SOLUTIONS, LLCMSCI USA MMENTM1.9K shheld | $609.9K |
| Williams & Novak Wealth Management, LLCMSCI USA MMENTM1.8K sh— | $579.8K |
| Factor Wealth Management LTDMSCI USA MMENTM1.7K shheld | $554.7K |
| Breakwater Capital GroupMSCI USA MMENTM1.7K shadded | $546.6K |
| Cooper Financial GroupMSCI USA MMENTM1.6K shadded | $510.8K |
| Avidian Wealth Enterprises, LLCMSCI USA MMENTM1.6K shtrimmed | $494.6K |
| Successful Portfolios LLCMSCI USA MMENTM1.4K shheld | $460.9K |
| Baron Financial Group, LLCMSCI USA MMENTM1.4K shtrimmed | $433.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF1.3K shadded | $417K |
| Venture Visionary Partners LLCMSCI USA MMENTM1.2K shadded | $385.9K |
| CogentBlue Wealth Advisors, LLCMSCI USA MMENTM1.2K shheld | $384.6K |
| Whalen Wealth Management Inc.MSCI USA MMENTM1.2K shtrimmed | $383K |
| Canandaigua National Trust Co of FloridaCom1.1K shheld | $336.1K |
| Stonebridge Wealth Management, LLCMSCI USA MMENTM941 shtrimmed | $298.6K |
| Wealth Enhancement Trust Services, Inc.MSCI USA MMENTM934 shtrimmed | $296.4K |
| Intelligence Driven Advisers, LLCMSCI USA MMENTM927 shheld | $294.2K |
| Capital Advisors Wealth Management, LLCMSCI USA MMENTM792 shheld | $251.4K |
| GILPIN WEALTH MANAGEMENT, LLCMSCI USA MMENTM773 shadded | $245.3K |
| Cambridge Financial Group, LLCMSCI USA MMENTM707 shheld | $242.4K |
| Box Hill Private Wealth LLCMSCI USA MMENTM728 sh— | $231.2K |
| Veracity Capital LLCMSCI USA MMENTM668 shtrimmed | $212K |
| Wedmont Private CapitalMSCI USA MMENTM647 shadded | $205.2K |
| City Center Advisors, LLCMSCI USA MMENTM636 shheld | $201.8K |
| Gradient Investments LLCMSCI USA MMENTM635 sh— | $201.5K |
| CoreCap Advisors, LLCETF626 shtrimmed | $198.7K |
| GAMMA Investing LLCETF320 shtrimmed | $101.5K |
| Central Pacific Bank - Trust DivisionMSCI USA MMENTM97 shheld | $30.8K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHMSCI USA MMENTM65 sh— | $20.6K |
| GK Wealth Management LLCMSCI USA MMENTM26 sh— | $8.3K |
| Olistico Wealth, LLCETF23 sh— | $7.3K |
| Grove Bank & TrustMSCI USA MMENTM13 sh— | $4.1K |
| ELEVATION WEALTH PARTNERS, LLCMSCI USA MMENTM2 shheld | $641 |
| Retirement Wealth Solutions LLCMSCI USA MMENTM1 shtrimmed | $220 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on MTUM
Follow iShares MSCI USA Momentum Factor ETF (MTUM) by email
New trades in iShares MSCI USA Momentum Factor ETF (MTUM) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.