MTUM
iShares MSCI USA Momentum Factor ETF · Financial Services · Asset Management - Global
मोमेंटम इनपुट (तुलनीय प्रबंधक):
धारक व्यापकता +1.4% ·
शेयर प्रवाह -0.6% ·
नई शुद्ध पोजीशन +1.4%
· सूत्र
Ownership fragmentation: अधिक धारक, छोटी aggregate stake
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q4 2025
| तिमाही | होल्डर | Δ | शेयर | रिपोर्ट किया गया मूल्य | नया | एग्जिट |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1.35M | $428.95M | n/a | n/a |
| Q2 2026 | 80 | +4 | 49.03M | $16.79B | +10 | −6 |
| Q1 2026 | 77 | +6 | 50.73M | $12.17B | +8 | −2 |
| Q4 2025 | 71 | +1 | 51.51M | $12.61B | +1 | n/a |
| Q3 2025 | 9 | -3 | 11.09M | $2.84B | n/a | −3 |
| Q2 2025 | 9 | +2 | 4.78M | $1.15B | +3 | −1 |
| Q1 2025 | 4 | 0 | 81.82K | $16.53M | +1 | −1 |
| Q4 2024 | 4 | +1 | 13.89K | $2.87M | +2 | −1 |
| Q3 2024 | 3 | -3 | 17.35K | $3.52M | n/a | −3 |
| Q2 2024 | 6 | n/a | 77.38K | $15.08M | n/a | n/a |
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 7.88M | n/a | $1.97B | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 7.82M | n/a | $1.96B | 3.0% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 4.76M | +17.1% | $1.19B | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 3.29M | n/a | $823.98M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 3.22M | n/a | $804.99M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 6 | Morgan Stanley ✦ | 2.85M | -12.4% | $714.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 7 | Corient Private Wealth LP | 2.94M | n/a | $445.47M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 8 | BlackRock ✦ (निष्क्रिय) | 1.60M | +26.8% | $399.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 9 | Assetmark, Inc | 1.50M | n/a | $376.07M | 0.8% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 1.38M | n/a | $344.13M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 11 | Bank Of America Corp /De/ | 1.26M | n/a | $315.09M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Cerity Partners LLC | 1.16M | n/a | $289.45M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 13 | JPMorgan Chase ✦ | 1.15M | -33.9% | $288.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 14 | Cwm, Llc | 1.14M | n/a | $285.71M | 0.8% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 981.51K | n/a | $253.42M | 0.3% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 844.67K | n/a | $211.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | UBS Group AG | 773.55K | n/a | $193.63M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Mml Investors Services, Llc | 694.45K | n/a | $173.83M | 0.4% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 607.29K | n/a | $152.01M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 503.56K | n/a | $126.05M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 21 | Citigroup Inc | 502.95K | n/a | $125.89M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 480.83K | n/a | $120.36M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 23 | Commonwealth Equity Services, Llc | 406.69K | n/a | $101.80M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 384.27K | n/a | $96.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 25 | Goldman Sachs Group ✦ | 369.84K | -50.0% | $92.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Northwestern Mutual Wealth… | 364.22K | n/a | $91.17M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 341.88K | n/a | $85.66M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 28 | Stifel Financial Corp | 315.24K | n/a | $78.91M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 29 | Bnp Paribas Financial Markets | 311.43K | n/a | $77.95M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 225.48K | n/a | $56.44M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 177.95K | n/a | $44.54M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Truist Financial Corp | 159.60K | n/a | $39.95M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 33 | Lido Advisors, LLC | 153.07K | n/a | $39.25M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 34 | Rockefeller Capital Management L.P. | 155.06K | n/a | $38.81M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 102.39K | n/a | $25.63M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 36 | Us Bancorp \De\ | 100.54K | n/a | $25.17M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 37 | Baird Financial Group, Inc. | 98.83K | n/a | $24.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Jane Street Group, Llc | 91.68K | n/a | $22.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | Creative Planning | 65.01K | n/a | $16.27M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 43.13K | n/a | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 39.31K | n/a | $9.84M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Franklin Resources Inc | 38.67K | n/a | $9.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | HighTower Advisors, LLC | 35.77K | n/a | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 28.90K | n/a | $7.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | AQR Capital Management ✦ | 28.16K | +44.0% | $7.05M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 46 | Citadel Advisors ✦ | 25.95K | नया | $6.49M | 0.0% | New | 1 | SEC ↗ |
| 47 | Cibc World Market Inc. | 17.49K | n/a | $4.38M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Barclays Plc | 9.36K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Brown Advisory Inc | 9.07K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Blair William & Co/Il | 8.53K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Focus Partners Wealth | 8.00K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank Julius Baer & Co. Ltd, Zurich | 7.34K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Alliancebernstein L.P. | 5.68K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Gotham Asset Management ✦ | 5.08K | +129.5% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Financial Engines Advisors L.L.C. | 3.92K | n/a | $981,466 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 3.72K | n/a | $931,654 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Belvedere Trading LLC | 3.58K | n/a | $897,361 | 0.2% | n/c | 1 | SEC ↗ |
| 58 | Simplex Trading, Llc | 3.47K | n/a | $869,076 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Empower Advisory Group, LLC | 3.44K | n/a | $859,815 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Lazard Asset Management Llc | 3.11K | n/a | $777,963 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Wealthfront Advisers LLC | 2.17K | n/a | $544,424 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Northern Trust Corp | 1.68K | n/a | $420,270 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 1.48K | n/a | $370,709 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | First Trust Advisors Lp | 1.40K | n/a | $350,246 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Fisher Asset Management ✦ | 1.18K | +21.8% | $294,918 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 1.13K | n/a | $283,350 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 67 | The Vanguard Group ✦ (निष्क्रिय) | 961 | +4.8% | $240,582 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 68 | Fifth Third Bancorp | 959 | n/a | $240,047 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 259 | n/a | $64,830 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 250 | n/a | $62,578 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Kayne Anderson Rudnick Investment… | 26 | n/a | $6,506 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = प्रबंधक के रिपोर्ट किए गए 13F इक्विटी मूल्य में उस पोज़िशन की हिस्सेदारी: conviction का माप। ✦ = curated manager।
नए खरीदार
| Citadel Advisors | $6.49M | 0.0% |
बाहर निकला
| इस तिमाही कोई ट्रैक किया गया एग्जिट नहीं। |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 1,046 धारक, 71.35M शेयर, $16.70B रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
इस सिक्योरिटी के ट्रैक किए गए धारक और क्या सबसे अधिक सामान्यतः रखते हैं: साझा स्वामित्व की गिनती, मौलिक संबंध नहीं।