Scheda del titolo · trimestre archiviato
MTUM
iShares MSCI USA Momentum Factor ETF · Financial Services · Asset Management - Global
77Holder monitorati
+6Δ titolari
50.73MQuote detenute
$12.17BValore dichiarato
+8Nuove posizioni
−2Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +8.5% ·
flusso azionario -1.5% ·
nuove posizioni nette +7.8%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 9 | -3 | 11.09M | $2.84B | — | −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 | — | −3 |
| Q2 2024 | 6 | — | 77.38K | $15.08M | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 8.47M | +7.5% | $2.03B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 8.39M | +7.2% | $2.01B | 3.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 5.48M | +15.3% | $1.32B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 5.48M | +15.3% | $1.32B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 5.48M | +15.3% | $1.32B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | LPL Financial LLC | 3.37M | +2.3% | $807.90M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 3.28M | +2.0% | $787.42M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 3.28M | +2.0% | $787.42M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 3.28M | +2.0% | $787.42M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 3.28M | +2.0% | $787.42M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 3.08M | +8.0% | $739.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 3.08M | +8.0% | $739.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 3.08M | +8.0% | $739.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 3.08M | +8.0% | $739.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 3.08M | +8.0% | $739.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 3.08M | +8.0% | $739.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passivo) | 1.62M | +1.7% | $389.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passivo) | 1.62M | +1.7% | $389.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passivo) | 1.62M | +1.7% | $389.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | BlackRock ✦ (passivo) | 1.62M | +1.7% | $389.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | BlackRock ✦ (passivo) | 1.62M | +1.7% | $389.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | BlackRock ✦ (passivo) | 1.62M | +1.7% | $389.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | BlackRock ✦ (passivo) | 1.62M | +1.7% | $389.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 1.37M | -0.6% | $328.18M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 1.37M | -0.6% | $328.18M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 1.37M | -0.6% | $328.18M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 1.37M | -0.6% | $328.18M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cerity Partners LLC | 1.18M | +2.3% | $283.93M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 1.18M | +2.3% | $283.93M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 1.18M | +2.3% | $283.93M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 31 | Assetmark, Inc | 1.17M | -21.8% | $281.81M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 1.17M | -7.1% | $280.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 1.17M | -7.1% | $280.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 1.17M | -7.1% | $280.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 1.17M | -7.1% | $280.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cwm, Llc | 1.15M | +0.7% | $275.76M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.14M | -0.6% | $264.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 1.14M | -0.6% | $264.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 1.14M | -0.6% | $264.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.14M | -0.6% | $264.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.14M | -0.6% | $264.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.14M | -0.6% | $264.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Corient Private Wealth LP | 974.02K | -66.9% | $233.61M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 845.07K | +0.1% | $202.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 845.07K | +0.1% | $202.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 845.07K | +0.1% | $202.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 845.07K | +0.1% | $202.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS Group AG | 707.96K | -8.5% | $169.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | UBS Group AG | 707.96K | -8.5% | $169.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | UBS Group AG | 707.96K | -8.5% | $169.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Wealth Enhancement Advisory… | 614.26K | -37.4% | $151.02M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 52 | Mml Investors Services, Llc | 626.01K | -9.9% | $150.24M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 53 | Cetera Investment Advisers | 611.55K | +0.7% | $146.77M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 54 | Royal Bank Of Canada | 507.71K | +5.6% | $121.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Royal Bank Of Canada | 507.71K | +5.6% | $121.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Royal Bank Of Canada | 507.71K | +5.6% | $121.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Royal Bank Of Canada | 507.71K | +5.6% | $121.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Royal Bank Of Canada | 507.71K | +5.6% | $121.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Royal Bank Of Canada | 507.71K | +5.6% | $121.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Royal Bank Of Canada | 507.71K | +5.6% | $121.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Royal Bank Of Canada | 507.71K | +5.6% | $121.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 482.00K | -4.3% | $115.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 482.00K | -4.3% | $115.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 482.00K | -4.3% | $115.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 482.00K | -4.3% | $115.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 482.00K | -4.3% | $115.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 482.00K | -4.3% | $115.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 424.94K | +10.6% | $101.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 424.94K | +10.6% | $101.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 424.94K | +10.6% | $101.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 424.94K | +10.6% | $101.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Northwestern Mutual Wealth… | 384.03K | +5.4% | $92.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 73 | Captrust Financial Advisors | 358.56K | +59.0% | $86.05M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 74 | Goldman Sachs Group ✦ | 357.53K | -3.3% | $85.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Commonwealth Equity Services, Llc | 341.25K | -16.1% | $81.90M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 76 | Stifel Financial Corp | 332.53K | +5.5% | $79.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 77 | Stifel Financial Corp | 332.53K | +5.5% | $79.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 78 | Stifel Financial Corp | 332.53K | +5.5% | $79.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 79 | Stifel Financial Corp | 332.53K | +5.5% | $79.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Osaic Holdings, Inc. | 324.54K | -5.1% | $77.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 324.54K | -5.1% | $77.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 82 | Osaic Holdings, Inc. | 324.54K | -5.1% | $77.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 83 | Citigroup Inc | 252.65K | -49.8% | $60.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Jones Financial Companies Lllp | 203.34K | +14.3% | $47.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Truist Financial Corp | 164.22K | +2.9% | $39.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 86 | Truist Financial Corp | 164.22K | +2.9% | $39.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 87 | Rockefeller Capital Management L.P. | 157.27K | +1.4% | $37.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 88 | Rockefeller Capital Management L.P. | 157.27K | +1.4% | $37.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 89 | Rockefeller Capital Management L.P. | 157.27K | +1.4% | $37.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 90 | Lido Advisors, LLC | 155.22K | +1.4% | $37.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 91 | Lido Advisors, LLC | 155.22K | +1.4% | $37.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 92 | Two Sigma Investments ✦ | 125.20K | Nuovo | $30.05M | 0.0% | New | 1 | SEC ↗ |
| 93 | HighTower Advisors, LLC | 102.21K | +185.7% | $24.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Mariner, LLC | 96.83K | -5.4% | $23.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Mariner, LLC | 96.83K | -5.4% | $23.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Mariner, LLC | 96.83K | -5.4% | $23.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Mariner, LLC | 96.83K | -5.4% | $23.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Baird Financial Group, Inc. | 84.69K | -14.3% | $20.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Baird Financial Group, Inc. | 84.69K | -14.3% | $20.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Creative Planning | 67.72K | +4.2% | $16.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Two Sigma Investments | $30.05M | 0.0% |
Uscito
| Bank Julius Baer & Co. Ltd… | $1.84M | era 0.0% |
| Simplex Trading, Llc | $869,076 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 1,046 detentori, 71.35M azioni, $16.70B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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