ISHARES TR

$MTUM
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Smart money positioned

19 of the Top-200 alpha managers hold $MTUM as of the latest 13F snapshot.

13F holders
1,016
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

19 holders · Q1 2026

$MTUM is held by 19 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.78%, with an average of 0.32% of portfolio. Largest holder: Kingdon Capital Management, L.l.c. at 1.78%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Kingdon Capital Management, L.l.c.
1.78% NEW
α +12.8pts
02
Anderson Financial Strategies, LLC
1.53% held
α +19.8pts
03
Endeavor Private Wealth, Inc.
1.12% held
α +13.5pts
04
Independent Solutions Wealth Management, LLC
0.55% NEW
α +19.1pts
05
Shufro Rose & Co. LLC
0.54% NEW
α +32.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 1,016 · Source: 13F-HR
01
Marquette Asset Management, LLC
0.54% of portfolio
8,471,268 sh
02
Legal & General Group Plc
2.98% of portfolio
8,388,874 sh
03
Taconic Capital Advisors LP
0.21% of portfolio
3,366,370 sh
04
Baltimore-Washington Financial Advisors, Inc.
0.40% of portfolio
2,726,778 sh
05
AIFG Consultants Ltd.
0.94% of portfolio
1,412,748 sh
06
Trustco Bank Corp. N Y
1.70% of portfolio
1,340,090 sh
07
Solus Alternative Asset Management LP
0.02% of portfolio
1,268,100 sh
08
Yorktown Management & Research Co Inc
0.57% of portfolio
1,174,251 sh
09
Tower Research Capital LLC (TRC)
0.72% of portfolio
1,149,067 sh
10
Sheaff Brock Investment Advisors, LLC
0.11% of portfolio
1,068,668 sh
See all 1,016 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $MTUM in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $MTUM in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:10 UTC.