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Public ownership evidence

iShares MSCI USA Momentum Factor ETF (MTUM) Ownership Disclosures

Read MTUM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Provida Pension Fund Administrator2026-03-312026-08-2933,632$8,071,344None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2923,570$4,764,243None
Corient Private Wealth LP2026-06-302026-08-28346,128$118,663,675None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28325$111,466None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28311$74,654None
Legacy Edge Advisors, LLC2025-09-302026-08-27913$234,139None
HORAN Wealth, LLC2026-06-302026-08-27744$255,069None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-27879$210,951None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-27879$220,022None
Dakota Wealth Management2025-09-302026-08-273,054$783,199None
Dakota Wealth Management2025-12-312026-08-273,054$764,447None
Dakota Wealth Management2026-03-312026-08-272,414$579,339None
Advus Financial Partners, LLC2026-06-302026-08-268,514$2,918,983None
Advus Financial Partners, LLC2026-03-312026-08-267,531$1,807,365None
Advus Financial Partners, LLC2025-12-312026-08-266,769$1,694,348None
Advus Financial Partners, LLC2025-09-302026-08-266,523$1,672,823None
Advus Financial Partners, LLC2025-06-302026-08-265,576$1,340,024None
Advus Financial Partners, LLC2025-03-312026-08-264,415$892,404None
Advus Financial Partners, LLC2024-12-312026-08-262,434$503,643None
Advus Financial Partners, LLC2023-06-302026-08-265,397$778,517None
Advus Financial Partners, LLC2023-03-312026-08-266,015$836,341None
Advus Financial Partners, LLC2022-12-312026-08-261,459$212,912None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2640,335$10,096,254None
Strategic Financial Services, Inc.2026-06-302026-08-25206,900$70,931,533None
Kings Path Partners LLC2026-03-312026-08-22192$45,964None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-22589$201,927None
Forefront Wealth Partners, LLC2026-06-302026-08-211,063$364,173None
Anderson Financial Strategies, LLC2026-06-302026-08-218,296$2,537,580None
Rehmann Capital Advisory Group2026-06-302026-08-213,556$1,219,103None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2181$27,769None
Kingsview Wealth Management, LLC2026-06-302026-08-206,283$2,154,021None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-20853$204,712None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-2017,937$4,304,701None
Archer Investment Corp2026-06-302026-08-2041$14,056None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-208,117,410$2,782,891,724None
Sankala Group LLC2026-06-302026-08-19505$156,934None
Beacon Pointe Advisors, LLC2026-06-302026-08-19131,871$45,209,489None
JDM Financial Group LLC2026-06-302026-08-19645$221,125None
Orion Capital Management LLC2026-06-302026-08-19775$265,693None
Nest Investments, LLC2026-03-312026-08-197,266$1,743,856None
Nest Investments, LLC2025-12-312026-08-196,012$1,504,959None
Glenview Trust Co2026-06-302026-08-19870$298,262None
Glenview Trust Co2026-06-302026-08-1973,089$25,057,101None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-1921$7,000None
Concorde Asset Management, LLC2026-06-302026-08-191,730$593,256None
Legacy Edge Advisors, LLC2024-12-312026-08-181,025$213,087None
Strive Financial Group ,LLC2026-06-302026-08-18235$80,565None
WNY Asset Management, LLC2026-06-302026-08-18712$243,990None
Coastal Bridge Advisors, LLC2026-06-302026-08-181,043$357,572None
Yukon Wealth Management, Inc.2026-06-302026-08-185,392$1,848,592None

90-day public filing window, up to 50 source positions.

Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗HORAN Wealth, LLC ↗WILLIAM JOHN SEMPOLINSKI ↗WILLIAM JOHN SEMPOLINSKI ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.