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Gotham Asset Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Gotham Asset Management’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.33M Buy
5,544
+461
+9% +$116K ﹤0.01% 1226
2025
Q4 		$1.27M Buy
5,083
+2,868
+129% +$720K ﹤0.01% 1188
2025
Q3 		$568K Hold
2,215
– – ﹤0.01% 1358
2025
Q2 		$532K Buy
+2,215
New +$483K ﹤0.01% 1305

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Gotham Asset Management's MTUM Position: Q1 2026 in Review

Gotham Asset Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 9.1% in Q1 2026, buying an estimated $116K and bringing the position to 5,544 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Gotham Asset Management first reported a position in MTUM in Q2 2025 and has held it in 4 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Gotham Asset Management held 5,544 shares of iShares MSCI USA Momentum Factor ETF worth $1.33M as of Q1 2026.
  • Gotham Asset Management bought 461 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $116K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1226 holding.
  • Gotham Asset Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.