LPL Financial
MTUM icon

LPL Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

LPL Financial’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
Q2 		$4.83M Buy
+14,100
New +$4.21M ﹤0.01% 2835

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial's MTUM Position: Q2 2026 in Review

LPL Financial increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.16% in Q2 2026, buying an estimated $1.65M and bringing the position to 3,371,900 shares worth $1.16B. The position accounts for 0.26% of the portfolio, ranked #70.

LPL Financial first reported a position in MTUM in Q4 2013 and has held it in 51 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • LPL Financial held 3,371,900 shares of iShares MSCI USA Momentum Factor ETF worth $1.16B as of Q2 2026.
  • LPL Financial bought 5,530 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.65M.
  • iShares MSCI USA Momentum Factor ETF made up 0.26% of LPL Financial's portfolio in Q2 2026, its #70 holding.
  • LPL Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2013 and has held it in 51 quarters since.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.