XT
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XTX Topco’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

XTX Topco’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 		$1.54M Sell
6,412
-14,130
-69% -$3.55M 0.03% 1051
2025
Q4 		$5.14M Buy
+20,542
New +$5.16M 0.14% 119
2025
Q1 		– Sell
-1,826
Closed -$378K – 2833
2024
Q4 		$378K Buy
+1,826
New +$383K 0.03% 1014

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

XTX Topco's MTUM Position: Q1 2026 in Review

XTX Topco reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 69% in Q1 2026, selling an estimated $3.55M and leaving 6,412 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #1051.

XTX Topco first reported a position in MTUM in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.14M in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • XTX Topco held 6,412 shares of iShares MSCI USA Momentum Factor ETF worth $1.54M as of Q1 2026.
  • XTX Topco sold 14,130 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $3.55M.
  • iShares MSCI USA Momentum Factor ETF made up 0.03% of XTX Topco's portfolio in Q1 2026, its #1051 holding.
  • XTX Topco first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • XTX Topco's iShares MSCI USA Momentum Factor ETF position peaked at $5.14M in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on XTX Topco's 13F filing for Q1 2026, filed 15 May 2026.