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Of the 8 tracked institutions holding MTUM, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +4.8pt. It's a gauge of who owns the name, not just how many.
Among the 8 tracked institutional investors we monitor, MTUM (ISHARES TR) is held with a combined value of $2.41B across 7,029,307 shares. The largest holder is FMR LLC with a position worth $1.96B (0.08% of their portfolio). MILLENNIUM MANAGEMENT LLC opened a new position in the most recent quarter. 4 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$2.41B
Total Shares Held
7,029,307
Institutional Holders
8
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $1.96B | 0.08% | +4.1% |
| 2 | BlackRock, Inc. | $429.34M | 0.01% | -22.9% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $16.09M | 0.01% | +24.9% |
| 4 | CITADEL ADVISORS LLC | $4.06M | 0.00% | -78.3% |
| 5 | Gotham Asset Management, LLC | $1.90M | 0.00% | - |
| 6 | MILLENNIUM MANAGEMENT LLC | $1.02M | 0.00% | New |
| 7 | Fisher Asset Management, LLC | $945.84K | 0.00% | +88.9% |
| 8 | VANGUARD GROUP INC | $240.58K | 0.00% | +4.8% |
| Member | Type | Date |
|---|---|---|
| John N Kennedy | Buy | Oct 11, 2018 |
| Patrick J Toomey | Sell | May 2, 2016 |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of MTUM with a position worth $1.96B, representing 0.08% of their portfolio. In total, 8 institutional investors hold MTUM with a combined value of $2.41B.
In the most recent quarter, 1 fund opened a new position in MTUM. Additionally, 4 increased their holdings and 2 reduced their positions.
Institutional investors hold $2.41B worth of MTUM stock across 8 positions. The largest institutional holder is FMR LLC with $1.96B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For MTUM, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their MTUM positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$322.88
2026-10-02
YTD
+28.3%
81% of 52-week range
