Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (MTUM)

1K + Investors. Track Smart Money conviction in MTUM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +162
Streak
11Q ▲
Buyers last Q
54%

Smart Money Signals — MTUM

Based on 1215 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added MTUM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,215 hedge funds hold MTUM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+263 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

617 buying523 selling
Last quarter: 617 funds bought or added vs 523 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+126 vs last Q)

new funds entering per quarter
Funds opening a new MTUM position: 114 → 162 → 123 → 249. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 24% medium ■ 26% new
616 out of 1,215 hedge funds have held MTUM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +54% but shares only +9% — price-driven

Value
+53%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +54%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

146 → 114 → 162 → 123 → 249 new funds/Q
New funds entering each quarter: 114 → 162 → 123 → 249. A growing number of institutions are discovering MTUM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 27% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 27% new
Entry-cohort mix of 1,238 holders: 714 (58%) are 2+ year veterans, 187 entered 1–2 years ago, and 337 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
34 of 1200 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in MTUM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MTUM

In 2026 Q2, 617 hedge funds were net buyers of MTUM (249 opened a new position, 368 added to an existing one), while 523 reduced or exited (436 trimmed, 87 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in MTUM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +162 funds (more new holders than closures). Total institutional holders: 1215.

Hedge Fund Ownership: MTUM

How many hedge funds hold MTUM — quarterly history vs. share price
Quarterly hedge fund ownership of MTUM vs. share price

Market Analysis: MTUM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MTUM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ishares Tr (MTUM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MTUM has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 81d ago
MTUM
-9.7%
SPY
+2.1%

MTUM outperformed SPY by -11.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
MTUM
-2.2%
SPY
-1.8%

Since the filing became public, MTUM outperformed SPY by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 38 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: MTUM
1K + Investors

Track Smart Money conviction in MTUM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1195 1053 13.49%
13F Shares 80M 73M 8.79%
Total Value $26.31B $17.15B 53.41%
New Positions 246 123 +123
Increased Positions 365 411 -46
Closed Positions 89 101 -12
Reduced Positions 430 338 +92
Total Calls 12 5 140.0%
Total Puts 26 10 160.0%
PUT/CALL Ratio 2.17 2.0 Bearish

Statistics: MTUM

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Financial Highlights

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MTUM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MTUM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Encompass Capital Advisors LLC 17.53% 1,437,500 $492.8M
2 Mullooly Asset Management, Inc. 14.15% 134,087 $46.0M
3 Stonehearth Capital Management, LLC 13.68% 116,926 $40.1M
4 High Probability Advisors, LLC 11.81% 322,023 $110.4M
5 Armbruster Capital Management, Inc. 10.54% 206,320 $70.7M
6 Trinity Wealth Management, LLC 9.76% 89,744 $30.8M
7 Sanchez Wealth Management Group 9.56% 159,211 $54.6M
8 Forefront Analytics, LLC 9.10% 24,434 $8.4M
9 AdvisorShares Investments LLC 8.05% 194,494 $66.7M
10 Symmetry Partners, LLC 7.46% 426,885 $146.3M
11 Guardian Capital, LLC 6.75% 24,056 $8.2M
12 Sound Portfolio Advisors, LLC 6.28% 25,821 $8.9M
13 Audent Global Asset Management, LLC 6.28% 16,409 $5.6M
14 Win Advisors, Inc 6.24% 51,032 $17.5M
15 WMS Group LLC 6.09% 13,772 $4.7M
16 Prudent Investors Network, INC. 5.96% 89,724 $30.8M
17 Washburn Capital Management, INC. 5.91% 35,042 $12.0M
18 Tacita Capital Inc 5.87% 31,541 $10.8M
19 Straight Path Wealth Management 5.75% 71,699 $24.6M
20 Financial Architects, LLC 5.53% 33,655 $11.5M
21 Avant Capital LLC 5.11% 23,786 $8.2M
22 Alexis Investment Partners, LLC 5.11% 25,979 $8.7M
23 Peak Wealth Management LLC 5.09% 21,161 $7.3M
24 Blue Trust, Inc. 5.06% 1,409,680 $483.3M
25 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.66% 931,613 $319.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (MTUM)

What does the Smart Money Trend signal show for MTUM?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added MTUM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MTUM?

Slight buying edge — 54% buying: Last quarter: 617 funds bought or added vs 523 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MTUM holders?

Elite ownership — 44% AUM from top-100 funds: 34 of 1200 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in MTUM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MTUM?

51% of holders stayed for 2+ years: 616 out of 1,215 hedge funds have held MTUM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ishares Tr (MTUM) following the 2026 Q2 hedge fund 13F filings?

As of today, MTUM has moved -2.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (June 30, 2026), MTUM has gained -9.7% vs +2.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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