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Upcoming MTUM split of 4:1 in 18 days (5 Nov 2026)
iShares MSCI USA Momentum Factor ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TG Tatiana Grecco Itau Unibanco Holding S.A. | 848 | $290,720 | $250,736.64 | -$39,983.36 | -13.75% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 3,883 | $1.01M | $1.15M | $137,542.52 | 13.65% |
| FJR Fred J. Ruopp Jr. Chelsea Counsel Co | 4 | $1,026 | $1,219.52 | $193.52 | 18.86% |
| MS Marc Seidenberg Basso Capital Management LP | 12,447 | $4.27M | $3.79M | -$472,332.64 | -11.07% |
| CSF Cathy S. Freeman Cadence Bank | 1,039 | $195,282.89 | $316,770.32 | $121,487.43 | 62.21% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 71,006 | $12.02M | $21.41M | $9.39M | 78.07% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 41,863 | $9.72M | $12.62M | $2.91M | 29.92% |
 Washburn Capital Management Washburn Capital Management Inc. | 35,042 | $10.38M | $10.46M | $87,945.64 | 0.85% |
 PAX Financial Group PAX Financial Group LLC | 39,099 | $9.06M | $11.58M | $2.51M | 27.74% |
 Keebeck Wealth Management Keebeck Wealth Management LLC | 12,070 | $2.9M | $3.56M | $661,026.16 | 22.8% |
| RR rosemary richard WCG Wealth Advisors LLC | 15,146 | $3.33M | $4.47M | $1.14M | 34.28% |
| YA Yinka Akinsola Blue Trust Inc. | 1.41M | $252.47M | $429.78M | $177.32M | 70.23% |
 Jeff Ameen Spire Wealth Management | 6,099 | $907,031.4 | $1.84M | $932,061.06 | 102.76% |
 Daren Blonski Fermata Advisors LLC | 6,940 | $1.05M | $2.05M | $1.01M | 95.93% |
 Kyle P. Smith NewEdge Wealth LLC | 861 | $295,176.62 | $257,047.24 | -$38,129.38 | -12.92% |
 Ben Rothwell Keystone Financial Services | 32,221 | $7.22M | $9.61M | $2.39M | 33.12% |
 Shad Lamm Keystone Wealth Services LLC | 909 | $234,285.75 | $268,936.74 | $34,650.99 | 14.79% |
 Dipen Mehta Invst LLC | 81,852 | $24.62M | $24.22M | -$392,173.84 | -1.59% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,512 | $2.27M | $3.14M | $868,556.88 | 38.23% |
| YL Yosef Levy Y.D. More Investments Ltd. | 290 | $81,345.47 | $85,387.6 | $4,042.13 | 4.97% |
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