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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 (%) |
|---|---|---|---|---|---|
 Ryan Sanford Elevation Capital Advisory LLC | 29,995 | $8.63M | $8.96M | $323,381.67 | 3.75% |
 Joseph Castro Nuveen LLC | 4,108 | $1.41M | $1.25M | -$155,793.96 | -11.06% |
| TSR Ted S. Rich RiverTree Advisors LLC | 2,033 | $645,152.22 | $609,046.14 | -$36,106.08 | -5.6% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 844 | $249,435.81 | $249,773.36 | $337.55 | 0.14% |
 Mark Hansen Hansen & Associates Financial Group Inc. | 8,282 | $2.27M | $2.48M | $211,087.47 | 9.29% |
 Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,502 | $260,491.86 | $444,291.6 | $183,799.74 | 70.56% |
 Katie Smith Delos Wealth Advisors LLC | 2,068 | $496,299.32 | $611,704.06 | $115,404.74 | 23.25% |
 Kevin B. Crawford JB Capital LLC | 212,113 | $49.4M | $62.78M | $13.38M | 27.08% |
 Richard Slavik Newbridge Financial Services Group Inc. | 23 | $7,885.09 | $7,012.24 | -$872.85 | -11.07% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,084 | $163,024.78 | $319,216.32 | $156,191.54 | 95.81% |
 Kurt Van Dyken Lifeworks Advisors LLC | 1,548 | $350,551.13 | $457,944.84 | $107,393.71 | 30.64% |
 Rick Hurley Heirloom Wealth Management | 2,009 | $484,460.41 | $595,487.69 | $111,027.28 | 22.92% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 1,018 | $215,115.05 | $305,002.98 | $89,887.93 | 41.79% |
 Sima Elimelech Activest Wealth Management | 2,505 | $629,236.95 | $763,724.4 | $134,487.45 | 21.37% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 669 | $229,427 | $199,790.16 | -$29,636.84 | -12.92% |
 Brian Baylis Bell Investment Advisors Inc. | 77,807 | $13.59M | $23.46M | $9.88M | 72.68% |
| KC Kasey Cook Maripau Wealth Management LLC | 1,008 | $241,070.24 | $301,180.32 | $60,110.08 | 24.93% |
 Andrew Endelman Independent Wealth Network Inc. | 2,119 | $508,538.81 | $627,096.86 | $118,558.05 | 23.31% |
| AB Andrew Blass Atlantic Private Wealth LLC | 121 | $29,078.72 | $35,791.19 | $6,712.47 | 23.08% |
 Chad Kelley Alliance Wealth Advisors LLC /UT | 30,407 | $10.42M | $9.01M | -$1.42M | -13.58% |
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