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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 (%) |
|---|---|---|---|---|---|
 Amanda Hawley Atria Wealth Solutions Inc. | 54,097 | $11.19M | $16.31M | $5.12M | 45.73% |
 Edward Lowndes Angeles Wealth Management LLC | 394 | $98,622.14 | $116,247.73 | $17,625.59 | 17.87% |
 Angela Cox W Advisors LLC | 3,668 | $813,609.93 | $1.09M | $275,676.03 | 33.88% |
 Michael Stulic Astoria Portfolio Advisors LLC | 1,494 | $512,188.01 | $441,745.92 | -$70,442.09 | -13.75% |
| TL Tradewinds LLC Tradewinds LLC | 13,623 | $4.67M | $4.03M | -$637,283.8 | -13.65% |
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,829 | $669,537.32 | $1.14M | $475,371.97 | 71% |
 Rosemarie Ranzie Stage Harbor Financial LLC | 2,800 | $567,621.14 | $836,192 | $268,570.86 | 47.32% |
 CJ Harrison DecisionPoint Financial LLC | 107 | $25,629.66 | $32,264.78 | $6,635.12 | 25.89% |
 Amna Ali Khan GDS Wealth Management | 3,312 | $657,956.82 | $981,246.24 | $323,289.42 | 49.14% |
 Mark Mowrey Signature Resources Capital Management LLC | 390 | $61,187.22 | $114,336.3 | $53,149.08 | 86.86% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 752 | $257,811 | $223,321.44 | -$34,489.56 | -13.38% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,684 | $384,898.79 | $793,712.48 | $408,813.69 | 106.21% |
 Rachel Faulk Cape Investment Advisory Inc. | 88 | $21,116.22 | $26,535.52 | $5,419.3 | 25.66% |
| FIL FWG Investments LLC FWG Investments LLC | 2,545 | $626,903.16 | $767,317.5 | $140,414.34 | 22.4% |
 Mariana Coli Dunhill Financial LLC | 191 | $47,468.65 | $57,594.14 | $10,125.49 | 21.33% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 1,056 | $205,806.39 | $314,012.16 | $108,205.77 | 52.58% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 7,400 | $1.33M | $2.18M | $844,493.57 | 63.45% |
 Lukas Lindgren Abound Wealth Management | 283 | $63,919.2 | $85,386.76 | $21,467.56 | 33.59% |
 Thomas P. Mullooly Mullooly Asset Management Inc. | 134,087 | $27.31M | $40.1M | $12.79M | 46.82% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,651 | $561,456.28 | $777,193.67 | $215,737.39 | 38.42% |
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