Question 1

How many shares of MTUM does OSAIC HOLDINGS, INC. own?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC. holds 344,387 shares of MTUM (ISHARES MSCI USA MOMENTUM FA).

Question 2

What is OSAIC HOLDINGS, INC.'s MTUM position worth?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC.'s MTUM position is worth $118.2M.

Question 3

Is OSAIC HOLDINGS, INC. buying or selling MTUM?

Accepted Answer

In 2026-Q2, OSAIC HOLDINGS, INC. increased their MTUM position (+6.1% change in shares).

Question 4

When did OSAIC HOLDINGS, INC. first buy MTUM?

Accepted Answer

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in MTUM in 2024-Q3. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	344,387	+6.1%	$118.2M	0.1%	$342.83	38
2026-Q1	Decreased	324,536	-5.1%	$78M	0.1%	$247.01	0
2025-Q4	Decreased	341,876	-22.2%	$85.7M	0.1%	$252.79	0
2025-Q3	Decreased	439,225	-15.1%	$110.3M	0.2%	$254.95	0
2025-Q2	Increased	517,284	+59.7%	$120.4M	0.2%	$236.51	52
2025-Q1	Increased	323,952	+17.2%	$65.5M	0.1%	$199.43	41
2024-Q4	Increased	276,343	+45.8%	$49M	0.1%	$205.88	48
2024-Q3	Decreased	189,564	-17.6%	$38.4M	0.1%	$199.30	0

MTUMShowing 8 of 26 quarters

MTUM
Showing 8 of 26 quarters