How many shares of MTUM does OneDigital Investment Advisors LLC own?

As of 2026-Q2, OneDigital Investment Advisors LLC holds 328,191 shares of MTUM (ISHARES MSCI USA MOMENTUM FA).

What is OneDigital Investment Advisors LLC's MTUM position worth?

As of 2026-Q2, OneDigital Investment Advisors LLC's MTUM position is worth $112.5M.

Is OneDigital Investment Advisors LLC buying or selling MTUM?

In 2026-Q2, OneDigital Investment Advisors LLC decreased their MTUM position (-22.3% change in shares).

When did OneDigital Investment Advisors LLC first buy MTUM?

Based on available 13F filings, OneDigital Investment Advisors LLC first reported a position in MTUM in 2019-Q3. They have held the position across 28 quarters.

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OneDigital Investment Advisors LLC

MTUM
28 quarters

Position history for OneDigital Investment Advisors LLC's holdings in ISHARES MSCI USA MOMENTUM FA

Current Value

$112.5M

Current Shares

328,191

Total Value Change

+$112.3M

Total Shares Change

+326,038

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	328,191	-22.3%	$112.5M	0.9%	$342.83	0
2026-Q1	Increased	422,147	+4.8%	$101.3M	1.0%	$247.01	44
2025-Q4	Increased	402,995	+48.8%	$100.9M	1.0%	$252.79	58
2025-Q3	Increased	270,886	+0.9%	$69.5M	0.7%	$254.95	42
2025-Q2	Decreased	268,537	-9.5%	$64.5M	0.7%	$236.51	0
2025-Q1	Decreased	296,646	-0.9%	$60M	0.7%	$199.43	0
2024-Q4	Increased	299,424	+139.2%	$62M	0.7%	$205.88	67
2024-Q3	Decreased	125,167	-2.6%	$25.4M	0.3%	$199.30	0
2024-Q2	Increased	128,544	+10.9%	$25M	0.3%	$191.90	38
2024-Q1	Decreased	115,906	-42.9%	$21.7M	0.3%	$184.31	0
2023-Q4	Increased	202,815	+17.6%	$31.8M	0.6%	$154.21	48
2023-Q3	Increased	172,522	+18.2%	$24.1M	0.5%	$137.00	47
2023-Q2	Decreased	145,949	-5.2%	$21.1M	0.5%	$139.29	0
2023-Q1	Decreased	153,883	-44.6%	$21.4M	0.5%	$134.35	0
2022-Q4	Increased	277,876	+418.1%	$40.6M	1.2%	$141.29	74
2022-Q3	Increased	53,628	+317.6%	$7M	0.3%	$127.82	53
2022-Q2	Increased	12,843	+21.6%	$1.8M	0.1%	$130.66	31
2022-Q1	Increased	10,559	+0.4%	$1.8M	0.1%	$162.68	26
2021-Q4	Decreased	10,518	-0.9%	$1.9M	0.1%	$173.38	0
2021-Q3	Increased	10,618	+11.6%	$1.9M	0.1%	$168.37	29
2021-Q2	Decreased	9,514	-0.1%	$1.7M	0.1%	$163.84	0
2021-Q1	Decreased	9,522	-3.4%	$1.5M	0.1%	$149.06	0
2020-Q4	Decreased	9,861	-1.1%	$1.6M	0.1%	$152.34	0
2020-Q3	Decreased	9,974	-27.1%	$1.5M	0.1%	$137.71	0
2020-Q2	Decreased	13,686	-24.3%	$1.8M	0.1%	$120.90	0
2020-Q1	Increased	18,089	+739.8%	$1.9M	0.2%	$103.17	50
2019-Q4	Increased	2,154	+0.1%	$270,000	0.0%	$117.17	23
2019-Q3	New	2,153	-	$257,000	0.0%	$110.40	32

Other major holders of MTUM: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV

MTUM28 quarters

MTUM
28 quarters