MTUM
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
Tommy TubervilleSenate · R · AL |
MTUMMTUM · Stock |
Purchase $15,001 - $50,000 |
Aug 13, 2021 | Jul 16, 2021 | Filing ↗ |
John KennedySenate · R · LA |
MTUMMTUM · Stock |
Purchase $1,001 - $15,000 |
Dec 19, 2019 | Oct 11, 2018 | Filing ↗ |
Patrick J ToomeySenate · R · PA |
MTUMMTUM · Stock |
Sale $15,001 - $50,000 |
Jun 16, 2016 | May 2, 2016 | Filing ↗ |
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing3
| Filer | Shares | Value | Change |
|---|---|---|---|
| Global Wealth Strategies & Associates | 5,342 | $1.7M | — |
| First Citizens Financial Corp | 4,296 | $1.4M | — |
| Mallini Complete Financial Planning LLC | 2,212 | $702K | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| BlackRock 80/20 Target Allocation Fund BlackRock Funds II | 259.1K | $88.8M | 3.28% | Jun 30, 2026 |
| BlackRock 60/40 Target Allocation Fund BlackRock Funds II | 215.2K | $73.8M | 3.29% | Jun 30, 2026 |
| AdvisorShares Dorsey Wright FSM US Core ETF AdvisorShares Trust | 194.5K | $66.7M | 51.15% | Jun 30, 2026 |
| BlackRock 60/40 Target Allocation ETF V.I. Fund BlackRock Variable Series Funds, Inc. | 151.2K | $51.8M | 5.52% | Jun 30, 2026 |
| Transamerica BlackRock iShares Edge 50 VP TRANSAMERICA SERIES TRUST | 127.3K | $43.6M | 10.63% | Jun 30, 2026 |
| NYLIM Hedge Multi-Strategy Tracker ETF NYLIM ETF Trust | 91.3K | $27.3M | 2.71% | Jul 31, 2026 |
| Transamerica BlackRock iShares Edge 75 VP TRANSAMERICA SERIES TRUST | 68.8K | $23.6M | 15.37% | Jun 30, 2026 |
| SA BlackRock Multi-Factor 70/30 Portfolio SUNAMERICA SERIES TRUST | 65.2K | $19.5M | 14.78% | Jul 31, 2026 |
| FundX ETF FundX Investment Trust | 56.8K | $19.5M | 10.18% | Jun 30, 2026 |
| BlackRock 40/60 Target Allocation Fund BlackRock Funds II | 52.2K | $17.9M | 2.20% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list MTUM's shares (CUSIP 46432F396), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Corporate Lobbying
No lobbying filings found naming MTUM as the client.
Government Contracts
No federal contract awards found for MTUM.
U.S. Patents
No USPTO patent applications found for MTUM.
Annual Financials
No annual XBRL figures on record for MTUM. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in MTUM's price history.
Material Events (8-K)
No 8-K filings on record.
About MTUM
No company profile on record.



