Who owns MINO (MINO)
Which tracked institutional funds hold MINO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MINO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MINO is one-sided between 2025-Q4 and 2026-Q1: 50 added or opened and 12 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MINO’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes MINO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MINO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 143 tracked filers holding MINO, 111 increased or opened the position and 41 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MINO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- Independent Advisor Alliance$3M
- Geneos Wealth Management Inc.$3M
- Hedeker Wealth, LLC$2M
- FLOW TRADERS U.S. LLC$2M
- CITADEL ADVISORS LLC$2M
- Canvas Wealth Advisors, LLC$2M
Full exits 6
- SEVEN MILE ADVISORY$4M
- Elequin Capital, LP$1M
- ORG Partners LLC$991K
- SB Capital Management Inc$916K
- Global Retirement Partners, LLC$784K
- GOLDMAN SACHS GROUP INC$692K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$13M
- LPL Financial LLC$6M
- RAYMOND JAMES FINANCIAL INC$4M
- MORGAN STANLEY$4M
- HighTower Advisors, LLC$4M
- Asio Capital, LLC$2M
Largest trims
- NewEdge Advisors, LLC$7M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6M
- BCS Wealth Management$2M
- Cambridge Investment Research Advisors, Inc.$450K
- Clarity Asset Management, Inc.$354K
- OSAIC HOLDINGS, INC.$325K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,068,323 | $48M | 11.6% | 2026-Q1 |
| Cardinal Point Capital Management ULC added | 585,778 | $26M | 6.4% | 2026-Q1 |
| CWM, LLC added | 544,633 | $25M | 5.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 496,120 | $22M | 5.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 492,776 | $22M | 5.4% | 2026-Q1 |
| Focus Partners Wealth added | 296,605 | $13M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 254,807 | $12M | 2.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 212,607 | $10M | 2.3% | 2026-Q1 |
| Asio Capital, LLC added | 188,799 | $9M | 2.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 183,957 | $8M | 2.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 172,917 | $8M | 1.9% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 165,911 | $7M | 1.8% | 2026-Q1 |
| GeoWealth Management, LLC added | 159,803 | $7M | 1.7% | 2026-Q1 |
| CarsonAllaria Wealth Management, Ltd. added | 158,181 | $7M | 1.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 134,258 | $6M | 1.5% | 2026-Q1 |
| Bridgewealth Advisory Group, LLC trimmed | 130,270 | $6M | 1.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 116,315 | $5M | 1.3% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 109,890 | $5M | 1.2% | 2026-Q1 |
| SITTNER & NELSON, LLC trimmed | 104,078 | $5M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 102,971 | $5M | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 100,000 | $5M | 1.1% | 2026-Q1 |
| Sprinkle Financial Consultants LLC added | 98,738 | $4M | 1.1% | 2026-Q1 |
| Paulson Wealth Management Inc. added | 92,419 | $4M | 1.0% | 2026-Q1 |
| Waterway Wealth Management, LLC added | 91,438 | $4M | 1.0% | 2026-Q1 |
| Clarity Asset Management, Inc. trimmed | 88,069 | $4M | 1.0% | 2026-Q1 |
| Able Wealth Management LLC added | 81,147 | $4M | 0.9% | 2026-Q1 |
| Independent Advisor Alliance added | 77,148 | $3M | 0.8% | 2026-Q1 |
| Evergreen Wealth Partners LLC added | 74,988 | $3M | 0.8% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC added | 73,265 | $3M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 70,370 | $3M | 0.8% | 2026-Q1 |
| Visionary Wealth Advisors added | 70,242 | $3M | 0.8% | 2026-Q1 |
| Geneos Wealth Management Inc. new | 64,188 | $3M | 0.7% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 61,911 | $3M | 0.7% | 2026-Q1 |
| Sterling Investment Advisors, Ltd. added | 58,540 | $3M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 57,151 | $3M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 56,503 | $3M | 0.6% | 2026-Q1 |
| Dakota Wealth Management added | 53,843 | $2M | 0.6% | 2026-Q1 |
| NewEdge Advisors, LLC added | 365,028 | $2M | 0.6% | 2026-Q1 |
| Hedeker Wealth, LLC added | 51,750 | $2M | 0.6% | 2026-Q1 |
| Laurel Wealth Planning LLC added | 50,255 | $2M | 0.5% | 2026-Q1 |
| PAX Financial Group, LLC added | 49,386 | $2M | 0.5% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 49,115 | $2M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 48,578 | $2M | 0.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 48,537 | $2M | 0.5% | 2026-Q1 |
| Arrowroot Family Office, LLC | 47,314 | $2M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 47,424 | $2M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 46,863 | $2M | 0.5% | 2026-Q1 |
| Mason & Associates, LLC added | 46,823 | $2M | 0.5% | 2026-Q1 |
| Wayfinding Financial, LLC added | 45,655 | $2M | 0.5% | 2026-Q1 |
| Canvas Wealth Advisors, LLC new | 44,845 | $2M | 0.5% | 2026-Q1 |
| Integrity Wealth Solutions LLC added | 44,580 | $2M | 0.5% | 2026-Q1 |
| Ascentis Independent Advisors added | 43,499 | $2M | 0.5% | 2026-Q1 |
| BCS Wealth Management trimmed | 41,571 | $2M | 0.5% | 2026-Q1 |
| ProVise Management Group, LLC added | 36,846 | $2M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 36,655 | $2M | 0.4% | 2026-Q1 |
| Econ Financial Services Corp added | 36,121 | $2M | 0.4% | 2026-Q1 |
| Destiny Wealth Partners, LLC added | 33,887 | $2M | 0.4% | 2026-Q1 |
| VIAWEALTH, LLC trimmed | 33,050 | $1M | 0.4% | 2026-Q1 |
| RFG Advisory, LLC added | 31,969 | $1M | 0.3% | 2026-Q1 |
| Freedom Investment Management, Inc. added | 29,918 | $1M | 0.3% | 2026-Q1 |
| &PARTNERS added | 29,212 | $1M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 29,291 | $1M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 29,124 | $1M | 0.3% | 2026-Q1 |
| Trademark Financial Management, LLC added | 28,864 | $1M | 0.3% | 2026-Q1 |
| WealthShield Partners, LLC added | 27,809 | $1M | 0.3% | 2026-Q1 |
| LiftPoint Family Wealth Advisors LLC trimmed | 26,796 | $1M | 0.3% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 26,796 | $1M | 0.3% | 2026-Q1 |
| Landmark Wealth Management, LLC added | 26,372 | $1M | 0.3% | 2026-Q1 |
| Summit Investment Advisory Services, LLC added | 25,356 | $1M | 0.3% | 2026-Q1 |
| Park Capital Management, LLC / WI added | 24,449 | $1M | 0.3% | 2026-Q1 |
| Mayfair Advisory Group, LLC added | 23,718 | $1M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 21,893 | $989K | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 21,789 | $984K | 0.2% | 2026-Q1 |
| TrueWealth Advisors, LLC added | 20,044 | $905K | 0.2% | 2026-Q1 |
| High Net Worth Advisory Group LLC | 20,000 | $903K | 0.2% | 2026-Q1 |
| Lineweaver Wealth Advisors, LLC new | 18,872 | $852K | 0.2% | 2026-Q1 |
| BAM Wealth Management, LLC added | 17,795 | $804K | 0.2% | 2026-Q1 |
| DAHRING | CUSMANO LLC added | 17,576 | $794K | 0.2% | 2026-Q1 |
| Kelman-Lazarov, Inc. | 16,697 | $754K | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 15,812 | $714K | 0.2% | 2026-Q1 |
| Beckerman Institutional, LLC | 15,787 | $713K | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 15,452 | $698K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 15,380 | $694K | 0.2% | 2026-Q1 |
| Worth Asset Management, LLC new | 14,850 | $671K | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 14,700 | $664K | 0.2% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 13,879 | $627K | 0.2% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC trimmed | 281,260 | $13M | 3.1% | 2025-Q3 stale |
| SEVEN MILE ADVISORY | 80,218 | $4M | 0.9% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 59,792 | $3M | 0.6% | 2025-Q2 stale |
| Lokken Investment Group LLC added | 43,368 | $2M | 0.5% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 38,098 | $2M | 0.4% | 2025-Q1 stale |
| PFG Private Wealth Management, LLC new | 32,299 | $1M | 0.4% | 2025-Q3 stale |
| Elequin Capital, LP added | 26,579 | $1M | 0.3% | 2025-Q4 stale |
| Vestmark Advisory Solutions, Inc. added | 26,242 | $1M | 0.3% | 2025-Q3 stale |
| ORG Partners LLC | 21,857 | $991K | 0.2% | 2025-Q4 stale |
| SB Capital Management Inc new | 20,220 | $916K | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 17,309 | $784K | 0.2% | 2025-Q4 stale |
| Financial Advocates Investment Management new | 17,606 | $779K | 0.2% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC new | 15,263 | $692K | 0.2% | 2025-Q4 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 14,941 | $668K | 0.2% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.