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Institutional Ownership · SEC Form 13F

Who owns MINT (MINT)


Which tracked institutional funds hold MINT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MINT 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.

734
Institutional holders
111,637,740
Shares held (tracked funds)

How the tape is positioned

215 tracked funds added or opened MINT while 127 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

MINT’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.1pp gap the other way — the median holder sizes MINT more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in MINT 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 734 tracked filers holding MINT, 401 increased or opened the position and 315 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 MINT 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 37

  • NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$34M
  • IBEX WEALTH ADVISORS$26M
  • Moment Partners, LLC$22M
  • JANE STREET GROUP, LLC$19M
  • Pinnacle Financial Group, LLC / IL$9M
  • CIBC Bancorp USA Inc.$8M

Full exits 27

  • NewEdge Advisors, LLC$46M
  • COMERICA BANK$13M
  • CIBC Private Wealth Group LLC$12M
  • CITADEL ADVISORS LLC$8M
  • Main Street Financial Solutions, LLC$7M
  • Global Retirement Partners, LLC$7M

Largest adds

  • WELLS FARGO & COMPANY/MN$122M
  • Atria Investments, Inc$85M
  • Mariner, LLC$79M
  • ASSETMARK, INC$74M
  • ENVESTNET ASSET MANAGEMENT INC$73M
  • Focus Partners Wealth$56M

Largest trims

  • Johnson Financial Group, LLC$111M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$29M
  • Advisor OS, LLC$26M
  • MJP ASSOCIATES INC /ADV$25M
  • HB Wealth Management, LLC$12M
  • Nicholas Hoffman & Company, LLC.$10M

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added32,807,970$3.3B31.8%2026-Q1
ASSETMARK, INC added9,660,644$972M9.4%2026-Q1
MORGAN STANLEY added9,047,779$910M8.8%2026-Q1
WELLS FARGO & COMPANY/MN added5,719,789$575M5.6%2026-Q1
LPL Financial LLC added4,342,620$437M4.2%2026-Q1
UBS Group AG added3,252,382$327M3.2%2026-Q1
BANK OF AMERICA CORP /DE/ added1,954,300$197M1.9%2026-Q1
Focus Partners Wealth added1,639,635$166M1.6%2026-Q1
CWM, LLC trimmed1,603,698$161M1.6%2026-Q1
Mariner, LLC added1,307,508$131M1.3%2026-Q1
ROYAL BANK OF CANADA added1,283,386$129M1.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,155,040$116M1.1%2026-Q1
AE Wealth Management LLC added1,004,333$101M1.0%2026-Q1
Bramshill Investments, LLC trimmed911,252$92M0.9%2026-Q1
Cambridge Investment Research Advisors, Inc. added902,383$91M0.9%2026-Q1
Atria Investments, Inc added852,861$86M0.8%2026-Q1
Proficio Capital Partners LLC added848,972$86M0.8%2026-Q1
STIFEL FINANCIAL CORP added801,693$81M0.8%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH added756,471$76M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed683,650$69M0.7%2026-Q1
Advisor OS, LLC trimmed569,456$57M0.6%2026-Q1
MJP ASSOCIATES INC /ADV trimmed567,769$57M0.6%2026-Q1
Krilogy Financial LLC added549,785$55M0.5%2026-Q1
OSAIC HOLDINGS, INC. added527,597$53M0.5%2026-Q1
Gainplan LLC added522,354$53M0.5%2026-Q1
Cetera Investment Advisers added489,329$49M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed482,256$49M0.5%2026-Q1
TRUIST FINANCIAL CORP added470,729$47M0.5%2026-Q1
Flaharty Asset Management, LLC added465,654$47M0.5%2026-Q1
Family Manage LLC trimmed447,062$45M0.4%2026-Q1
HighTower Advisors, LLC added445,082$45M0.4%2026-Q1
Allianz Asset Management GmbH added440,216$44M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added431,537$43M0.4%2026-Q1
RETIREMENT INCOME SOLUTIONS, INC added347,406$35M0.3%2026-Q1
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC new342,900$34M0.3%2026-Q1
Destination Wealth Management added332,676$33M0.3%2026-Q1
Brookstone Capital Management added332,589$33M0.3%2026-Q1
NATIONAL BANK OF CANADA /FI/ added330,134$33M0.3%2026-Q1
HB Wealth Management, LLC trimmed305,731$31M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed298,134$30M0.3%2026-Q1
Private Advisor Group, LLC added294,524$30M0.3%2026-Q1
Clearstead Advisors, LLC added286,868$29M0.3%2026-Q1
Mason Investment Advisory Services, Inc. trimmed278,155$28M0.3%2026-Q1
NOVEM GROUP added277,440$28M0.3%2026-Q1
Waverly Advisors, LLC trimmed260,176$26M0.3%2026-Q1
Creative Planning added256,304$26M0.2%2026-Q1
IBEX WEALTH ADVISORS added255,083$26M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added254,285$26M0.2%2026-Q1
TD Capital Management LLC trimmed248,898$25M0.2%2026-Q1
Atlantic Edge Private Wealth Management, LLC added234,092$24M0.2%2026-Q1
Roehl & Yi Investment Advisors, LLC trimmed220,551$22M0.2%2026-Q1
Moment Partners, LLC added217,830$22M0.2%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed217,399$22M0.2%2026-Q1
Arkadios Wealth Advisors added204,154$21M0.2%2026-Q1
KWMG, LLC added198,932$20M0.2%2026-Q1
Phil A. Younker & Associates, Ltd. added196,010$20M0.2%2026-Q1
CITIGROUP INC trimmed192,531$19M0.2%2026-Q1
JANE STREET GROUP, LLC added188,750$19M0.2%2026-Q1
Providence First Trust Co trimmed187,631$19M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added186,316$19M0.2%2026-Q1
Cornerstone Wealth Management, LLC trimmed184,207$19M0.2%2026-Q1
Visionary Wealth Advisors trimmed175,892$18M0.2%2026-Q1
Mission Hills Financial Advisory, LLC added173,712$17M0.2%2026-Q1
Delta Investment Management, LLC trimmed170,521$17M0.2%2026-Q1
First Heartland Consultants, Inc. added170,459$17M0.2%2026-Q1
Stokes Capital Advisors, LLC trimmed163,062$16M0.2%2026-Q1
BROWN ADVISORY INC added159,797$16M0.2%2026-Q1
Williams Financial, LLC trimmed157,657$16M0.2%2026-Q1
Addison Capital Co added154,696$16M0.2%2026-Q1
Thrivent Financial for Lutherans added150,316$15M0.1%2026-Q1
MAINSAIL ASSET MANAGEMENT, LLC trimmed149,406$15M0.1%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added149,075$15M0.1%2026-Q1
Cerity Partners LLC trimmed147,464$15M0.1%2026-Q1
Roof Eidam Maycock Peralta, LLC trimmed147,161$15M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed146,024$15M0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added144,998$15M0.1%2026-Q1
FIFTH THIRD BANCORP added133,052$13M0.1%2026-Q1
Cottage Street Advisors LLC trimmed132,424$13M0.1%2026-Q1
Essex Financial Services, Inc. trimmed129,475$13M0.1%2026-Q1
Stratos Wealth Partners, LTD. added128,788$13M0.1%2026-Q1
Janney Montgomery Scott LLC trimmed125,017$13M0.1%2026-Q1
MinichMacGregor Wealth Management, LLC added124,603$13M0.1%2026-Q1
Concurrent Investment Advisors, LLC added122,055$12M0.1%2026-Q1
NAPLES GLOBAL ADVISORS, LLC added120,187$12M0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed119,604$12M0.1%2026-Q1
Beacon Pointe Advisors, LLC trimmed118,468$12M0.1%2026-Q1
Buck Wealth Strategies, LLC added118,279$12M0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed116,041$12M0.1%2026-Q1
Elite Financial, Inc. added113,270$11M0.1%2026-Q1
ARCADIA INVESTMENT MANAGEMENT CORP/MI trimmed113,173$11M0.1%2026-Q1
CAHILL FINANCIAL ADVISORS INC added109,196$11M0.1%2026-Q1
NavPoint Financial, Inc. added108,148$11M0.1%2026-Q1
CacheTech Inc. added107,249$11M0.1%2026-Q1
Temasek Holdings (Private) Ltd new1,990,300$200M1.9%2025-Q1 stale
RENAISSANCE TECHNOLOGIES LLC added1,143,300$115M1.1%2025-Q1 stale
JFG Wealth Management, LLC trimmed616,365$62M0.6%2025-Q3 stale
NewEdge Advisors, LLC added463,424$46M0.4%2025-Q4 stale
COMERICA BANK added134,534$13M0.1%2025-Q4 stale
CIBC Private Wealth Group LLC trimmed120,199$12M0.1%2025-Q4 stale
Apexium Financial, LP trimmed108,672$11M0.1%2025-Q3 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.

HoldersTotal shares

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.

Learn how to read institutional ownership