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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 32,807,970 | $3.3B | 31.8% | 2026-Q1 |
| ASSETMARK, INC added | 9,660,644 | $972M | 9.4% | 2026-Q1 |
| MORGAN STANLEY added | 9,047,779 | $910M | 8.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 5,719,789 | $575M | 5.6% | 2026-Q1 |
| LPL Financial LLC added | 4,342,620 | $437M | 4.2% | 2026-Q1 |
| UBS Group AG added | 3,252,382 | $327M | 3.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,954,300 | $197M | 1.9% | 2026-Q1 |
| Focus Partners Wealth added | 1,639,635 | $166M | 1.6% | 2026-Q1 |
| CWM, LLC trimmed | 1,603,698 | $161M | 1.6% | 2026-Q1 |
| Mariner, LLC added | 1,307,508 | $131M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,283,386 | $129M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,155,040 | $116M | 1.1% | 2026-Q1 |
| AE Wealth Management LLC added | 1,004,333 | $101M | 1.0% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 911,252 | $92M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 902,383 | $91M | 0.9% | 2026-Q1 |
| Atria Investments, Inc added | 852,861 | $86M | 0.8% | 2026-Q1 |
| Proficio Capital Partners LLC added | 848,972 | $86M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 801,693 | $81M | 0.8% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 756,471 | $76M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 683,650 | $69M | 0.7% | 2026-Q1 |
| Advisor OS, LLC trimmed | 569,456 | $57M | 0.6% | 2026-Q1 |
| MJP ASSOCIATES INC /ADV trimmed | 567,769 | $57M | 0.6% | 2026-Q1 |
| Krilogy Financial LLC added | 549,785 | $55M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 527,597 | $53M | 0.5% | 2026-Q1 |
| Gainplan LLC added | 522,354 | $53M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 489,329 | $49M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 482,256 | $49M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 470,729 | $47M | 0.5% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 465,654 | $47M | 0.5% | 2026-Q1 |
| Family Manage LLC trimmed | 447,062 | $45M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 445,082 | $45M | 0.4% | 2026-Q1 |
| Allianz Asset Management GmbH added | 440,216 | $44M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 431,537 | $43M | 0.4% | 2026-Q1 |
| RETIREMENT INCOME SOLUTIONS, INC added | 347,406 | $35M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC new | 342,900 | $34M | 0.3% | 2026-Q1 |
| Destination Wealth Management added | 332,676 | $33M | 0.3% | 2026-Q1 |
| Brookstone Capital Management added | 332,589 | $33M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 330,134 | $33M | 0.3% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 305,731 | $31M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 298,134 | $30M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 294,524 | $30M | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC added | 286,868 | $29M | 0.3% | 2026-Q1 |
| Mason Investment Advisory Services, Inc. trimmed | 278,155 | $28M | 0.3% | 2026-Q1 |
| NOVEM GROUP added | 277,440 | $28M | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 260,176 | $26M | 0.3% | 2026-Q1 |
| Creative Planning added | 256,304 | $26M | 0.2% | 2026-Q1 |
| IBEX WEALTH ADVISORS added | 255,083 | $26M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 254,285 | $26M | 0.2% | 2026-Q1 |
| TD Capital Management LLC trimmed | 248,898 | $25M | 0.2% | 2026-Q1 |
| Atlantic Edge Private Wealth Management, LLC added | 234,092 | $24M | 0.2% | 2026-Q1 |
| Roehl & Yi Investment Advisors, LLC trimmed | 220,551 | $22M | 0.2% | 2026-Q1 |
| Moment Partners, LLC added | 217,830 | $22M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 217,399 | $22M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 204,154 | $21M | 0.2% | 2026-Q1 |
| KWMG, LLC added | 198,932 | $20M | 0.2% | 2026-Q1 |
| Phil A. Younker & Associates, Ltd. added | 196,010 | $20M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 192,531 | $19M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 188,750 | $19M | 0.2% | 2026-Q1 |
| Providence First Trust Co trimmed | 187,631 | $19M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 186,316 | $19M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 184,207 | $19M | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 175,892 | $18M | 0.2% | 2026-Q1 |
| Mission Hills Financial Advisory, LLC added | 173,712 | $17M | 0.2% | 2026-Q1 |
| Delta Investment Management, LLC trimmed | 170,521 | $17M | 0.2% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 170,459 | $17M | 0.2% | 2026-Q1 |
| Stokes Capital Advisors, LLC trimmed | 163,062 | $16M | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC added | 159,797 | $16M | 0.2% | 2026-Q1 |
| Williams Financial, LLC trimmed | 157,657 | $16M | 0.2% | 2026-Q1 |
| Addison Capital Co added | 154,696 | $16M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 150,316 | $15M | 0.1% | 2026-Q1 |
| MAINSAIL ASSET MANAGEMENT, LLC trimmed | 149,406 | $15M | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 149,075 | $15M | 0.1% | 2026-Q1 |
| Cerity Partners LLC trimmed | 147,464 | $15M | 0.1% | 2026-Q1 |
| Roof Eidam Maycock Peralta, LLC trimmed | 147,161 | $15M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 146,024 | $15M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 144,998 | $15M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 133,052 | $13M | 0.1% | 2026-Q1 |
| Cottage Street Advisors LLC trimmed | 132,424 | $13M | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. trimmed | 129,475 | $13M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 128,788 | $13M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 125,017 | $13M | 0.1% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC added | 124,603 | $13M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 122,055 | $12M | 0.1% | 2026-Q1 |
| NAPLES GLOBAL ADVISORS, LLC added | 120,187 | $12M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 119,604 | $12M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 118,468 | $12M | 0.1% | 2026-Q1 |
| Buck Wealth Strategies, LLC added | 118,279 | $12M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 116,041 | $12M | 0.1% | 2026-Q1 |
| Elite Financial, Inc. added | 113,270 | $11M | 0.1% | 2026-Q1 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI trimmed | 113,173 | $11M | 0.1% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC added | 109,196 | $11M | 0.1% | 2026-Q1 |
| NavPoint Financial, Inc. added | 108,148 | $11M | 0.1% | 2026-Q1 |
| CacheTech Inc. added | 107,249 | $11M | 0.1% | 2026-Q1 |
| Temasek Holdings (Private) Ltd new | 1,990,300 | $200M | 1.9% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 1,143,300 | $115M | 1.1% | 2025-Q1 stale |
| JFG Wealth Management, LLC trimmed | 616,365 | $62M | 0.6% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 463,424 | $46M | 0.4% | 2025-Q4 stale |
| COMERICA BANK added | 134,534 | $13M | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 120,199 | $12M | 0.1% | 2025-Q4 stale |
| Apexium Financial, LP trimmed | 108,672 | $11M | 0.1% | 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.
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.