Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
185 tracked funds added or opened MINT while 157 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.3% 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 2026-Q1 and 2026-Q2, across 730 tracked filers holding MINT, 379 increased or opened the position and 364 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 2026-Q1 and 2026-Q2 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 26
- NewEdge Advisors, LLC$78M
- Waterway Wealth Management, LLC$25M
- FLPUTNAM INVESTMENT MANAGEMENT CO$12M
- Mission Financial Group, LLC$8M
- WBH ADVISORY INC$7M
- Hershey Financial Advisers, LLC$6M
Full exits 51
- CWM, LLC$161M
- Cambridge Investment Research Advisors, Inc.$91M
- HighTower Advisors, LLC$45M
- Moment Partners, LLC$22M
- JANE STREET GROUP, LLC$19M
- Thrivent Financial for Lutherans$15M
Largest adds
- ASSETMARK, INC$77M
- Allianz Asset Management GmbH$65M
- LPL Financial LLC$63M
- Modern Wealth Management, LLC$43M
- Mutual Advisors, LLC$37M
- BANK OF AMERICA CORP /DE/$36M
Largest trims
- JPMORGAN CHASE & CO$72M
- WELLS FARGO & COMPANY/MN$64M
- Mariner, LLC$57M
- Flaharty Asset Management, LLC$42M
- Atria Investments, Inc$37M
- Focus Partners Wealth$28M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 32,029,913 | $3.2B | 32.5% | 2026-Q2 |
| ASSETMARK, INC added | 10,403,312 | $1.0B | 10.6% | 2026-Q2 |
| MORGAN STANLEY added | 9,255,763 | $933M | 9.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 5,074,632 | $512M | 5.2% | 2026-Q2 |
| LPL Financial LLC added | 4,955,306 | $500M | 5.0% | 2026-Q2 |
| UBS Group AG added | 3,356,371 | $338M | 3.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,308,137 | $233M | 2.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,367,299 | $138M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,202,526 | $121M | 1.2% | 2026-Q2 |
| AE Wealth Management LLC added | 1,141,965 | $115M | 1.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 1,085,435 | $109M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,033,711 | $104M | 1.1% | 2026-Q2 |
| Bramshill Investments, LLC added | 1,005,246 | $101M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 886,530 | $89M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 858,957 | $87M | 0.9% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 800,438 | $81M | 0.8% | 2026-Q2 |
| Krilogy Financial LLC added | 783,175 | $79M | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 775,541 | $78M | 0.8% | 2026-Q2 |
| Mariner, LLC trimmed | 734,908 | $74M | 0.7% | 2026-Q2 |
| Proficio Capital Partners LLC trimmed | 722,776 | $73M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 658,745 | $66M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 599,952 | $60M | 0.6% | 2026-Q2 |
| Advisor OS, LLC trimmed | 565,803 | $57M | 0.6% | 2026-Q2 |
| MJP ASSOCIATES INC /ADV trimmed | 561,867 | $57M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 547,862 | $55M | 0.6% | 2026-Q2 |
| Atria Investments, Inc trimmed | 488,205 | $49M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 484,916 | $49M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 462,191 | $47M | 0.5% | 2026-Q2 |
| Modern Wealth Management, LLC added | 456,112 | $46M | 0.5% | 2026-Q2 |
| Gainplan LLC trimmed | 451,186 | $45M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 440,001 | $44M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC added | 392,414 | $40M | 0.4% | 2026-Q2 |
| Family Manage LLC trimmed | 389,155 | $39M | 0.4% | 2026-Q2 |
| Mutual Advisors, LLC added | 381,442 | $38M | 0.4% | 2026-Q2 |
| Destination Wealth Management added | 352,916 | $36M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC added | 350,743 | $35M | 0.4% | 2026-Q2 |
| RETIREMENT INCOME SOLUTIONS, INC trimmed | 346,949 | $35M | 0.4% | 2026-Q2 |
| Creative Planning added | 333,191 | $34M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 318,014 | $32M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 302,746 | $31M | 0.3% | 2026-Q2 |
| Mason Investment Advisory Services, Inc. trimmed | 275,603 | $28M | 0.3% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 268,951 | $27M | 0.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 260,708 | $26M | 0.3% | 2026-Q2 |
| TD Capital Management LLC added | 254,494 | $26M | 0.3% | 2026-Q2 |
| Waterway Wealth Management, LLC new | 247,582 | $25M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 232,371 | $23M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 223,597 | $23M | 0.2% | 2026-Q2 |
| Phil A. Younker & Associates, Ltd. added | 221,702 | $22M | 0.2% | 2026-Q2 |
| Roehl & Yi Investment Advisors, LLC trimmed | 219,921 | $22M | 0.2% | 2026-Q2 |
| Compound Planning, Inc. added | 214,644 | $22M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 212,659 | $21M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 211,497 | $21M | 0.2% | 2026-Q2 |
| KWMG, LLC added | 209,503 | $21M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 201,520 | $20M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 198,858 | $20M | 0.2% | 2026-Q2 |
| Providence First Trust Co added | 188,307 | $19M | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors added | 182,111 | $18M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 179,817 | $18M | 0.2% | 2026-Q2 |
| NOVEM GROUP trimmed | 176,273 | $18M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 171,110 | $17M | 0.2% | 2026-Q2 |
| Williams Financial, LLC added | 168,887 | $17M | 0.2% | 2026-Q2 |
| Brick & Kyle, Associates | 167,922 | $17M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 165,539 | $17M | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 163,225 | $16M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 163,013 | $16M | 0.2% | 2026-Q2 |
| Addison Capital Co added | 159,920 | $16M | 0.2% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC trimmed | 157,490 | $16M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 155,034 | $16M | 0.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 151,771 | $15M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 151,361 | $15M | 0.2% | 2026-Q2 |
| Roof Eidam Maycock Peralta, LLC added | 149,639 | $15M | 0.2% | 2026-Q2 |
| Cottage Street Advisors LLC added | 146,584 | $15M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 143,974 | $15M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 143,821 | $14M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 141,824 | $14M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 140,325 | $14M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 139,776 | $14M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 138,021 | $14M | 0.1% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC added | 137,306 | $14M | 0.1% | 2026-Q2 |
| Delta Investment Management, LLC trimmed | 133,775 | $13M | 0.1% | 2026-Q2 |
| MinichMacGregor Wealth Management, LLC added | 133,539 | $13M | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 131,936 | $13M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 131,237 | $13M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 130,964 | $13M | 0.1% | 2026-Q2 |
| Stokes Capital Advisors, LLC trimmed | 128,565 | $13M | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 128,162 | $13M | 0.1% | 2026-Q2 |
| CacheTech Inc. added | 124,173 | $13M | 0.1% | 2026-Q2 |
| Atlantic Edge Private Wealth Management, LLC trimmed | 122,282 | $12M | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 121,516 | $12M | 0.1% | 2026-Q2 |
| VANCE WEALTH, LLC added | 119,567 | $12M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 119,267 | $12M | 0.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO new | 118,966 | $12M | 0.1% | 2026-Q2 |
| Buck Wealth Strategies, LLC trimmed | 117,164 | $12M | 0.1% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC added | 113,585 | $11M | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 113,492 | $11M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 109,128 | $11M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 107,489 | $11M | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 107,362 | $11M | 0.1% | 2026-Q2 |
| Resolute Wealth Strategies, LLC added | 107,317 | $11M | 0.1% | 2026-Q2 |
| Hutchens & Kramer Investment Management Group, LLC added | 107,009 | $11M | 0.1% | 2026-Q2 |
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.