Who owns MINV
Which tracked institutional funds hold MINV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MINV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 MINV is one-sided between 2026-Q1 and 2026-Q2: 10 added or opened and 2 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
MINV’s largest tracked holder by dollar value, ALTFEST L J & CO INC, sizes it at 5.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MINV 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 27 tracked filers holding MINV, 19 increased or opened the position and 9 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 MINV 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 2
- Choate Investment Advisors$5M
- RAYMOND JAMES FINANCIAL INC$2M
Full exits 2
- Cambridge Investment Research Advisors, Inc.$2M
- FLOW TRADERS U.S. LLC$1M
Largest adds
- ALTFEST L J & CO INC$17M
- NATIONAL BANK OF CANADA /FI/$11M
- New Insight Wealth Advisors$2M
- Geneos Wealth Management Inc.$2M
- OLD MISSION CAPITAL LLC$2M
- J.E. Simmons & Co., P.C.$654K
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 |
|---|---|---|---|---|
| ALTFEST L J & CO INC trimmed | 913,380 | $53M | 45.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 507,150 | $29M | 24.9% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 91,265 | $5M | 4.5% | 2026-Q2 |
| Choate Investment Advisors new | 81,742 | $5M | 4.1% | 2026-Q2 |
| New Insight Wealth Advisors added | 69,282 | $4M | 3.4% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 67,118 | $4M | 3.3% | 2026-Q2 |
| J.E. Simmons & Co., P.C. trimmed | 34,625 | $2M | 1.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 32,293 | $2M | 1.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 30,742 | $2M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 28,689 | $2M | 1.4% | 2026-Q2 |
| Matisse Capital added | 18,505 | $1M | 0.9% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC | 15,903 | $766K | 0.7% | 2026-Q2 |
| QUANTIFY CHAOS ADVISORS, LLC added | 8,939 | $517K | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 8,268 | $478K | 0.4% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. new | 7,845 | $454K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 6,599 | $382K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 5,172 | $299K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 4,958 | $287K | 0.2% | 2026-Q2 |
| Goelzer Investment Management, Inc. new | 4,884 | $282K | 0.2% | 2026-Q2 |
| Lido Advisors, LLC new | 4,055 | $235K | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 3,825 | $221K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 3,545 | $205K | 0.2% | 2026-Q2 |
| Sankala Group LLC trimmed | 1,719 | $86K | 0.1% | 2026-Q2 |
| Triumph Capital Management new | 813 | $47K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 473 | $27K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 202 | $12K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 170 | $9K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 58,833 | $2M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 34,821 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 2,711 | $103K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Rockefeller Capital Management L.P. new | 147 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 14,143 | $442K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| WELLS FARGO & COMPANY/MN | 1,196 | $37K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| NewSquare Capital LLC | 4 | $125 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.