Who owns MINV (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-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 MINV is one-sided between 2025-Q4 and 2026-Q1: 8 added or opened and 0 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 3.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.8pp 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 2025-Q4 and 2026-Q1, across 17 tracked filers holding MINV, 9 increased or opened the position and 5 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 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 2
- NATIONAL BANK OF CANADA /FI/$18M
- CITADEL ADVISORS LLC$1M
Largest adds
- ALTFEST L J & CO INC$1M
- JANE STREET GROUP, LLC$1M
- OLD MISSION CAPITAL LLC$788K
- FLOW TRADERS U.S. LLC$473K
- Cambridge Investment Research Advisors, Inc.$466K
- Geneos Wealth Management Inc.$268K
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 | 929,592 | $35M | 49.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ new | 477,341 | $18M | 25.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 79,478 | $3M | 4.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 58,833 | $2M | 3.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 45,306 | $2M | 2.4% | 2026-Q1 |
| New Insight Wealth Advisors added | 42,464 | $2M | 2.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 41,330 | $2M | 2.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 38,829 | $1M | 2.0% | 2026-Q1 |
| J.E. Simmons & Co., P.C. trimmed | 35,447 | $1M | 1.9% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 34,821 | $1M | 1.8% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC | 15,903 | $605K | 0.8% | 2026-Q1 |
| Matisse Capital trimmed | 14,447 | $550K | 0.8% | 2026-Q1 |
| QUANTIFY CHAOS ADVISORS, LLC | 8,890 | $338K | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 5,391 | $205K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 2,711 | $103K | 0.1% | 2026-Q1 |
| Sankala Group LLC trimmed | 2,266 | $86K | 0.1% | 2026-Q1 |
| MORGAN STANLEY | 473 | $18K | 0.0% | 2026-Q1 |
| Fire Capital Management LLC added | 62,249 | $2M | 2.4% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,143 | $442K | 0.6% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC | 3,811 | $141K | 0.2% | 2025-Q3 stale |
| UBS Group AG added | 1,639 | $51K | 0.1% | 2025-Q2 stale |
| WELLS FARGO & COMPANY/MN | 1,196 | $37K | 0.1% | 2025-Q2 stale |
| HHM Wealth Advisors, LLC | 1,215 | $34K | 0.0% | 2025-Q1 stale |
| Sandy Spring Bank new | 450 | $13K | 0.0% | 2025-Q1 stale |
| Rockefeller Capital Management L.P. new | 147 | $5K | 0.0% | 2025-Q4 stale |
| NewSquare Capital LLC | 4 | $125 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.