Who owns MMIN (MMIN)
Which tracked institutional funds hold MMIN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MMIN 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
17 tracked funds added or opened MMIN while 11 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
MMIN’s largest tracked holder by dollar value, Orgel Wealth Management, LLC, sizes it at 3.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MMIN 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 66 tracked filers holding MMIN, 38 increased or opened the position and 24 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 MMIN 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 4
- Econ Financial Services Corp$2M
- FLOW TRADERS U.S. LLC$855K
- CITADEL ADVISORS LLC$854K
- NewEdge Wealth, LLC$584K
Full exits 2
- GTS SECURITIES LLC$1M
- Pine Valley Investments Ltd Liability Co$753K
Largest adds
- MORGAN STANLEY$20M
- BANK OF AMERICA CORP /DE/$18M
- Elequin Capital, LP$2M
- Fluent Financial, LLC$2M
- Vertex Planning Partners, LLC$2M
- LPL Financial LLC$2M
Largest trims
- ROYAL BANK OF CANADA$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- BCS Wealth Management$1M
- JANE STREET GROUP, LLC$898K
- Sanctuary Advisors, LLC$707K
- Bank of New York Mellon Corp$658K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,127,349 | $98M | 21.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,224,877 | $53M | 11.8% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 700,318 | $17M | 3.7% | 2026-Q1 |
| ACT Advisors, LLC. added | 555,403 | $13M | 2.9% | 2026-Q1 |
| UBS Group AG trimmed | 552,994 | $13M | 2.9% | 2026-Q1 |
| RTD Financial Advisors, Inc. added | 501,916 | $12M | 2.7% | 2026-Q1 |
| LPL Financial LLC added | 459,055 | $11M | 2.4% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 352,415 | $8M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 313,055 | $7M | 1.7% | 2026-Q1 |
| Fluent Financial, LLC added | 263,627 | $6M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 151,150 | $4M | 0.8% | 2026-Q1 |
| Elequin Capital, LP added | 132,867 | $3M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 125,219 | $3M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 117,644 | $3M | 0.6% | 2026-Q1 |
| Vertex Planning Partners, LLC added | 116,705 | $3M | 0.6% | 2026-Q1 |
| Schneider Downs Wealth Management Advisors, LP added | 112,890 | $3M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 110,358 | $3M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 107,944 | $3M | 0.6% | 2026-Q1 |
| Fiduciary Trust Co added | 85,284 | $2M | 0.5% | 2026-Q1 |
| CROBAN added | 77,277 | $2M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 70,573 | $2M | 0.4% | 2026-Q1 |
| Econ Financial Services Corp new | 68,857 | $2M | 0.4% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 67,620 | $2M | 0.4% | 2026-Q1 |
| Purus Wealth Management, LLC added | 67,562 | $2M | 0.4% | 2026-Q1 |
| Hilton Head Capital Partners, LLC trimmed | 66,344 | $2M | 0.4% | 2026-Q1 |
| BCS Wealth Management trimmed | 65,735 | $2M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 58,894 | $1M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 50,717 | $1M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 42,427 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 37,332 | $885K | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 36,900 | $875K | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 36,081 | $855K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 36,020 | $854K | 0.2% | 2026-Q1 |
| CFO4Life Group, LLC added | 33,694 | $799K | 0.2% | 2026-Q1 |
| Paulson Wealth Management Inc. trimmed | 30,788 | $730K | 0.2% | 2026-Q1 |
| Landmark Wealth Management, LLC added | 28,830 | $684K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 25,104 | $595K | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC new | 24,633 | $584K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 22,870 | $542K | 0.1% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC added | 21,594 | $512K | 0.1% | 2026-Q1 |
| SHP Wealth Management trimmed | 21,249 | $504K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 20,675 | $490K | 0.1% | 2026-Q1 |
| Narwhal Capital Management trimmed | 19,660 | $466K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 16,500 | $391K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. | 15,600 | $370K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. | 14,614 | $346K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 14,120 | $335K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 12,475 | $296K | 0.1% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 12,261 | $292K | 0.1% | 2026-Q1 |
| Cooper Financial Group new | 12,252 | $290K | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 9,728 | $231K | 0.1% | 2026-Q1 |
| Claro Advisors Inc. | 9,000 | $213K | 0.0% | 2026-Q1 |
| Americana Partners, LLC | 8,540 | $202K | 0.0% | 2026-Q1 |
| Synergy Investment Management, LLC new | 6,123 | $145K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 5,728 | $136K | 0.0% | 2026-Q1 |
| Millstone Evans Group, LLC | 5,673 | $135K | 0.0% | 2026-Q1 |
| Physician Wealth Advisors, Inc. added | 3,277 | $78K | 0.0% | 2026-Q1 |
| MAI Capital Management added | 2,095 | $50K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 2,000 | $47K | 0.0% | 2026-Q1 |
| MRP Capital Investments, LLC | 1,900 | $45K | 0.0% | 2026-Q1 |
| Peck Wealth Management, LLC | 1,900 | $45K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 1,608 | $38K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 1,298 | $31K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 1,122 | $27K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 457 | $11K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 0 | $3 | 0.0% | 2026-Q1 |
| Orgel Wealth Management, LLC added | 6,144,016 | $145M | 32.5% | 2025-Q1 stale |
| Marcum Wealth, LLC added | 147,030 | $3M | 0.8% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC added | 47,987 | $1M | 0.3% | 2025-Q2 stale |
| GTS SECURITIES LLC added | 45,305 | $1M | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 33,991 | $809K | 0.2% | 2025-Q3 stale |
| Pine Valley Investments Ltd Liability Co trimmed | 31,339 | $753K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 29,659 | $706K | 0.2% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 21,354 | $497K | 0.1% | 2025-Q2 stale |
| NORTHERN TRUST CORP new | 18,995 | $452K | 0.1% | 2025-Q3 stale |
| Janney Montgomery Scott LLC trimmed | 13,384 | $316K | 0.1% | 2025-Q1 stale |
| HighTower Advisors, LLC trimmed | 10,417 | $249K | 0.1% | 2025-Q4 stale |
| CAPTRUST FINANCIAL ADVISORS trimmed | 9,131 | $216K | 0.0% | 2025-Q1 stale |
| CARY STREET PARTNERS FINANCIAL LLC new | 8,476 | $202K | 0.0% | 2025-Q3 stale |
| COMERICA BANK added | 5,994 | $140K | 0.0% | 2025-Q2 stale |
| Tower Research Capital LLC (TRC) new | 2,598 | $62K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 1,901 | $45K | 0.0% | 2025-Q4 stale |
| Farther Finance Advisors, LLC | 833 | $20K | 0.0% | 2025-Q1 stale |
| AE Wealth Management LLC new | 355 | $8K | 0.0% | 2025-Q4 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.