Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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 MMIN is one-sided between 2026-Q1 and 2026-Q2: 22 added or opened and 5 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
MMIN’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MMIN more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 69 tracked filers holding MMIN, 44 increased or opened the position and 23 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 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 4
- Gotham Asset Management, LLC$8M
- First Heartland Consultants, Inc.$2M
- Atria Investments, Inc$1M
- Nuveen, LLC$904K
Full exits 3
- Elequin Capital, LP$3M
- FLOW TRADERS U.S. LLC$855K
- Cambridge Investment Research Advisors, Inc.$595K
Largest adds
- BANK OF AMERICA CORP /DE/$17M
- LPL Financial LLC$2M
- OSAIC HOLDINGS, INC.$2M
- UBS Group AG$947K
- Sanctuary Advisors, LLC$918K
- Rockefeller Capital Management L.P.$814K
Largest trims
- MORGAN STANLEY$7M
- CITADEL ADVISORS LLC$310K
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 trimmed | 3,760,396 | $91M | 27.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,891,352 | $70M | 21.0% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC trimmed | 694,627 | $17M | 5.1% | 2026-Q2 |
| UBS Group AG added | 580,702 | $14M | 4.2% | 2026-Q2 |
| ACT Advisors, LLC. added | 555,558 | $13M | 4.0% | 2026-Q2 |
| LPL Financial LLC added | 525,286 | $13M | 3.8% | 2026-Q2 |
| RTD Financial Advisors, Inc. added | 524,861 | $13M | 3.8% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 374,536 | $9M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 321,463 | $8M | 2.3% | 2026-Q2 |
| Gotham Asset Management, LLC new | 314,160 | $8M | 2.3% | 2026-Q2 |
| Fluent Financial, LLC added | 279,633 | $7M | 2.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 217,970 | $5M | 1.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 156,253 | $4M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 131,607 | $3M | 1.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 130,930 | $3M | 0.9% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 128,723 | $3M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 120,912 | $3M | 0.9% | 2026-Q2 |
| Schneider Downs Wealth Management Advisors, LP added | 113,938 | $3M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 94,801 | $2M | 0.7% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 82,199 | $2M | 0.6% | 2026-Q2 |
| CROBAN added | 77,605 | $2M | 0.6% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 74,425 | $2M | 0.5% | 2026-Q2 |
| Purus Wealth Management, LLC added | 72,795 | $2M | 0.5% | 2026-Q2 |
| BCS Wealth Management added | 71,083 | $2M | 0.5% | 2026-Q2 |
| Econ Financial Services Corp trimmed | 68,268 | $2M | 0.5% | 2026-Q2 |
| First Heartland Consultants, Inc. new | 64,808 | $2M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 60,302 | $1M | 0.4% | 2026-Q2 |
| Atria Investments, Inc new | 60,255 | $1M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 58,270 | $1M | 0.4% | 2026-Q2 |
| Hilton Head Capital Partners, LLC trimmed | 54,974 | $1M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 51,169 | $1M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 41,712 | $1M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 38,167 | $924K | 0.3% | 2026-Q2 |
| Nuveen, LLC new | 37,360 | $904K | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 36,100 | $874K | 0.3% | 2026-Q2 |
| CFO4Life Group, LLC added | 34,014 | $823K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 32,368 | $784K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 31,938 | $773K | 0.2% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 29,376 | $711K | 0.2% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co | 27,645 | $671K | 0.2% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC added | 23,439 | $567K | 0.2% | 2026-Q2 |
| Paulson Wealth Management Inc. trimmed | 22,886 | $554K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 22,464 | $544K | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 22,218 | $538K | 0.2% | 2026-Q2 |
| SHP Wealth Management trimmed | 21,003 | $508K | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 20,458 | $495K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 17,725 | $429K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 16,450 | $398K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 14,841 | $359K | 0.1% | 2026-Q2 |
| Cooper Financial Group added | 14,641 | $354K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp | 14,120 | $342K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 13,600 | $329K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 12,941 | $313K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 12,645 | $306K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc new | 12,555 | $304K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 9,528 | $231K | 0.1% | 2026-Q2 |
| Peck Wealth Management, LLC added | 9,100 | $220K | 0.1% | 2026-Q2 |
| Claro Advisors Inc. | 9,000 | $218K | 0.1% | 2026-Q2 |
| Americana Partners, LLC | 8,540 | $207K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 5,728 | $139K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC | 5,673 | $137K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 4,202 | $102K | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. added | 3,326 | $81K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,388 | $58K | 0.0% | 2026-Q2 |
| MRP Capital Investments, LLC | 1,900 | $46K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 1,675 | $41K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 1,608 | $39K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,298 | $31K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,122 | $27K | 0.0% | 2026-Q2 |
| Elequin Capital, LP added | 132,867 | $3M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 36,081 | $855K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 25,104 | $595K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Narwhal Capital Management trimmed | 19,660 | $466K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Synergy Investment Management, LLC new | 6,123 | $145K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management added | 2,095 | $50K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 2,000 | $47K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 457 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 45,305 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| HighTower Advisors, LLC trimmed | 10,417 | $249K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,901 | $45K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AE Wealth Management LLC new | 355 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Advisors, LLC added | 33,991 | $809K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 29,659 | $706K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| NORTHERN TRUST CORP new | 18,995 | $452K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CARY STREET PARTNERS FINANCIAL LLC new | 8,476 | $202K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP added | 21,354 | $497K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| COMERICA BANK added | 5,994 | $140K | 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.