Who owns MMIT (MMIT)
Which tracked institutional funds hold MMIT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MMIT 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
49 tracked funds added or opened MMIT while 19 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
MMIT’s largest tracked holder by dollar value, Orgel Wealth Management, LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 3.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MMIT 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 159 tracked filers holding MMIT, 107 increased or opened the position and 54 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 MMIT 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 9
- Darwin Wealth Management, LLC$7M
- Avior Wealth Management, LLC$6M
- Clear Trail Advisors, LLC$5M
- Focus Partners Advisor Solutions, LLC$5M
- FLOW TRADERS U.S. LLC$2M
- FIFTH THIRD BANCORP$1M
Full exits 9
- Main Street Financial Solutions, LLC$7M
- Elequin Capital, LP$3M
- CORE WEALTH ADVISORS, LLC$2M
- Diversified Portfolios, Inc.$2M
- Janney Capital Management LLC$1M
- GOLDMAN SACHS GROUP INC$1M
Largest adds
- MORGAN STANLEY$25M
- Meeder Advisory Services, Inc.$16M
- Lebenthal Global Advisors, LLC$16M
- BANK OF AMERICA CORP /DE/$10M
- UBS Group AG$9M
- RAYMOND JAMES FINANCIAL INC$5M
Largest trims
- Pallas Capital Advisors LLC$1M
- JANE STREET GROUP, LLC$965K
- Midwest Trust Co$687K
- BCS Wealth Management$577K
- Mariner, LLC$533K
- Cypress Point Wealth Management, LLC$396K
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 |
|---|---|---|---|---|
| Orgel Wealth Management, LLC added | 6,575,324 | $158M | 12.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 6,215,015 | $150M | 11.6% | 2026-Q1 |
| MORGAN STANLEY added | 3,844,590 | $93M | 7.2% | 2026-Q1 |
| Meeder Advisory Services, Inc. added | 2,944,732 | $71M | 5.5% | 2026-Q1 |
| Schneider Downs Wealth Management Advisors, LP added | 2,579,517 | $62M | 4.8% | 2026-Q1 |
| LPL Financial LLC added | 2,188,883 | $53M | 4.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,118,466 | $51M | 3.9% | 2026-Q1 |
| UBS Group AG added | 2,079,567 | $50M | 3.9% | 2026-Q1 |
| Cetera Investment Advisers added | 2,053,468 | $49M | 3.8% | 2026-Q1 |
| IAG Wealth Partners, LLC added | 1,905,068 | $46M | 3.5% | 2026-Q1 |
| Midwest Trust Co trimmed | 1,261,255 | $30M | 2.3% | 2026-Q1 |
| Mariner, LLC trimmed | 1,212,109 | $29M | 2.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 891,945 | $22M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 712,696 | $17M | 1.3% | 2026-Q1 |
| Lebenthal Global Advisors, LLC added | 699,548 | $17M | 1.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 598,097 | $14M | 1.1% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 582,715 | $14M | 1.1% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 557,697 | $13M | 1.0% | 2026-Q1 |
| TruWealth Advisors, LLC added | 534,964 | $13M | 1.0% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT added | 506,262 | $12M | 0.9% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 503,000 | $12M | 0.9% | 2026-Q1 |
| CFO4Life Group, LLC added | 498,899 | $12M | 0.9% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB trimmed | 445,536 | $11M | 0.8% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 434,550 | $10M | 0.8% | 2026-Q1 |
| Hudock, Inc. added | 412,549 | $10M | 0.8% | 2026-Q1 |
| INVENIO WEALTH PARTNERS LLC added | 410,043 | $10M | 0.8% | 2026-Q1 |
| Summit Financial, LLC added | 406,157 | $10M | 0.8% | 2026-Q1 |
| VICUS CAPITAL added | 379,865 | $9M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 371,510 | $9M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 356,185 | $9M | 0.7% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 353,375 | $9M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 302,466 | $7M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 286,239 | $7M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 273,476 | $7M | 0.5% | 2026-Q1 |
| Darwin Wealth Management, LLC new | 270,300 | $7M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 265,827 | $6M | 0.5% | 2026-Q1 |
| Elyxium Wealth, LLC added | 256,868 | $6M | 0.5% | 2026-Q1 |
| GGM Financial LLC added | 248,098 | $6M | 0.5% | 2026-Q1 |
| Avior Wealth Management, LLC new | 242,530 | $6M | 0.5% | 2026-Q1 |
| Prestige Wealth Management Group LLC added | 241,710 | $6M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 233,687 | $6M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 206,375 | $5M | 0.4% | 2026-Q1 |
| Clear Trail Advisors, LLC new | 198,526 | $5M | 0.4% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC added | 192,888 | $5M | 0.4% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 189,055 | $5M | 0.4% | 2026-Q1 |
| 46 Peaks LLC added | 183,500 | $4M | 0.3% | 2026-Q1 |
| Brady Martz Wealth Solutions, LLC trimmed | 174,972 | $4M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 174,242 | $4M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 171,325 | $4M | 0.3% | 2026-Q1 |
| Avantax Planning Partners, Inc. trimmed | 168,469 | $4M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 167,341 | $4M | 0.3% | 2026-Q1 |
| Smallwood Wealth Investment Management, LLC added | 164,809 | $4M | 0.3% | 2026-Q1 |
| Bernardo Wealth Planning LLC added | 158,460 | $4M | 0.3% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 141,443 | $3M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 115,546 | $3M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 112,812 | $3M | 0.2% | 2026-Q1 |
| Legacy Financial Strategies, LLC added | 103,010 | $2M | 0.2% | 2026-Q1 |
| Hapanowicz & Associates Financial Services, Inc added | 96,580 | $2M | 0.2% | 2026-Q1 |
| Clark Wealth Partners added | 95,304 | $2M | 0.2% | 2026-Q1 |
| Landmark Wealth Management, LLC added | 89,649 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 88,994 | $2M | 0.2% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 82,612 | $2M | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 80,785 | $2M | 0.2% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 79,857 | $2M | 0.1% | 2026-Q1 |
| Evergreen Private Wealth LLC added | 77,680 | $2M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 73,930 | $2M | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC added | 67,918 | $2M | 0.1% | 2026-Q1 |
| Spire Wealth Management added | 66,397 | $2M | 0.1% | 2026-Q1 |
| Kuhn & Co Investment Counsel trimmed | 65,843 | $2M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 64,675 | $2M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 63,625 | $2M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 51,557 | $1M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 50,744 | $1M | 0.1% | 2026-Q1 |
| PFG Advisors trimmed | 50,183 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 48,633 | $1M | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 47,403 | $1M | 0.1% | 2026-Q1 |
| Cypress Point Wealth Management, LLC trimmed | 46,947 | $1M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 45,578 | $1M | 0.1% | 2026-Q1 |
| Dakota Wealth Management added | 45,254 | $1M | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 44,230 | $1M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 43,894 | $1M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC new | 43,712 | $1M | 0.1% | 2026-Q1 |
| Opes Wealth Management LLC added | 42,535 | $1M | 0.1% | 2026-Q1 |
| PKS Advisory Services, LLC added | 41,839 | $1M | 0.1% | 2026-Q1 |
| Frontier Asset Management, LLC trimmed | 40,726 | $982K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 40,103 | $967K | 0.1% | 2026-Q1 |
| Narus Financial Partners, LLC | 40,038 | $965K | 0.1% | 2026-Q1 |
| Orion Portfolio Solutions, LLC new | 439,103 | $11M | 0.8% | 2025-Q1 stale |
| FINANCIAL COUNSELORS INC trimmed | 428,534 | $10M | 0.8% | 2025-Q1 stale |
| PEAPACK GLADSTONE FINANCIAL CORP new | 314,468 | $8M | 0.6% | 2025-Q1 stale |
| Main Street Financial Solutions, LLC added | 276,022 | $7M | 0.5% | 2025-Q4 stale |
| Elequin Capital, LP added | 134,234 | $3M | 0.3% | 2025-Q4 stale |
| CORE WEALTH ADVISORS, LLC new | 94,426 | $2M | 0.2% | 2025-Q4 stale |
| Diversified Portfolios, Inc. new | 74,424 | $2M | 0.1% | 2025-Q4 stale |
| Burt Wealth Advisors | 70,430 | $2M | 0.1% | 2025-Q3 stale |
| Janney Capital Management LLC added | 58,924 | $1M | 0.1% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 47,950 | $1M | 0.1% | 2025-Q4 stale |
| Kennebec Savings Bank added | 44,053 | $1M | 0.1% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 43,206 | $1M | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 42,455 | $1M | 0.1% | 2025-Q4 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.