Who owns 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-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
49 tracked funds added or opened MMIT while 25 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes MMIT more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 165 tracked filers holding MMIT, 104 increased or opened the position and 66 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 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 10
- Waverly Advisors, LLC$14M
- Concurrent Investment Advisors, LLC$9M
- AXXCESS WEALTH MANAGEMENT, LLC$8M
- Elequin Capital, LP$4M
- Smith & Howard Wealth Management, LLC$2M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$1M
Full exits 10
- Orgel Wealth Management, LLC$158M
- TruWealth Advisors, LLC$13M
- JOURNEY STRATEGIC WEALTH LLC$5M
- HighTower Advisors, LLC$4M
- Janney Montgomery Scott LLC$3M
- FLOW TRADERS U.S. LLC$2M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$74M
- BANK OF AMERICA CORP /DE/$11M
- RAYMOND JAMES FINANCIAL INC$8M
- Cetera Investment Advisers$6M
- FLPUTNAM INVESTMENT MANAGEMENT CO$4M
- Midwest Trust Co$4M
Largest trims
- LPL Financial LLC$8M
- Bank of New York Mellon Corp$2M
- Sanctuary Advisors, LLC$1M
- JPMORGAN CHASE & CO$1M
- CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$779K
- CITADEL ADVISORS LLC$722K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 6,604,939 | $161M | 12.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,835,250 | $93M | 7.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 3,330,101 | $81M | 6.5% | 2026-Q2 |
| Meeder Advisory Services, Inc. added | 3,050,260 | $74M | 6.0% | 2026-Q2 |
| Schneider Downs Wealth Management Advisors, LP added | 2,659,925 | $65M | 5.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,408,373 | $59M | 4.7% | 2026-Q2 |
| Cetera Investment Advisers added | 2,278,943 | $55M | 4.5% | 2026-Q2 |
| UBS Group AG added | 2,173,373 | $53M | 4.3% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 1,967,096 | $48M | 3.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,838,466 | $45M | 3.6% | 2026-Q2 |
| Midwest Trust Co added | 1,393,510 | $34M | 2.7% | 2026-Q2 |
| Mariner, LLC trimmed | 1,191,262 | $29M | 2.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 983,337 | $24M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 729,308 | $18M | 1.4% | 2026-Q2 |
| Lebenthal Global Advisors, LLC trimmed | 663,814 | $16M | 1.3% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 652,258 | $16M | 1.3% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 617,698 | $15M | 1.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 596,221 | $15M | 1.2% | 2026-Q2 |
| Waverly Advisors, LLC new | 573,580 | $14M | 1.1% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC trimmed | 520,097 | $13M | 1.0% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT added | 514,726 | $13M | 1.0% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 507,293 | $12M | 1.0% | 2026-Q2 |
| CFO4Life Group, LLC added | 505,504 | $12M | 1.0% | 2026-Q2 |
| INVENIO WEALTH PARTNERS LLC added | 461,315 | $11M | 0.9% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB added | 459,502 | $11M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 440,047 | $11M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 433,968 | $11M | 0.8% | 2026-Q2 |
| Hudock, Inc. added | 413,499 | $10M | 0.8% | 2026-Q2 |
| VICUS CAPITAL added | 391,315 | $10M | 0.8% | 2026-Q2 |
| Summit Financial, LLC trimmed | 388,794 | $9M | 0.8% | 2026-Q2 |
| Avior Wealth Management, LLC added | 372,122 | $9M | 0.7% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 358,065 | $9M | 0.7% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 346,856 | $8M | 0.7% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 345,958 | $8M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 319,484 | $8M | 0.6% | 2026-Q2 |
| Elyxium Wealth, LLC added | 308,739 | $8M | 0.6% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 300,275 | $7M | 0.6% | 2026-Q2 |
| GGM Financial LLC added | 286,032 | $7M | 0.6% | 2026-Q2 |
| Darwin Wealth Management, LLC added | 282,152 | $7M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 275,944 | $7M | 0.5% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 256,024 | $6M | 0.5% | 2026-Q2 |
| Prestige Wealth Management Group LLC added | 247,572 | $6M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 206,229 | $5M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 203,471 | $5M | 0.4% | 2026-Q2 |
| 46 Peaks LLC added | 183,900 | $4M | 0.4% | 2026-Q2 |
| Smallwood Wealth Investment Management, LLC added | 182,366 | $4M | 0.4% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 167,930 | $4M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 164,655 | $4M | 0.3% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 162,453 | $4M | 0.3% | 2026-Q2 |
| Evergreen Private Wealth LLC added | 157,574 | $4M | 0.3% | 2026-Q2 |
| Bernardo Wealth Planning LLC trimmed | 154,889 | $4M | 0.3% | 2026-Q2 |
| Elequin Capital, LP added | 154,863 | $4M | 0.3% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC trimmed | 153,847 | $4M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 151,813 | $4M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 149,919 | $4M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 141,878 | $3M | 0.3% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 140,118 | $3M | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC added | 124,732 | $3M | 0.2% | 2026-Q2 |
| Clark Wealth Partners added | 105,631 | $3M | 0.2% | 2026-Q2 |
| Hapanowicz & Associates Financial Services, Inc added | 103,845 | $3M | 0.2% | 2026-Q2 |
| Legacy Financial Strategies, LLC trimmed | 102,794 | $3M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 91,960 | $2M | 0.2% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 91,400 | $2M | 0.2% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 90,427 | $2M | 0.2% | 2026-Q2 |
| Smith & Howard Wealth Management, LLC new | 84,916 | $2M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 84,804 | $2M | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 80,737 | $2M | 0.2% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 78,964 | $2M | 0.2% | 2026-Q2 |
| VestGen Advisors, LLC added | 73,745 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 72,243 | $2M | 0.1% | 2026-Q2 |
| Kuhn & Co Investment Counsel added | 70,053 | $2M | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 68,489 | $2M | 0.1% | 2026-Q2 |
| Curran Financial Partners, LLC added | 67,524 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 63,625 | $2M | 0.1% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC new | 52,832 | $1M | 0.1% | 2026-Q2 |
| Dakota Wealth Management added | 51,748 | $1M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 46,864 | $1M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 46,805 | $1M | 0.1% | 2026-Q2 |
| Cypress Point Wealth Management, LLC trimmed | 46,732 | $1M | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 44,071 | $1M | 0.1% | 2026-Q2 |
| Narus Financial Partners, LLC added | 42,938 | $1M | 0.1% | 2026-Q2 |
| PKS Advisory Services, LLC added | 41,916 | $1M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 40,160 | $978K | 0.1% | 2026-Q2 |
| Frontier Asset Management, LLC trimmed | 37,469 | $912K | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 36,136 | $880K | 0.1% | 2026-Q2 |
| RFG - Bristol Wealth Advisors, LLC added | 32,902 | $801K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP | 32,482 | $791K | 0.1% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 30,047 | $732K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 27,442 | $668K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 27,031 | $658K | 0.1% | 2026-Q2 |
| BCS Wealth Management added | 25,737 | $627K | 0.1% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 25,683 | $625K | 0.1% | 2026-Q2 |
| SWMG, LLC trimmed | 25,604 | $622K | 0.0% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC new | 25,577 | $623K | 0.1% | 2026-Q2 |
| Stronghold Wealth Management L.L.C. trimmed | 24,024 | $585K | 0.0% | 2026-Q2 |
| NewSquare Capital LLC added | 23,991 | $584K | 0.0% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 23,703 | $577K | 0.0% | 2026-Q2 |
| Evolution Wealth Advisors, LLC trimmed | 22,313 | $543K | 0.0% | 2026-Q2 |
| HUB Investment Partners, LLC added | 21,189 | $516K | 0.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 4,710 | $755K | 0.1% | 2026-Q2 |
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.