Who owns MMLG
Which tracked institutional funds hold MMLG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MMLG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
11 tracked funds added or opened MMLG while 6 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
MMLG’s largest tracked holder by dollar value, Kirkwood Financial Services, 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 MMLG 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 34 tracked filers holding MMLG, 14 increased or opened the position and 17 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 MMLG 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 2
- Kirkwood Financial Services$13M
- CITADEL ADVISORS LLC$713K
Full exits 4
- Aurora Private Wealth, Inc.$1M
- Cambridge Investment Research Advisors, Inc.$1M
- TCFG WEALTH MANAGEMENT, LLC$873K
- Hobart Private Capital, LLC$830K
Largest adds
- GOLDMAN SACHS GROUP INC$2M
- Tower Research Capital LLC (TRC)$1M
- LPL Financial LLC$638K
- Cetera Investment Advisers$429K
- Arax Advisory Partners$402K
- Ausdal Financial Partners, Inc.$341K
Largest trims
- Gateway Wealth Partners, LLC$964K
- KESTRA PRIVATE WEALTH SERVICES, LLC$419K
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 |
|---|---|---|---|---|
| Kirkwood Financial Services new | 364,178 | $13M | 20.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 318,793 | $12M | 17.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 284,259 | $10M | 15.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 107,989 | $4M | 6.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 87,993 | $3M | 4.9% | 2026-Q2 |
| Arax Advisory Partners trimmed | 83,416 | $3M | 4.7% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 70,661 | $3M | 3.9% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 52,505 | $2M | 2.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 32,937 | $1M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 32,328 | $1M | 1.8% | 2026-Q2 |
| TCFG Investment Advisors, LLC | 27,860 | $1M | 1.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 25,712 | $940K | 1.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 24,036 | $878K | 1.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 19,516 | $713K | 1.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 15,594 | $570K | 0.9% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS added | 14,746 | $539K | 0.8% | 2026-Q2 |
| RFG Advisory, LLC added | 13,794 | $504K | 0.8% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 10,714 | $391K | 0.6% | 2026-Q2 |
| Centric Wealth Management | 9,048 | $320K | 0.5% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 8,475 | $310K | 0.5% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 6,390 | $233K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,945 | $217K | 0.3% | 2026-Q2 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 5,000 | $183K | 0.3% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 3,444 | $126K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 1,400 | $50K | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 1,067 | $39K | 0.1% | 2026-Q2 |
| UBS Group AG added | 917 | $34K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC | 570 | $21K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 500 | $18K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 498 | $18K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 450 | $16K | 0.0% | 2026-Q2 |
| Davis Capital Management | 430 | $16K | 0.0% | 2026-Q2 |
| Caitlin John, LLC | 313 | $11K | 0.0% | 2026-Q2 |
| NFSG Corp | 31 | $1K | 0.0% | 2026-Q2 |
| Aurora Private Wealth, Inc. trimmed | 35,558 | $1M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 38,543 | $1M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Hobart Private Capital, LLC trimmed | 26,491 | $830K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management trimmed | 1,320 | $41K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 4 | $125 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| StoneX Group Inc. trimmed | 31,945 | $1M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA INVESTMENTS, LP trimmed | 14,000 | $496K | 0.8% | 2025-Q4 stale (2 quarters behind) |
| DAVENPORT & Co LLC trimmed | 7,352 | $260K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| GPS Wealth Strategies Group, LLC | 1,520 | $54K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 11,987 | $403K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC trimmed | 4,100 | $138K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| EverSource Wealth Advisors, LLC new | 403 | $14K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| TOTAL INVESTMENT MANAGEMENT INC trimmed | 285 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: TCFG WEALTH MANAGEMENT, LLC (last filed 2026-Q1, 27,860 shares) reconciles to its 1 current affiliate (27,860 shares) — 0.000% apart.
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.