Who owns MMTM (MMTM)
Which tracked institutional funds hold MMTM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MMTM 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
4 tracked funds added or opened MMTM while 6 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
MMTM’s largest tracked holder by dollar value, LPL Financial LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MMTM 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 38 tracked filers holding MMTM, 14 increased or opened the position and 28 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 MMTM 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.
Full exits 1
- PAX Financial Group, LLC$1M
Largest adds
- Baltimore-Washington Financial Advisors, Inc.$494K
- Mariner, LLC$489K
- Gateway Wealth Partners, LLC$320K
- Steward Partners Investment Advisory, LLC$281K
Largest trims
- GOLDMAN SACHS GROUP INC$8M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- MORGAN STANLEY$932K
- LPL Financial LLC$456K
- Ethos Capital Management, Inc.$383K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 104,624 | $29M | 28.2% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 77,330 | $22M | 20.9% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 26,176 | $7M | 7.1% | 2026-Q1 |
| Mariner, LLC added | 24,845 | $7M | 6.7% | 2026-Q1 |
| Professional Financial Advisors, LLC added | 21,739 | $6M | 5.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 20,388 | $6M | 5.5% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 8,236 | $2M | 2.2% | 2026-Q1 |
| Lifetime Wealth Management P.C. added | 6,906 | $2M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 5,896 | $2M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,422 | $2M | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 4,985 | $1M | 1.3% | 2026-Q1 |
| Ethos Capital Management, Inc. trimmed | 4,742 | $1M | 1.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,604 | $1M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 4,458 | $1M | 1.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 4,280 | $1M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 3,027 | $848K | 0.8% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 2,487 | $697K | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2,319 | $650K | 0.6% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 2,062 | $578K | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 1,863 | $522K | 0.5% | 2026-Q1 |
| Centurion Wealth Management LLC trimmed | 1,762 | $494K | 0.5% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 1,330 | $373K | 0.4% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1,131 | $317K | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 904 | $282K | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 983 | $275K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 885 | $248K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ | 533 | $149K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 286 | $80K | 0.1% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC | 267 | $75K | 0.1% | 2026-Q1 |
| Root Financial Partners, LLC | 218 | $61K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 200 | $56K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 142 | $38K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 121 | $34K | 0.0% | 2026-Q1 |
| Ascentis Wealth Management, LLC | 45 | $13K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 27 | $8K | 0.0% | 2026-Q1 |
| FIRST COMMUNITY TRUST NA | 16 | $4K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 16 | $4K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $214 | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 6,960 | $2M | 1.9% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 6,728 | $2M | 1.7% | 2025-Q2 stale |
| PAX Financial Group, LLC trimmed | 4,346 | $1M | 1.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,233 | $360K | 0.3% | 2025-Q4 stale |
| Aspire Capital Advisors LLC new | 1,250 | $301K | 0.3% | 2025-Q1 stale |
| Berkshire Money Management, Inc. trimmed | 994 | $290K | 0.3% | 2025-Q4 stale |
| Sharkey, Howes & Javer added | 975 | $285K | 0.3% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 954 | $254K | 0.2% | 2025-Q2 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 733 | $214K | 0.2% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 397 | $116K | 0.1% | 2025-Q4 stale |
| OPTIMA CAPITAL LLC new | 275 | $80K | 0.1% | 2025-Q4 stale |
| COMERICA BANK | 121 | $35K | 0.0% | 2025-Q4 stale |
| SIMPLEX TRADING, LLC new | 118 | $33K | 0.0% | 2025-Q3 stale |
| UBS Group AG trimmed | 50 | $15K | 0.0% | 2025-Q4 stale |
| OAK HARBOR WEALTH PARTNERS, LLC trimmed | 28 | $8K | 0.0% | 2025-Q4 stale |
| PNC Financial Services Group, Inc. new | 23 | $6K | 0.0% | 2025-Q1 stale |
| CoreCap Advisors, LLC trimmed | 18 | $5K | 0.0% | 2025-Q4 stale |
| FMR LLC | 15 | $4K | 0.0% | 2025-Q1 stale |
| PRIVATE TRUST CO NA | 12 | $4K | 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.