% of shares outstanding is not shown for MINO: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for MINO in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 301K | 363K | 382K | 582K | 933K | 1.1M | $48M |
| Cardinal Point Capital Management ULC | — | — | — | 40K | 555K | 586K | $26M |
| CWM, LLC | 411K | 426K | 481K | 516K | 535K | 545K | $25M |
| ENVESTNET ASSET MANAGEMENT INC | 123K | 179K | 193K | 303K | 212K | 496K | $22M |
| GREAT VALLEY ADVISOR GROUP, INC. | — | — | 415K | 557K | 473K | 493K | $22M |
| Focus Partners Wealth | — | — | — | — | 290K | 297K | $13M |
| RAYMOND JAMES FINANCIAL INC | 21K | 44K | 48K | 98K | 155K | 255K | $12M |
| OSAIC HOLDINGS, INC. | 118K | 158K | 180K | 187K | 219K | 213K | $10M |
| Asio Capital, LLC | — | — | 133K | 140K | 145K | 189K | $9M |
| COMMONWEALTH EQUITY SERVICES, LLC | 26K | 86K | 113K | 113K | 165K | 184K | $8M |
| TRUIST FINANCIAL CORP | 80K | 164K | 207K | 172K | 173K | 173K | $8M |
| CARY STREET PARTNERS FINANCIAL LLC | — | — | 160K | 162K | 165K | 166K | $7M |
| GeoWealth Management, LLC | 1K | — | 143K | 148K | 147K | 160K | $7M |
| CarsonAllaria Wealth Management, Ltd. | 157K | 110K | 146K | 139K | 154K | 158K | $7M |
| HighTower Advisors, LLC | 84K | 115K | 7K | 10K | 50K | 134K | $6M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +283,987 | $13M | ADD |
| NewEdge Advisors, LLC | +161,456 | $7M | ADD |
| LPL Financial LLC | +135,370 | $6M | ADD |
| RAYMOND JAMES FINANCIAL INC | +99,942 | $5M | ADD |
| MORGAN STANLEY | +93,436 | $4M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −123,830 | $6M | TRIM |
| SEVEN MILE ADVISORY | −80,218 | $4M | CLOSE |
| BCS Wealth Management | −41,351 | $2M | TRIM |
| Elequin Capital, LP | −26,579 | $1M | CLOSE |
| ORG Partners LLC | −21,857 | $987,281 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 2026-Q1 | 143 | 9,173,922 | — | $400M |
| 2025-Q4 | 136 | 7,515,927 | — | $341M |
| 2025-Q3 | 110 | 5,849,756 | — | $265M |
| 2025-Q2 | 105 | 5,321,927 | — | $235M |
| 2025-Q1 | 91 | 4,414,408 | — | $197M |
| 2024-Q4 | 84 | 3,629,708 | — | $164M |
| 2024-Q3 | 69 | 3,100,332 | — | $143M |
| 2024-Q2 | 61 | 2,562,787 | — | $116M |
| 2024-Q1 | 54 | 2,220,809 | — | $101M |
| 2023-Q4 | 42 | 1,865,397 | — | $85M |
| 2023-Q3 | 35 | 1,519,383 | — | $65M |
| 2023-Q2 | 32 | 1,381,750 | — | $62M |
| 2023-Q1 | 29 | 1,131,565 | — | $50M |
| 2022-Q4 | 23 | 1,356,430 | — | $60M |
| 2022-Q3 | 21 | 1,091,860 | — | $47M |
| 2022-Q2 | 19 | 482,094 | — | $21M |
| 2022-Q1 | 17 | 1,048,436 | — | $47M |
| 2021-Q4 | 11 | 672,148 | — | $34M |
| 2021-Q3 | 5 | 728,079 | — | $36M |