← All institutions
Institutional Holdings
MMTOwnership Summary
Institutions Holding
106
Total Shares Held
31,866,927
Total Value Held
$139,852,511
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
106
31,866,927 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| MORGAN STANLEY | 12,794,540 | $56,295,981 | New position | 0.00% | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | 5,726,070 | $25,194,708 | New position | 0.04% | 2026-06-30 |
| Advisors Asset Management, Inc. | 1,305,725 | $5,745,190 | New position | 0.09% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 1,291,109 | $5,680,880 | New position | 0.00% | 2026-06-30 |
| Focus Partners Wealth | 904,777 | $3,981,021 | New position | 0.00% | 2026-06-30 |
| 1607 Capital Partners, LLC | 752,776 | $3,312,214 | New position | 0.29% | 2026-06-30 |
| Shaker Financial Services, LLC | 746,733 | $3,285,626 | New position | 1.03% | 2026-06-30 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 718,955 | $3,163,402 | New position | 0.15% | 2026-06-30 |
| Invesco Ltd. | 663,273 | $2,918,401 | New position | 0.00% | 2026-06-30 |
| LPL Financial LLC | 610,942 | $2,688,143 | New position | 0.00% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 548,778 | $2,414,623 | New position | 0.00% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 369,123 | $1,624,139 | New position | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 286,813 | $1,261,977 | New position | 0.00% | 2026-06-30 |
| STIFEL FINANCIAL CORP | 277,328 | $1,220,242 | New position | 0.00% | 2026-06-30 |
| Pathstone Holdings, LLC | 274,549 | $1,208,017 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 254,366 | $1,119,210 | New position | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 235,831 | $1,037,658 | New position | 0.00% | 2026-06-30 |
| Koshinski Asset Management, Inc. | 202,183 | $889,605 | New position | 0.05% | 2026-06-30 |
| Logan Stone Capital, LLC | 199,145 | $876,238 | New position | 0.19% | 2026-06-30 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 194,724 | $856,785 | New position | 0.06% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 189,494 | $833,771 | New position | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 187,488 | $824,945 | New position | 0.00% | 2026-06-30 |
| ASHTON THOMAS SECURITIES, LLC | 172,379 | $758,468 | New position | 0.11% | 2026-06-30 |
| Kestra Advisory Services, LLC | 171,236 | $753,440 | New position | 0.00% | 2026-06-30 |
| Fortitude Advisory Group L.L.C. | 163,481 | $719,315 | New position | 0.27% | 2026-06-30 |
| ROYAL BANK OF CANADA | 161,608 | $711,000 | New position | 0.00% | 2026-06-30 |
| WOLVERINE ASSET MANAGEMENT LLC | 110,627 | $486,759 | New position | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 102,873 | $452,640 | New position | 0.00% | 2026-06-30 |
| Stonebridge Financial Planning Group, LLC | 95,998 | $422,391 | New position | 0.13% | 2026-06-30 |
| JANE STREET GROUP, LLC | 95,049 | $418,216 | New position | 0.00% | 2026-06-30 |
| Yakira Capital Management, Inc. | 87,534 | $385,150 | New position | 0.11% | 2026-06-30 |
| Mariner, LLC | 84,555 | $372,043 | New position | 0.00% | 2026-06-30 |
| Almitas Capital LLC | 83,238 | $366,247 | New position | 0.09% | 2026-06-30 |
| READYSTATE ASSET MANAGEMENT LP | 82,916 | $364,830 | New position | 0.01% | 2026-06-30 |
| Closed-End Fund Advisors, Inc. | 81,616 | $359,110 | New position | 0.35% | 2026-06-30 |
| DECISION INVESTMENTS, INC | 79,098 | $348,031 | New position | 0.32% | 2026-06-30 |
| Waverly Advisors, LLC | 72,466 | $318,850 | New position | 0.00% | 2026-06-30 |
| Global Retirement Partners, LLC | 67,097 | $295,228 | New position | 0.00% | 2026-06-30 |
| Regal Investment Advisors LLC | 64,383 | $283,286 | New position | 0.01% | 2026-06-30 |
| Compound Planning, Inc. | 60,171 | $264,751 | New position | 0.01% | 2026-06-30 |
| MGO ONE SEVEN LLC | 60,024 | $264,107 | New position | 0.00% | 2026-06-30 |
| Clear Street Group Inc. | 56,014 | $246,462 | New position | 0.00% | 2026-06-30 |
| BENJAMIN EDWARDS INC | 53,899 | $237,148 | New position | 0.00% | 2026-06-30 |
| Connecticut Wealth Management, LLC | 53,880 | $237,072 | New position | 0.01% | 2026-06-30 |
| Ethos Financial Group, LLC | 50,770 | $223,388 | New position | 0.01% | 2026-06-30 |
| Northstar Financial Companies, Inc. | 46,176 | $203,175 | New position | 0.14% | 2026-06-30 |
| Allworth Financial LP | 40,596 | $178,623 | New position | 0.00% | 2026-06-30 |
| Fearless Solutions, LLC dba Best Invest | 37,851 | $166,546 | New position | 0.09% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,461 | $151,628 | New position | 0.00% | 2026-06-30 |
| Founders Financial Alliance, LLC | 32,463 | $142,838 | New position | 0.02% | 2026-06-30 |
| LAZARD ASSET MANAGEMENT LLC | 31,620 | $139,129 | New position | 0.00% | 2026-06-30 |
| Resurgent Financial Advisors LLC | 30,700 | $135,080 | New position | 0.04% | 2026-06-30 |
| MELFA WEALTH MANAGEMENT, INC. | 29,599 | $130,236 | New position | 0.07% | 2026-06-30 |
| Cordgrass Capital Advisors, LLC | 29,062 | $127,873 | New position | 0.05% | 2026-06-30 |
| Concurrent Investment Advisors, LLC | 28,388 | $124,907 | New position | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 27,163 | $119,517 | New position | 0.00% | 2026-06-30 |
| Valley Brook Capital Group, Inc. | 26,201 | $115,284 | New position | 0.07% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 26,119 | $114,924 | New position | 0.00% | 2026-06-30 |
| Commonwealth Financial Services, LLC | 26,100 | $114,840 | New position | 0.02% | 2026-06-30 |
| Equitable Holdings, Inc. | 24,550 | $108,020 | New position | 0.00% | 2026-06-30 |
| FRANKLIN RESOURCES INC | 23,592 | $103,805 | New position | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 22,494 | $98,974 | New position | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 21,502 | $94,608 | New position | 0.00% | 2026-06-30 |
| B. Riley Wealth Advisors, Inc. | 21,397 | $94,575 | New position | 0.01% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 21,020 | $92,488 | New position | 0.00% | 2026-06-30 |
| Merit Financial Group, LLC | 20,313 | $89,378 | New position | 0.00% | 2026-06-30 |
| &PARTNERS | 19,791 | $87,079 | New position | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 19,610 | $86,284 | New position | 0.00% | 2026-06-30 |
| Private Advisor Group, LLC | 17,938 | $78,927 | New position | 0.00% | 2026-06-30 |
| EVOLVE PRIVATE WEALTH, LLC | 17,565 | $77,286 | New position | 0.00% | 2026-06-30 |
| Kovack Advisors, Inc. | 16,363 | $71,997 | New position | 0.00% | 2026-06-30 |
| Broadway Wealth Solutions, Inc. | 14,900 | $65,560 | New position | 0.03% | 2026-06-30 |
| First Heartland Consultants, Inc. | 14,895 | $65,538 | New position | 0.00% | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | 14,695 | $64,660 | New position | 0.00% | 2026-06-30 |
| Parcion Private Wealth LLC | 14,215 | $62,546 | New position | 0.00% | 2026-06-30 |
| Creative Planning | 12,310 | $54,164 | New position | 0.00% | 2026-06-30 |
| ACCREDITED INVESTOR SERVICES, LLC | 12,304 | $54,141 | New position | 0.03% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 11,839 | $52,092 | New position | 0.00% | 2026-06-30 |
| STEPHENS INC /AR/ | 11,793 | $51,889 | New position | 0.00% | 2026-06-30 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11,701 | $51,484 | New position | 0.00% | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | 10,833 | $47,665 | New position | 0.00% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,737 | $47,241 | New position | 0.00% | 2026-06-30 |
| Mezzasalma Advisors, LLC | 10,657 | $46,891 | New position | 0.01% | 2026-06-30 |
| PETRA FINANCIAL ADVISORS INC | 10,446 | $45,962 | New position | 0.02% | 2026-06-30 |
| Collaborative Wealth Managment Inc. | 10,109 | $44,480 | New position | 0.02% | 2026-06-30 |
| Gilman Hill Asset Management, LLC | 10,001 | $44,004 | New position | 0.01% | 2026-06-30 |
| SUMMIT SECURITIES GROUP LLC | 8,608 | $37,875 | New position | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 7,220 | $31,768 | New position | 0.00% | 2026-06-30 |
| WPG Advisers, LLC | 6,767 | $29,775 | New position | 0.02% | 2026-06-30 |
| Founders Capital Management | 6,270 | $27,588 | New position | 0.01% | 2026-06-30 |
| Larson Financial Group LLC | 5,884 | $25,890 | New position | 0.00% | 2026-06-30 |
| West Branch Capital LLC | 5,000 | $22,000 | New position | 0.01% | 2026-06-30 |
| IFG Advisory, LLC | 4,667 | $20,535 | New position | 0.00% | 2026-06-30 |
| FIFTH THIRD BANCORP | 4,599 | $20,233 | New position | 0.00% | 2026-06-30 |
| Rossby Financial, LCC | 4,493 | $19,769 | New position | 0.00% | 2026-06-30 |
| Vermillion Wealth Management, Inc. | 3,768 | $16,579 | New position | 0.00% | 2026-06-30 |
| Axiom Investment Management LLC | 3,111 | $13,687 | New position | 0.01% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 3,000 | $13,200 | New position | 0.00% | 2026-06-30 |
| ARMSTRONG ADVISORY GROUP, INC | 1,366 | $6,011 | New position | 0.00% | 2026-06-30 |
| SIGNATUREFD, LLC | 42 | $185 | New position | 0.00% | 2026-06-30 |
| PARK AVENUE SECURITIES LLC | 18,618 | $82 | New position | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 16,768 | $73 | New position | 0.00% | 2026-06-30 |
| Thrivent Financial for Lutherans | 16,200 | $71 | New position | 0.00% | 2026-06-30 |
| PHILADELPHIA TRUST CO | 16,002 | $70 | New position | 0.00% | 2026-06-30 |
| PEAPACK GLADSTONE FINANCIAL CORP | 14,839 | $65 | New position | 0.00% | 2026-06-30 |
| CITIGROUP INC | 2 | $9 | New position | 0.00% | 2026-06-30 |