Signals

MINO

112 in-universe funds with a nonzero position in MINO within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#19926
Score / z0.000 / -0.00
Consensus39.43 over 71 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
LPL Financial LLC CIK 0001403438 0.957 5996 26.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 25.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 12.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 6.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Asio Capital, LLC CIK 0001803291 0.492 109 6.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 6.3 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 4.2 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 3.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 2.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Waterway Wealth Management, LLC CIK 0001992193 0.506 96 2.2 0.5% 2 -4.5 pp +0.5 pp +0.5 pp +0.5 pp
Econ Financial Services Corp CIK 0001659718 0.021 72 2.1 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Laurel Wealth Planning LLC CIK 0001842010 0.337 67 2.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Mason & Associates, LLC CIK 0001895045 0.899 45 2.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 2.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BCS Wealth Management CIK 0001798172 0.420 270 1.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIAWEALTH, LLC CIK 0001965401 0.191 167 1.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Hedeker Wealth, LLC CIK 0001633910 0.371 92 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 1.7 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 1.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 1.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 0.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Cove Street Capital, LLC CIK 0001531612 0.084 96 0.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.2 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just MINO). Qtrs Held counts distinct quarters this fund has actually held MINO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MINO position size. Δ columns are the percentage-point change in MINO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status