Signals

← Signals

☆MINO

144 in-universe funds with a nonzero position in MINO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#18151
Score / z0.000 / -0.01
Consensus58.18 over 110 funds
Momentumnot computed

Price & positioning

226 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)
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Fund Positions
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Quarters Held
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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 42.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 25.3 1.7% 2 +1.5 pp +1.7 pp +1.7 pp +1.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 21.4 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.2 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 7.0 3.5% 3 +0.2 pp +0.0 pp +3.5 pp +3.5 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 6.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 6.6 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 6.0 1.3% 3 +0.8 pp +0.8 pp +1.3 pp +1.3 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 4.8 1.7% 3 +1.1 pp +1.3 pp +1.7 pp +1.7 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 4.3 2.4% 3 +0.0 pp +0.0 pp +2.4 pp +2.4 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 3.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 3.5 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 3.3 0.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 3.1 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.9 1.5% 3 +0.4 pp +0.4 pp +1.5 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 2.4 0.5% 3 +0.0 pp -4.5 pp +0.5 pp +0.5 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 2.2 1.2% 3 +0.1 pp +0.3 pp +1.2 pp +1.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 2.2 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 2.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 2.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 2.0 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 1.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.7 0.7% 3 +0.0 pp +0.3 pp +0.7 pp +0.7 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 1.7 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 1.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 1.3 0.7% 3 -0.4 pp -0.4 pp +0.7 pp +0.7 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.1 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Park Capital Management, LLC / WI CIK 0001998000 0.000 161 1.0 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 0.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 0.7 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.6 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.6 0.2% 3 +0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 3 +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 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.3 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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.2 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.2 0.0% 3 -0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lavaca Capital LLC CIK 0001641447 0.622 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +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% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 0.0 0.0% 0 -0.4 pp -0.4 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
☆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
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cove Street Capital, LLC CIK 0001531612 0.084 96 0.0 0.0% 0 -0.8 pp -0.7 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
☆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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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