Signals

← Signals

☆MINO

189 in-universe funds with a nonzero position in MINO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#19558
Score / z0.000 / -0.02
Consensus65.46 over 121 funds
Momentumnot computed

Price & positioning

227 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 60.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 39.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 27.0 1.5% 4 -0.1 pp -0.1 pp +1.4 pp +1.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 26.4 0.4% 5 +0.0 pp +0.0 pp -0.1 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 20.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 14.6 0.7% 5 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.2 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 9.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 9.1 1.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.9 0.2% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 6.6 2.9% 5 -0.7 pp -0.6 pp -0.4 pp -0.6 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 6.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 6.2 1.2% 5 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 5.8 0.4% 7 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 5.6 2.2% 5 +0.1 pp +0.7 pp +1.2 pp +1.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 5.5 1.7% 5 +0.0 pp +0.0 pp +1.1 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 4.5 1.0% 5 +0.0 pp +0.4 pp +0.4 pp +0.3 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 4.3 0.9% 5 -0.0 pp +0.3 pp +0.3 pp -4.1 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 4.1 0.9% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 3.9 0.7% 5 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 3.5 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 3.4 0.3% 5 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 2.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 2.5 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 2.4 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 2.4 1.1% 5 +0.4 pp +0.4 pp +0.1 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.4 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 2.4 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 2.3 1.0% 5 -0.2 pp -0.2 pp -0.1 pp +0.1 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 2.2 0.8% 3 -0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 2.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 2.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 1.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 1.5 0.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 1.5 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.4 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.4 0.6% 5 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 1.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 1.3 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 1.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 1.2 0.6% 5 -1.4 pp -1.8 pp -1.8 pp -1.7 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 1.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 1.0 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.0 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.9 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 0.8 0.2% 2 -0.3 pp +0.2 pp -0.2 pp -0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.7 0.3% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.4 0.1% 5 -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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 3 +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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆January Capital Advisors LLC CIK 0001855967 0.065 55 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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% 5 -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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lavaca Capital LLC CIK 0001641447 0.622 345 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.387 267 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 5 -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% 5 -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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 +0.0 pp -0.0 pp -0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.5 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.0 0.0% 0 -1.1 pp -0.8 pp -0.5 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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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 +0.0 pp +0.0 pp -0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆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
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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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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