Signals

← Signals

☆MINT

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

Flow ranking

Rank#455
Score / z0.385 / 0.54
Consensus215.44 over 439 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+117% / 1.0d ⚡

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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,272.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 897.8 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 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 897.6 0.1% 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 453.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 407.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 277.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 159.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 120.3 7.4% 3 -4.4 pp -8.0 pp +7.4 pp +7.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 109.8 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 109.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 96.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 93.0 5.3% 3 -1.2 pp -4.4 pp +5.3 pp +5.3 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 83.0 6.7% 3 -0.4 pp +0.1 pp +6.7 pp +6.7 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 82.2 10.3% 3 -0.1 pp +0.2 pp +10.3 pp +10.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 79.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 75.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 73.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 55.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 54.0 1.8% 3 -0.2 pp -1.2 pp +1.8 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 52.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gainplan LLC CIK 0001697857 0.087 60 51.0 19.1% 2 +7.2 pp +19.1 pp +19.1 pp +19.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 47.0 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 46.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 45.6 5.7% 3 -0.3 pp -3.6 pp +5.7 pp +5.7 pp
☆Family Manage LLC CIK 0001539947 0.277 323 44.9 5.7% 3 -1.8 pp -3.1 pp +5.7 pp +5.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 43.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 43.2 0.3% 3 -0.2 pp -0.9 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 40.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 34.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 34.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 32.9 5.6% 3 -1.6 pp -2.0 pp +5.6 pp +5.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 32.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 31.9 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 30.2 1.4% 3 -1.0 pp -1.2 pp +1.4 pp +1.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 27.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 26.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 25.7 2.3% 3 -0.4 pp -0.6 pp +2.3 pp +2.3 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 23.7 4.1% 3 -0.2 pp -0.5 pp +4.1 pp +4.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 22.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 22.5 9.0% 4 +0.1 pp -1.3 pp -1.6 pp +9.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 21.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 21.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 21.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 19.9 4.6% 3 +1.5 pp -0.1 pp +4.6 pp +4.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 19.8 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆KWMG, LLC CIK 0001633024 0.515 153 19.3 1.7% 3 +0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 19.2 6.7% 3 +1.3 pp +1.5 pp +6.7 pp +6.7 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 18.8 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 18.6 4.6% 3 +0.1 pp -0.2 pp +4.6 pp +4.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 18.3 0.8% 3 +0.0 pp -0.7 pp +0.8 pp +0.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 16.8 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 16.8 8.8% 3 +0.5 pp +0.1 pp +8.8 pp +8.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 16.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 16.4 3.7% 3 +0.7 pp +1.0 pp +3.7 pp +3.7 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 15.6 2.5% 3 -0.1 pp -0.5 pp +2.5 pp +2.5 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 15.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 15.3 6.6% 2 -2.3 pp +6.6 pp +6.6 pp +6.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 14.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 14.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 14.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 13.7 5.8% 3 +1.0 pp +1.3 pp +5.8 pp +5.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 13.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 13.0 0.7% 3 -0.2 pp -0.1 pp +0.7 pp +0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 12.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 11.5 2.9% 3 +2.1 pp +2.2 pp +2.9 pp +2.9 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 11.5 1.3% 3 +0.9 pp +1.0 pp +1.3 pp +1.3 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 11.2 2.0% 3 +0.0 pp -1.7 pp +2.0 pp +2.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 10.8 0.5% 3 -0.2 pp -0.4 pp +0.5 pp +0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 10.6 0.5% 3 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 10.5 4.8% 4 +0.1 pp +0.2 pp -0.0 pp +4.8 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 10.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 10.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -0.2 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 10.1 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 9.8 1.2% 3 -0.2 pp -0.4 pp +1.2 pp +1.2 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 9.8 3.5% 3 +0.2 pp +1.1 pp +3.5 pp +3.5 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 9.7 0.4% 3 +0.3 pp -0.0 pp +0.4 pp +0.4 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 9.6 5.7% 3 +0.3 pp -0.2 pp +5.7 pp +5.7 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 9.4 2.4% 3 +0.3 pp +0.3 pp +2.4 pp +2.4 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 9.3 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 9.2 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 9.1 3.9% 3 +0.5 pp +0.8 pp +3.9 pp +3.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 8.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 8.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 8.5 4.5% 3 -0.5 pp -0.2 pp +4.5 pp +4.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 8.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 8.3 3.6% 3 -0.3 pp -1.6 pp +3.6 pp +3.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 8.2 1.7% 3 -0.2 pp -0.6 pp +1.7 pp +1.7 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 8.1 5.9% 3 +0.1 pp -0.1 pp +5.9 pp +5.9 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 7.8 0.4% 3 -0.1 pp -0.4 pp +0.4 pp +0.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 7.8 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 7.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 7.7 1.8% 3 -0.2 pp -0.0 pp +1.8 pp +1.8 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 7.6 3.9% 4 -0.6 pp -1.4 pp -2.0 pp +3.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 7.5 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 7.5 2.3% 3 +0.5 pp +0.4 pp +2.3 pp +2.3 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 7.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 7.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 7.1 2.6% 3 -0.1 pp -0.5 pp +2.6 pp +2.6 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 7.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 7.0 0.5% 3 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 6.8 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 6.8 2.2% 3 -0.1 pp -0.3 pp +2.2 pp +2.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 6.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 6.7 4.7% 2 +4.0 pp +4.7 pp +4.7 pp +4.7 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 6.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.3 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 6.2 2.1% 3 -0.2 pp -0.3 pp +2.1 pp +2.1 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 6.2 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 6.1 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 6.1 0.7% 3 -0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.8 0.1% 3 -0.2 pp -0.4 pp +0.1 pp +0.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 5.8 3.5% 3 +0.2 pp +0.2 pp +3.5 pp +3.5 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 5.7 5.3% 3 -0.1 pp -0.4 pp +5.3 pp +5.3 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 5.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.7 0.0% 3 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 5.6 0.4% 3 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 5.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 5.5 3.4% 3 -1.1 pp -2.6 pp +3.4 pp +3.4 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 5.4 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Uncommon Cents Investing LLC CIK 0001729754 0.243 215 5.4 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 5.4 1.3% 3 -0.2 pp +0.6 pp +1.3 pp +1.3 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 5.3 1.0% 3 -0.3 pp -0.6 pp +1.0 pp +1.0 pp
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☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp -6.9 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 +0.0 pp -0.6 pp -0.9 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mittelman Wealth Management CIK 0002021464 0.533 53 0.0 0.0% 0 -0.9 pp -0.2 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 MINT). Qtrs Held counts distinct quarters this fund has actually held MINT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MINT position size. Δ columns are the percentage-point change in MINT'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