Signals

← Signals

☆MINT

897 in-universe funds with a nonzero position in MINT within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#722
Score / z0.209 / 0.17
Consensus246.37 over 490 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆ASSETMARK, INC CIK 0001344551 0.900 3558 971.6 2.0% 4 +0.2 pp +0.2 pp +0.1 pp +2.0 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 909.9 0.1% 6 +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 575.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 436.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 327.1 0.1% 4 +0.0 pp +0.0 pp +0.0 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 196.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 165.8 0.2% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 161.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 131.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 129.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 116.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 101.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 91.6 7.9% 4 +2.6 pp +1.5 pp -1.8 pp +7.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 85.8 1.0% 4 +0.9 pp +0.9 pp +0.9 pp +1.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 85.5 4.6% 1 +4.6 pp +4.6 pp -0.2 pp +4.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 80.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 76.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 68.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 57.3 4.1% 4 -2.5 pp -2.9 pp -2.4 pp +4.1 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 57.1 6.9% 4 -3.3 pp -3.5 pp -3.2 pp +6.9 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 55.3 1.8% 4 -0.1 pp -0.3 pp -1.2 pp +1.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.1 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Gainplan LLC CIK 0001697857 0.087 60 52.5 39.4% 3 +20.3 pp +27.4 pp +39.4 pp +39.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 49.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 48.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 47.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 46.8 5.8% 4 +0.1 pp -0.2 pp -3.4 pp +5.8 pp
☆Family Manage LLC CIK 0001539947 0.277 323 45.0 5.4% 4 -0.3 pp -2.1 pp -3.4 pp +5.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 44.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 44.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 34.9 6.0% 4 +0.4 pp -1.2 pp -1.7 pp +6.0 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 34.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 33.5 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 33.4 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 33.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 30.7 0.2% 4 -0.1 pp -0.3 pp -1.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 30.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 29.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 28.9 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 28.0 1.3% 4 -0.1 pp -1.1 pp -1.4 pp +1.3 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 27.9 3.2% 4 +1.9 pp +2.8 pp +2.8 pp +3.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 26.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 25.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 25.7 2.4% 1 +2.4 pp +2.3 pp +2.3 pp +2.4 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 25.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 25.0 2.3% 4 -0.0 pp -0.4 pp -0.6 pp +2.3 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 23.5 5.8% 4 +1.2 pp +1.3 pp +1.0 pp +5.8 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 22.2 8.3% 5 -0.7 pp -0.5 pp -1.9 pp -2.3 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 21.9 3.9% 1 +3.9 pp +0.3 pp +0.0 pp +3.9 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 21.9 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 20.5 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
☆KWMG, LLC CIK 0001633024 0.515 153 20.0 1.7% 4 +0.0 pp +0.0 pp -0.0 pp +1.7 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 19.7 13.1% 3 +8.5 pp +12.5 pp +13.1 pp +13.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 19.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 18.9 6.6% 4 -0.0 pp +1.3 pp +1.4 pp +6.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 18.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 18.5 0.9% 4 -0.1 pp -0.0 pp -0.1 pp +0.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 17.7 0.8% 4 -0.0 pp -0.0 pp -0.7 pp +0.8 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 17.5 8.9% 4 +0.1 pp +0.6 pp +0.2 pp +8.9 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 17.1 3.1% 4 -1.0 pp -1.3 pp -1.6 pp +3.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 17.1 1.3% 4 +0.0 pp +0.0 pp -0.1 pp +1.3 pp
☆Brick & Kyle, Associates CIK 0001632253 0.567 96 16.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 16.4 3.7% 4 -0.9 pp +0.6 pp -0.9 pp +3.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 16.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 15.9 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Addison Capital Co CIK 0001581465 0.464 184 15.6 2.8% 4 -0.1 pp +2.0 pp +2.1 pp +2.8 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 15.0 6.7% 3 +0.2 pp -2.1 pp +6.7 pp +6.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 15.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 14.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 14.8 3.4% 4 -0.3 pp +0.4 pp +0.7 pp +3.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 13.3 5.8% 4 -0.0 pp +1.0 pp +1.2 pp +5.8 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 13.0 0.7% 4 -0.0 pp -0.2 pp -0.1 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 13.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 12.5 2.2% 4 +0.2 pp +0.2 pp -1.5 pp +2.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.3 0.1% 4 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 12.1 0.9% 3 +0.1 pp +0.8 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.9 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 11.9 1.5% 4 +0.2 pp +0.0 pp -0.2 pp +1.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 11.4 5.1% 5 +0.3 pp +0.4 pp +0.5 pp +0.3 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 11.4 1.9% 4 -0.6 pp -0.7 pp -1.1 pp +1.9 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 11.0 1.2% 4 +0.3 pp +0.5 pp +0.6 pp +1.2 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 10.9 4.4% 4 +0.5 pp +1.0 pp +1.3 pp +4.4 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 10.8 2.1% 4 +1.1 pp +0.8 pp +0.5 pp +2.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 10.7 0.3% 4 -0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 10.6 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 10.6 0.5% 4 -0.0 pp +0.1 pp -0.2 pp +0.5 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 10.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 9.8 0.4% 4 +0.0 pp +0.3 pp -0.0 pp +0.4 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 9.8 5.8% 4 +0.0 pp +0.3 pp -0.2 pp +5.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 9.6 0.5% 4 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Balefire, LLC CIK 0001750924 0.097 475 9.6 1.8% 4 +1.7 pp +1.7 pp +1.7 pp +1.8 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 9.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 9.4 0.7% 4 +0.3 pp +0.5 pp +0.7 pp +0.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 9.3 4.0% 4 +0.3 pp +0.1 pp -1.3 pp +4.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 9.2 0.6% 4 -6.8 pp -11.2 pp -14.8 pp +0.6 pp
☆Koenig Investment Advisory, LLC CIK 0002114481 0.680 37 9.2 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.1 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.536 105 9.1 3.8% 3 +1.9 pp +2.9 pp +3.8 pp +3.8 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 9.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 8.9 3.3% 4 -0.2 pp -0.0 pp +0.9 pp +3.3 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 8.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 8.8 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 8.6 4.3% 4 -0.2 pp -0.6 pp -0.4 pp +4.3 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 8.5 5.9% 1 +5.9 pp +5.9 pp +3.2 pp +5.9 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 8.5 1.0% 4 +0.3 pp +0.2 pp +0.5 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.465 61 8.4 6.0% 4 +0.1 pp +0.2 pp -0.0 pp +6.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 8.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 8.2 1.2% 4 +0.5 pp +0.7 pp +0.7 pp +1.2 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 8.0 1.5% 4 +0.1 pp +0.0 pp +0.0 pp +1.5 pp
☆Avion Wealth CIK 0001792704 0.773 1750 8.0 1.6% 4 -0.1 pp -0.3 pp -0.7 pp +1.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 7.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 7.9 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 7.7 1.4% 4 -0.4 pp -0.6 pp -0.4 pp +1.4 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 7.4 3.6% 5 -0.4 pp -1.0 pp -1.7 pp -2.4 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 7.2 1.8% 4 -0.6 pp -0.3 pp -0.3 pp +1.8 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 7.1 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 7.0 0.4% 4 +0.1 pp +0.0 pp -0.2 pp +0.4 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 6.9 2.3% 4 +0.1 pp -0.1 pp -0.3 pp +2.3 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 6.7 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 6.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 6.7 2.5% 4 -0.1 pp -0.2 pp -0.6 pp +2.5 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 6.5 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 6.5 1.7% 3 +0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.4 0.1% 4 +0.0 pp -0.2 pp -0.4 pp +0.1 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 6.3 2.1% 4 +0.1 pp -0.1 pp -0.2 pp +2.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 6.3 0.2% 4 +0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 6.2 0.3% 4 -0.1 pp -0.2 pp -0.5 pp +0.3 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 6.2 3.5% 4 +0.0 pp +0.2 pp +0.2 pp +3.5 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 6.1 1.9% 4 -0.3 pp +0.2 pp +0.0 pp +1.9 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 6.1 1.9% 4 +1.8 pp +1.8 pp +1.8 pp +1.9 pp
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☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 5.6 0.4% 4 -0.1 pp -0.2 pp -0.3 pp +0.4 pp
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☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 5.5 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
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☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 5.4 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 5.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆CIM, LLC CIK 0001364725 0.348 169 4.7 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
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☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.9 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 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
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.4 pp -0.1 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp -0.8 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp -0.3 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wallace Hart LLC CIK 0002018963 0.082 45 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 0.0 0.0% 0 +0.0 pp -1.9 pp -1.9 pp -1.7 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -12.2 pp -13.7 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.0 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 -0.0 pp -0.1 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 0.0 0.0% 0 -0.7 pp -0.7 pp -0.8 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
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 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
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 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 -0.1 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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