Signals

← Signals

☆MINT

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

Flow ranking

Rank#550
Score / z0.320 / 0.37
Consensus237.15 over 468 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 1,048.8 1.8% 5 -0.2 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 933.1 0.0% 7 -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 511.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 499.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 338.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 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 232.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 137.8 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 121.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 115.1 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 109.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 104.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 101.3 7.8% 5 -0.1 pp +2.5 pp +1.3 pp -1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 89.4 0.0% 6 +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 86.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 80.7 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 79.0 2.3% 5 +0.6 pp +0.5 pp +0.3 pp -0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 74.1 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 72.9 2.6% 2 -2.0 pp +2.6 pp +2.6 pp -2.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 66.4 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 60.5 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 59.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 57.0 3.8% 5 -0.3 pp -2.9 pp -3.3 pp -2.8 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 56.6 6.2% 5 -0.7 pp -4.1 pp -4.2 pp -3.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 55.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 49.2 0.5% 5 -0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 48.9 0.0% 1 +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 46.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 46.0 0.5% 6 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gainplan LLC CIK 0001697857 0.087 60 45.5 17.9% 4 -21.5 pp -1.2 pp +5.9 pp +17.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 44.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 39.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Family Manage LLC CIK 0001539947 0.277 323 39.2 4.1% 5 -1.3 pp -1.6 pp -3.4 pp -4.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 38.5 0.7% 5 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 35.6 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 35.4 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 34.9 6.0% 5 +0.0 pp +0.4 pp -1.2 pp -1.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 33.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 32.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 30.5 0.2% 5 +0.2 pp +0.1 pp +0.1 pp -0.2 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 27.8 1.1% 5 -0.2 pp -0.4 pp -1.4 pp -1.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 27.1 0.2% 5 -0.0 pp -0.1 pp -0.3 pp -1.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 26.3 1.3% 4 +1.0 pp +0.4 pp +0.5 pp +1.3 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 25.7 2.1% 5 -0.2 pp -0.2 pp -0.5 pp -0.8 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 25.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 23.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 22.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 22.3 15.1% 4 +1.9 pp +10.4 pp +14.4 pp +15.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 22.2 7.3% 6 -1.0 pp -1.7 pp -1.6 pp -3.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 21.6 0.6% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 21.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 21.1 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 20.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 20.0 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 19.0 5.3% 5 -1.3 pp -1.3 pp -0.0 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 18.4 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 18.1 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 17.8 1.8% 5 -1.4 pp +0.5 pp +1.4 pp +1.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 17.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 17.0 8.8% 2 -0.4 pp +8.8 pp +8.8 pp +8.8 pp
☆Brick & Kyle, Associates CIK 0001632253 0.567 96 16.9 5.6% 2 +0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 16.7 0.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 16.5 1.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Addison Capital Co CIK 0001581465 0.464 184 16.1 2.6% 5 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 15.9 7.0% 5 -2.0 pp -1.9 pp -1.3 pp -1.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 15.3 0.2% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 15.3 0.3% 5 -0.1 pp -0.1 pp +0.3 pp -0.1 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 15.1 3.0% 5 -0.4 pp -0.7 pp -0.1 pp +0.3 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 14.8 5.7% 5 -0.0 pp -0.1 pp +0.9 pp +1.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 14.5 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.5 0.1% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 14.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 13.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 13.8 0.9% 4 -0.0 pp +0.1 pp +0.8 pp +0.9 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 13.5 2.2% 5 -0.8 pp -1.9 pp -2.1 pp -2.4 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 13.5 2.0% 5 -0.2 pp +0.0 pp +0.0 pp -1.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 13.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.2 0.0% 5 -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 13.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 13.0 2.8% 5 -0.9 pp -1.8 pp -0.3 pp -1.8 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 12.9 0.6% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 12.5 2.0% 5 -0.1 pp +1.0 pp +0.7 pp +0.4 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 12.3 2.5% 5 -3.3 pp -2.1 pp -2.0 pp -2.3 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 12.3 0.8% 5 +0.1 pp +0.4 pp +0.6 pp +0.7 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 12.1 2.7% 2 +2.6 pp +2.7 pp +2.7 pp +2.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.0 0.2% 5 +0.1 pp +0.1 pp -0.1 pp -0.3 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 11.8 1.2% 5 -0.2 pp -0.0 pp -0.2 pp -0.4 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 11.6 4.7% 6 -0.4 pp -0.1 pp -0.0 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 11.5 1.1% 5 -0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 11.0 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 10.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 10.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 10.8 4.2% 5 +0.2 pp +0.5 pp +0.3 pp -1.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 10.8 2.9% 5 +2.1 pp +2.8 pp +2.8 pp +2.8 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 10.7 4.0% 5 -0.4 pp +0.1 pp +0.5 pp +0.9 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 10.7 1.1% 5 +0.1 pp +0.4 pp +0.4 pp +0.6 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 10.1 8.0% 5 +2.2 pp +2.2 pp +2.5 pp +2.1 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 10.0 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 9.7 5.7% 2 -0.2 pp +5.7 pp +5.7 pp +3.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.7 0.3% 5 -0.0 pp -0.1 pp +0.1 pp +0.0 pp
☆Koenig Investment Advisory, LLC CIK 0002114481 0.680 37 9.6 7.5% 2 -0.3 pp +7.5 pp +7.5 pp +7.5 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 9.2 0.5% 3 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 9.2 1.9% 5 +0.5 pp +0.6 pp +0.4 pp +1.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 9.0 4.0% 5 -0.3 pp -0.4 pp -0.9 pp -0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.465 61 8.9 5.5% 5 -0.5 pp -0.4 pp -0.3 pp -0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.7 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 8.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 8.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 8.3 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 8.2 2.6% 5 -0.7 pp -0.9 pp -0.7 pp +0.2 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 8.1 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 8.0 0.5% 6 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 7.9 1.0% 5 -0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 7.9 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 7.8 1.1% 5 -0.3 pp -0.7 pp -0.8 pp -0.7 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 7.7 3.5% 2 +0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 7.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 7.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Avion Wealth CIK 0001792704 0.773 1750 7.3 1.3% 5 -0.3 pp -0.4 pp -0.5 pp -1.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 7.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 7.1 2.7% 6 -0.9 pp -1.2 pp -1.8 pp -2.6 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 7.1 0.4% 5 -0.0 pp +0.1 pp -0.0 pp -0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 7.0 5.4% 2 -0.5 pp +5.4 pp +5.4 pp +5.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 6.8 2.0% 5 -0.3 pp -0.2 pp -0.4 pp -0.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.8 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 6.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 6.7 3.4% 5 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 6.6 2.3% 5 -0.2 pp -0.2 pp -0.4 pp -0.8 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 6.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.5 0.2% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 6.4 1.4% 5 -0.3 pp -0.9 pp -0.7 pp -0.6 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 6.4 2.3% 5 -0.2 pp +0.2 pp -0.1 pp -3.0 pp
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☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.3 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆PFW Advisors LLC CIK 0001989744 0.585 124 6.3 1.8% 5 -0.1 pp -0.4 pp +0.1 pp -0.1 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Uncommon Cents Investing LLC CIK 0001729754 0.243 215 5.8 1.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
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☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 5.7 0.3% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 5.6 2.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Stone Wealth Partners CIK 0001813454 0.281 63 5.6 4.1% 2 -0.5 pp +4.1 pp +4.1 pp +4.1 pp
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☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 5.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 5.5 0.3% 5 -0.3 pp -7.1 pp -11.5 pp -15.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 5.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Capital Management Associates, Inc CIK 0002008851 0.640 153 5.3 1.1% 5 -0.1 pp +0.1 pp -0.1 pp -0.2 pp
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☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 5.3 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆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 5.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 5.1 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
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☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 4.9 0.2% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 4.9 1.9% 5 +0.0 pp +0.6 pp +1.0 pp +0.4 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 4.9 0.7% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 4.8 2.6% 4 +0.1 pp +0.6 pp +2.5 pp +2.6 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 4.8 1.1% 4 -0.6 pp -0.5 pp -0.6 pp +1.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 4.8 3.9% 5 -1.3 pp -1.4 pp -1.4 pp -1.7 pp
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☆Friedenthal Financial CIK 0001598611 0.053 253 4.7 2.2% 5 -0.1 pp +2.0 pp +2.0 pp +1.9 pp
☆CIM, LLC CIK 0001364725 0.348 169 4.7 0.6% 6 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 4.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 4.6 2.8% 5 -0.3 pp -0.4 pp -0.5 pp -0.6 pp
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☆GeoWealth Management, LLC CIK 0001593387 0.736 882 4.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 4.2 0.7% 5 -0.3 pp +0.1 pp +0.6 pp +0.6 pp
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☆Nest Investments, LLC CIK 1948755 0.659 34 4.0 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
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☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 3.5 2.3% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
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☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 3.5 0.6% 5 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
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☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 3.4 0.1% 5 -0.0 pp -0.3 pp -0.5 pp -0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.9 0.1% 5 -0.3 pp -0.4 pp -0.1 pp -0.2 pp
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☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 1.6 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
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☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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 +0.0 pp -0.1 pp -0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.6 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 (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