Signals

← Signals

☆MMIT

134 in-universe funds with a nonzero position in MMIT within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#19974
Score / z0.000 / -0.00
Consensus52.29 over 90 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 ▾
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 148.3 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 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 121.8 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 63.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 54.5 6.5% 2 -0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 50.1 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 44.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 43.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 40.7 4.9% 2 +1.7 pp +4.9 pp +4.9 pp +4.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 28.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 15.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 14.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 12.2 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 11.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 11.5 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 10.5 1.8% 2 -0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 10.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 10.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 9.2 3.3% 2 +0.5 pp +3.3 pp +3.3 pp +3.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 8.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 8.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.6 0.0% 2 +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 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 6.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 6.0 1.2% 4 -0.1 pp -0.3 pp +0.1 pp +1.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 4.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 4.6 0.1% 2 -0.9 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 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 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 3.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 3.3 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 3.2 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 3.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.7 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 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 2.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 2.3 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 1.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 1.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 1.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 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 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.3 0.0% 2 +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 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.3 0.0% 2 -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
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 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 MMIT). Qtrs Held counts distinct quarters this fund has actually held MMIT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MMIT position size. Δ columns are the percentage-point change in MMIT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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