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-0.03 (-0.13%)

Weekly Expected Move ±0.8%

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ETF AMEX · AUM $1.4B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — MMIT

186

Institutional Holders

+12 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (199 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	6,604,939	$152M	+389,924	+6.3%	15Q	SEC ↗
2	MORGAN STANLEY	3,835,250	$88M	-9,340	-0.2%	29Q	SEC ↗
3	JONES FINANCIAL COMPANIES LLLP	3,330,101	$77M	+3,043,862	+1063.4%	3Q	SEC ↗
4	Meeder Advisory Services, Inc.	3,050,260	$70M	+105,528	+3.6%	6Q	SEC ↗
5	Schneider Downs Wealth Management Advi	2,659,925	$61M	+80,408	+3.1%	26Q	SEC ↗
6	RAYMOND JAMES FINANCIAL INC	2,408,373	$55M	+289,907	+13.7%	7Q	SEC ↗
7	Cetera Investment Advisers	2,278,943	$52M	+225,475	+11.0%	10Q	SEC ↗
8	UBS Group AG	2,173,373	$50M	+93,806	+4.5%	28Q	SEC ↗
9	IAG Wealth Partners, LLC	1,967,096	$45M	+62,028	+3.3%	19Q	SEC ↗
10	LPL Financial LLC	1,838,466	$42M	-350,417	-16.0%	24Q	SEC ↗
11	Midwest Trust Co	1,393,510	$32M	+132,255	+10.5%	5Q	SEC ↗
12	Mariner, LLC	1,191,262	$27M	-20,847	-1.7%	10Q	SEC ↗
13	ENVESTNET ASSET MANAGEMENT INC	983,337	$23M	+91,392	+10.2%	22Q	SEC ↗
14	ROYAL BANK OF CANADA	729,308	$17M	+16,612	+2.3%	25Q	SEC ↗
15	Lebenthal Global Advisors, LLC	663,814	$15M	-35,734	-5.1%	4Q	SEC ↗
16	FLPUTNAM INVESTMENT MANAGEMENT CO	652,258	$15M	+149,258	+29.7%	4Q	SEC ↗
17	Pallas Capital Advisors LLC	617,698	$14M	+34,983	+6.0%	12Q	SEC ↗
18	Orion Porfolio Solutions, LLC	596,221	$14M	-1,876	-0.3%	6Q	SEC ↗
19	Waverly Advisors, LLC NEW	573,580	$13M	—	+0.0%	1Q	SEC ↗
20	TruWealth Advisors, LLC	534,964	$12M	+16,762	+3.2%	16Q	SEC ↗
21	CORNERSTONE ADVISORS ASSET MANAGEMENT,	520,097	$12M	-37,600	-6.7%	15Q	SEC ↗
22	CONDOR CAPITAL MANAGEMENT	514,726	$12M	+8,464	+1.7%	5Q	SEC ↗
23	GREAT VALLEY ADVISOR GROUP, INC.	507,293	$12M	+72,743	+16.7%	14Q	SEC ↗
24	CFO4Life Group, LLC	505,504	$12M	+6,605	+1.3%	6Q	SEC ↗
25	INVENIO WEALTH PARTNERS LLC	461,315	$11M	+51,272	+12.5%	5Q	SEC ↗
26	MassMutual Private Wealth & Trust, FSB	459,502	$11M	+13,966	+3.1%	12Q	SEC ↗
27	STIFEL FINANCIAL CORP	440,047	$10M	+83,862	+23.5%	15Q	SEC ↗
28	OSAIC HOLDINGS, INC.	433,968	$10M	+62,458	+16.8%	23Q	SEC ↗
29	Hudock, Inc.	413,499	$10M	+950	+0.2%	4Q	SEC ↗
30	VICUS CAPITAL	391,315	$9M	+11,450	+3.0%	19Q	SEC ↗
31	Summit Financial, LLC	388,794	$9M	-17,363	-4.3%	4Q	SEC ↗
32	Avior Wealth Management, LLC	372,122	$9M	+129,592	+53.4%	2Q	SEC ↗
33	Concurrent Investment Advisors, LLC NEW	358,065	$8M	—	+0.0%	1Q	SEC ↗
34	AXXCESS WEALTH MANAGEMENT, LLC NEW	346,856	$8M	—	+0.0%	1Q	SEC ↗
35	Dynamic Advisor Solutions LLC	345,958	$8M	-7,417	-2.1%	16Q	SEC ↗
36	TRUIST FINANCIAL CORP	319,484	$7M	+17,018	+5.6%	17Q	SEC ↗
37	Elyxium Wealth, LLC	308,739	$7M	+51,871	+20.2%	6Q	SEC ↗
38	Main Street Financial Solutions, LLC	300,275	$7M	+16,269	+5.7%	17Q	SEC ↗
39	GGM Financial LLC	286,032	$7M	+37,934	+15.3%	7Q	SEC ↗
40	Darwin Wealth Management, LLC	282,152	$6M	+11,852	+4.4%	2Q	SEC ↗
41	WEALTH ENHANCEMENT ADVISORY SERVICES,	275,944	$6M	+42,257	+18.1%	11Q	SEC ↗
42	Clear Trail Advisors, LLC	256,024	$6M	+57,498	+29.0%	2Q	SEC ↗
43	Prestige Wealth Management Group LLC	247,572	$6M	+5,862	+2.4%	24Q	SEC ↗
44	Sanctuary Advisors, LLC	206,229	$5M	-59,598	-22.4%	9Q	SEC ↗
45	Bank of New York Mellon Corp	203,471	$5M	-70,005	-25.6%	19Q	SEC ↗
46	JOURNEY STRATEGIC WEALTH LLC	192,888	$4M	+54,216	+39.1%	15Q	SEC ↗
47	HighTower Advisors, LLC	191,882	$4M	+24,541	+14.7%	5Q	SEC ↗
48	46 Peaks LLC	183,900	$4M	+400	+0.2%	3Q	SEC ↗
49	Smallwood Wealth Investment Management	182,366	$4M	+17,557	+10.7%	8Q	SEC ↗
50	Focus Partners Advisor Solutions, LLC	167,930	$4M	-21,125	-11.2%	2Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Waverly Advisors, LLC	573,580	$13M
Concurrent Investment Advisors, LLC	358,065	$8M
AXXCESS WEALTH MANAGEMENT, LLC	346,856	$8M
Elequin Capital, LP	154,863	$4M
Smith & Howard Wealth Management, L	84,916	$2M
RIVERNORTH CAPITAL MANAGEMENT, LLC	52,832	$1M
EP Wealth Advisors, LLC	44,071	$1M
Diversified Portfolios, Inc.	25,683	$591K
KFG WEALTH MANAGEMENT, LLC	25,577	$589K
J.W. COLE ADVISORS, INC.	20,040	$461K
Callan Family Office, LLC	17,689	$407K
C2P Capital Advisory Group, LLC d.b	16,822	$387K
OneDigital Investment Advisors LLC	14,653	$337K
Quantinno Capital Management LP	14,296	$329K
HHM Wealth Advisors, LLC	14,208	$327K
Trajan Wealth LLC	11,921	$274K
Fluent Financial, LLC	10,300	$237K
Brooklyn Investment Group	10,187	$234K
MERCER GLOBAL ADVISORS INC /ADV	6,059	$139K
Global Retirement Partners, LLC	5,858	$135K

Sold Out (20)

Holder	Prev Shares	Prev Value
Orgel Wealth Management, LLC	6,575,324	$151M
CORE WEALTH ADVISORS, LLC	94,426	$2M
FLOW TRADERS U.S. LLC	64,675	$1M
GOLDMAN SACHS GROUP INC	47,950	$1M
Kennebec Savings Bank	44,053	$1M
JANE STREET GROUP, LLC	26,731	$615K
GTS SECURITIES LLC	22,693	$522K
Atria Investments, Inc	20,546	$473K
New Hampshire Trust	17,467	$402K
Ascentis Independent Advisors	16,972	$391K
Beacon Capital Management, LLC	16,518	$380K
Savvy Advisors, Inc.	9,488	$218K
Gateway Wealth Partners, LLC	9,400	$216K
Dorsey & Whitney Trust CO LLC	8,548	$197K
Western Wealth Management, LLC	7,463	$172K
Dakota Community Bank & Trust NA	4,985	$115K
Root Financial Partners, LLC	3,400	$78K
BOKF, NA	2,170	$50K
IFP Advisors, Inc	1,130	$26K
MCGUIRE CAPITAL ADVISORS INC	404	$9K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
JONES FINANCIAL COMPANIES LLLP	+3,043,862	+1063.4%	3,330,101
BANK OF AMERICA CORP /DE	+389,924	+6.3%	6,604,939
RAYMOND JAMES FINANCIAL INC	+289,907	+13.7%	2,408,373
Cetera Investment Advisers	+225,475	+11.0%	2,278,943
FLPUTNAM INVESTMENT MANAGEMENT CO	+149,258	+29.7%	652,258
Midwest Trust Co	+132,255	+10.5%	1,393,510
Avior Wealth Management, LLC	+129,592	+53.4%	372,122
Meeder Advisory Services, Inc.	+105,528	+3.6%	3,050,260
UBS Group AG	+93,806	+4.5%	2,173,373
ENVESTNET ASSET MANAGEMENT INC	+91,392	+10.2%	983,337
STIFEL FINANCIAL CORP	+83,862	+23.5%	440,047
Schneider Downs Wealth Management A	+80,408	+3.1%	2,659,925
Evergreen Private Wealth LLC	+79,894	+102.9%	157,574
IHT Wealth Management, LLC	+73,988	+145.8%	124,732
GREAT VALLEY ADVISOR GROUP, INC.	+72,743	+16.7%	507,293
OSAIC HOLDINGS, INC.	+62,458	+16.8%	433,968
IAG Wealth Partners, LLC	+62,028	+3.3%	1,967,096
Clear Trail Advisors, LLC	+57,498	+29.0%	256,024
JOURNEY STRATEGIC WEALTH LLC	+54,216	+39.1%	192,888
Elyxium Wealth, LLC	+51,871	+20.2%	308,739

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
LPL Financial LLC	-350,417	-16.0%	1,838,466
Bank of New York Mellon Corp	-70,005	-25.6%	203,471
Sanctuary Advisors, LLC	-59,598	-22.4%	206,229
JPMORGAN CHASE & CO	-56,456	-27.4%	149,919
CORNERSTONE ADVISORS ASSET MANAGEME	-37,600	-6.7%	520,097
Lebenthal Global Advisors, LLC	-35,734	-5.1%	663,814
CITADEL ADVISORS LLC	-30,157	-62.0%	18,476
Rockefeller Capital Management L.P.	-22,429	-12.9%	151,813
Brady Martz Wealth Solutions, LLC	-21,125	-12.1%	153,847
Focus Partners Advisor Solutions, L	-21,125	-11.2%	167,930
Mariner, LLC	-20,847	-1.7%	1,191,262
OLD MISSION CAPITAL LLC	-19,961	-42.1%	27,442
Summit Financial, LLC	-17,363	-4.3%	388,794
PFG Advisors	-14,047	-28.0%	36,136
Stratos Wealth Partners, LTD.	-13,072	-32.6%	27,031
Fortis Group Advisors, LLC	-11,041	-38.1%	17,928
MORGAN STANLEY	-9,340	-0.2%	3,835,250
Evolution Wealth Advisors, LLC	-8,100	-26.6%	22,313
Dynamic Advisor Solutions LLC	-7,417	-2.1%	345,958
COMMONWEALTH EQUITY SERVICES, LLC	-6,670	-3.9%	164,655

MMIT Institutional Ownership

Institutional Ownership — MMIT

Ownership Trends

Top Institutional Holders (199 total)

Recent Activity

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