Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

New York Life Invts Active E (MMIT)

157 + Investors. Track Smart Money conviction in MMIT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
8Q ▲
Buyers last Q
67%

Smart Money Signals — MMIT

Based on 158 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added MMIT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
158 hedge funds hold MMIT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +41% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+41% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

106 buying53 selling
Last quarter: 106 funds were net buyers (24 opened a brand new position + 82 added to an existing one). Only 53 were sellers (36 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 21 → 37 → 24. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 22% medium ■ 32% new
72 out of 158 hedge funds have held MMIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

18 → 16 → 21 → 37 → 24 new funds/Q
New funds entering each quarter: 16 → 21 → 37 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 46% veterans vs 38% newcomers

■ 46% veterans ■ 16% 1-2yr ■ 38% new
Entry-cohort mix of 158 holders: 73 (46%) are 2+ year veterans, 25 entered 1–2 years ago, and 60 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
15 of 158 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MMIT

In 2026 Q1, 106 hedge funds were net buyers of MMIT (24 opened a new position, 82 added to an existing one), while 53 reduced or exited (36 trimmed, 17 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in MMIT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 158.

Hedge Fund Ownership: MMIT

How many hedge funds hold MMIT — quarterly history vs. share price
Quarterly hedge fund ownership of MMIT vs. share price

Market Analysis: MMIT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MMIT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: MMIT
2026 Q2 Stats Unlock in 1 days 157 + Investors

Track Smart Money conviction in MMIT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 157 149 5.37%
13F Shares 52M 47M 12.52%
Total Value $1.26B $1.13B 10.86%
New Positions 24 36 -12
Increased Positions 82 76 +6
Closed Positions 16 10 +6
Reduced Positions 35 26 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MMIT

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Institutional Holders (2026 Q2)

157 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MMIT. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 MMIT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schneider Downs Wealth Management Advisors, LP 6.09% 2,659,925 $64.8M
2 IAG Wealth Partners, LLC 4.74% 1,967,096 $47.9M
3 Invenio Wealth Partners LLC 4.02% 461,315 $11.2M
4 46 Peaks LLC 2.82% 183,900 $4.5M
5 Meeder Advisory Services, Inc. 2.72% 3,050,260 $74.3M
6 GGM Financial LLC 2.64% 286,032 $7.0M
7 Lebenthal Global Advisors, LLC 2.18% 663,814 $16.2M
8 Smallwood Wealth Investment Management, LLC 1.94% 182,366 $4.4M
9 Darwin Wealth Management, LLC 1.88% 282,152 $6.9M
10 CFO4Life Group, LLC 1.66% 505,504 $12.3M
11 Cornerstone Advisors Asset Management, LLC 1.66% 520,097 $12.7M
12 Clark Wealth Partners 1.46% 105,631 $2.6M
13 Evergreen Private Wealth LLC 1.42% 157,574 $3.8M
14 Hudock, Inc. 1.29% 413,499 $10.1M
15 Prestige Wealth Management Group LLC 1.10% 247,572 $6.0M
16 Kuhn & Co Investment Counsel 0.99% 70,053 $1.7M
17 Clear Trail Advisors, LLC 0.95% 256,024 $6.2M
18 Condor Capital Management 0.94% 514,726 $12.5M
19 Elyxium Wealth, LLC 0.79% 308,739 $7.5M
20 Hapanowicz & Associates Financial Services, Inc 0.79% 103,845 $2.5M
21 Stronghold Wealth Management L.L.C. 0.78% 24,024 $585K
22 Bernardo Wealth Planning LLC 0.64% 154,889 $3.8M
23 Vicus Capital 0.62% 391,315 $9.5M
24 Brady Martz Wealth Solutions, LLC 0.57% 153,847 $3.7M
25 Landmark Wealth Management, LLC 0.53% 90,427 $2.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — New York Life Invts Active E (MMIT)

What does the Smart Money Trend signal show for MMIT?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added MMIT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MMIT?

More buyers than sellers — 67% buying: Last quarter: 106 funds were net buyers (24 opened a brand new position + 82 added to an existing one). Only 53 were sellers (36 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MMIT holders?

Strong quality — 33% AUM from major funds: 15 of 158 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MMIT?

46% of holders stayed for 2+ years: 72 out of 158 hedge funds have held MMIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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