Institutional Holders (2026 Q2)
35 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MMLG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Kirkwood Financial Services | 3.80% | 364,178 | $13.3M |
| 2 | Consultiva Wealth Management, CORP. | 0.41% | 5,000 | $183K |
| 3 | TCFG Investment Advisors, LLC | 0.34% | 27,860 | $1.0M |
| 4 | Ausdal Financial Partners, Inc. | 0.10% | 70,661 | $2.6M |
| 5 | Fiduciary Financial Advisors | 0.05% | 14,746 | $539K |
| 6 | Centric Wealth Management | 0.05% | 9,048 | $320K |
| 7 | Tower Research Capital LLC (TRC) | 0.05% | 52,505 | $1.9M |
| 8 | Gateway Wealth Partners, LLC | 0.02% | 10,714 | $391K |
| 9 | Arax Advisory Partners | 0.02% | 83,416 | $3.0M |
| 10 | Osaic Holdings, INC. | 0.01% | 318,793 | $11.6M |
| 11 | Harbour Investments, INC. | 0.01% | 25,712 | $940K |
| 12 | Private Trust Co NA | 0.01% | 3,444 | $126K |
| 13 | Kestra Private Wealth Services, LLC | 0.01% | 24,036 | $878K |
| 14 | Davis Capital Management | 0.01% | 430 | $16K |
| 15 | RFG Advisory, LLC | 0.01% | 13,794 | $504K |
| 16 | Western Wealth Management, LLC | 0.01% | 6,390 | $233K |
| 17 | Caitlin John, LLC | 0.01% | 313 | $11K |
| 18 | Private Advisor Group, LLC | 0.01% | 32,937 | $1.2M |
| 19 | Keating Financial Advisory Services, Inc. | 0.01% | 1,067 | $39K |
| 20 | Arkadios Wealth Advisors | 0.00% | 8,475 | $310K |
| 21 | Cetera Investment Advisers | 0.00% | 107,989 | $3.9M |
| 22 | Equitable Holdings, Inc. | 0.00% | 15,594 | $570K |
| 23 | LPL Financial LLC | 0.00% | 284,259 | $10.4M |
| 24 | International Assets Investment Management, LLC | 0.00% | 500 | $18K |
| 25 | Raymond James Financial Inc | 0.00% | 32,328 | $1.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|