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Institutional Holders of MINO
HolderAmountPosition Size
($ in 1000's)
 As of
CWM LLC286,367$13,067 03/31/2024
     MINO286,367$13,067 03/31/2024
WealthPLAN Partners LLC252,088$11,450 12/31/2023
     MINO252,088$11,450 12/31/2023
WealthPlan Investment Management LLC198,734$9,027 12/31/2023
     MINO198,734$9,027 12/31/2023
Envestnet Asset Management Inc.98,076$4,455 12/31/2023
     MINO98,076$4,455 12/31/2023
Advisor Group Holdings Inc.97,757$4,441 12/31/2023
     MINO97,757$4,441 12/31/2023
Bridgewealth Advisory Group LLC97,166$4,434 03/31/2024
     MINO97,166$4,434 03/31/2024
CarsonAllaria Wealth Management Ltd.94,826$4,307 12/31/2023
     MINO94,826$4,307 12/31/2023
Paulson Wealth Management Inc.83,071$3,773 12/31/2023
     MINO83,071$3,773 12/31/2023
LPL Financial LLC74,015$3,362 12/31/2023
     MINO74,015$3,362 12/31/2023
Private Advisor Group LLC73,325$3,330 12/31/2023
     MINO73,325$3,330 12/31/2023
BCS Wealth Management65,988$3,011 03/31/2024
     MINO65,988$3,011 03/31/2024
Orion Portfolio Solutions LLC55,519$2,531 12/31/2023
     MINO55,519$2,531 12/31/2023
StoneX Group Inc.50,830$2,314 12/31/2023
     MINO50,830$2,314 12/31/2023
Chicago Capital LLC48,228$2,201 03/31/2024
     MINO48,228$2,201 03/31/2024
Visionary Wealth Advisors40,139$1,823 12/31/2023
     MINO40,139$1,823 12/31/2023
Cambridge Investment Research Advisors Inc.33,512$1,529 03/31/2024
     MINO33,512$1,529 03/31/2024
GWM Advisors LLC31,946$1,447 12/31/2023
     MINO31,946$1,447 12/31/2023
Arrowroot Family Office LLC30,540$1,387 12/31/2023
     MINO30,540$1,387 12/31/2023
Equitable Holdings Inc.25,131$1,141 12/31/2023
     MINO25,131$1,141 12/31/2023
GPS Wealth Strategies Group LLC23,590$1,071 12/31/2023
     MINO23,590$1,071 12/31/2023
SFG Wealth Management LLC.23,212$1,059 03/31/2024
     MINO23,212$1,059 03/31/2024
Hedeker Wealth LLC21,958$1,002 03/31/2024
     MINO21,958$1,002 03/31/2024
Landmark Wealth Management LLC20,093$917 03/31/2024
     MINO20,093$917 03/31/2024
Avantax Advisory Services Inc.19,907$904 12/31/2023
     MINO19,907$904 12/31/2023
PAX Financial Group LLC18,878$857 12/31/2023
     MINO18,878$857 12/31/2023
Summit Investment Advisory Services LLC16,193$739 03/31/2024
     MINO16,193$739 03/31/2024
Premier Path Wealth Partners LLC12,742$602 03/31/2024
     MINO12,742$602 03/31/2024
Advisor Resource Council12,413$564 03/31/2024
     MINO12,413$564 03/31/2024
Wetzel Investment Advisors Inc.12,000$540 03/31/2024
     MINO12,000$540 03/31/2024
JPMorgan Chase & Co.11,894$540 12/31/2023
     MINO11,894$540 12/31/2023
Cetera Advisor Networks LLC11,648$529 12/31/2023
     MINO11,648$529 12/31/2023
WealthShield Partners LLC11,122$507 12/31/2023
     MINO11,122$507 12/31/2023
StrategIQ Financial Group LLC8,505$386 12/31/2023
     MINO8,505$386 12/31/2023
Laurel Wealth Planning LLC8,374$382 03/31/2024
     MINO8,374$382 03/31/2024
Trademark Financial Management LLC6,322$287 12/31/2023
     MINO6,322$287 12/31/2023
Change Path LLC6,239$283 12/31/2023
     MINO6,239$283 12/31/2023
High Net Worth Advisory Group LLC6,022$275 03/31/2024
     MINO6,022$275 03/31/2024
Private Capital Management LLC5,699$260 03/31/2024
     MINO5,699$260 03/31/2024
Janney Montgomery Scott LLC5,119$233 12/31/2023
     MINO5,119$233 12/31/2023
IFP Advisors Inc1,343$61 12/31/2023
     MINO1,343$61 12/31/2023
Tortoise Investment Management LLC310$14 12/31/2023
     MINO310$14 12/31/2023
Principal Securities Inc.213$10 12/31/2023
     MINO213$10 12/31/2023
Allianz Asset Management GmbH199$9 12/31/2023
     MINO199$9 12/31/2023
Harbour Investments Inc.44$2 12/31/2023
     MINO44$2 12/31/2023
GeoWealth Management LLC38$2 12/31/2023
     MINO38$2 12/31/2023

See All: Funds Holding MINO
See Details: Top 10 Hedge Funds Holding MINO
Also See: MINO Holdings Changes

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