| 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 61K | $289K | -3.5% | 0.674% | 0.00% |
| 5 | Stratos Wealth Partners, LTD. | 59K | $279K | -5.7% | 0.651% | 0.00% |
| 6 | VANGUARD FIDUCIARY TRUST CO | 59K | $278K | +19.9% | 0.648% | 0.00% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 53K | $250K | -3.3% | 0.583% | 0.00% |
| 8 | ARS Investment Partners, LLC | 50K | $238K | -35.7% | 0.554% | 0.01% |
| 9 | LPL Financial LLC | 49K | $232K | +1.8% | 0.540% | 0.00% |
| 10 | Kingsview Wealth Management, LLC | 40K | $187K | -1.2% | 0.435% | 0.00% |
| 11 | STATE STREET CORP | 37K | $174K | 0.0% | 0.406% | 0.00% |
| 12 | JANE STREET GROUP, LLC | 31K | $146K | +113.5% | 0.340% | 0.00% |
| 13 | Cerity Partners LLC | 27K | $129K | +0.4% | 0.301% | 0.00% |
| 14 | UBS Group AG | 27K | $128K | -30.8% | 0.297% | 0.00% |
| 15 | CITADEL ADVISORS LLC | 27K | $127K | +153.4% | 0.297% | 0.00% |
| 16 | Arax Advisory Partners | 23K | $109K | — | 0.254% | 0.00% |
| 17 | Focus Partners Wealth | 21K | $100K | — | 0.234% | 0.00% |
| 18 | NORTHERN TRUST CORP | 20K | $95K | +17.7% | 0.221% | 0.00% |
| 19 | EVERGREEN CAPITAL MANAGEMENT LLC | 19K | $89K | 0.0% | 0.208% | 0.00% |
| 20 | BRIGHTON JONES LLC | 18K | $87K | 0.0% | 0.203% | 0.00% |
| 21 | Cetera Investment Advisers | 16K | $76K | +54.0% | 0.177% | 0.00% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12K | $58K | — | 0.136% | 0.00% |
| 23 | RBF Capital, LLC | 12K | $58K | 0.0% | 0.135% | 0.00% |
| 24 | Arkadios Wealth Advisors | 12K | $57K | +3.8% | 0.134% | 0.00% |
| 25 | HUB Investment Partners, LLC | 10K | $47K | 0.0% | 0.110% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MIND — a direct measure of their conviction.
| 33.53% |
| +14.28 pp |
| $17M |
| +38% |
| Q4 2024 | 31 | +63% | 19.25% | +1.94 pp | $12M | +229% |
| Q3 2024 | 19 | — | 17.31% | — | $4M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
7 institutions opened new positions in MIND during Q2 2026, while 12 fully exited. 2 added to existing positions and 45 trimmed.
MIND institutional ownership fell by 1.82 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 71.9% of all reported 13F value in MIND, and the top 25 account for 96.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.