13F QoQ Ownership Changes
MIND Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 21 new · 16 added · 19 reduced · 10 exited
New Positions(21)
Added To(16)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 294,884 | +150,461 | $2.6M | +$1.4M | 104.2% |
| AMERIPRISE FINANCIAL INC | 97,212 | +42,000 | $854.5K | +$407.8K | 76.1% |
| MORGAN STANLEY | 20,800 | +15,278 | $182.8K | +$138.2K | 276.7% |
| JANE STREET GROUP, LLC | 32,190 | +13,372 | $282.9K | +$130.7K | 71.0% |
| RBF Capital, LLC | 24,476 | +12,238 | $215.1K | +$116.1K | 100.0% |
| Stratos Wealth Partners, LTD. | 80,463 | +4,583 | $707.3K | +$93.4K | 6.0% |
| UBS Group AG | 41,042 | +7,949 | $360.8K | +$93.0K | 24.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 90,429 | +1,228 | $795.0K | +$73.2K | 1.4% |
| DIMENSIONAL FUND ADVISORS LP | 63,540 | +117 | $558.5K | +$45.4K | 0.2% |
| LPL Financial LLC | 19,736 | +1,472 | $173.5K | +$25.7K | 8.1% |
| Pinnacle Holdings, LLC | 5,280 | +1,820 | $46.4K | +$18.4K | 52.6% |
| WELLS FARGO & COMPANY/MN | 13,530 | +800 | $118.9K | +$15.9K | 6.3% |
| CoreCap Advisors, LLC | 1,200 | +700 | $10.5K | +$6.5K | 140.0% |
| BANK OF AMERICA CORP /DE/ | 1,121 | +478 | $9.9K | +$4.7K | 74.3% |
| Tower Research Capital LLC (TRC) | 558 | +429 | $4.9K | +$3.9K | 332.6% |
| CWM, LLC | 25,255 | +380 | $222 | +$21 | 1.5% |
Reduced(19)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 22,581 | -74,959 | $198.5K | -$590.6K | -76.8% |
| Royal Bank of Canada | 2,095 | -62,215 | $18.0K | -$454.0K | -96.7% |
| ARS Investment Partners, LLC | 79,496 | -49,995 | $698.8K | -$348.8K | -38.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 18,912 | -30,088 | $166.2K | -$230.2K | -61.4% |
| GOLDMAN SACHS GROUP INC | 14,519 | -23,216 | $127.6K | -$177.7K | -61.5% |
| OSAIC HOLDINGS, INC. | 4,324 | -4,266 | $38.0K | -$47.7K | -49.7% |
| BlackRock, Inc. | 66,855 | -1,122 | $587.7K | +$37.7K | -1.6% |
| TWO SIGMA INVESTMENTS, LP | 15,734 | -5,324 | $138.3K | -$32.1K | -25.3% |
| STATE STREET CORP | 35,602 | -4,800 | $312.9K | -$13.9K | -11.9% |
| GPS Wealth Strategies Group, LLC | 850 | -1,000 | $7.5K | -$7.5K | -54.0% |
| ISLAY CAPITAL MANAGEMENT, LLC | 1,000 | 0 | $8.8K | +$700 | 0.0% |
| Hurley Capital, LLC | 1,000 | 0 | $8.8K | +$700 | 0.0% |
| FMR LLC | 733 | 0 | $6.4K | +$513 | 0.0% |
| SBI Securities Co., Ltd. | 1,060 | -34 | $9.3K | +$467 | -3.1% |
| Darwin Wealth Management, LLC | 650 | 0 | $5.7K | +$455 | 0.0% |
| Inlight Wealth Management, LLC | 250 | 0 | $2.2K | +$175 | 0.0% |
| SWAN Capital LLC | 100 | -30 | $879 | -$173 | -23.1% |
| REAP Financial Group, LLC | 200 | 0 | $1.8K | +$140 | 0.0% |
| SIGNATUREFD, LLC | 100 | 0 | $879 | +$70 | 0.0% |
Sold Out(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AEGIS FINANCIAL CORP | 0 | -79,572 | $0 | -$643.7K | — |
| CITADEL ADVISORS LLC | 0 | -41,967 | $0 | -$339.5K | — |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 0 | -20,292 | $0 | -$164.2K | — |
| BRIGHTON JONES LLC | 0 | -18,448 | $0 | -$149.2K | — |
| NORTHERN TRUST CORP | 0 | -16,843 | $0 | -$136.3K | — |
| RAYMOND JAMES FINANCIAL INC | 0 | -10,651 | $0 | -$86.2K | — |
| Advisory Services Network, LLC | 0 | -1,050 | $0 | -$8.5K | — |
| Wealthspire Advisors, LLC | 0 | -294 | $0 | -$2.4K | — |
| Bell Investment Advisors, Inc | 0 | -55 | $0 | -$445 | — |
| GSA CAPITAL PARTNERS LLP | 0 | -14,888 | $0 | -$120 | — |