MIN

MFS Intermediate Inc TrustETF$2.48 0.40%
UnclassifiedUSCUSIP 55273C107· EOD Jul 20, 2026◍ Confluence graph
Tracked 13F Holders
62
+1 QoQ
13F Value (tracked)
$71.3M
13F Moves · latest Q
15 added
6 trimmed
Recent Filings
15

Price & smart-money activity

$2.48 0.40%5Y -33.2%
$2.30$2.69$3.07$3.45$3.84202120222023202420252026374611367761227108938474593658971010997101015732
Hover for who · click for detailEnd-of-day closing prices52w $2.41 – $2.72

Who owns MIN?

62 tracked 13F filers

62 tracked 13F filers disclose a position in MIN as of the latest SEC 13F filings, a combined $71.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
11607 Capital Partners, LLC
$15.9M
6.3M
+1.9%
Added · +116K sh
Q1 2026
2Karpus Management, Inc.
$13.2M
5.3M
+20%
Added · +890K sh
Q1 2026
3AMERIPRISE FINANCIAL INC
$10.6M
4.2M
+6.5%
Added · +259K sh
Q1 2026
4Allspring Global Investments Holdings, LLC
$10.4M
4.1M
Held
Q1 2026
5MORGAN STANLEY
$3.3M
1.3M
+6.0%
Added · +75K sh
Q1 2026
6LPL Financial LLC
$2.5M
983K
−6.2%
Reduced · −65K sh
Q1 2026
7BANK OF AMERICA CORP /DE/
$2.4M
970K
−0.7%
Reduced · −7K sh
Q1 2026
8Equitable Holdings, Inc.
$1.9M
729K
+3.8%
Added · +27K sh
Q1 2026
9RAYMOND JAMES FINANCIAL INC
$1.5M
615K
+71%
Added · +256K sh
Q1 2026
10OSAIC HOLDINGS, INC.
$1.1M
421K
−80%
Reduced · −1.7M sh
Q1 2026
11Private Advisor Group, LLC
$872K
347K
+1.5%
Added · +5K sh
Q1 2026
12Advisors Asset Management, Inc.
$758K
302K
+0.1%
Added · +250 sh
Q1 2026
13Ameritas Advisory Services, LLC
$674K
269K
+1.3%
Added · +3K sh
Q1 2026
14Focus Partners Wealth
$663K
264K
+8.6%
Added · +21K sh
Q1 2026
15Kingsview Wealth Management, LLC
$589K
235K
−5.4%
Reduced · −14K sh
Q1 2026
16DECISION INVESTMENTS, INC
$427K
173K
+6.1%
Added · +10K sh
Q2 2026
17UBS Group AG
$412K
164K
+0.8%
Added · +1K sh
Q1 2026
18Shaker Financial Services, LLC
$351K
142K
−60%
Reduced · −215K sh
Q2 2026
19STEPHENS INC /AR/
$322K
128K
+3.2%
Added · +4K sh
Q1 2026
20EVOKE WEALTH, LLC
$284K
113K
Held
Q1 2026
21WELLS FARGO & COMPANY/MN
$263K
105K
−78%
Reduced · −377K sh
Q1 2026
22ROYAL BANK OF CANADA
$262K
104K
−12%
Reduced · −15K sh
Q1 2026
23TWO SIGMA SECURITIES, LLC
$253K
101K
New
+101K sh
Q1 2026
24SUSQUEHANNA INTERNATIONAL GROUP, LLP
$209K
83K
+21%
Added · +15K sh
Q1 2026
25JANE STREET GROUP, LLC
$189K
75K
+179%
Added · +48K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MIN being bought or sold by institutions?

Last quarter, 4 funds opened a new position in MIN and 11 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
11
funds
Reduced
6
funds
Exited
0
funds

Funds that own MIN also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT31 funds$7.6B
ELI LILLY & COLLY31 funds$2.1B
HOME DEPOT INCHD31 funds$1.5B
ABBVIE INCABBV31 funds$1.2B
ORACLE CORPORCL31 funds$988.3M
WALT DISNEY CO/THEDIS31 funds$395.0M
ISHARES CORE S&P 500 ETFIVV30 funds$11.9B
NVIDIA CORPNVDA30 funds$9.9B
SS SPDR S&P 500 ETF TRUST-USSPY30 funds$5.5B
ALPHABET INC-CL AGOOGL30 funds$5.1B
BROADCOM INCAVGO30 funds$3.9B
META PLATFORMS INC-CLASS AMETA30 funds$3.7B

Ranked by how many of MIN's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

63 funds+5 since Q3 2024
03263Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $71.9M

Recent filings

15 shown

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Ask your agent what changed in MIN

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MIN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MIN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MIN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.