MIN

MFS Intermediate Inc TrustETF$2.33 1.27%
UnclassifiedCUSIP 55273C107· EOD Sep 11, 2026

Among active 13F managers last quarter, 5 opened and 8 added, while 11 reduced; the largest holder to move was Karpus Management, Inc. (+0.9%).

Tracked 13F holders
76
48 in Q2 2026 filings
13F value (tracked)
$67.9M
13F moves · latest Q
13 added
11 reduced

Price & smart-money activity

$2.33 1.27%5Y -36.3%
$2.22$2.61$3.00$3.38$3.7720212022202320242025202637461136776122710893847459375101391210129911121710812
Hover for who · click for detailEnd-of-day closing prices52w $2.33 – $2.71

Who owns MIN?

76 tracked 13F filers · ranked by shares held

76 tracked 13F filers disclose a position in MIN as of the latest SEC 13F filings, a combined $67.9M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Karpus Management, Inc.5.3M
$13.1M
+0.9%
Added · +48K sh
Q2 2026
21607 Capital Partners, LLC4.4M
$11.0M
−30%
Reduced · −1.9M sh
Q2 2026
3Ameriprise Financial Inc4.2M
$10.6M
+6.5%
Added · +259K sh
Q1 2026
4Allspring Global Investments Holdings, LLC4.1M
$10.2M
Held
Q2 2026
5Morgan Stanley1.3M
$3.3M
+6.0%
Added · +75K sh
Q1 2026
6LPL Financial LLC983K
$2.5M
−6.2%
Reduced · −65K sh
Q1 2026
7Bank Of America Corp970K
$2.4M
−0.7%
Reduced · −7K sh
Q1 2026
8Equitable Holdings, Inc.697K
$1.7M
−4.3%
Reduced · −32K sh
Q2 2026
9Raymond James Financial Inc615K
$1.5M
+71%
Added · +256K sh
Q1 2026
10GatePass Capital, LLC601K
$1.5M
23×
Added · +575K sh
Q2 2026
11Osaic Holdings, Inc.421K
$1.1M
−80%
Reduced · −1.7M sh
Q1 2026
12Ameritas Advisory Services, LLC334K
$824K
+24%
Added · +65K sh
Q2 2026
13Advisors Asset Management, Inc.301K
$744K
−0.2%
Reduced · −514 sh
Q2 2026
14Focus Partners Wealth264K
$663K
+8.6%
Added · +21K sh
Q1 2026
15Kingsview Wealth Management, LLC236K
$582K
+0.3%
Added · +748 sh
Q2 2026
16Fortitude Advisory Group L.L.C.220K
$543K
−3.5%
Reduced · −8K sh
Q2 2026
17Decision Investments, Inc173K
$427K
+6.1%
Added · +10K sh
Q2 2026
18UBS Group AG164K
$412K
+0.8%
Added · +1K sh
Q1 2026
19Shaker Financial Services, LLC142K
$351K
−60%
Reduced · −215K sh
Q2 2026
20Tolleson Wealth Management, Inc.136K
$337K
+5.2%
Added · +7K sh
Q2 2026
21Stephens Inc128K
$317K
Held
Q2 2026
22Wells Fargo & Company105K
$263K
−78%
Reduced · −377K sh
Q1 2026
23Royal Bank Of Canada104K
$262K
−12%
Reduced · −15K sh
Q1 2026
24Smith, Moore & Co.91K
$226K
Held
Q2 2026
25MAI Capital Management85K
$210K
New
+85K sh
Q2 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, 5 funds opened a new position in MIN and 8 added to an existing one, while 11 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
5
funds took a first position
Added
8
added to an existing position
Reduced
11
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MIN also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT35 funds$3.0B
Eli Lilly & CoLLY35 funds$1.0B
Nvidia CorpNVDA34 funds$4.2B
Vanguard S&P 500 ETFVOO34 funds$4.0B
Alphabet Inc-CL AGOOGL34 funds$2.4B
Alphabet Inc-CL CGOOG34 funds$1.9B
SS SPDR S&P 500 ETF Trust-USSPY34 funds$1.9B
Meta Platforms Inc-Class AMETA34 funds$1.3B
Berkshire Hathaway Inc-CL BBRK/B34 funds$949.1M
Advanced Micro DevicesAMD34 funds$881.6M
Johnson & JohnsonJNJ34 funds$760.1M
Abbvie IncABBV34 funds$640.4M

Ranked by how many of MIN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MIN.

Institutional ownership over time

48 tracked filers in Q2 2026 filingsstill filing
03978Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $30.4M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for MIN

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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.