41 tracked 13F filers disclose a position in MMTM as of the latest SEC 13F filings, a combined $110.9M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $29.3M | 105K | ▲+2.6% Added · +3K sh | Q1 2026 | |
| 2 | Baltimore-Washington Financial Advisors, Inc. | $25.1M | 80K | ▲+3.5% Added · +3K sh | Q2 2026 | |
| 3 | Steward Partners Investment Advisory, LLC | $8.2M | 26K | ▲+0.3% Added · +76 sh | Q2 2026 | |
| 4 | Mariner, LLC | $7.0M | 25K | ▲+12% Added · +3K sh | Q1 2026 | |
| 5 | Professional Financial Advisors, LLC | $6.7M | 22K | ▼−0.8% Reduced · −178 sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $5.7M | 20K | ▼−10% Reduced · −2K sh | Q1 2026 | |
| 7 | Private Advisor Group, LLC | $6.4M | 20K | ▲New +20K sh | Q2 2026 | |
| 8 | MTM FINANCIAL GROUP, LLC | $3.3M | 11K | ▲+4.5% Added · +454 sh | Q2 2026 | |
| 9 | Western Wealth Management, LLC | $2.6M | 8K | ▼−0.2% Reduced · −18 sh | Q2 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $1.7M | 6K | ▼−82% Reduced · −27K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $1.5M | 5K | ▲+2.2% Added · +115 sh | Q1 2026 | |
| 12 | Lifetime Wealth Management P.C. | $1.7M | 5K | ▼−23% Reduced · −2K sh | Q2 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $1.4M | 5K | ▼−0.6% Reduced · −29 sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $1.2M | 4K | ▼−1.7% Reduced · −78 sh | Q1 2026 | |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 4K | ▼−6.4% Reduced · −293 sh | Q2 2026 | |
| 16 | Ethos Capital Management, Inc. | $1.0M | 3K | ▼−30% Reduced · −1K sh | Q2 2026 | |
| 17 | Kestra Advisory Services, LLC | $937K | 3K | ▼−1.1% Reduced · −34 sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $650K | 2K | ▼−1.7% Reduced · −40 sh | Q1 2026 | |
| 19 | IFP Advisors, Inc | $684K | 2K | ▼−12% Reduced · −301 sh | Q2 2026 | |
| 20 | Gateway Wealth Partners, LLC | $653K | 2K | ▼−51% Reduced · −2K sh | Q2 2026 | |
| 21 | Southland Equity Partners LLC | $645K | 2K | ▼−0.1% Reduced · −2 sh | Q2 2026 | |
| 22 | J.W. COLE ADVISORS, INC. | $417K | 1K | ▲+0.1% Added · +1 sh | Q2 2026 | |
| 23 | Aspire Capital Advisors LLC | $388K | 1K | ▲Added Added · +1K sh | Q2 2026 | |
| 24 | LEVEL FOUR ADVISORY SERVICES, LLC | $345K | 1K | ▼−2.6% Reduced · −30 sh | Q2 2026 | |
| 25 | Centurion Wealth Management LLC | $330K | 1K | ▼−40% Reduced · −706 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.
Last quarter, 0 funds opened a new position in MMTM and 4 added to an existing one, while 4 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).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 11 funds | $812.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $401.2M |
| MICROSOFT CORPMSFT | 11 funds | $337.9M |
| MICRON TECHNOLOGY INCMU | 11 funds | $154.8M |
| ELI LILLY & COLLY | 11 funds | $102.2M |
| NVIDIA CORPNVDA | 10 funds | $563.7M |
| AMAZON.COM INCAMZN | 10 funds | $309.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $274.3M |
| ALPHABET INC-CL AGOOGL | 10 funds | $209.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $195.0M |
| ADVANCED MICRO DEVICESAMD | 10 funds | $161.4M |
| JPMORGAN CHASE & COJPM | 10 funds | $149.7M |
Ranked by how many of MMTM's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for MMTM
This stock 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MMTM/capital-change-brief"
Use Arkolith's capital_change_brief for MMTM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MMTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.