MMTM

SS SPDR S&P 1500 Mom Tilt$317.13 1.23%
UnclassifiedUSCUSIP 78468R705· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
28
-3 QoQ
13F Value (tracked)
$83.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)3 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$317.13 1.23%5Y +78.9%
$143.19$191.45$239.70$287.95$336.2020212022202320242025202654233323222222543232634
Hover for who · click for detailEnd-of-day closing prices52w $255.83 – $322.90
Build

Use MMTM data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns MMTM

This stock page is the Follow view. The Build view lets your agent query MMTM owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MMTM"
Ask your agent
Use Arkolith to show who owns MMTM,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

28 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$29.3M
105K
+2.6%
Added · +3K sh
Q1 2026
2Baltimore-Washington Financial Advisors, Inc.
$21.7M
77K
+6.7%
Added · +5K sh
Q1 2026
3Steward Partners Investment Advisory, LLC
$7.3M
26K
+8.4%
Added · +2K sh
Q1 2026
4Mariner, LLC
$7.0M
25K
+12%
Added · +3K sh
Q1 2026
5MORGAN STANLEY
$5.7M
20K
−10%
Reduced · −2K sh
Q1 2026
6GOLDMAN SACHS GROUP INC
$1.7M
6K
−82%
Reduced · −27K sh
Q1 2026
7ROYAL BANK OF CANADA
$1.5M
5K
+2.2%
Added · +115 sh
Q1 2026
8BANK OF AMERICA CORP /DE/
$1.4M
5K
−0.6%
Reduced · −29 sh
Q1 2026
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$1.3M
5K
−49%
Reduced · −4K sh
Q1 2026
10RAYMOND JAMES FINANCIAL INC
$1.2M
4K
−1.7%
Reduced · −78 sh
Q1 2026
11Gateway Wealth Partners, LLC
$1.2M
4K
+42%
Added · +1K sh
Q1 2026
12Kestra Advisory Services, LLC
$848K
3K
−2.9%
Reduced · −91 sh
Q1 2026
13IFP Advisors, Inc
$697K
2K
−14%
Reduced · −421 sh
Q1 2026
14OSAIC HOLDINGS, INC.
$650K
2K
−1.7%
Reduced · −40 sh
Q1 2026
15J.W. COLE ADVISORS, INC.
$373K
1K
+21%
Added · +231 sh
Q1 2026
16LEVEL FOUR ADVISORY SERVICES, LLC
$317K
1K
Held
Q1 2026
17Chicago Partners Investment Group LLC
$282K
904
+23%
Added · +167 sh
Q1 2026
18AE Wealth Management LLC
$275K
983
+76%
Added · +424 sh
Q1 2026
19ENVESTNET ASSET MANAGEMENT INC
$248K
885
−16%
Reduced · −167 sh
Q1 2026
20US BANCORP \DE\
$149K
533
Held
Q1 2026
21NATIONAL BANK OF CANADA /FI/
$80K
286
+581%
Added · +244 sh
Q1 2026
22JFS WEALTH ADVISORS, LLC
$75K
267
Held
Q1 2026
23Root Financial Partners, LLC
$61K
218
Held
Q1 2026
24AdvisorNet Financial, Inc
$56K
200
−59%
Reduced · −285 sh
Q1 2026
25JPMORGAN CHASE & CO
$38K
142
New
+142 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.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
3
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

29 funds+9 since Q2 2022
01632Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $85.8M

Funds that own MMTM also own

CompanyCo-held byCombined value
APPLE INCAAPL14 funds$3.0B
NVIDIA CORPNVDA14 funds$2.6B
MICROSOFT CORPMSFT14 funds$2.4B
AMAZON.COM INCAMZN14 funds$2.1B
ALPHABET INC-CL AGOOGL14 funds$1.7B
INVESCO QQQ TRUST SERIES 1QQQ14 funds$1.4B
STE STR SPDR PT S&P 500 ETFSPYM14 funds$1.4B
VANGUARD S&P 500 ETFVOO14 funds$1.4B
SS SPDR S&P 500 ETF TRUST-USSPY14 funds$1.4B
BERKSHIRE HATHAWAY INC-CL BBRK/B14 funds$1.3B
JPMORGAN CHASE & COJPM14 funds$1.2B
VANGUARD GROWTH ETFVUG14 funds$1.1B

Ranked by how many of MMTM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.