This page summarizes the MMIT holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether MMIT is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer 12/31/2023 3/31/2024 Change % Change 13F Filers Increasing MMIT Share Count
Wealth Enhancement Advisory Services LLC 15,407
20,910
+ 5,503 + 35.72%
Park Avenue Securities LLC 28,971
35,387
+ 6,416 + 22.15%
TruWealth Advisors LLC 538,957
613,630
+ 74,673 + 13.86%
Pallas Capital Advisors LLC 810,435
899,803
+ 89,368 + 11.03%
Dynamic Advisor Solutions LLC 215,756
235,396
+ 19,640 + 9.10%
Evergreen Private Wealth LLC 45,686
49,760
+ 4,074 + 8.92%
Vicus Capital 193,452
199,769
+ 6,317 + 3.27%
AdvisorNet Financial Inc 41,869
42,731
+ 862 + 2.06%
13F Filers With Unchanged Share Count
Burt Wealth Advisors 34,441
34,441
UNCH 0.00%
Narus Financial Partners LLC 82,162
82,162
UNCH 0.00%
Evolution Wealth Advisors LLC 32,313
32,313
UNCH 0.00%
Saxon Interests Inc. 34,167
34,167
UNCH 0.00%
13F Filers Decreasing MMIT Share Count
Amplius Wealth Advisors LLC 235,546
54,211
- 181,335 - 76.98%
Massmutual Trust Co. FSB ADV 299,224
160,464
- 138,760 - 46.37%
BCS Wealth Management 41,263
35,704
- 5,559 - 13.47%
Tsfg LLC 15,275
14,897
- 378 - 2.47%
Legacy Financial Strategies LLC 104,667
103,212
- 1,455 - 1.39%
13F Filers Exiting MMIT
New Hampshire Trust 125,919
0
- 125,919 - 100.00%
Claro Advisors LLC 45,335
0
- 45,335 - 100.00%
Hedeker Wealth LLC 61,078
0
- 61,078 - 100.00%
See Summary: Institutional Holders of MMIT Top 10 Hedge Funds Holding MMIT
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