13FBOX
MILLER INVT TR · 13F Institutional Holdings
Options Calculator Rankings
September Rewards Event: invite 5 friends to register as members — no payment required — and get a 1-year PRO membership upgrade. So easy!
M

MILLER INVT TR

MCVT
Institutions
2
Combined AUM (Q2 2026)
$334,498
Combined Shares (Q2 2026)
11,778
Overall Trend
Decrease
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+10,657
1 institutions added · 1 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-49,723
4 institutions reduced · 3 exits
Est. sell amount
⚖️ Net Share Change
-39,066
Net Sell
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$334,498
Institutions
2
New Buys
1
Adds
0
Reduces
1
Exits
3
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Intellectus Partners, LLC
0.05%#1$302,49810,657$00+10,657New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#2$32,0001,121$664,00026,645-25,524-95.79%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow