CNAV COLLABORATIVE INVESTMNT SER
FollowMOHR CO NAV ETF (fund)
9 managers (9 13F filers) reported a position in CNAV shares at 2026-06-30, 509,923 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 3
- Added
- 0
- Reduced
- 5
- Sold out
- 0
- Shares held by filers
- 509,923
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 440,323 | $21.1M | 0.1% | -5,925 | 13F-HRTimeline |
| Maridea Wealth Management LLC | 33,735 | $1.62M | 0.18% | new | 13F-HRTimeline |
| FSA Advisors, Inc. | 10,808 | $518K | 0.24% | -331 | 13F-HR/ATimeline |
| Signal Advisors Wealth, LLC | 9,731 | $466K | 0.02% | 0 | 13F-HRTimeline |
| GTS SECURITIES LLC | 6,668 | $319K | 0.01% | -2,069 | 13F-HRTimeline |
| CMC Financial Group | 5,701 | $273K | 0.53% | new | 13F-HRTimeline |
| Key Capital Management, INC | 2,375 | $114K | 0.06% | -3 | 13F-HRTimeline |
| Lloyd Advisory Services, LLC. | 579 | $27.7K | 0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 3 | $144 | <0.01% | -249 | 13F-HRTimelineGroup |