CNAV COLLABORATIVE INVESTMNT SER
FollowMOHR CO NAV ETF (fund)
6 managers (6 13F filers) reported a position in CNAV shares at 2026-03-31, 478,485 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 1
- Added
- 1
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 478,485
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 446,248 | $13.9M | 0.07% | -1,936 | 13F-HRTimeline |
| FSA Advisors, Inc. | 11,139 | $346K | 0.23% | +162 | 13F-HRTimeline |
| Signal Advisors Wealth, LLC | 9,731 | $302K | 0.02% | 0 | 13F-HRTimeline |
| GTS SECURITIES LLC | 8,737 | $272K | 0.01% | -46,549 | 13F-HRTimeline |
| Key Capital Management, INC | 2,378 | $73.9K | 0.05% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 252 | $7.83K | <0.01% | -303 | 13F-HRTimelineGroup |