MFUL COLLABORATIVE INVESTMNT SER
FollowMINDFUL CNSRVTV (fund)
7 managers (7 13F filers) reported a position in MFUL shares at 2026-06-30, 140,237 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 0
- Added
- 4
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 140,237
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 | 104,445 | $2.34M | 0.01% | -4,123 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 14,473 | $324K | <0.01% | +892 | 13F-HRTimelineGroup |
| FSA Advisors, Inc. | 9,563 | $214K | 0.1% | +12 | 13F-HR/ATimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 7,836 | $176K | <0.01% | -1,200 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 3,573 | $80.1K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 338 | $7.58K | <0.01% | +87 | 13F-HRTimelineGroup |
| Mosley Wealth Management | 9 | $202 | <0.01% | +2 | 13F-HRTimeline |