MFUL COLLABORATIVE INVESTMNT SER
FollowMINDFUL CNSRVTV (fund)
10 managers (10 13F filers) reported a position in MFUL shares at 2025-06-30, 1,341,373 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 3
- Added
- 2
- Reduced
- 3
- Sold out
- 0
- Shares held by filers
- 1,341,373
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 |
|---|---|---|---|---|---|
| Elevation Capital Advisory, LLC | 1,099,287 | $23.9M | 9.57% | -62,686 | 13F-HRTimeline |
| AE Wealth Management LLC | 153,255 | $3.33M | 0.02% | -44,189 | 13F-HRTimeline |
| GTS SECURITIES LLC | 42,804 | $930K | 0.04% | +33,346 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 23,622 | $513K | <0.01% | new | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 9,472 | $206K | <0.01% | -2,413 | 13F-HRTimelineGroup |
| FSA Advisors, Inc. | 9,392 | $204K | 0.17% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 3,516 | $76.4K | <0.01% | +1,058 | 13F-HRTimelineGroup |
| Ameritas Advisory Services, LLCin group Ameritas Investment Partners,… | 24 | $517 | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $22 | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |