MFUL COLLABORATIVE INVESTMNT SER
FollowMINDFUL CNSRVTV (fund)
9 managers (9 13F filers) reported a position in MFUL shares at 2026-03-31, 169,447 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 3
- Added
- 2
- Reduced
- 4
- Sold out
- 1
- Shares held by filers
- 169,447
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 | 108,568 | $2.35M | 0.01% | -5,243 | 13F-HRTimeline |
| GTS SECURITIES LLC | 24,265 | $525K | 0.02% | -11,801 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 13,581 | $294K | <0.01% | +750 | 13F-HRTimelineGroup |
| FSA Advisors, Inc. | 9,551 | $207K | 0.14% | +90 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 9,036 | $195K | <0.01% | -2,337 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 3,573 | $77.2K | <0.01% | -1,821 | 13F-HRTimelineGroup |
| Key Capital Management, INC | 615 | $13.3K | 0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 251 | $5.43K | <0.01% | new | 13F-HRTimelineGroup |
| Mosley Wealth Management | 7 | $155 | <0.01% | new | 13F-HRTimeline |