Collaborative Investmnt Ser (MFUL) institutional ownership
COLLABORATIVE INVESTMNT SER · 13F, 2026Q2
| Managers holding | 7 |
|---|---|
| Shares held | 140,237 |
| Reported value | $3.1m |
| Quarter flows | 0 new, 4 added, 2 trimmed, 2 exited |
Top 7 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| AE Wealth Management LLC | 104,445 | $2.3m | 0.0% |
| CITADEL ADVISORS LLC | 14,473 | $324,420 | 0.0% |
| FSA Advisors, Inc. | 9,563 | $214,359 | 0.1% |
| MORGAN STANLEY | 7,836 | $175,647 | 0.0% |
| OSAIC HOLDINGS, INC. | 3,573 | $80,105 | 0.0% |
| UBS Group AG | 338 | $7,577 | 0.0% |
| Mosley Wealth Management | 9 | $202 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("MFUL"). MFUL price history · All 13F data