Institutional Ownership Collaborative Invt Ser Tr Mind (MFUL)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Mind (MFUL). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 1.34 Million shares, which have been reported (via 13F filing form) to have a value of $29.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
1,099,287
shares
|
$24.2 Million
9.57% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
153,255
shares
|
$3.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.38%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
42,804
shares
|
$942,544
0.04% of portfolio
|
Q2 2025
Added 352.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
23,622
shares
|
$520,156
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,472
shares
|
$208,573
0.0% of portfolio
|
Q2 2025
Reduced 20.3%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
9,392
shares
|
$206,811
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,516
shares
|
$77,422
0.0% of portfolio
|
Q2 2025
Added 43.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
24
shares
|
$528
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$22
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|