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 7 institutions that hold shares in the stock, with a total of 1.38 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 |
May 12, 2025 Q1 2025 |
1,161,973
shares
|
$24.8 Million
10.95% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
197,444
shares
|
$4.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 53.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,885
shares
|
$253,388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,458
shares
|
$201,644
0.01% of portfolio
|
Q1 2025
Reduced 37.27%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,458
shares
|
$52,404
0.0% of portfolio
|
Q1 2025
Added 389.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|