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 1.8 Million shares, which have been reported (via 13F filing form) to have a value of $39.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
1,107,835
shares
|
$24.1 Million
10.21% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
422,978
shares
|
$9.21 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
253,643
shares
|
$5.52 Million
5.39% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
15,077
shares
|
$328,226
0.02% of portfolio
|
Q4 2024
Reduced 51.59%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
502
shares
|
$10,928
0.0% of portfolio
|
Q4 2024
Reduced 48.72%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|