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 8 institutions that hold shares in the stock, with a total of 2.15 Million shares, which have been reported (via 13F filing form) to have a value of $46.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevation Capital Advisory, LLC
Bend, OR |
Aug 15, 2024 Q2 2024 |
1,025,828
shares
|
$22.3 Million
10.04% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
802,725
shares
|
$17.4 Million
0.19% of portfolio
|
Q2 2024
Reduced 17.49%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
259,816
shares
|
$5.64 Million
5.46% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
32,910
shares
|
$714,147
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
15,518
shares
|
$336,740
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
12,054
shares
|
$261,571
0.0% of portfolio
|
Q2 2024
Reduced 39.79%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
920
shares
|
$19,964
0.0% of portfolio
|
Q2 2024
Added 5.63%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|