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 9 institutions that hold shares in the stock, with a total of 1.09 Million shares, which have been reported (via 13F filing form) to have a value of $24 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
890,230
shares
|
$19.6 Million
7.87% of portfolio
|
Q3 2025
Reduced 19.02%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
145,256
shares
|
$3.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,089
shares
|
$573,436
0.02% of portfolio
|
Q3 2025
Reduced 39.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
14,495
shares
|
$318,600
0.0% of portfolio
|
Q3 2025
Reduced 38.64%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
9,397
shares
|
$206,546
0.16% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,394
shares
|
$118,560
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
1,132
shares
|
$24,881
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$21
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
|