MFUL — Collaborative Investmnt Ser Institutional Holders · Q2 2026
Who owns Collaborative Investmnt Ser (MFUL)? 9 institutions reported holding $3.14M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: AE Wealth Management LLC ($2.3M), Citadel Advisors LLC ($324,420), FSA Advisors, Inc. ($214,359).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $2.3M | 104,445 | Trimmed |
| 2 | CITADEL ADVISORS LLC | $324,420 | 14,473 | Added |
| 3 | FSA Advisors, Inc. | $214,359 | 9,563 | Added |
| 4 | MORGAN STANLEY | $175,647 | 7,836 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $80,105 | 3,573 | Hold |
| 6 | UBS Group AG | $7,577 | 338 | Added |
| 7 | Mosley Wealth Management | $202 | 9 | Added |
| 8 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 9 | Key Capital Management, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30