COLLABORATIVE INVESTMNT SER

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MFUL·19423L615·US·ETF·Unknown - Unknown

MFUL (COLLABORATIVE INVESTMNT SER) is held by 5 institutional investors as of Q1 2026. Largest holders: AE Wealth Management LLC ($2.3M), CITADEL ADVISORS LLC ($293,680), MORGAN STANLEY ($195,398). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (5)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Decreased	108,568(-4.6%)	$2.3M	0.0%	+16.06%	0
CITADEL ADVISORS LLC	Increased	13,581(+5.8%)	$293,680	0.0%	+5.58%	17
MORGAN STANLEY	Decreased	9,036(-20.6%)	$195,398	0.0%	+2.62%	0
OSAIC HOLDINGS, INC.	Decreased	3,573(-33.8%)	$77,248	0.0%	+3.09%	0
UBS Group AG	New	251	$5,428	0.0%	+1.68%	23

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer