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 Q2 2026. Largest holders: AE Wealth Management LLC ($2.3M), CITADEL ADVISORS LLC ($324,420), MORGAN STANLEY ($175,647). Net institutional sentiment: Mixed.

5

Holders

(1 Elite)

$2.9M

Total Value

50% (4)

Consensus

2 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)53

Insider (Form 4)71

Activist (13D/13G)42

Congressional (STOCK Act)51

Holder Quality

41

★★★★★

Elite

21

★★★★

Strong

49

★★★

Solid

87

★★

Below

22

★

Weak

Held by 5 funds

1 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for MFUL.

Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Decreased	104,445(-3.8%)	$2.3M	0.0%	+17.45%	0
CITADEL ADVISORS LLC	Increased	14,473(+6.6%)	$324,420	0.0%	+6.47%	17
MORGAN STANLEY	Decreased	7,836(-13.3%)	$175,647	0.0%	+3.85%	0
OSAIC HOLDINGS, INC.	Unchanged	3,573	$80,105	0.0%	+4.33%	0
UBS Group AG	Increased	338(+34.7%)	$7,577	0.0%	+2.41%	14

MFULCOLLABORATIVE INVESTMNT SER

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer