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.
5
Holders
Avg rating(1 Elite)
$2.9M
Total Value
40% (5)
Fund Consensus
2 buying - 3 selling
Smart Money Verdict35Weak MomentumSingle Source
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See how MFUL's score breaks down across 4 SEC sources
Held by 5 funds
1 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Decreased | 108,568(-4.6%) | $2.3M | 0.0% | +15.23% | 0 | |
Increased | 13,581(+5.8%) | $293,680 | 0.0% | +4.83% | 17 | |
Decreased | 9,036(-20.6%) | $195,398 | 0.0% | +1.88% | 0 | |
Decreased | 3,573(-33.8%) | $77,248 | 0.0% | +2.35% | 0 | |
New | 251 | $5,428 | 0.0% | +0.95% | 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