Mindful Conservative ETFMFULETF
13F holders, Q1 2024 (March 31)9holders
$21.37avg. 13F price*
At the end of Q1 2024, 9 institutions reported holding Mindful Conservative ETF (MFUL) in their 13F filings. The largest holders were AE Wealth Management LLC ($20.8M), Authentikos Wealth Advisory, LLC ($5.6M) and Foundations Investment Advisors, LLC ($522K).
- Company
- Mindful Conservative ETF
- Filed as
- COLLABORATIVE INVESTMNT SER (Q1 2024)
- CUSIP
- 19423L615
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $234K |
| Exits | 1 | $1.0M |
Ownership 9 holders
| AE Wealth Management LLC | 0.23% | Reduce -37.2% | 972,874 | $20.8M |
| Authentikos Wealth Advisory, LLC | 5.66% | Reduce -2.8% | 263,727 | $5.6M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -40.4% | 24,433 | $522K |
| Susquehanna International Group, LLP | 0.00% | Add +56.3% | 20,021 | $428K |
| Oxford Wealth Group, LLC | 0.30% | — | 15,545 | $332K |
| JPMorgan Chase & Co. | 0.00% | New | 7,997 | $171K |
| Sound Income Strategies, LLC | 0.00% | New | 2,815 | $60K |
| UBS Group AG | 0.00% | Reduce -39.6% | 871 | $19K |
| Morgan Stanley | 0.00% | New | 150 | $3K |
"% of holder's portfolio" is MFUL's weight in each manager's 13F, not the share of Mindful Conservative ETF the manager owns.