DOSSIER · 13F Holders · Q2 2026
MFUL

COLLABORATIVE INVESTMNT SER

8 institutions still hold COLLABORATIVE INVESTMNT SER as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19423L615·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3M
visible holders
Holders
8
filers reporting
Concentration
74.48%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported MFUL in Q2 2026. AE Wealth Management LLC leads at 74.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$2M104K0.01%Q2 2026
02
CITADEL ADVISORS LLC
CIK 0001423053
$324K14K0.00%Q2 2026
03
FSA Advisors, Inc.
CIK 0001905627
$214K10K0.10%Q2 2026
04
MORGAN STANLEY
CIK 0000895421
$176K8K0.00%Q2 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$80K4K0.00%Q2 2026
06
UBS Group AG
CIK 0001610520
$8K3380.00%Q2 2026
07
Mosley Wealth Management
CIK 0002011849
$20290.00%Q2 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025