MFUL Institutional Ownership
Mindful Conservative ETF
1W: -0.5%
1M: -1.9%
3M: -1.5%
YTD: +1.5%
1Y: +1.6%
3Y: +14.7%
$22.10
+0.05 (+0.24%)
Weekly Expected Move ±0.5%
$22
$22
$22
$22
$22
Overview
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Institutional Ownership — MFUL
9
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
0
New Positions
4
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 104,445 | 2M | -4,123 | -3.8% | 17Q | SEC ↗ |
| 2 | CITADEL ADVISORS LLC | 14,473 | 320K | +892 | +6.6% | 5Q | SEC ↗ |
| 3 | FSA Advisors, Inc. | 9,563 | 211K | +12 | +0.1% | 5Q | SEC ↗ |
| 4 | MORGAN STANLEY | 7,836 | 173K | -1,200 | -13.3% | 8Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 3,573 | 79K | — | +0.0% | 4Q | SEC ↗ |
| 6 | UBS Group AG | 338 | 7K | +87 | +34.7% | 2Q | SEC ↗ |
| 7 | Mosley Wealth Management | 9 | 0K | +2 | +28.6% | 2Q | SEC ↗ |
| 8 | ROGCO, LP | 0 | 0K | -570 | -100.0% | 2Q | SEC ↗ |
| 9 | GTS SECURITIES LLC | 0 | 0K | -24,265 | -100.0% | 8Q | SEC ↗ |
| 10 | Key Capital Management, INC | 0 | 0K | -615 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 24,265 | 536K |
| Key Capital Management, INC | 615 | 14K |
| ROGCO, LP | 570 | 13K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +892 | +6.6% | 14,473 |
| UBS Group AG | +87 | +34.7% | 338 |
| FSA Advisors, Inc. | +12 | +0.1% | 9,563 |
| Mosley Wealth Management | +2 | +28.6% | 9 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -4,123 | -3.8% | 104,445 |
| MORGAN STANLEY | -1,200 | -13.3% | 7,836 |