MFUL · Mindful Conservative ETF ETF
$22.56
-0.03 (-0.14%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $324,426
Total Shares: 14,473
Institutional Ownership Trend
7 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2023Top Holder
100.0%
+46.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+6,330
Quarterly Activity
vs Mar 31, 2023
New
1
Increased
0
Decreased
0
Sold Out
5
Unchanged
0
Holder count:
-4
Institutional value:
+0.5%
Shares held:
-3.4%
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 14,473 | $324,426 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega AMERIPRISE FINANCIAL INC | 7,959 | $171,516 | |
| Mega UBS Group AG | 3,377 | $72,774 | |
| Mega JPMORGAN CHASE & CO | 2,507 | $54,025 | |
| Micro VitalStone Financial, LLC | 1,135 | $24,459 | |
| — PROEQUITIES, INC. | 0 | $0 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC MFUL | $324,426 | 100.00% | 14,473 | Shares | 2026-09-02 |