Who owns MFUL?
Mindful Conservative ETF
7 institutions reported holding MFUL, worth $3.1M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of MFUL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | Topeka, KS | $2.3M | 104,445 | −4,123 shares |
| Citadel Advisors LLC | Miami, FL | $324K | 14,473 | +892 shares |
| FSA Advisors, Inc. | Troy, MI | $214K | 9,563 | +12 shares |
| Morgan Stanley | New York, NY | $176K | 7,836 | −1,200 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $80K | 3,573 | No change |
| UBS Group AG | Zurich, Switzerland | $8K | 338 | +87 shares |
| Mosley Wealth Management | Anaheim, CA | $202 | 9 | +2 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MFUL?
7 institutional managers reported holding MFUL in Form 13F filings for June 30, 2026, worth $3.1M in total. The largest reported position was held by AE Wealth Management LLC, at $2.3M.
Did institutions buy or sell MFUL last quarter?
Reported 13F value fell 14.2% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MFUL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.