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Mindful Conservative ETF (MFUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
EverSource Wealth Advisors, LLC
NEW
Shares7,285
Change+7,285
Value$160.6K
Filed 2026-11-04
Mosley Wealth Management
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$199 (-$3)
Filed 2026-10-16
AE Wealth Management LLC
N/A
Shares— from 104,445
Change-104,445 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,473
Change-14,473 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 9,563
Change-9,563 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,836
Change-7,836 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
UBS Group AG
N/A
Shares— from 338
Change-338 (-100%)
Value—
Status
EverSource Wealth Advisors, LLC
NEW7,285—+7,285——$160.6K—2026-11-04
Mosley Wealth Management
UNCHANGED9900%$202$199-$32026-10-16
AE Wealth Management LLC
N/A—104,445-104,445-100%$2.3M———
Citadel Advisors LLC
N/A—14,473-14,473-100%$324.4K———
FSA Advisors, Inc.
N/A—9,563-9,563-100%$214.4K———
Morgan Stanley
N/A—7,836-7,836-100%$175.6K———
Osaic Holdings, Inc.
N/A—3,573-3,573-100%$80.1K———
UBS Group AG
N/A—338-338-100%$7.6K———
Showing 8 of 8 institutions