Managers / Q4 2019 · view latest →
Mutual Advisors, LLC
CIK 0001694080 · 9140 W DODGE RD, SUITE 230, OMAHA, NE, 68140 · 3074396357
Reported Value
$940M
Q4 2019
Positions
598
Filings on Record
30
2019–present window
Filed
Feb 11, 2020
original filing
Summary
Mutual Advisors, Llc reported $940M in U.S.-listed holdings across 598 positions for Q4 2019.
Its largest position, IVV, represents 4.5% of the portfolio.
Compared with Q3 2019, the fund opened 89 new positions and exited 35.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $4.7B | 1,353 | May 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $4.7B | 1,294 | Feb 2, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $4.5B | 1,281 | Nov 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $4.0B | 1,175 | Jul 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $3.5B | 1,084 | Apr 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $3.5B | 1,084 | Jan 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $3.4B | 1,097 | Oct 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $3.3B | 1,090 | Jul 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $3.1B | 1,085 | May 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.9B | 1,011 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $2.6B | 976 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $2.6B | 1,002 | Jul 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $2.4B | 976 | Apr 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $2.24T | 926 | Jan 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.9B | 891 | Nov 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.5B | 888 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.8B | 864 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.9B | 887 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.7B | 862 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.7B | 822 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.5B | 771 | May 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.3B | 737 | Feb 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.2B | 672 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.0B | 648 | Aug 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $737M | 560 | May 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $940M | 598 | Feb 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $757M | 546 | Nov 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $770M | 568 | Aug 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $675M | 479 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $507M | 430 | Feb 15, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.