Managers / Q2 2023 · view latest →
Mutual Advisors, LLC
CIK 0001694080 · 9140 W DODGE RD, SUITE 230, OMAHA, NE, 68140 · 3074396357
Reported Value
$2.6B
Q2 2023
Positions
1,002
Filings on Record
30
2019–present window
Filed
Jul 31, 2023
original filing
Summary
Mutual Advisors, Llc reported $2.6B in U.S.-listed holdings across 1,002 positions for Q2 2023.
Its largest position, SPY, represents 4.9% of the portfolio.
Compared with Q1 2023, the fund opened 117 new positions and exited 90.
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 — Q2 2023
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 ↗.