Mutual Advisors, LLC
SEC Form 13F institutional filer · CIK 0001694080
13F-HR · 349 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$2.49B
Top-10 concentration
49.1%
Mutual Advisors, LLC — $2.49B AUM allocation strategy
Mutual Advisors, LLC files SEC Form 13F and reports $2.49B of long US equity value across 349 reported holdings for 2026-03-31.
Its largest sector bet is Financials 14.1%, followed by Information Technology 12.6% and Communication Services 4.2%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Mutual Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.49B
total across 349 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SBUX +263K sh · +$2.98M+$IYY +120K sh · +$9.31M+$SPGI +92.9K sh · +$4.5M
Biggest trims (shares)
−$IVV −109K sh · −$18.3M−$BEN −107K sh · −$3.65M−$SCHW −74.8K sh · −$3.52M
Exited to nil (held last quarter, gone now)
$TTD ($496K last qtr)$DVN ($307K last qtr)$ZTS ($278K last qtr)$XYZ ($275K last qtr)$HLT ($246K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals6.5%—
- Interactive Media & Services4.2%—
- Multi-Sector Holdings4.1%—
- Investment Banking & Brokerage4.0%—
- Systems Software3.6%—
- Asset Management & Custody Banks3.3%—
- Pharmaceuticals2.5%—
- Semiconductors2.4%—
- Other holdings69.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 639K | $162M | -14.8K | 6.5% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 214K | $103M | +3.65K | 4.1% |
| $SCHW | Charles Schwab Corporation | 3.61M | $99.5M | -74.8K | 4.0% |
| $MSFT | Microsoft Corporation | 241K | $89.3M | +17.6K | 3.6% |
| $LLY | Eli Lilly and Company | 68.3K | $62.8M | +2.49K | 2.5% |
| $NVDA | NVIDIA Corporation | 345K | $60.2M | -2.52K | 2.4% |
| $AMZN | Amazon.com Inc | 225K | $46.9M | +5.13K | 1.9% |
…and 342 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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