Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L441RAREVIEW TOTL RTRTREQ1 2026
Institutional Holders
16
13F filers
Shares Held
2.02M
Aggregate institutional
Institutional Value
$50.53M
Q1 2026
Net New Holders
+5
5 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased8
Decreased2
Sold out0
Institutional Holders
16 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 1.42M | $35.45M | +256.8K | Added |
| 2 | Astoria Portfolio Advisors LLC. | 242.2K | $6.09M | −89.9K | Reduced |
| 3 | Hobbs Group Advisors, LLC | 158.5K | $3.97M | +3.0K | Added |
| 4 | Oregon Pacific Wealth Management, LLC | 58.5K | $1.46M | +27.2K | Added |
| 5 | Independent Wealth Network Inc. | 27.0K | $676.6K | +359 | Added |
| 6 | Latitude Advisors, LLC | 25.0K | $626.0K | +1.3K | Added |
| 7 | World Investment Advisors | 21.6K | $541.4K | +867 | Added |
| 8 | Citadel Advisors LLC | 19.0K | $475.1K | +19.0K | New |
| 9 | Silverlake Wealth Management LLC | 14.8K | $371.0K | +3.1K | Added |
| 10 | Geowealth Management, LLC | 12.1K | $303.3K | +845 | Added |
6 more institutional holders on Premium
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