Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L441RAREVIEW TOTL RTRTREQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
16
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 1.42M | $35.45M |
| 2 | Astoria Portfolio Advisors LLC. | 242.2K | $6.09M |
| 3 | Hobbs Group Advisors, LLC | 158.5K | $3.97M |
| 4 | Oregon Pacific Wealth Management, LLC | 58.5K | $1.46M |
| 5 | Independent Wealth Network Inc. | 27.0K | $676.6K |
| 6 | Latitude Advisors, LLC | 25.0K | $626.0K |
| 7 | World Investment Advisors | 21.6K | $541.4K |
| 8 | Citadel Advisors LLC | 19.0K | $475.1K |
| 9 | Silverlake Wealth Management LLC | 14.8K | $371.0K |
| 10 | Geowealth Management, LLC | 12.1K | $303.3K |