Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L458ANYDRUS ADVANT ANDOWQ1 2026
Institutional Holders
4
13F filers
Shares Held
2.14M
Aggregate institutional
Institutional Value
$58.62M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased1
Sold out0
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 2.10M | $57.66M | +107.7K | Added |
| 2 | Gts Securities LLC | 34.9K | $957.7K | +14.1K | Added |
| 3 | Morgan Stanley | 332 | $9.1K | −4.9K | Reduced |
| 4 | Ae Wealth Management LLC | 13 | $356 | 0 | Held |