Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L466MOHR CO NAV ETFCNAVQ1 2026
Institutional Holders
6
13F filers
Shares Held
478.5K
Aggregate institutional
Institutional Value
$14.87M
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased1
Decreased3
Sold out2
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 446.2K | $13.87M | −1.9K | Reduced |
| 2 | Fsa Advisors, Inc. | 11.1K | $346.2K | +162 | Added |
| 3 | Signal Advisors Wealth, LLC | 9.7K | $302.4K | 0 | Held |
| 4 | Gts Securities LLC | 8.7K | $271.5K | −46.5K | Reduced |
| 5 | Key Capital Management, Inc | 2.4K | $73.9K | +2.4K | New |
| 6 | Ubs Group AG | 252 | $7.8K | −303 | Reduced |