Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L466MOHR CO NAV ETFCNAVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
6
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 | Ae Wealth Management LLC | 446.2K | $13.87M |
| 2 | Fsa Advisors, Inc. | 11.1K | $346.2K |
| 3 | Signal Advisors Wealth, LLC | 9.7K | $302.4K |
| 4 | Gts Securities LLC | 8.7K | $271.5K |
| 5 | Key Capital Management, Inc | 2.4K | $73.9K |
| 6 | Ubs Group AG | 252 | $7.8K |