Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L524MOHR SECTOR NAVSNAVQ1 2026
Institutional Holders
6
13F filers
Shares Held
353.8K
Aggregate institutional
Institutional Value
$12.31M
Q1 2026
Net New Holders
-2
1 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased3
Decreased2
Sold out3
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 223.1K | $7.76M | +6.7K | Added |
| 2 | Ae Wealth Management LLC | 87.9K | $3.06M | −785 | Reduced |
| 3 | Gts Securities LLC | 35.4K | $1.23M | +21.7K | Added |
| 4 | Fsa Advisors, Inc. | 6.8K | $236.1K | −70 | Reduced |
| 5 | Key Capital Management, Inc | 561 | $19.5K | +561 | New |
| 6 | Ubs Group AG | 6 | $209 | +2 | Added |