Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L524MOHR SECTOR NAVSNAVQ1 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 | Belpointe Asset Management LLC | 223.1K | $7.76M |
| 2 | Ae Wealth Management LLC | 87.9K | $3.06M |
| 3 | Gts Securities LLC | 35.4K | $1.23M |
| 4 | Fsa Advisors, Inc. | 6.8K | $236.1K |
| 5 | Key Capital Management, Inc | 561 | $19.5K |
| 6 | Ubs Group AG | 6 | $209 |