Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L540RAREVIEW SYS EQTRSEEQ1 2026
Institutional Holders
13
13F filers
Shares Held
1.30M
Aggregate institutional
Institutional Value
$40.61M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased6
Decreased2
Sold out0
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 942.0K | $30.76M | +48.9K | Added |
| 2 | Clear Creek Financial Management, LLC | 195.7K | $6.39M | −1.6K | Reduced |
| 3 | Ascension Capital Advisors, Inc. | 48.8K | $1.59M | +23 | Added |
| 4 | Atria Investments, Inc | 19.1K | $625.2K | +177 | Added |
| 5 | Able Wealth Management LLC | 15.8K | $517.3K | −356 | Reduced |
| 6 | Gts Securities LLC | 11.3K | $369.5K | +356 | Added |
| 7 | Bank Of New York Mellon Corp | 8.2K | $266.2K | +8.2K | New |
| 8 | Osaic Holdings, Inc. | 1.2K | $40.0K | 0 | Held |
| 9 | Mai Capital Management | 589 | $19.2K | 0 | Held |
| 10 | Ubs Group AG | 502 | $16.4K | +480 | Added |
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