Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L540RAREVIEW SYS EQTRSEEQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
13
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 | 942.0K | $30.76M |
| 2 | Clear Creek Financial Management, LLC | 195.7K | $6.39M |
| 3 | Ascension Capital Advisors, Inc. | 48.8K | $1.59M |
| 4 | Atria Investments, Inc | 19.1K | $625.2K |
| 5 | Able Wealth Management LLC | 15.8K | $517.3K |
| 6 | Gts Securities LLC | 11.3K | $369.5K |
| 7 | Bank Of New York Mellon Corp | 8.2K | $266.2K |
| 8 | Osaic Holdings, Inc. | 1.2K | $40.0K |
| 9 | Mai Capital Management | 589 | $19.2K |
| 10 | Ubs Group AG | 502 | $16.4K |