Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L573GOOSE HOLLOW TACGHTAQ1 2026
Institutional Holders
7
13F filers
Shares Held
440.0K
Aggregate institutional
Institutional Value
$13.07M
Q1 2026
Net New Holders
-2
0 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased4
Sold out2
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 405.7K | $12.05M | −22 | Reduced |
| 2 | Brookwood Investment Group LLC | 17.3K | $514.6K | +9.6K | Added |
| 3 | Gts Securities LLC | 15.5K | $460.2K | −6.4K | Reduced |
| 4 | Federation Des Caisses Desjardins Du Quebec | 650 | $19.3K | 0 | Held |
| 5 | Farther Finance Advisors, LLC | 427 | $12.7K | −1.0K | Reduced |
| 6 | Mai Capital Management | 356 | $10.6K | −5 | Reduced |
| 7 | Ae Wealth Management LLC | 6 | $178 | 0 | Held |