Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L581ADAPTIVE CORERULEQ1 2026
Institutional Holders
6
13F filers
Shares Held
131.9K
Aggregate institutional
Institutional Value
$3.11M
Q1 2026
Net New Holders
-1
2 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased1
Decreased2
Sold out3
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 117.4K | $2.77M | −3.8K | Reduced |
| 2 | Gts Securities LLC | 13.5K | $319.4K | −10.5K | Reduced |
| 3 | Key Capital Management, Inc | 799 | $18.9K | +799 | New |
| 4 | Ubs Group AG | 110 | $2.6K | +103 | Added |
| 5 | Mosley Wealth Management | 6 | $137 | +6 | New |
| 6 | Morgan Stanley | 1 | $24 | 0 | Held |