Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L615MINDFUL CNSRVTVMFULQ1 2026
Institutional Holders
9
13F filers
Shares Held
169.4K
Aggregate institutional
Institutional Value
$3.66M
Q1 2026
Net New Holders
+2
3 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased2
Decreased4
Sold out1
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 108.6K | $2.35M | −5.2K | Reduced |
| 2 | Gts Securities LLC | 24.3K | $524.7K | −11.8K | Reduced |
| 3 | Citadel Advisors LLC | 13.6K | $293.7K | +750 | Added |
| 4 | Fsa Advisors, Inc. | 9.6K | $206.5K | +90 | Added |
| 5 | Morgan Stanley | 9.0K | $195.4K | −2.3K | Reduced |
| 6 | Osaic Holdings, Inc. | 3.6K | $77.2K | −1.8K | Reduced |
| 7 | Key Capital Management, Inc | 615 | $13.3K | +615 | New |
| 8 | Ubs Group AG | 251 | $5.4K | +251 | New |
| 9 | Mosley Wealth Management | 7 | $155 | +7 | New |