Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L615MINDFUL CNSRVTVMFULQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
9
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 | Ae Wealth Management LLC | 108.6K | $2.35M |
| 2 | Gts Securities LLC | 24.3K | $524.7K |
| 3 | Citadel Advisors LLC | 13.6K | $293.7K |
| 4 | Fsa Advisors, Inc. | 9.6K | $206.5K |
| 5 | Morgan Stanley | 9.0K | $195.4K |
| 6 | Osaic Holdings, Inc. | 3.6K | $77.2K |
| 7 | Key Capital Management, Inc | 615 | $13.3K |
| 8 | Ubs Group AG | 251 | $5.4K |
| 9 | Mosley Wealth Management | 7 | $155 |