Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L714RAREVIEW TAX ADVRTAIQ1 2026
Institutional Holders
6
13F filers
Shares Held
85.8K
Aggregate institutional
Institutional Value
$1.78M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased3
Decreased0
Sold out1
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 42.7K | $886.5K | +5.1K | Added |
| 2 | Gts Securities LLC | 18.6K | $386.4K | +4.8K | Added |
| 3 | Sanders Morris Harris LLC | 17.8K | $370.1K | +17.8K | New |
| 4 | Osaic Holdings, Inc. | 5.4K | $111.9K | 0 | Held |
| 5 | Ubs Group AG | 627 | $13.0K | +293 | Added |
| 6 | Sound Income Strategies, LLC | 506 | $10.5K | 0 | Held |