Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L714RAREVIEW TAX ADVRTAIQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
6
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 | Belpointe Asset Management LLC | 42.7K | $886.5K |
| 2 | Gts Securities LLC | 18.6K | $386.4K |
| 3 | Sanders Morris Harris LLC | 17.8K | $370.1K |
| 4 | Osaic Holdings, Inc. | 5.4K | $111.9K |
| 5 | Ubs Group AG | 627 | $13.0K |
| 6 | Sound Income Strategies, LLC | 506 | $10.5K |