Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L722RAREVIEW DYNAMICRDFIQ1 2026
Institutional Holders
13
13F filers
Shares Held
1.52M
Aggregate institutional
Institutional Value
$33.49M
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased7
Decreased2
Sold out1
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 723.3K | $16.68M | +96.4K | Added |
| 2 | Independent Wealth Network Inc. | 265.2K | $6.11M | +51.0K | Added |
| 3 | Astoria Portfolio Advisors LLC. | 204.7K | $4.87M | +88.3K | Added |
| 4 | Mml Investors Services, LLC | 78.0K | $1.80M | +78.0K | New |
| 5 | Private Advisor Group, LLC | 59.5K | $1.37M | −1.4K | Reduced |
| 6 | Oregon Pacific Wealth Management, LLC | 30.9K | $712.6K | +30.9K | New |
| 7 | Integrated Wealth Concepts LLC | 27.3K | $630.3K | +2.9K | Added |
| 8 | Osaic Holdings, Inc. | 25.3K | $583.2K | −52.7K | Reduced |
| 9 | Latitude Advisors, LLC | 20.6K | $474.5K | +1.5K | Added |
| 10 | Noble Wealth Management Pbc | 9.3K | $213.4K | +1.4K | Added |
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