Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L722RAREVIEW DYNAMICRDFIQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
13
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 | 723.3K | $16.68M |
| 2 | Independent Wealth Network Inc. | 265.2K | $6.11M |
| 3 | Astoria Portfolio Advisors LLC. | 204.7K | $4.87M |
| 4 | Mml Investors Services, LLC | 78.0K | $1.80M |
| 5 | Private Advisor Group, LLC | 59.5K | $1.37M |
| 6 | Oregon Pacific Wealth Management, LLC | 30.9K | $712.6K |
| 7 | Integrated Wealth Concepts LLC | 27.3K | $630.3K |
| 8 | Osaic Holdings, Inc. | 25.3K | $583.2K |
| 9 | Latitude Advisors, LLC | 20.6K | $474.5K |
| 10 | Noble Wealth Management Pbc | 9.3K | $213.4K |