Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: RSEE
- CUSIP Number: 19423l540
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Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Collaborative Investmnt Ser stock
Who bought or sold COLLABORATIVE INVESTMNT SER this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Belpointe Asset Management | 942k | $31M | 5% | Mar 2026 |
|
| Clear Creek Financial Management | 196k | $6.4M | -1% | Mar 2026 |
|
| Janney Montgomery Scott | 58k | $1.9M | 34% | Mar 2026 |
|
| Ascension Capital Advisors | 49k | $1.6M | 0% | Mar 2026 |
|
| Atria Investments | 19k | $625k | 1% | Mar 2026 |
|
| Able Wealth Management | 16k | $517k | -2% | Mar 2026 |
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| Gts Securities | 11k | $375k | -64% | Dec 2025 |
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| Bank of New York Mellon | 8.2k | $266k | 100% | Mar 2026 |
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| Advisor Group Holdings | 1.2k | $42k | -9% | Dec 2025 |
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| MAI Wealth Advisors | 589.00 | $19k | 0% | Mar 2026 |
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| UBS Group | 502.00 | $16k | 2182% | Mar 2026 |
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| Geneos Wealth Management | 250.00 | $8.2k | 0% | Mar 2026 |
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| AE Wealth Management | 9.00 | $294.000300 | 0% | Mar 2026 |
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