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Collaborative Investmnt Ser shares owned by Bank of New York Mellon

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RSEE) shares owned by Bank of New York Mellon from 13F filings

Historical chart of Bank of New York Mellon investment in Collaborative Investmnt Ser

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All positions including Collaborative Investmnt Ser held by Bank of New York Mellon consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Bank of New York Mellon

Quarter filed Position value Share count Share price at filing
2026-03-31 $266k 8.2k 32.65

More positions owned by Bank of New York Mellon

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Inc-cl A Cap (GOOGL)
Broadcom (AVGO)
Ishares Core S&p 500 Etf Core (IVV)
Alphabet Inc-cl C Cap (GOOG)
Meta Platforms Inc-class A Cl A (META)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Tesla Motors (TSLA)
Johnson & Johnson (JNJ)
Berkshire Hathaway Inc-cl B CL B (BRK.B)
Eli Lilly & Co. (LLY)

View all positions for Bank of New York Mellon

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Clear Creek Financial Management
Janney Montgomery Scott
Ascension Capital Advisors
Atria Investments
Able Wealth Management
Gts Securities
Bank of New York Mellon
Advisor Group Holdings
MAI Wealth Advisors
UBS Group
Geneos Wealth Management
AE Wealth Management

View all funds holding Collaborative Investmnt Ser