13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold

COLLABORATIVE INVESTMNT SER

15 institutions still hold COLLABORATIVE INVESTMNT SER as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19423L722·15 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.3%
vs prior quarter
13F value held
$34M
50.0% inst. owned
of float
Holders
15
+115 QoQ
filers reporting
Activity
+52 / −63
+802 added · −715 reduced
this quarter
Concentration
48.99%
Belpointe Asset Management LLC #1
top holder share
AI Holders Summary · Q1 2026

15 institutions reported COLLABORATIVE INVESTMNT SER in Q1 2026. Belpointe Asset Management LLC leads at 49.0% of the visible book. +115 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Belpointe Asset Management LLC
CIK 0001721242
$17M723K0.61%Q1 202602
Independent Wealth Network Inc.
CIK 0001891240
$6M265K1.82%Q1 202603
Astoria Portfolio Advisors LLC.
CIK 0001931642
$5M205K1.04%Q1 202604
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M78K0.01%Q1 202605
Private Advisor Group, LLC
CIK 0001567755
$1M60K0.01%Q1 202606
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$712,58831K0.74%Q1 202607
Integrated Wealth Concepts LLC
CIK 0001737109
$630,33727K0.01%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$583,15625K0.00%Q1 202609
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736
$554,73423K0.72%Q4 202510
Latitude Advisors, LLC
CIK 0001843715
$474,45821K0.22%Q1 202611
Noble Wealth Management PBC
CIK 0002055065
$213,3559K0.11%Q1 202612
BlackRock, Inc.
CIK 0002012383
$46,1062K0.00%Q1 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1,65772K0.00%Q1 202614
AE Wealth Management LLC
CIK 0001697723
$11550.00%Q1 202615
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025