13F Insight
DOSSIER · 13F Holders · Q1 2026

COLLABORATIVE INVESTMNT SER

18 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 19423L722·18 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$40M
visible holders
Holders
18
filers reporting
Concentration
41.72%
Belpointe Asset Management LLC #1
top holder share
AI Holders Summary · Q1 2026

18 institutions reported COLLABORATIVE INVESTMNT SER in Q1 2026. Belpointe Asset Management LLC leads at 41.7% of the visible book.

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
$7M280K1.70%Q2 202603
Astoria Portfolio Advisors LLC.
CIK 0001931642
$5M205K1.04%Q1 202604
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736
$3M106K2.57%Q2 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M78K0.01%Q1 202606
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M72K0.00%Q1 202607
Private Advisor Group, LLC
CIK 0001567755
$1M60K0.01%Q1 202608
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$796K33K0.75%Q2 202609
PFG Advisors
CIK 0001694435
$691K29K0.03%Q2 202610
Integrated Wealth Concepts LLC
CIK 0001737109
$630K27K0.01%Q1 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$615K26K0.00%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$583K25K0.00%Q1 202613
Latitude Advisors, LLC
CIK 0001843715
$474K21K0.22%Q1 202614
Sound Income Strategies, LLC
CIK 0001730960
$352K15K0.02%Q2 202615
Noble Wealth Management PBC
CIK 0002055065
$220K9K0.10%Q2 202616
BlackRock, Inc.
CIK 0002012383
$46K2K0.00%Q1 202617
AE Wealth Management LLC
CIK 0001697723
$11550.00%Q1 202618
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025