DOSSIER · 13F Holders · Q2 2026
BEGS

COLLABORATIVE INVESTMNT SER

3 institutions still hold COLLABORATIVE INVESTMNT SER as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19423L433·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$854K
visible holders
Holders
3
filers reporting
Concentration
96.87%
Belpointe Asset Management LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported BEGS in Q2 2026. Belpointe Asset Management LLC leads at 96.9% 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
$827K68K0.03%Q2 2026
02
UBS Group AG
CIK 0001610520
$27K2K0.00%Q2 2026
03
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025