COLLABORATIVE INVESTMNT SER (RSEE) — institutional ownership

14 funds reported holding COLLABORATIVE INVESTMNT SER in their latest 13F filings, worth $51.4M in total (CUSIP 19423L540).

Largest holders

  1. Belpointe Asset Management LLC — $35.6M
  2. Clear Creek Financial Management, LLC — $6.58M
  3. Janney Montgomery Scott LLC — $2.79M
  4. Ascension Capital Advisors, Inc. — $1.95M
  5. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $1.93M
  6. WEALTHEDGE INVESTMENT ADVISORS, LLC — $1.11M
  7. Atria Investments, Inc — $758K
  8. Able Wealth Management LLC — $508K
  9. Farther Finance Advisors, LLC — $126K
  10. OSAIC HOLDINGS, INC. — $48.4K

Insider buying and selling at COLLABORATIVE INVESTMNT SER