CNAV COLLABORATIVE INVESTMNT SER: institutional ownership and insider trading

10 funds reported holding $24.4M of COLLABORATIVE INVESTMNT SER in their latest 13F filings; in Q2 2026 funds net bought $1.51M, with 3 new positions and 0 funds selling out.

Largest institutional holders of CNAV

  1. AE Wealth Management LLC — $21.1M
  2. Maridea Wealth Management LLC — $1.62M
  3. FSA Advisors, Inc. — $518K
  4. Signal Advisors Wealth, LLC — $404K
  5. GTS SECURITIES LLC — $319K
  6. CMC Financial Group — $273K
  7. Key Capital Management, INC — $114K
  8. Lloyd Advisory Services, LLC. — $27.7K
  9. GAMMA Investing LLC — $6.23K
  10. UBS Group AG (UBS) — $144

Who owns the most CNAV stock?

The largest institutional holders of COLLABORATIVE INVESTMNT SER in the latest 13F filings are AE Wealth Management LLC ($21.1M), Maridea Wealth Management LLC ($1.62M), FSA Advisors, Inc. ($518K).

All CNAV 13F holders