RSEE COLLABORATIVE INVESTMNT SER: institutional ownership and insider trading
14 funds reported holding $51.4M of COLLABORATIVE INVESTMNT SER in their latest 13F filings; in Q2 2026 funds net sold $88.1K, with 5 new positions and 4 funds selling out.
Largest institutional holders of RSEE
- Belpointe Asset Management LLC — $35.6M
- Clear Creek Financial Management, LLC — $6.58M
- Janney Montgomery Scott LLC — $2.79M
- Ascension Capital Advisors, Inc. — $1.95M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $1.93M
- WEALTHEDGE INVESTMENT ADVISORS, LLC — $1.11M
- Atria Investments, Inc — $758K
- Able Wealth Management LLC — $508K
- Farther Finance Advisors, LLC — $126K
- OSAIC HOLDINGS, INC. — $48.4K