RULE COLLABORATIVE INVESTMNT SER: institutional ownership and insider trading

6 funds reported holding $4.21M of COLLABORATIVE INVESTMNT SER in their latest 13F filings; in Q2 2026 funds net sold $324K, with 2 new positions and 2 funds selling out.

Largest institutional holders of RULE

  1. AE Wealth Management LLC — $3.97M
  2. FSA Advisors, Inc. — $206K
  3. Key Capital Management, INC — $27.5K
  4. Lloyd Advisory Services, LLC. — $3.36K
  5. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $1.93K
  6. Mosley Wealth Management — $179

Who owns the most RULE stock?

The largest institutional holders of COLLABORATIVE INVESTMNT SER in the latest 13F filings are AE Wealth Management LLC ($3.97M), FSA Advisors, Inc. ($206K), Key Capital Management, INC ($27.5K).

All RULE 13F holders