2 institutions reported holding $1.3M of COLLABORATIVE INVESTMNT SER (BEGS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Belpointe Asset Management LLC ($1.3M), UBS Group AG ($18). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $1.3M | 73,317 | Added |
| 2 | UBS Group AG | $18 | 1 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31