2 institutions reported holding $853,645 of COLLABORATIVE INVESTMNT SER (BEGS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Belpointe Asset Management LLC ($826,940), UBS Group AG ($26,705). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $826,940 | 67,505 | Trimmed |
| 2 | UBS Group AG | $26,705 | 2,180 | Added |
Source: SEC Form 13F filings · as of 2026-06-30