BEGS — Collaborative Investmnt Ser Institutional Holders · Q2 2026
Who owns Collaborative Investmnt Ser (BEGS)? 2 institutions reported holding $853,645 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Belpointe Asset Management LLC ($826,940), UBS Group AG ($26,705).
| 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