9 institutions reported holding $13.1M of COLLABORATIVE INVESTMNT SER (GHTA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Belpointe Asset Management LLC ($12.1M), Brookwood Investment Group LLC ($514,645), GTS SECURITIES LLC ($460,174), Federation des caisses Desjardins du Quebec ($19,253), Farther Finance Advisors, LLC ($12,690). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $12.1M | 405,718 | Trimmed |
| 2 | Brookwood Investment Group LLC | $514,645 | 17,326 | Added |
| 3 | GTS SECURITIES LLC | $460,174 | 15,492 | Trimmed |
| 4 | Federation des caisses Desjardins du Quebec | $19,253 | 650 | Hold |
| 5 | Farther Finance Advisors, LLC | $12,690 | 427 | Trimmed |
| 6 | MAI Capital Management | $10,575 | 356 | Trimmed |
| 7 | AE Wealth Management LLC | $178 | 6 | Hold |
| 8 | UBS Group AG | $0 | 0 | Exited |
| 9 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31