5 institutions reported holding $103.3M of COLLABORATIVE INVESTMNT SER (MOPPX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Belpointe Asset Management LLC ($100.3M), GTS SECURITIES LLC ($1.3M), Collaborative Fund Advisors, LLC ($863,612), JANE STREET GROUP, LLC ($860,103), UBS Group AG ($15,133). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $100.3M | 4.1M | Added |
| 2 | GTS SECURITIES LLC | $1.3M | 52,307 | Trimmed |
| 3 | Collaborative Fund Advisors, LLC | $863,612 | 8,606 | New |
| 4 | JANE STREET GROUP, LLC | $860,103 | 15,490 | Trimmed |
| 5 | UBS Group AG | $15,133 | 449 | Added |
Source: SEC Form 13F filings · as of 2026-03-31