4 institutions reported holding $58.6M of COLLABORATIVE INVESTMNT SER (NDOW) in SEC 13F filings for 2026-03-31. Largest institutional holders: Belpointe Asset Management LLC ($57.7M), GTS SECURITIES LLC ($957,698), MORGAN STANLEY ($9,103), AE Wealth Management LLC ($356). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $57.7M | 2.1M | Added |
| 2 | GTS SECURITIES LLC | $957,698 | 34,927 | Added |
| 3 | MORGAN STANLEY | $9,103 | 332 | Trimmed |
| 4 | AE Wealth Management LLC | $356 | 13 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31