2 institutions reported holding $67.0M of COLLABORATIVE INVESTMNT SER (NDOW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Belpointe Asset Management LLC ($67.0M), AE Wealth Management LLC ($385). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $67.0M | 2.3M | Added |
| 2 | AE Wealth Management LLC | $385 | 13 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30