14 institutions reported holding $35.1M of COLLABORATIVE INVESTMNT SER (RDFI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Belpointe Asset Management LLC ($16.7M), Independent Wealth Network Inc. ($6.1M), Astoria Portfolio Advisors LLC. ($4.9M), MML INVESTORS SERVICES, LLC ($1.8M), Cambridge Investment Research Advisors, Inc. ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $16.7M | 723,349 | Added |
| 2 | Independent Wealth Network Inc. | $6.1M | 265,184 | Added |
| 3 | Astoria Portfolio Advisors LLC. | $4.9M | 204,652 | Added |
| 4 | MML INVESTORS SERVICES, LLC | $1.8M | 77,982 | New |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.7M | 71,869 | Added |
| 6 | Private Advisor Group, LLC | $1.4M | 59,532 | Trimmed |
| 7 | Oregon Pacific Wealth Management, LLC | $712,588 | 30,911 | New |
| 8 | Integrated Wealth Concepts LLC | $630,337 | 27,343 | Added |
| 9 | OSAIC HOLDINGS, INC. | $583,156 | 25,300 | Trimmed |
| 10 | Latitude Advisors, LLC | $474,458 | 20,581 | Added |
| 11 | Noble Wealth Management PBC | $213,355 | 9,255 | Added |
| 12 | BlackRock, Inc. | $46,106 | 2,000 | Hold |
| 13 | AE Wealth Management LLC | $115 | 5 | Hold |
| 14 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31