8 institutions reported holding $46.6M of COLLABORATIVE INVESTMNT SER (RSEE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Belpointe Asset Management LLC ($35.6M), Clear Creek Financial Management, LLC ($6.6M), Ascension Capital Advisors, Inc. ($2.0M), WEALTHEDGE INVESTMENT ADVISORS, LLC ($1.1M), Atria Investments, Inc ($767,392). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $35.6M | 899,520 | Trimmed |
| 2 | Clear Creek Financial Management, LLC | $6.6M | 166,376 | Trimmed |
| 3 | Ascension Capital Advisors, Inc. | $2.0M | 49,399 | Added |
| 4 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.1M | 28,065 | New |
| 5 | Atria Investments, Inc | $767,392 | 19,403 | Added |
| 6 | Able Wealth Management LLC | $597,756 | 15,114 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $16,255 | 411 | New |
| 8 | AE Wealth Management LLC | $356 | 9 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30