7 institutions reported holding $1.8M of COLLABORATIVE INVESTMNT SER (RTAI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Belpointe Asset Management LLC ($886,506), GTS SECURITIES LLC ($386,428), SANDERS MORRIS HARRIS LLC ($370,121), OSAIC HOLDINGS, INC. ($111,892), UBS Group AG ($13,004). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $886,506 | 42,744 | Added |
| 2 | GTS SECURITIES LLC | $386,428 | 18,632 | Added |
| 3 | SANDERS MORRIS HARRIS LLC | $370,121 | 17,846 | New |
| 4 | OSAIC HOLDINGS, INC. | $111,892 | 5,395 | Hold |
| 5 | UBS Group AG | $13,004 | 627 | Added |
| 6 | Sound Income Strategies, LLC | $10,529 | 506 | Hold |
| 7 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31