RTAI — Collaborative Investmnt Ser Institutional Holders · Q2 2026
Who owns Collaborative Investmnt Ser (RTAI)? 8 institutions reported holding $1.28M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Gts Securities LLC ($467,145), Wells Fargo & Company ($433,322), Susquehanna International Group, LLP ($200,018).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GTS SECURITIES LLC | $467,145 | 21,473 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $433,322 | 19,918 | New |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $200,018 | 9,194 | New |
| 4 | OSAIC HOLDINGS, INC. | $106,515 | 4,895 | Trimmed |
| 5 | UBS Group AG | $77,709 | 3,572 | Added |
| 6 | SANDERS MORRIS HARRIS LLC | $0 | 0 | Exited |
| 7 | Belpointe Asset Management LLC | $0 | 0 | Exited |
| 8 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30