COLLABORATIVE INVESTMENT SER TR ETF is a security (CUSIP 19423L524) tracked across SEC portfolio filings. 7 institutional managers reported $14.5M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Belpointe Asset Management LLC | RENO, NV | $9.7M | 251,925 |
| AE Wealth Management LLC | TOPEKA, KS | $3.3M | 84,778 |
| GTS SECURITIES LLC | NEW YORK, NY | $1.2M | 35,444 |
| FSA Advisors, Inc. | TROY, MI | $236K | 6,788 |
| Key Capital Management, INC | HENDERSONVILLE, TN 37075, TN | $22K | 560 |
| UBS Group AG | Zurich, V8 | $209 | 6 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |