# COLLABORATIVE INVESTMENT SER TR ETF

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.

## Summary

- Issuer: COLLABORATIVE INVESTMENT SER TR
- Class: ETF
- CUSIP: 19423L524
- 13F holders: 7
- 13F value: $14.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Belpointe Asset Management LLC](https://search.stillhousedata.com/firm/143440) | RENO, NV | $9.7M | 251,925 |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $3.3M | 84,778 |
| [GTS SECURITIES LLC](https://search.stillhousedata.com/firm/149224) | NEW YORK, NY | $1.2M | 35,444 |
| [FSA Advisors, Inc.](https://search.stillhousedata.com/firm/286251) | TROY, MI | $236K | 6,788 |
| [Key Capital Management, INC](https://search.stillhousedata.com/firm/173773) | HENDERSONVILLE, TN 37075, TN | $22K | 560 |
| UBS Group AG | Zurich, V8 | $209 | 6 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/19423L524.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.