COLLABORATIVE INVESTMNT SER ADAPTIVE CORE is a security (CUSIP 19423L581) tracked across SEC portfolio filings. 7 institutional managers reported $4.3M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| AE Wealth Management LLC | TOPEKA, KS | $4.0M | 115,515 |
| GTS SECURITIES LLC | NEW YORK, NY | $319K | 13,527 |
| Key Capital Management, INC | HENDERSONVILLE, TN 37075, TN | $27K | 799 |
| UBS Group AG | Zurich, V8 | $3K | 110 |
| Mosley Wealth Management | ANAHEIM, CA | $206 | 6 |
| MORGAN STANLEY | NEW YORK, NY | $24 | 1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |