# COLLABORATIVE INVESTMNT SER ADAPTIVE CORE

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.

## Summary

- Issuer: COLLABORATIVE INVESTMNT SER
- Class: ADAPTIVE CORE
- CUSIP: 19423L581
- 13F holders: 7
- 13F value: $4.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $4.0M | 115,515 |
| [GTS SECURITIES LLC](https://search.stillhousedata.com/firm/149224) | NEW YORK, NY | $319K | 13,527 |
| [Key Capital Management, INC](https://search.stillhousedata.com/firm/173773) | HENDERSONVILLE, TN 37075, TN | $27K | 799 |
| UBS Group AG | Zurich, V8 | $3K | 110 |
| [Mosley Wealth Management](https://search.stillhousedata.com/firm/318592) | ANAHEIM, CA | $206 | 6 |
| MORGAN STANLEY | NEW YORK, NY | $24 | 1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/19423L581.md)
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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.