COLLABORATIVE INVESTMNT SER MINDFUL CNSRVTV is a security (CUSIP 19423L615) tracked across SEC portfolio filings. 9 institutional managers reported $3.6M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| AE Wealth Management LLC | TOPEKA, KS | $2.3M | 104,445 |
| GTS SECURITIES LLC | NEW YORK, NY | $525K | 24,265 |
| CITADEL ADVISORS LLC | MIAMI, FL | $294K | 13,581 |
| FSA Advisors, Inc. | TROY, MI | $207K | 9,551 |
| MORGAN STANLEY | NEW YORK, NY | $195K | 9,036 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $77K | 3,573 |
| UBS Group AG | Zurich, V8 | $5K | 251 |
| Mosley Wealth Management | ANAHEIM, CA | $202 | 9 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |