# COLLABORATIVE INVESTMNT SER MINDFUL CNSRVTV

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.

## Summary

- Issuer: COLLABORATIVE INVESTMNT SER
- Class: MINDFUL CNSRVTV
- CUSIP: 19423L615
- 13F holders: 9
- 13F value: $3.6M
- 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 | $2.3M | 104,445 |
| [GTS SECURITIES LLC](https://search.stillhousedata.com/firm/149224) | NEW YORK, NY | $525K | 24,265 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $294K | 13,581 |
| [FSA Advisors, Inc.](https://search.stillhousedata.com/firm/286251) | 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](https://search.stillhousedata.com/firm/318592) | ANAHEIM, CA | $202 | 9 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/19423L615.md)
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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.
