# COLLABORATIVE INVESTMNT SER ETF

COLLABORATIVE INVESTMNT SER ETF is a security (CUSIP 19423L722) tracked across SEC portfolio filings. 18 institutional managers reported $40.1M on Form 13F as of 2026-06-30.

## Summary

- Issuer: COLLABORATIVE INVESTMNT SER
- Class: ETF
- CUSIP: 19423L722
- 13F holders: 18
- 13F value: $40.1M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 18 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Belpointe Asset Management LLC](https://search.stillhousedata.com/firm/143440) | RENO, NV | $17.4M | 730,740 |
| [Independent Wealth Network Inc.](https://search.stillhousedata.com/firm/286262) | URBANDALE, IA | $6.7M | 279,963 |
| [Astoria Portfolio Advisors LLC.](https://search.stillhousedata.com/firm/288271) | NEW YORK, NY | $6.6M | 277,108 |
| PUFF WEALTH MANAGEMENT, LLC | Haddonfield, NJ | $2.5M | 105,775 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $1.8M | 77,982 |
| Latitude Advisors, LLC | YORKVILLE, IL | $864K | 36,275 |
| Oregon Pacific Wealth Management, LLC | Medford, OR | $796K | 33,417 |
| PFG Advisors | Phoenix, AZ | $691K | 29,012 |
| [Integrated Wealth Concepts LLC](https://search.stillhousedata.com/firm/284656) | WALTHAM, MA | $630K | 27,343 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $615K | 26,030 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $583K | 25,300 |
| [Sound Income Strategies, LLC](https://search.stillhousedata.com/firm/173272) | FT LAUDERDALE, FL | $352K | 14,772 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $293K | 12,286 |
| Noble Wealth Management PBC | GREENWOOD VILLAGE, CO | $220K | 9,228 |
| BlackRock, Inc. | New York, NY | $46K | 2,000 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/19423L722.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.