RSEE institutional holders
COLLABORATIVE INVESTMNT SER · 13F, 2026Q2
| Managers holding | 14 |
|---|---|
| Shares held | 1,299,148 |
| Reported value | $51.4m |
| Quarter flows | 5 new, 3 added, 4 trimmed, 4 exited |
Top 14 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Belpointe Asset Management LLC | 899,520 | $35.6m | 1.2% |
| Clear Creek Financial Management, LLC | 166,376 | $6.6m | 0.4% |
| Janney Montgomery Scott LLC | 70,527 | $2.8m | 0.0% |
| Ascension Capital Advisors, Inc. | 49,399 | $2.0m | 0.5% |
| WELLS FARGO & COMPANY/MN | 48,694 | $1.9m | 0.0% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 28,065 | $1.1m | 0.4% |
| Atria Investments, Inc | 19,403 | $767,392 | 0.0% |
| Able Wealth Management LLC | 15,114 | $597,756 | 0.1% |
| OSAIC HOLDINGS, INC. | 1,225 | $48,448 | 0.0% |
| Farther Finance Advisors, LLC | 411 | $16,255 | 0.0% |
| JPMORGAN CHASE & CO | 252 | $9,840 | 0.0% |
| Geneos Wealth Management Inc. | 150 | $5,933 | 0.0% |
| AE Wealth Management LLC | 9 | $356 | 0.0% |
| Arax Advisory Partners | 3 | $119 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("RSEE"). RSEE price history · All 13F data