RULE institutional holders
COLLABORATIVE INVESTMNT SER · 13F, 2026Q2
| Managers holding | 6 |
|---|---|
| Shares held | 122,460 |
| Reported value | $4.2m |
| Quarter flows | 2 new, 1 added, 1 trimmed, 2 exited |
Top 6 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| AE Wealth Management LLC | 115,515 | $4.0m | 0.0% |
| FSA Advisors, Inc. | 5,986 | $205,967 | 0.1% |
| Key Capital Management, INC | 799 | $27,492 | 0.0% |
| Lloyd Advisory Services, LLC. | 98 | $3,355 | 0.0% |
| MORGAN STANLEY | 56 | $1,926 | 0.0% |
| Mosley Wealth Management | 6 | $206 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("RULE"). RULE price history · All 13F data