NDOW — Collaborative Investmnt Ser Institutional Holders · Q2 2026
Who owns Collaborative Investmnt Ser (NDOW)? 7 institutions reported holding $68.54M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Belpointe Asset Management LLC ($67.0M), Gts Securities LLC ($1.1M), Susquehanna International Group, LLP ($396,966).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $67.0M | 2.3M | Added |
| 2 | GTS SECURITIES LLC | $1.1M | 38,796 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $396,966 | 13,411 | New |
| 4 | JPMORGAN CHASE & CO | $15,582 | 530 | New |
| 5 | Arax Advisory Partners | $562 | 19 | New |
| 6 | AE Wealth Management LLC | $385 | 13 | Hold |
| 7 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30