4 institutions reported holding $50.7M of COLLABORATIVE INVESTMNT SER (PLGI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Belpointe Asset Management LLC ($50.0M), JANE STREET GROUP, LLC ($372,470), GTS SECURITIES LLC ($327,983), FMR LLC ($24). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $50.0M | 2.1M | Trimmed |
| 2 | JANE STREET GROUP, LLC | $372,470 | 15,391 | Added |
| 3 | GTS SECURITIES LLC | $327,983 | 13,553 | Trimmed |
| 4 | FMR LLC | $24 | 1 | New |
Source: SEC Form 13F filings · as of 2026-06-30