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PLGI — Collaborative Investmnt Ser Institutional Holders · Q2 2026

Who owns Collaborative Investmnt Ser (PLGI)? 4 institutions reported holding $50.66M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Belpointe Asset Management LLC ($50.0M), Jane Street Group, LLC ($372,470), Gts Securities LLC ($327,983).

RankInstitutionValueSharesChange
1Belpointe Asset Management LLC$50.0M2.1MTrimmed
2JANE STREET GROUP, LLC$372,47015,391Added
3GTS SECURITIES LLC$327,98313,553Trimmed
4FMR LLC$241New

Source: SEC Form 13F filings · as of 2026-06-30