RULE — Collaborative Investmnt Ser Institutional Holders · Q2 2026
Who owns Collaborative Investmnt Ser (RULE)? 8 institutions reported holding $4.21M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: AE Wealth Management LLC ($4.0M), FSA Advisors, Inc. ($205,967), Key Capital Management, INC ($27,492).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $4.0M | 115,515 | Trimmed |
| 2 | FSA Advisors, Inc. | $205,967 | 5,986 | New |
| 3 | Key Capital Management, INC | $27,492 | 799 | Hold |
| 4 | Lloyd Advisory Services, LLC. | $3,355 | 98 | New |
| 5 | MORGAN STANLEY | $1,926 | 56 | Added |
| 6 | Mosley Wealth Management | $206 | 6 | Hold |
| 7 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 8 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30