RTRE — Collaborative Investmnt Ser 机构持仓 · 2026年Q2
谁持有 Collaborative Investmnt Ser（RTRE）？2026年Q2（报告期截至 2026-06-30）共有 21 家机构在 SEC 13F 申报中报告持有，合计 4,546.79 万美元。前几大持有机构：Belpointe Asset Management LLC（3,830.00 万美元）、Wells Fargo & Company（150.00 万美元）、Goldman Sachs Group Inc（140.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $38.3M | 1.5M | 增持 |
| 2 | WELLS FARGO & COMPANY/MN | $1.5M | 58,967 | 新建仓 |
| 3 | GOLDMAN SACHS GROUP INC | $1.4M | 56,026 | 新建仓 |
| 4 | Oregon Pacific Wealth Management, LLC | $1.2M | 48,704 | 减持 |
| 5 | CITADEL ADVISORS LLC | $837,440 | 33,511 | 增持 |
| 6 | PFG Advisors | $744,178 | 29,779 | 增持 |
| 7 | Independent Wealth Network Inc. | $677,804 | 27,123 | 增持 |
| 8 | World Investment Advisors | $541,414 | 21,626 | 持平 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $259,621 | 10,389 | 新建仓 |
| 10 | AE Wealth Management LLC | $175 | 7 | 持平 |
| 11 | Arax Advisory Partners | $100 | 4 | 新建仓 |
| 12 | GeoWealth Management, LLC | $0 | 0 | 清仓 |
| 13 | JANE STREET GROUP, LLC | $0 | 0 | 清仓 |
| 14 | UBS Group AG | $0 | 0 | 清仓 |
| 15 | Sound Income Strategies, LLC | $0 | 0 | 清仓 |
| 16 | Latitude Advisors, LLC | $0 | 0 | 清仓 |
| 17 | Astoria Portfolio Advisors LLC. | $0 | 0 | 清仓 |
| 18 | SILVERLAKE WEALTH MANAGEMENT LLC | $0 | 0 | 清仓 |
| 19 | Hobbs Group Advisors, LLC | $0 | 0 | 清仓 |
| 20 | PUFF WEALTH MANAGEMENT, LLC | $0 | 0 | 清仓 |
| 21 | MORGAN STANLEY | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30