COLLABORATIVE INVESTMNT SER (BEGS)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
2
Reporting holders
$853.6K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | $826.9K | 67,505 | 0.03% | 6q | -7.9%-$71.2K |
| UBS Group AG | $26.7K | 2,180 | 0.00% | 4q | +217900.0%+$26.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2 | $853.6K | 69,685 | 0 | 1 | 1 | 0.0% |
| Q1 2026 | 2 | $1.3M | 73,318 | 0 | 1 | 1 | 0.0% |
| Q4 2025 | 2 | $1.5M | 63,980 | 0 | 2 | 0 | 0.0% |
| Q3 2025 | 3 | $2.6M | 67,771 | 2 | 0 | 0 | 0.0% |
| Q2 2025 | 2 | $1.8M | 62,883 | 1 | 1 | 0 | 0.0% |
| Q1 2025 | 3 | $1.7M | 79,904 | 3 | 0 | 0 | 0.0% |