Collaborative Investmnt SER

CUSIP: 19423L532 | 10 institutional holders

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Institutional Holders — Q4 2023

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Belpointe Asset Management LLC227,375

0.4% of portfolio$4.6M

Citadel Advisors LLC17,260

0.0% of portfolio$350.9K

GTS Securities LLC16,191

0.0% of portfolio$329.2K

Jane Street Group, LLC15,850

0.0% of portfolio$322.2K

NewEdge Advisors, LLC14,362

0.0% of portfolio$286.2K

Wells Fargo & Company134

0.0% of portfolio$2.7K

0.0% of portfolio$793

Proequities, Inc.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
Belpointe Asset Management LLC	227,375	$4.6M	0.4%	Core	Medium	Reno, NV	2024-02-13
Citadel Advisors LLC	17,260	$350.9K	0.0%	Core	Very High	Miami, FL	2024-02-14
GTS Securities LLC	16,191	$329.2K	0.0%	ETF	Very High	New York, NY	2024-02-15
Jane Street Group, LLC	15,850	$322.2K	0.0%	Core	Very High	New York, NY	2024-02-15
NewEdge Advisors, LLC	14,362	$286.2K	0.0%	Core	Low	New Orleans, LA	2024-02-13
Wells Fargo & Company	134	$2.7K	0.0%	Core	Low	San Francisco, CA	2024-02-09
UBS Group AG	39	$793	0.0%	Core	Medium	Zurich, Switzerland	2024-02-09
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2024-02-07