COLLABORATIVE INVESTMNT SER

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RSEE·19423L540·US·ETF·Unknown - Unknown

RSEE (COLLABORATIVE INVESTMNT SER) is held by 5 institutional investors as of Q1 2026. Largest holders: Bank of New York Mellon Corp ($266,183), OSAIC HOLDINGS, INC. ($39,996), MAI Capital Management ($19,233). Net institutional sentiment: Bullish.

5

Holders

(1 Elite)

$342,098

Total Value

100% (2)

Consensus

2 buying - 0 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Institutional (13F)60

Insider (Form 4)46

Activist (13D/13G)32

Congressional (STOCK Act)77

Holder Quality

56

★★★★★

Elite

54

★★★★

Strong

64

★★★

Solid

22

★★

Below

71

★

Weak

Held by 5 funds

1 elite

No recent insider, activist, or congressional trades found for this stock

Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Bank of New York Mellon Corp	New	8,152	$266,183	0.0%	+13.75%	36
OSAIC HOLDINGS, INC.	Unchanged	1,225	$39,996	0.0%	+42.53%	0
MAI Capital Management	Unchanged	589	$19,233	0.0%	+20.58%	0
UBS Group AG	Increased	502(+2181.8%)	$16,392	0.0%	+14.67%	20
AE Wealth Management LLC	Unchanged	9	$294	0.0%	+38.90%	0

RSEECOLLABORATIVE INVESTMNT SER

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer