COLLABORATIVE INVESTMNT SER

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RTAI·19423L714·US·ETF·Unknown - Unknown

RTAI (COLLABORATIVE INVESTMNT SER) is held by 5 institutional investors as of Q2 2026. Largest holders: WELLS FARGO & COMPANY/MN ($433,322), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($200,018), OSAIC HOLDINGS, INC. ($106,515). Net institutional sentiment: Bullish.

5

Holders

$854,706

Total Value

80% (5)

Consensus

4 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)50

Insider (Form 4)48

Activist (13D/13G)37

Congressional (STOCK Act)59

Holder Quality

15

★★★★★

Elite

47

★★★★

Strong

23

★★★

Solid

61

★★

Below

32

★

Weak

Held by 5 funds

Who's Trading

Source dates: Price Aug 17, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for RTAI.

Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLS FARGO & COMPANY/MN	New	19,918	$433,322	0.0%	-2.22%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	9,194	$200,018	0.0%	-2.22%	35
OSAIC HOLDINGS, INC.	Decreased	4,895(-9.3%)	$106,515	0.0%	+4.77%	0
UBS Group AG	Increased	3,572(+469.7%)	$77,709	0.0%	-1.09%	23
IWIntegrated Wealth Concepts LLC	New	1,707	$37,142	0.0%	-2.22%	28

RTAICOLLABORATIVE INVESTMNT SER

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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