COLLABORATIVE INVESTMNT SER

RTRE (COLLABORATIVE INVESTMNT SER) is held by 6 institutional investors as of Q2 2026. Largest holders: WELLS FARGO & COMPANY/MN ($1.5M), GOLDMAN SACHS GROUP INC ($1.4M), CITADEL ADVISORS LLC ($837,440). Net institutional sentiment: Mixed.

6

Holders

(1 Elite)

$4M

Total Value

63% (8)

Consensus

5 buying - 3 selling

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

RT

Smart Money Verdict

View all

Loading verdict

Institutional (13F)50

Insider (Form 4)55

Activist (13D/13G)51

Congressional (STOCK Act)27

Holder Quality

52

★★★★★

Elite

26

★★★★

Strong

60

★★★

Solid

18

★★

Below

27

★

Weak

Held by 6 funds

1 elite

Who's Trading

Source dates: Price Aug 18, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (6)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLS FARGO & COMPANY/MN	New	58,967	$1.5M	0.0%	-1.03%	35
GOLDMAN SACHS GROUP INC	New	56,026	$1.4M	0.0%	-1.03%	35
CITADEL ADVISORS LLC	Increased	33,511(+76.6%)	$837,440	0.0%	-0.53%	38
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	10,389	$259,621	0.0%	-1.03%	36
IWIntegrated Wealth Concepts LLC	New	1,642	$41,027	0.0%	-1.03%	28
AE Wealth Management LLC	Unchanged	7	$175	0.0%	+6.23%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$242,817	0.0%	+0.69%	0
UBS Group AG	Exited	0(-100.0%)	$1,477	0.0%	+0.90%	0
MORGAN STANLEY	Exited	0(-100.0%)	$97,888	0.0%	+0.90%	0

RTRTRECOLLABORATIVE INVESTMNT SER

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

346 holders · $23.2B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

295 holders · $273.1B

IVVISHARES CORE S&P 500 ETF

266 holders · $436.8B

VOOVANGUARD S&P 500 ETF

245 holders · $223.6B

IWMISHARES RUSSELL 2000 ETF ETF

243 holders · $61.3B

GLDSPDR GOLD TRUST

242 holders · $39.3B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

240 holders · $91.3B

XLFFINANCIAL SELECT SECTOR SPDR

224 holders · $30.2B

EFAISHARES MSCI EAFE ETF CL USD INC

222 holders · $44B

IEMGISHARES CORE MSCI EMERGING

216 holders · $93.1B

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