COLLABORATIVE INVESTMNT SER

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RULE·19423L581·US·ETF·Unknown - Unknown

RULE (COLLABORATIVE INVESTMNT SER) is held by 2 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($4M), MORGAN STANLEY ($1,926). Net institutional sentiment: Mixed.

2

Holders

(1 Elite)

$4M

Total Value

33% (3)

Consensus

1 buying - 2 selling

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

Smart Money Verdict

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Institutional (13F)69

Insider (Form 4)66

Activist (13D/13G)73

Congressional (STOCK Act)83

Holder Quality

13

★★★★★

Elite

49

★★★★

Strong

21

★★★

Solid

59

★★

Below

50

★

Weak

Held by 2 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 RULE.

Top Holders

Top Holders (2)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Decreased	115,515(-1.6%)	$4M	0.0%	+53.22%	0
MORGAN STANLEY	Increased	56(+5500.0%)	$1,926	0.0%	-10.93%	12
UBS Group AG	Exited	0(-100.0%)	$2,597	0.0%	+38.75%	0

RULECOLLABORATIVE 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