COLLABORATIVE INVESTMNT SER

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SNAV·19423L524·US·ETF·Unknown - Unknown

SNAV (COLLABORATIVE INVESTMNT SER) is held by 5 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($3.3M), CITADEL ADVISORS LLC ($680,320), MERCER GLOBAL ADVISORS INC /ADV ($20,055). Net institutional sentiment: Bullish.

5

Holders

(1 Elite)

$4M

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)40

Insider (Form 4)26

Activist (13D/13G)45

Congressional (STOCK Act)42

Holder Quality

89

★★★★★

Elite

37

★★★★

Strong

17

★★★

Solid

55

★★

Below

38

★

Weak

Held by 5 funds

1 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Decreased	84,778(-3.6%)	$3.3M	0.0%	+36.92%	0
CITADEL ADVISORS LLC	New	17,640	$680,320	0.0%	+1.17%	34
MGMERCER GLOBAL ADVISORS INC /ADV	New	520	$20,055	0.0%	+1.17%	29
JPMORGAN CHASE & CO	New	162	$6,230	0.0%	+1.17%	24
UBS Group AG	Increased	65(+983.3%)	$2,507	0.0%	+1.92%	14

SNAVCOLLABORATIVE 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