PLGI

COLLABORATIVE INVESTMNT SER

Institutional Ownership · Q4 2025

Filing: Q4 2025

COLLABORATIVE INVESTMNT SER (PLGI) is held by 40 institutional investors with combined holdings of $302M. Major holders include Belpointe Asset Managemen, AE Wealth Management LLC, GTS SECURITIES LLC.

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Institutional Holders

Total Value

$302.4M

Ownership %

—

🏦 Top Institutional Holders

Belpointe Asset Management LLC

8.7M shares

$235.0M

AE Wealth Management LLC

Clear Creek Financial Management, LLC

197.3K shares

$6.8M

Independent Wealth Network Inc.

240.9K shares

$5.8M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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