Institutional Ownership Collaborative Invt Ser Tr Rare (RDFI)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Rare (RDFI). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 1.07 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
463,941
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
189,136
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 25.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
136,230
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
127,115
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
61,406
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
32,085
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 235.69%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
24,480
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
20,204
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
11,161
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,294
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 129300.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
210
shares
|
$0
0.0% of portfolio
|
Q2 2021
Reduced 56.19%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
35
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 99.49%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 99.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|