Who Owns COLLABORATIVE INVESTMNT SER (BEGS)?Hedge Fund & Institutional Holders
$20.59-0.09 (-0.43%)BATS
Institutional Holders
3
as of Q4 2025
Total Institutional Value
$145.0T
% of Float Held
—
QoQ Change in Holders
+1 / -1
Price History
BEGS — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Belpointe Asset Management LLC | New Position | +64K | +$1.4B |
| UBS Group AG | Increased | +270 | +$6.0M |
BEGS — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| GTS SECURITIES LLC | Closed Position | -5K | -$201.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 63,709 | $1.4B | 0.05% | Share |
| 2 | UBS Group AG | 270 | $6.0M | 0.00% | Share |
| 3 | UBS Group AG | 1 | $0 | 0.00% | Share |
BEGS Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 2 | $1.5B | +0 |
| Q3 2025 | 2 | $201.1M | -1 |
| Q2 2025 | 3 | $1.8B | +0 |
| Q1 2025 | 3 | $1.7B | -4 |
| Q2 2024 | 7 | $508.2B | -2 |
| Q1 2024 | 9 | $733.6B | +1 |
| Q4 2023 | 8 | $428.2B | +2 |
| Q3 2023 | 6 | $1.3T | — |
As of Q4 2025, 3 institutional investors hold BEGS (COLLABORATIVE INVESTMNT SER). The largest holder is Belpointe Asset Management LLC with $1.4B in shares. This quarter, 1 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own BEGS?
As of Q4 2025, 3 institutional investors report holding BEGS (COLLABORATIVE INVESTMNT SER) in their 13F filings.
Who is the largest institutional holder of BEGS?
The largest institutional holder of BEGS is Belpointe Asset Management LLC with $1.4B in shares.
Is institutional ownership of BEGS increasing or decreasing?
This quarter, 1 institutions opened new positions in BEGS and 1 closed their positions.