Who Owns NDOW?
COLLABORATIVE INVESTMNT SER — Institutional Ownership & 13F Holdings
$28.53
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
7
Total Inst. Value
$36.5M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $35.9M | 1,457,654 |
| 2 | GTS SECURITIES LLC | $329K | 13,370 |
| 3 | CITADEL ADVISORS LLC | $270K | 10,954 |
| 4 | OSAIC HOLDINGS, INC. | $8K | 339 |
| 5 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $7K | 306 |
| 6 | UBS Group AG | $2K | 79 |
| 7 | AE Wealth Management LLC | $320 | 13 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Belpointe Asset Management LLC | -66K | $35.9M |
| GTS SECURITIES LLC | -25K | $329K |
| CITADEL ADVISORS LLC | -7K | $270K |
| UBS Group AG | -39 | $2K |
Frequently Asked Questions
How many institutional investors hold NDOW?
As of Q1 2025, 7 institutional investors report holding NDOW (COLLABORATIVE INVESTMNT SER) in their 13F filings.
Which hedge fund owns the most NDOW?
The largest institutional holder of NDOW is Belpointe Asset Management LLC with $35.9M in shares.
Are institutions buying or selling NDOW?
This quarter, 2 institutions opened new positions in NDOW and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.