Who Owns Collaborative Investment Series Trust - Mohr Sector Nav ETF (SNAV)?Hedge Fund & Institutional Holders
Institutional Holders
9
as of Q4 2025
Total Institutional Value
$75602991239.1T
% of Float Held
—
QoQ Change in Holders
+5 / -0
Price History
SNAV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Belpointe Asset Management LLC | New Position | +216K | +$7.6M |
| AE Wealth Management LLC | New Position | +89K | +$3.1M |
| ROGCO, LP | New Position | +373 | +$13K |
| Lloyd Advisory Services, LLC. | New Position | +55 | +$1K |
| UBS Group AG | New Position | +4 | +$0 |
| GTS SECURITIES LLC | Increased | +2K | +$-407.0M |
SNAV — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| FSA Advisors, Inc. | Decreased | -96 | -$240.4M |
| MORGAN STANLEY | Decreased | -1K | -$41.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 216,367 | $7.6M | 0.27% | Share |
| 2 | AE Wealth Management LLC | 85,623 | $3.0M | 0.02% | Share |
| 3 | FSA Advisors, Inc. | 6,858 | $239K | 0.17% | Share |
| 4 | AE Wealth Management LLC | 3,100 | $108K | 0.00% | Share |
| 5 | ROGCO, LP | 373 | $13K | 0.00% | Share |
| 6 | Lloyd Advisory Services, LLC. | 55 | $1K | 0.00% | Share |
| 7 | UBS Group AG | 4 | $0 | 0.00% | Share |
| 8 | GTS SECURITIES LLC | 13,703 | $0 | 0.00% | Share |
| 9 | MORGAN STANLEY | 22 | $0 | 0.00% | Share |
SNAV Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 8 | $10.9M | +5 |
| Q3 2025 | 3 | $689.5M | -4 |
| Q2 2025 | 7 | $11.0B | +0 |
| Q1 2025 | 7 | $12.9B | +0 |
| Q4 2024 | 7 | $20.2B | +1 |
| Q3 2024 | 6 | $13.8T | +0 |
| Q2 2024 | 6 | $7.6T | -1 |
| Q1 2024 | 7 | $10.4T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 9 institutional investors hold SNAV (Collaborative Investment Series Trust - Mohr Sector Nav ETF). The largest holder is Belpointe Asset Management LLC with $7.6M in shares. This quarter, 5 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own SNAV?
As of Q4 2025, 9 institutional investors report holding SNAV (Collaborative Investment Series Trust - Mohr Sector Nav ETF) in their 13F filings.
Who is the largest institutional holder of SNAV?
The largest institutional holder of SNAV is Belpointe Asset Management LLC with $7.6M in shares.
Is institutional ownership of SNAV increasing or decreasing?
This quarter, 5 institutions opened new positions in SNAV and 0 closed their positions.