Who Owns COLLABORATIVE INVESTMNT SER (NDOW)?Hedge Fund & Institutional Holders
$27.76-0.07 (-0.27%)BATS
Institutional Holders
4
as of Q4 2025
Total Institutional Value
$55.0T
% of Float Held
—
QoQ Change in Holders
+3 / -0
Price History
NDOW — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Belpointe Asset Management LLC | New Position | +2.0M | +$55.0B |
| AE Wealth Management LLC | New Position | +13 | +$0 |
| MORGAN STANLEY | New Position | +5K | +$0 |
| GTS SECURITIES LLC | Increased | +6K | +$-408.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 1,994,920 | $55.0B | 1.99% | Share |
| 2 | AE Wealth Management LLC | 13 | $0 | 0.00% | Share |
| 3 | GTS SECURITIES LLC | 20,873 | $0 | 0.00% | Share |
| 4 | MORGAN STANLEY | 5,239 | $0 | 0.00% | Share |
NDOW Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 4 | $55.0B | +3 |
| Q3 2025 | 1 | $408.0M | -6 |
| Q2 2025 | 7 | $45.3B | +0 |
| Q1 2025 | 7 | $36.5B | +1 |
| Q4 2024 | 6 | $39.6B | +2 |
| Q3 2024 | 4 | $849.6B | +0 |
| Q2 2024 | 4 | $534.2B | — |
As of Q4 2025, 4 institutional investors hold NDOW (COLLABORATIVE INVESTMNT SER). The largest holder is Belpointe Asset Management LLC with $55.0B in shares. This quarter, 3 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own NDOW?
As of Q4 2025, 4 institutional investors report holding NDOW (COLLABORATIVE INVESTMNT SER) in their 13F filings.
Who is the largest institutional holder of NDOW?
The largest institutional holder of NDOW is Belpointe Asset Management LLC with $55.0B in shares.
Is institutional ownership of NDOW increasing or decreasing?
This quarter, 3 institutions opened new positions in NDOW and 0 closed their positions.