HolderBook

COLLABORATIVE INVESTMNT SER (RMME)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

4
Reporting holders
$3.5M
Reported value
0.0%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
GTS SECURITIES LLC$1.9M19,1730.04%newNEW
Collaborative Fund Advisors, LLC$823.4K8,2060.48%2q-4.6%-$40.1K
Retireful, LLC$506.8K5,0510.47%newNEW
JANE STREET GROUP, LLC$279.2K2,7830.00%3q-56.3%-$360.1K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20264$3.5M35,2132020.0%
Q1 20263$1.5M15,0311010.0%
Q4 20252$3.1M30,6572000.0%