HolderBook

COLLABORATIVE INVESTMNT SER (RSPY)

Institutional ownership reported to the SEC as of Q2 2023, across 7 quarters.

4
Reporting holders
$1.2M
Reported value
0.0%
Held as options
+3
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$671.0K27,1270.02%newFIRST
CITADEL ADVISORS LLC$547.9K22,1490.00%newNEW
JPMORGAN CHASE & CO$19.8K8000.00%newNEW
UBS Group AG$792320.00%newNEW

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 20234$1.2M50,1083000.0%
Q4 20221$41.1K1,9180100.0%
Q3 20222$286.0K14,2731000.0%
Q2 20221$289.0K13,5850010.0%
Q1 20222$626.0K25,0631010.0%
Q4 20212$496.0K19,1471100.0%
Q3 20211$398.0K16,6451000.0%