HolderBook

COLLABORATIVE INVESTMNT SER (TBND)

Institutional ownership reported to the SEC as of Q3 2020, across 6 quarters.

4
Reporting holders
$843.0K
Reported value
0.0%
Held as options
-2
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
CITADEL ADVISORS LLC$342.0K14,2910.00%4q-0.7%-$2.6K
Belpointe Asset Management LLC$268.0K11,2000.03%4qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$213.0K8,9170.00%5q-70.0%-$496.7K
UBS Group AG$20.0K8420.00%4q-37.3%-$11.9K

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
Q3 20204$843.0K35,2500030.0%
Q2 20206$2.0M85,1732130.0%
Q1 20204$1.4M63,5220130.0%
Q4 20196$4.7M196,2173210.0%
Q3 20193$3.0M124,1112000.0%
Q2 20191$519.0K20,6761000.0%