COLLABORATIVE INVESTMNT SER - 19423L565

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Quarter snapshot

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Q2 2022 · Q1 2022
Value (USD)
Total reported value ($000)
$177.4M
QoQ value delta ($000)
+$98.17M (+123.98%)
Implied price effect (QoQ)
+39.15%
Shares
Total shares
2,753,559
QoQ shares delta
+1,042,924 (+60.97%)
Total shares held by funds (by quarter)

Top holders (Q2 2022)

Top 25 only Full list
Early Q3 2022 data: only 3 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP 124,574 1,934,084 0.03%
CITADEL ADVISORS LLC 30,152 468,132 0.01%
JANE STREET GROUP, LLC 9,031 140,212 0.0%
Invesco Ltd. 5,153 80,000 0.0%
ALLIANCEBERNSTEIN L.P. 2,841 44,103 0.0%
Empowered Funds, LLC 1,372 21,305 0.18%
TCG Advisory Services, LLC 1,089 16,913 0.34%
Freestone Capital Holdings, LLC 1,031 16,000 0.04%
MORGAN STANLEY 776 12,055 0.0%
UBS Group AG 703 10,908 0.0%
NewEdge Advisors, LLC 221 3,427 0.0%
HSBC HOLDINGS PLC 206 3,200 0.0%
Tower Research Capital LLC (TRC) 78 1,216 0.0%
CITIGROUP INC 54 838 0.0%
HUNTINGTON NATIONAL BANK 39 601 0.0%
ADVISOR GROUP HOLDINGS, INC. 15 220 0.0%
ROYAL BANK OF CANADA 13 200 0.0%
BANK OF AMERICA CORP /DE/ 5 75 0.0%
BARCLAYS PLC 3 50 0.0%
HARBOUR INVESTMENTS, INC. 1 20 0.0%