| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| Belpointe Asset Management LLC | 5 | 5 | 0.53% | 1.43% | 2.01% | Q3 2022 | Q3 2023 | 5 |
| SOA Wealth Advisors, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
| GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| LEO BROKERAGE, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
| Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Family Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
| Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
This page lists all the filers that currently own COLLABORATIVE INVESTMNT SER or have owned COLLABORATIVE INVESTMNT SER in the past.