Who owns FINANCIAL INVS TR?
- Ticker: CCNR
- CUSIP Number: 31761t886
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Analyze quarterly positions in Financial Invs Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Financial Invs Tr stock
Who bought or sold FINANCIAL INVS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CoreCommodity Management | 9.4M | $309M | -19% | Dec 2025 |
|
| Joseph Group Capital Management | 430k | $17M | -1% | Mar 2026 |
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| CLS Investments | 240k | $9.6M | 100% | Mar 2026 |
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| Brookwood Investment Group | 116k | $4.7M | 100% | Mar 2026 |
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| Old Mission Capital | 28k | $912k | 90% | Dec 2025 |
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| Mml Investors Services | 22k | $883k | 202% | Mar 2026 |
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| Jane Street | 20k | $789k | 100% | Mar 2026 |
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| LPL Financial | 17k | $663k | 30% | Mar 2026 |
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| Essex Financial Services | 5.5k | $223k | 100% | Mar 2026 |
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| Commonwealth Equity Services | 5.2k | $210k | 100% | Mar 2026 |
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| Ameritas Advisory Services | 79.00 | $3.2k | 100% | Mar 2026 |
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Who sold out of Financial Invs Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Envestnet Asset Management | Dec 2025 | 7.3k | $239k |