FINANCIAL INVS TR

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CCNR·31761T886·US·ETF·Unknown - Unknown

CCNR (FINANCIAL INVS TR) is held by 6 institutional investors as of Q1 2026. Largest holders: Orion Porfolio Solutions, LLC ($9.6M), MML INVESTORS SERVICES, LLC ($882,705), JANE STREET GROUP, LLC ($788,989). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (6)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OPOrion Porfolio Solutions, LLC	New	239,643	$9.6M	0.1%	-4.60%	38
MML INVESTORS SERVICES, LLC	Increased	22,012(+202.2%)	$882,705	0.0%	+0.63%	40
JANE STREET GROUP, LLC	New	19,675	$788,989	0.0%	-4.60%	34
LPL Financial LLC	Increased	16,536(+30.0%)	$663,112	0.0%	+8.52%	31
OSAIC HOLDINGS, INC.	New	7,968	$319,525	0.0%	-4.60%	33
COMMONWEALTH EQUITY SERVICES, LLC	New	5,236	$209,970	0.0%	-4.60%	32
ROYAL BANK OF CANADA	Exited	0(-100.0%)	$639,000	0.0%	+18.65%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$4,228	0.0%	+18.65%	0
ENVESTNET ASSET MANAGEMENT INC	Exited	0(-100.0%)	$238,791	0.0%	+18.65%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer