FINANCIAL INVS TR

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

CCNR (FINANCIAL INVS TR) is held by 10 institutional investors as of Q2 2026. Largest holders: Orion Porfolio Solutions, LLC ($9.5M), MML INVESTORS SERVICES, LLC ($886,048), LPL Financial LLC ($641,090). Net institutional sentiment: Bullish.

10

Holders

$12.3M

Total Value

83% (12)

Consensus

10 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)38

Insider (Form 4)32

Activist (13D/13G)82

Congressional (STOCK Act)62

Holder Quality

85

★★★★★

Elite

89

★★★★

Strong

13

★★★

Solid

51

★★

Below

42

★

Weak

Held by 10 funds

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CCNR.

Top Holders

Top Holders (10)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OPOrion Porfolio Solutions, LLC	Increased	255,809(+6.8%)	$9.5M	0.1%	+6.76%	30
MML INVESTORS SERVICES, LLC	Increased	23,761(+8.0%)	$886,048	0.0%	+12.25%	27
LPL Financial LLC	Increased	17,192(+4.0%)	$641,090	0.0%	+20.69%	25
OSAIC HOLDINGS, INC.	Increased	9,803(+23.0%)	$365,554	0.0%	+7.45%	29
DAVENPORT & Co LLC	New	7,292	$271,919	0.0%	+12.18%	32
RAYMOND JAMES FINANCIAL INC	New	6,774	$252,602	0.0%	+12.18%	32
CITADEL ADVISORS LLC	New	6,118	$228,140	0.0%	+12.18%	35
IWIntegrated Wealth Concepts LLC	New	1,899	$70,814	0.0%	+12.18%	29
UBS Group AG	New	63	$2,349	0.0%	+12.18%	18
WELLS FARGO & COMPANY/MN	New	44	$1,641	0.0%	+12.18%	17
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$788,989	0.0%	-5.14%	0
COMMONWEALTH EQUITY SERVICES, LLC	Exited	0(-100.0%)	$209,970	0.0%	-5.14%	0

CCNRFINANCIAL INVS TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer