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.
6
Holders
Avg rating(2 Elite)
$12.5M
Total Value
67% (9)
Fund Consensus
6 buying - 3 selling
Smart Money Verdict58Mixed MomentumSingle Source
Get 5 free verdicts/month - sign up in 10 seconds
See how CCNR's score breaks down across 4 SEC sources
Held by 6 funds
2 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
New | 239,643 | $9.6M | 0.1% | +5.27% | 38 | |
Increased | 22,012(+202.2%) | $882,705 | 0.0% | +11.04% | 40 | |
New | 19,675 | $788,989 | 0.0% | +5.27% | 34 | |
Increased | 16,536(+30.0%) | $663,112 | 0.0% | +19.75% | 31 | |
New | 7,968 | $319,525 | 0.0% | +5.27% | 33 | |
New | 5,236 | $209,970 | 0.0% | +5.27% | 32 | |
Exited | 0(-100.0%) | $639,000 | 0.0% | +18.65% | 0 | |
Exited | 0(-100.0%) | $4,228 | 0.0% | +18.65% | 0 | |
Exited | 0(-100.0%) | $238,791 | 0.0% | +18.65% | 0 |
Continue exploring
Other Unknown stocks held by institutions
FISVFISERV INC
343 holders · $19.6B
SPYSTATE STR SPDR S&P 500 ETF T293 holders · $272.3B
IVVISHARES TR265 holders · $436.1B
IWMISHARES TR243 holders · $61.1B
VOOVANGUARD INDEX FDS243 holders · $198.5B
QQQINVESCO QQQ TR240 holders · $91.1B
GLDSPDR GOLD TR240 holders · $39B
XLFSELECT SECTOR SPDR TR223 holders · $30.1B
EFAISHARES TR222 holders · $43.9B
XLVSELECT SECTOR SPDR TR216 holders · $20.8B
Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer