CCNR FINANCIAL INVS TR: institutional ownership and insider trading

17 funds reported holding $357M of FINANCIAL INVS TR in their latest 13F filings; in Q2 2026 funds net bought $10.6M, with 7 new positions and 4 funds selling out.

Famous investors holding CCNR

Largest institutional holders of CCNR

  1. CoreCommodity Management, LLC — $319M
  2. Joseph Group Capital Management — $16.5M
  3. Orion Porfolio Solutions, LLC — $9.54M
  4. Brookwood Investment Group LLC — $4.08M
  5. Smart Money Group LLC — $2.57M
  6. OLD MISSION CAPITAL LLC — $894K
  7. MML INVESTORS SERVICES, LLC — $886K
  8. LPL Financial LLC — $641K
  9. LANE BROTHERS & CO INC — $593K
  10. DAVENPORT & Co LLC — $470K

All CCNR 13F holders