Which funds hold CCNR?

As of 2026-Q2, 3 institutional funds reported holding CCNR (FINANCIAL INVS TR) in SEC 13F filings, with a combined reported value of $232.13K.

How many shares of CCNR do institutions own?

13F filers reported 6.22K shares of CCNR, worth $232.13K in aggregate at the end of 2026-Q2.

Is institutional ownership of CCNR rising or falling?

No prior-quarter baseline is available for a directional read.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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CCNR — FINANCIAL INVS TR

Reported value held$5.34M

Funds holding (latest)5

Sector—

Funds holding (Q2 2026)3

Institutional value$232.13K · 6.22K sh

New / Add / Cut / Exit3 / 0 / 0 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

As of Q2 2026, 3 SEC-registered investment managers reported holding CCNR (FINANCIAL INVS TR) in their latest 13F filings, with a combined reported value of $232.13K across 6.22K shares. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Fund	Quarter	Shares	Value	Portfolio Weight	Change
Goldman Sachs Group history	Q1 2025	210.58K	$5.10M	0.00%	New
Citadel Advisors history	Q2 2026	6.12K	$228.14K	0.00%	New
Bank of America Corp history	Q4 2025	129	$4.23K	0.00%	New
UBS Group AG history	Q2 2026	63	$2.35K	0.00%	New
Wells Fargo & Co history	Q2 2026	44	$1.64K	0.00%	New

New Positions (Q2 2026)

Citadel Advisors 6.12K sh · $228.14K
UBS Group AG 63 sh · $2.35K
Wells Fargo & Co 44 sh · $1.64K

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 5 funds)

Fund	Q3 2024	Q4 2024	Q1 2025	Q2 2025	Q3 2025	Q4 2025	Q2 2026
Citadel Advisors	—	—	—	—	—	—	6.12K
UBS Group AG	—	292	291	193	741	—	63
Wells Fargo & Co	—	—	—	—	—	—	44
Bank of America Corp	—	—	—	—	—	129	—
Goldman Sachs Group	116.83K	—	210.58K	—	—	—	—

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