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CKX — CKX LDS INC

Reported value held$295.61K
Funds holding (latest)8
SectorEnergy
Funds holding (Q2 2026)3
Institutional value$29.09K · 2.69K sh
New / Add / Cut / Exit0 / 0 / 2 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -84.9% (-15.09K sh)
Institutional value change Down -84.2%

As of Q2 2026, 3 SEC-registered investment managers reported holding CKX (CKX LDS INC) in their latest 13F filings, with a combined reported value of $29.09K across 2.69K shares. That is -84.9% by share count (-15.09K shares) versus the previous quarter, while reported value moved -84.2%. 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, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

CKX is classified in the Energy sector.

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.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 13.84K $126.66K 0.00% Add
Geode Capital Management history Q1 2026 12.09K $125.12K 0.00% Hold
Morgan Stanley history Q2 2026 1.78K $19.27K 0.00% Reduce
Citigroup Inc history Q1 2024 823 $10.86K 0.00% Reduce
UBS Group AG history Q2 2026 907 $9.80K 0.00% Reduce
Bank of America Corp history Q4 2025 420 $3.84K 0.00% Hold
JPMorgan Chase & Co history Q3 2025 3 $33 0.00% Hold
Wells Fargo & Co history Q2 2026 1 $6 0.00% Hold

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 8 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Morgan Stanley 3.23K 3.23K 3.48K 3.23K 3.23K 3.23K 3.23K 3.23K 3.23K 3.23K 3.23K 3.23K 3.23K 3.23K 3.23K 3.23K 3.23K 3.23K 3.23K 1.78K
UBS Group AG 43 1.26K 4.44K 1.03K 1.90K 2.39K 300 — 93 1 — — — — 3.54K 7.53K 7.48K 4.57K 2.46K 907
Wells Fargo & Co 10 10 10 10 10 10 10 11 10 11 11 1 1 1 1 1 1 1 1 1
JPMorgan Chase & Co — — — — — — — — 2 2 3 3 3 3 3 3 3 — — —
Bank of America Corp 407 410 407 407 407 409 38.36K 38.36K 34.14K 33.56K 28.35K 25.75K 25.75K 24.42K 419 420 419 420 — —
Geode Capital Management — — — — — — — — — — — — 10.71K 10.66K 11.55K 11.57K 11.70K 12.03K 12.09K —
Vanguard Group — — — — — — — — — — — — — — — — 13.64K 13.84K — —
Citigroup Inc — — — — — — — — 1.84K 1.53K 823 — — — — — — — — —

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