Data as of Q4 2025 (Dec 31, 2025)
CCNR

FINANCIAL INVS TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

FINANCIAL INVS TR (CCNR) is held by 8 institutional investors with combined holdings of $325M. Major holders include CoreCommodity Management,, Joseph Group Capital Mana, OLD MISSION CAPITAL LLC.

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Institutional Holders
8
Total Value
$325.3M
Ownership %
—

🏦 Top Institutional Holders

CoreCommodity Management, LLC
9.4M shares
$308.6M
Joseph Group Capital Management
434.4K shares
$14.2M
OLD MISSION CAPITAL LLC
27.8K shares
$912.3K
ROYAL BANK OF CANADA (RY, RYLBF)
19.5K shares
$639.0K
LPL Financial LLC
12.7K shares
$416.9K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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