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

The Private Shs Fund I

Institutional Ownership · Q4 2025

Filing: Q4 2025

The Private Shs Fund I (PRIVX) is held by 3 institutional investors with combined holdings of $742,159. Major holders include Ethos Financial Group, LL, Crews Bank & Trust, Coston, McIsaac & Partner.

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Institutional Holders
3
Total Value
$742.2K
Ownership %
0.4%

🏦 Top Institutional Holders

Ethos Financial Group, LLC
15.5K shares
$731.8K
0.37% ownership
Crews Bank & Trust
195 shares
$9.4K
Coston, McIsaac & Partners
23 shares
$1.0K

📊 Financials

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

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