13FBOX
FINANCIAL INVS TR · 13F Institutional Holdings
Options Calculator Rankings
F

FINANCIAL INVS TR

CCNR
Institutions
16
Combined AUM (Q2 2026)
$356.1M
Combined Shares (Q2 2026)
9.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+324,471
15 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-37,271
5 · 4 Exit · ≈
⚖️ Net
+287,200
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$356.1M
Institutions
16
New Buys
8
Adds
7
Reduces
1
Exits
4
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CoreCommodity Management, LLC
63.92%62.58%#1$319.2M8.6M$336.7M8.4M+164,600+1.96%Add
Joseph Group Capital Management
3.47%4.3%#2$16.5M443,569$17.2M429,465+14,104+3.28%Add
Orion Porfolio Solutions, LLC
0.07%0.08%#6$9.5M255,809$9.6M239,643+16,166+6.75%Add
Brookwood Investment Group LLC
0.46%0.58%#4$4.1M109,509$4.7M116,241-6,732-5.79%Reduce
Smart Money Group LLC
0.66%#3$2.6M68,962$00+68,962New Buy
OLD MISSION CAPITAL LLC
0.01%<0.01%#7$893,50523,961$227,0925,663+18,298+323.11%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#8$886,04823,761$882,70522,012+1,749+7.95%Add
LPL Financial LLC
<0.01%<0.01%#12$641,09017,192$663,11216,536+656+3.97%Add
LANE BROTHERS & CO INC
0.39%#5$593,32115,911$00+15,911New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#10$365,5549,803$319,5257,968+1,835+23.03%Add
DAVENPORT & Co LLC
<0.01%#9$271,9197,292$00+7,292New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%#13$252,6026,774$00+6,774New Buy
CITADEL ADVISORS LLC
<0.01%#14$228,1406,118$00+6,118New Buy
Integrated Wealth Concepts LLC
<0.01%#11$70,8141,899$00+1,899New Buy
UBS Group AG
<0.01%#15$2,34963$00+63New Buy
WELLS FARGO & COMPANY/MN
<0.01%#16$1,64144$00+44New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow