13FBOX
Carbon Collective Climate US ETF IV · 13F Institutional Holdings
Options Calculator Rankings
C

Carbon Collective Climate US ETF IV

CCSO
Institutions
8
Combined AUM (Q2 2026)
$1.8M
Combined Shares (Q2 2026)
66,364
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+29,297
4 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-200
1 · 1 Exit · ≈
⚖️ Net
+29,097
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.8M
Institutions
8
New Buys
3
Adds
1
Reduces
0
Exits
1
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CULLEN/FROST BANKERS, INC.
0.01%0.01%#2$1.0M37,466$583,86622,762+14,704+64.60%Add
JPMORGAN CHASE & CO
<0.01%#6$382,64113,841$00+13,841New Buy
INSPIRION WEALTH ADVISORS, LLC
0.02%0.03%#1$215,7227,856$201,5117,85600.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#5$156,0005,575$143,0005,57500.00%Unchanged
BARTLETT & CO. WEALTH MANAGEMENT LLC
<0.01%<0.01%#3$22,750815$23,17181500.00%Unchanged
MORGAN STANLEY
<0.01%#8$17,056611$00+611New Buy
Integrated Wealth Concepts LLC
<0.01%#7$3,927141$00+141New Buy
Crewe Advisors LLC
<0.01%<0.01%#4$1,65159$1,5175900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow