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CCFE Institutional Ownership

Concourse Capital Focused Equity ETF
1W: -0.2% 1M: -6.1% 3M: -10.6% YTD: -10.0% 1Y: -13.5%
$24.04
+0.38 (+1.62%)
 
Weekly Expected Move ±2.6%
$23 $23 $24 $25 $25
ETF NASDAQ · AUM $33.4M

Institutional Ownership — CCFE

1
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
0
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (3 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Arkadios Wealth Advisors 128,589 3M +22,489 +21.2% 3Q SEC ↗
2 MIRAE ASSET SECURITIES (USA) INC. 0 0K -20,756 -100.0% 1Q SEC ↗
3 BANK OF AMERICA CORP /DE 0 0K -750 -100.0% 3Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (2)
HolderPrev SharesPrev Value
MIRAE ASSET SECURITIES (USA) INC. 20,756 499K
BANK OF AMERICA CORP /DE 750 18K
Biggest Increases (1)
HolderAddedChange %Total Shares
Arkadios Wealth Advisors +22,489 +21.2% 128,589
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms