CCSO Institutional Ownership
Carbon Collective Climate Solutions U.S. Equity ETF
1W: -0.6%
1M: -4.1%
3M: -9.8%
YTD: -1.7%
1Y: -1.1%
3Y: +38.1%
$24.83
+0.30 (+1.24%)
Weekly Expected Move ±2.4%
$24
$24
$25
$25
$26
Overview
Chart
Holdings
Changes
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Analysis
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Dark Pool
Short Interest
Dividends
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Institutional Ownership — CCSO
8
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
2
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cullen/Frost Bankers, Inc. | 37,466 | 930K | +14,704 | +64.6% | 2Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO NEW | 13,841 | 344K | — | +0.0% | 1Q | SEC ↗ |
| 3 | INSPIRION WEALTH ADVISORS, LLC | 7,856 | 195K | — | +0.0% | 2Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 5,575 | 138K | — | +0.0% | 14Q | SEC ↗ |
| 5 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 815 | 20K | — | +0.0% | 13Q | SEC ↗ |
| 6 | MORGAN STANLEY | 611 | 15K | +136 | +28.6% | 2Q | SEC ↗ |
| 7 | CWM, LLC NEW | 200 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Integrated Wealth Concepts LLC NEW | 141 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Crewe Advisors LLC | 59 | 1K | — | +0.0% | 13Q | SEC ↗ |
| 10 | TRILLIUM ASSET MANAGEMENT, LLC | 0 | 0K | -8,424 | -100.0% | 2Q | SEC ↗ |
| 11 | UBS Group AG | 0 | 0K | -7 | -100.0% | 1Q | SEC ↗ |
| 12 | GTS SECURITIES LLC | 0 | 0K | -33,977 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| JPMORGAN CHASE & CO | 13,841 | 344K |
| CWM, LLC | 200 | 5K |
| Integrated Wealth Concepts LLC | 141 | 4K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 33,977 | 844K |
| TRILLIUM ASSET MANAGEMENT, LLC | 8,424 | 209K |
| UBS Group AG | 7 | 0K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cullen/Frost Bankers, Inc. | +14,704 | +64.6% | 37,466 |
| MORGAN STANLEY | +136 | +28.6% | 611 |
Biggest Decreases (0)
None.