Institutional Ownership
Financial Invs Tr
CUSIP 31761T886CORECOMMODITY NACCNRQ1 2026
Institutional Holders
12
13F filers
Shares Held
9.26M
Aggregate institutional
Institutional Value
$371.46M
Q1 2026
Net New Holders
+4
7 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased2
Decreased3
Sold out3
Institutional Holders
12 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Corecommodity Management, LLC | 8.40M | $336.65M | −1.02M | Reduced |
| 2 | Joseph Group Capital Management | 429.5K | $17.22M | −5.0K | Reduced |
| 3 | Orion Porfolio Solutions, LLC | 239.6K | $9.61M | +239.6K | New |
| 4 | Brookwood Investment Group LLC | 116.2K | $4.66M | +116.2K | New |
| 5 | Mml Investors Services, LLC | 22.0K | $882.7K | +14.7K | Added |
| 6 | Jane Street Group, LLC | 19.7K | $789.0K | +19.7K | New |
| 7 | Lpl Financial LLC | 16.5K | $663.1K | +3.8K | Added |
| 8 | Osaic Holdings, Inc. | 8.0K | $319.5K | +8.0K | New |
| 9 | Old Mission Capital LLC | 5.7K | $227.1K | −22.2K | Reduced |
| 10 | Essex Financial Services, Inc. | 5.5K | $222.5K | +5.5K | New |
2 more institutional holders on Premium
See every fund holding Financial Invs Tr, with full quarter-over-quarter share changes.
Unlock all holders