ETF Holders

Who owns CCSB?

Bond

Carbon Collective Short Duration Green Bond ETF

3 institutions reported holding CCSB, worth $1.3M, in Form 13F filings for June 30, 2026.

13F holders
3
Institutional value
$1.3M
Change from prior quarter
-26.1%
−$467K, with price moves
New and sold-out firms
1 / 1
0 added, 1 trimmed

Top 3 institutional holders of CCSB

FirmLocationValueSharesChange
Centric Wealth ManagementChicago, IL$695K34,886No change
ZEGA Investments, LLCPalm Beach Gardens, FL$630K31,517−8,392 shares
UBS Group AGZurich, Switzerland$201New position

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns CCSB?

3 institutional managers reported holding CCSB in Form 13F filings for June 30, 2026, worth $1.3M in total. The largest reported position was held by Centric Wealth Management, at $695K.

Did institutions buy or sell CCSB last quarter?

Reported 13F value fell 26.1% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is CCSB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.