Who owns CCSO?
Carbon Collective Climate Solutions U.S. Equity ETF
8 institutions reported holding CCSO, worth $1.8M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of CCSO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | San Antonio, TX | $1.0M | 37,466 | +14,704 shares |
| JPMorgan Chase & Co | New York, NY | $383K | 13,841 | New position |
| Inspirion Wealth Advisors, LLC | Libertyville, IL | $216K | 7,856 | No change |
| Royal Bank of Canada | Toronto, Ontario, Canada | $156K | 5,575 | No change |
| Bartlett & Co. Wealth Management LLC | Cincinnati, OH | $23K | 815 | No change |
| Morgan Stanley | New York, NY | $17K | 611 | +136 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $4K | 141 | New position |
| Crewe Advisors LLC | Salt Lake City, UT | $2K | 59 | No change |
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 CCSO?
8 institutional managers reported holding CCSO in Form 13F filings for June 30, 2026, worth $1.8M in total. The largest reported position was held by Cullen/Frost Bankers, Inc., at $1.0M.
Did institutions buy or sell CCSO last quarter?
Reported 13F value rose 91.2% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 0 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 CCSO 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.