4 institutions reported holding $6.9M of FINANCIAL INVS TR (CCNR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookwood Investment Group LLC ($4.1M), Smart Money Group LLC ($2.6M), DAVENPORT & Co LLC ($271,919), COMMONWEALTH EQUITY SERVICES, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookwood Investment Group LLC | $4.1M | 109,509 | Trimmed |
| 2 | Smart Money Group LLC | $2.6M | 68,962 | New |
| 3 | DAVENPORT & Co LLC | $271,919 | 7,292 | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30