7 institutions reported holding $1.8M of CRBN CLCTV CLM SOL US EQY (CCSO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cullen/Frost Bankers, Inc. ($1.0M), JPMORGAN CHASE & CO ($382,641), INSPIRION WEALTH ADVISORS, LLC ($215,722), Royal Bank of Canada ($156,000), BARTLETT & CO. WEALTH MANAGEMENT LLC ($22,750). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cullen/Frost Bankers, Inc. | $1.0M | 37,466 | Added |
| 2 | JPMORGAN CHASE & CO | $382,641 | 13,841 | New |
| 3 | INSPIRION WEALTH ADVISORS, LLC | $215,722 | 7,856 | Hold |
| 4 | Royal Bank of Canada | $156,000 | 5,575 | Hold |
| 5 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $22,750 | 815 | Hold |
| 6 | MORGAN STANLEY | $17,056 | 611 | Added |
| 7 | Crewe Advisors LLC | $1,651 | 59 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30