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Crbn Clctv CLM SOL US EQY (CCSO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Cullen T Bankers, Inc.
INCREASED
Shares39,830 from 37,466
Change+2,364 (+6%)
Value$977.6K (-$68.2K)
Filed 2026-10-28
Kroeger Financial Partners
NEW
Shares377
Change+377
Value$9.3K
Filed 2026-10-19
Inspirion Wealth Advisors, LLC
CLOSED
Shares0 from 7,856
Change-7,856 (-100%)
Value$0 (-$215.7K)
Filed 2026-10-09
JPMorgan Chase & Co
N/A
Shares— from 13,841
Change-13,841 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 611
Change-611 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Status
Cullen T Bankers, Inc.
INCREASED39,83037,466+2,364+6%$1.0M$977.6K-$68.2K2026-10-28
Kroeger Financial Partners
NEW377—+377——$9.3K—2026-10-19
Inspirion Wealth Advisors, LLC
CLOSED07,856-7,856-100%$215.7K$0-$215.7K2026-10-09
JPMorgan Chase & Co
N/A—13,841-13,841-100%$382.6K———
Royal Bank of Canada
N/A—5,575-5,575-100%$156.0K———
Bartlett & Co. Wealth Management LLC
N/A—815-815-100%$22.8K———
Morgan Stanley
N/A—611-611-100%$17.1K———
Crewe Advisors LLC
N/A—59-59-100%$1.7K———
Showing 8 of 8 institutions