Who Owns CXRN?
LISTED FDS TR — Institutional Ownership & 13F Holdings
$20.77
+0.47 (+2.29%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
49
Total Inst. Value
$92.8M
% of Float Held
—
QoQ Holder Change
+32
Institutional data as of Q1 2025
New Positions
20
Closed Positions
4
Increased
6
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $19.5M | 547,825 |
| 2 | TrueMark Investments, LLCNew | $12.7M | 375,796 |
| 3 | Principia Wealth Advisory, LLCNew | $7.8M | 214,561 |
| 4 | Valtinson Bruner Financial Planning LLC | $7.2M | 185,355 |
| 5 | Weaver Consulting GroupNew | $7.0M | 211,547 |
| 6 | Sheaff Brock Investment Advisors, LLCNew | $6.8M | 700,402 |
| 7 | Mid-American Wealth Advisory Group, Inc.New | $6.4M | 174,811 |
| 8 | Lloyd Advisory Services, LLC.New | $4.6M | 127,391 |
| 9 | B.O.S.S. Retirement Advisors, LLCNew | $2.5M | 69,278 |
| 10 | NOVUS ADVISORS, LLC | $2.1M | 215,000 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| TrueMark Investments, LLCNew | +376K | $12.7M |
| Principia Wealth Advisory, LLCNew | +215K | $7.8M |
| Weaver Consulting GroupNew | +212K | $7.0M |
| Sheaff Brock Investment Advisors, LLCNew | +700K | $6.8M |
| Mid-American Wealth Advisory Group, Inc.New | +175K | $6.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WOLVERINE TRADING, LLC | -31K | $946K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -17K | $812K |
| OSAIC HOLDINGS, INC. | -10K | $739K |
| INSIGHT 2811, INC. | -7K | $629K |
| Capital Investment Advisory Services, LLC | -7K | $779K |
Frequently Asked Questions
How many institutional investors hold CXRN?
As of Q1 2025, 49 institutional investors report holding CXRN (LISTED FDS TR) in their 13F filings.
Which hedge fund owns the most CXRN?
The largest institutional holder of CXRN is AE Wealth Management LLC with $19.5M in shares.
Are institutions buying or selling CXRN?
This quarter, 20 institutions opened new positions in CXRN and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.