CCSO TIDAL TRUST II
FollowCARBON CLCTV CLM (fund)
7 managers (7 13F filers) reported a position in CCSO shares at 2026-03-31, 37,742 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 4
- Added
- 0
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 37,742
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc. | 22,762 | $584K | 0.01% | new | 13F-HRTimelineGroup |
| INSPIRION WEALTH ADVISORS, LLC | 7,856 | $202K | 0.03% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 5,575 | $143K | <0.01% | 0 | 13F-HRTimelineGroup |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 815 | $23.2K | <0.01% | -54 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 475 | $12.2K | <0.01% | new | 13F-HRTimelineGroup |
| CWM, LLCin group CWM, LLC | 200 | $5.13K | <0.01% | new | 13F-HRTimelineGroup |
| Crewe Advisors LLC | 59 | $1.52K | <0.01% | 0 | 13F-HRTimeline |