CREATIVE MEDIA & CMNTY TR
CUSIP 125525584
Creative Media & Cmnty Tr has 20 institutional holders in Filings Flow’s 13F database, together reporting 228.9K shares worth $51,991 as of Q2 2025. The largest reported holders are Cambridge Investment Research Advisors, Inc., Commonwealth Equity Services, LLC, and Cerity Partners LLC.
Institutional Holders
2
Q2 2025
Reported Value
$51,991
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.09% | $199,472 | 405.8K | Q3 2024OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $547,936 | 1.11M | Q3 2024OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.03% | $138,799 | 282.4K | Q3 2024OLDER |
| Pale Fire Capital SE$1.1B AUM | 0.02% | $89,280 | 396.8K | Q4 2024OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.02% | $47,232 | 96.1K | Q3 2024OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.02% | $190,998 | 848.9K | Q4 2024OLDER |
| EWG Elevate Inc.$320M AUM | 0.01% | $36,833 | 74.9K | Q3 2024OLDER |
| NFSG Corp$608M AUM | 0.01% | $48,983 | 217.7K | Q4 2024OLDER |
| Yelin Lapidot Holdings Management Ltd.$480M AUM | 0.01% | $71,966 | 319.8K | Q4 2024OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.01% | $18,416 | 81.8K | Q4 2024OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $84,491 | 375.5K | Q4 2024OLDER |
| Slagle Financial, LLC$303M AUM | 0.01% | $11,928 | 53.0K | Q4 2024OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $85,454 | 379.8K | Q4 2024OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.00% | $8,787 | 39.1K | Q4 2024OLDER |
| Intellus Advisors LLC$732M AUM | 0.00% | $20,576 | 91.5K | Q4 2024OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.00% | $11,237 | 22.9K | Q3 2024OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $35,144 | 168.1K | Q4 2024OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 0.00% | $5,625 | 25.0K | Q4 2024OLDER |
| Burford Brothers, Inc.$244M AUM | 0.00% | $5,221 | 23.2K | Q4 2024OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.00% | $14,000 | 29.0K | Q3 2024OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $49,995 | 101.7K | Q3 2024OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $817,954 | 3.62M | Q4 2024OLDER |
| CNB Bank$238M AUM | 0.00% | $3,831 | 7.8K | Q3 2024OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.00% | $49,995 | 101.7K | Q3 2024OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.00% | $3,375 | 15.0K | Q4 2024OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $909,000 | 4.04M | Q4 2024OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.00% | $5,262 | 10.7K | Q3 2024OLDER |
| Well Done, LLC$681M AUM | 0.00% | $6,561 | 13.3K | Q4 2024OLDER |
| NWAM LLC$1.7B AUM | 0.00% | $19,126 | 38.9K | Q3 2024OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.00% | $7,006 | 31.1K | Q4 2024OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.00% | $13,018 | 26.5K | Q3 2024OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $52,883 | 101.7K | Q3 2024OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.00% | $19,260 | 85.6K | Q4 2024OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $7,281 | 32.4K | Q4 2024OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.00% | $12,751 | 25.9K | Q3 2024OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $21,997 | 44.8K | Q3 2024OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.00% | $7,313 | 32.5K | Q4 2024OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $29,813 | 132.5K | Q2 2025 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $156,580 | 695.9K | Q4 2024OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $14,000 | 28.8K | Q3 2024OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.00% | $2,918 | 13.0K | Q4 2024OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,064 | 13.6K | Q4 2024OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $7,270 | 32.3K | Q4 2024OLDER |
| Orion Portfolio Solutions, LLC$20.2B AUM | 0.00% | $13,974 | 28.4K | Q3 2024OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $6,932 | 30.8K | Q4 2024OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $16,448 | 33.5K | Q3 2024OLDER |
| Gradient Investments LLC$7.2B AUM | 0.00% | $4,086 | 18.2K | Q4 2024OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $4,442 | 19.7K | Q4 2024OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $14,942 | 30.4K | Q3 2024OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $22,178 | 96.4K | Q2 2025 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $25,501 | 51.9K | Q3 2024OLDER |
| Raymond James Financial Services Advisors, Inc.$75.1B AUM | 0.00% | $24,079 | 49.0K | Q3 2024OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.00% | $149 | 921 | Q4 2024OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $3,487 | 7.1K | Q3 2024OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $11,674 | 51.9K | Q4 2024OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $83,178 | 369.7K | Q4 2024OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $3,505 | 7.1K | Q3 2024OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $24,114 | 107.2K | Q4 2024OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $28,414 | 126.3K | Q4 2024OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $5,387 | 11.0K | Q4 2024OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $34,517 | 70.2K | Q3 2024OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $100,069 | 620.0K | Q4 2024OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $30,656 | 136.3K | Q4 2024OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $23,782 | 105.7K | Q4 2024OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8,960 | 39.8K | Q4 2024OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5,841 | 26.0K | Q4 2024OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4,716 | 21.0K | Q4 2024OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $6,570 | 29.2K | Q4 2024OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $13,525 | 60.1K | Q4 2024OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.