undamentalytics Newsletter

Creative Media & Community Trust Corp: which funds bought and sold

Institutions that bought and sold Creative Media & Community Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 22 institutions that filed 13F reports for both quarters added to or opened positions in Creative Media & Community Trust, and 4 cut or closed them. Together they added a net 368K shares, +415.1% on what they held at the start of the quarter. 22 opened a new position and 4 sold out entirely.

Bought, Q2 2026 22 institutions, 22 of them new holders Sold, Q2 2026 4 institutions, 4 of them sold out
Net change, all compared +368K shares (+415.1%)
Net change, active managers 0 shares (—), 0 bought, 0 sold

Buyers versus sellers

institutions compared, 26
Active managers and hedge funds 0 bought · 0 sold · 0
Index fund managers 4 bought · 0 sold · +65K
Other institutions 18 bought · 4 sold · +303K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Cambridge Investment Research Advisors, Inc. +215K New position 215K $698,000
Clear Harbor Asset Management, LLC +59K New position 59K $192,283
Blackhawk Capital Partners, LLC +56K New position 56K $183,043
Vanguard Capital Management LLC Index funds +41K New position 41K $133,240
Seros Financial, LLC +16K New position 16K $52,910
Geode Capital Management, LLC Index funds +14K New position 14K $45,750
International Assets Investment Management, LLC +12K New position 12K $39,505
Stonex Group Inc. +11K New position 11K $48,960
Osaic Holdings, Inc. +10K New position 10K $33,527
Vanguard Fiduciary Trust Co Index funds +10K New position 10K $33,134
Nfsg Corp +4,755 New position 4,755 $15,454
Morgan Stanley +3,858 New position 3,858 $12,539
Royal Bank Of Canada +905 New position 905 $3,000
UBS Group AG +469 New position 469 $1,524
Steward Partners Investment Advisory, LLC +436 New position 436 $1,417
Us Bancorp +339 New position 339 $1,102
Arax Advisory Partners +218 New position 218 $709
Jones Financial Companies LLLP +218 New position 218 $709
Wells Fargo & Company +163 New position 163 $530
Shp Wealth Management +68 New position 68 $221

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Arkadios Wealth Advisors −89K Sold out 0 —
Sound Income Strategies, LLC −10 Sold out 0 —
Caldwell Sutter Capital, Inc. −8 Sold out 0 —
Tidemark, LLC −5 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Cambridge Investment Research Advisors, Inc. 215K $698,000
Clear Harbor Asset Management, LLC 59K $192,283
Blackhawk Capital Partners, LLC 56K $183,043
Vanguard Capital Management LLCIndex funds 41K $133,240
Seros Financial, LLC 16K $52,910
Stonex Group Inc. 11K $48,960
Geode Capital Management, LLCIndex funds 14K $45,750
International Assets Investment Management, LLC 12K $39,505
Osaic Holdings, Inc. 10K $33,527
Vanguard Fiduciary Trust CoIndex funds 10K $33,134

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Arkadios Wealth Advisors 89K $54,430
Caldwell Sutter Capital, Inc. 8 $5
Sound Income Strategies, LLC 10 $5
Tidemark, LLC 5 $3

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
23
Ten largest holders
97.5%
of 13F-reported shares
Index fund managers
14.3%
of 13F-reported shares
Active managers and hedge funds
0.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 0 0 0 0 —
Index fund managers 4 0 4 0 +65K —
Other institutions 18 4 18 4 +303K +341.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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