CCM Global Equity is an exchange-traded fund on ARCA. As of Q3 2025, 1 institutional investors hold shares in this ETF, with total holdings valued at $999.4M. Sequoia Financial Advisors, LLC is the largest holder with a position valued at $999.4M.
Overview of institutional ownership in CCMG as of Q3 2025
Institutions with the largest positions in CCMG as of Q3 2025
| Institution | Position Value |
|---|---|
Sequoia Financial Advisors, LLC RIA/Wealth | $999.4M 6.11% of portfolio |
A Atlantic Trust Group, LLC Institution | - 0.00% of portfolio |
UBS Group AG Institution | - 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | - 0.00% of portfolio |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | - 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | - 0.00% of portfolio |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - 0.00% of portfolio |
SlateStone Wealth, LLC RIA/Wealth | - 0.00% of portfolio |
Institutional buying and selling activity for CCMG in Q3 2025
| Institution | Net Bought | |
|---|---|---|
| No buyers found | ||
| Institution | Net Sold |
|---|---|
Sequoia Financial Advisors, LLC RIA/Wealth | −$49.7M −1.6M shares |
SlateStone Wealth, LLC RIA/Wealth | −$2.1M −72.4K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$1.4M −46.2K shares |
J JANE STREET GROUP, LLC Institution | −$670.7K −22.9K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$311.9K −10.7K shares |
R ROYAL BANK OF CANADA Institution | −$139.1K −4.8K shares |
UBS Group AG Institution | −$130.3K −4.5K shares |
A Atlantic Trust Group, LLC Institution | −$7.0K −240.0 shares |
Institutions that initiated new positions or completely exited CCMG in Q3 2025
| Institution | Position Value |
|---|---|
| No new positions found | |
| Institution | Previous Position |
|---|---|
SlateStone Wealth, LLC RIA/Wealth | $2.1M 72.4K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $1.4M 46.2K shares |
J JANE STREET GROUP, LLC Institution | $670.7K 22.9K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $311.9K 10.7K shares |
R ROYAL BANK OF CANADA Institution | $139.1K 4.8K shares |
UBS Group AG Institution | $130.3K 4.5K shares |
A Atlantic Trust Group, LLC Institution | $7.0K 240.0 shares |
Institutions with the largest Call and Put options positions in CCMG as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with CCMG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Sequoia Financial Advisors, LLC RIA/Wealth | 6.11% $999.4M |
A Atlantic Trust Group, LLC Institution | 0.00% - |
UBS Group AG Institution | 0.00% - |
J JANE STREET GROUP, LLC Institution | 0.00% - |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | 0.00% - |
R ROYAL BANK OF CANADA Institution | 0.00% - |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.00% - |
SlateStone Wealth, LLC RIA/Wealth | 0.00% - |
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