Who owns CRDL
Which tracked institutional funds hold CRDL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CRDL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CRDL is one-sided between 2025-Q4 and 2026-Q1: 6 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CRDL’s largest tracked holder by dollar value, MMCAP International Inc. SPC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CRDL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 46 tracked filers holding CRDL, 23 increased or opened the position and 16 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CRDL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Ikarian Capital, LLC$4M
- CITADEL ADVISORS LLC$1M
- BOOTHBAY FUND MANAGEMENT, LLC$1M
Full exits 1
- AdvisorShares Investments LLC$570K
Largest adds
- MMCAP International Inc. SPC$21M
- Tejara Capital Ltd$2M
- TWO SIGMA INVESTMENTS, LP$333K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MMCAP International Inc. SPC added | 15,352,317 | $21M | 51.8% | 2026-Q1 |
| Tejara Capital Ltd | 5,130,122 | $7M | 17.3% | 2026-Q1 |
| Ikarian Capital, LLC new | 2,725,000 | $4M | 9.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 819,904 | $1M | 2.8% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 794,881 | $1M | 2.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 534,211 | $721K | 1.8% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 465,025 | $630K | 1.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 332,400 | $449K | 1.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 250,421 | $338K | 0.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 229,806 | $310K | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 126,957 | $172K | 0.4% | 2026-Q1 |
| Summit Financial, LLC | 104,059 | $140K | 0.4% | 2026-Q1 |
| MGO ONE SEVEN LLC | 100,000 | $135K | 0.3% | 2026-Q1 |
| 1832 Asset Management L.P. | 100,000 | $135K | 0.3% | 2026-Q1 |
| Knoll Capital Management, LLC | 100,000 | $135K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 70,396 | $95K | 0.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC | 52,435 | $71K | 0.2% | 2026-Q1 |
| Quadrature Capital Ltd new | 47,887 | $65K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 48,077 | $59K | 0.1% | 2026-Q1 |
| Marble Harbor Investment Counsel, LLC | 39,900 | $54K | 0.1% | 2026-Q1 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 33,000 | $45K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. new | 30,000 | $42K | 0.1% | 2026-Q1 |
| Virtu Financial LLC trimmed | 23,917 | $32K | 0.1% | 2026-Q1 |
| Boyer Financial Services, Inc. trimmed | 23,100 | $31K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV | 22,600 | $31K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 21,648 | $29K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP | 19,847 | $25K | 0.1% | 2026-Q1 |
| Scientech Research LLC new | 15,178 | $20K | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC | 15,151 | $20K | 0.1% | 2026-Q1 |
| MONECO ADVISORS, LLC | 15,000 | $20K | 0.1% | 2026-Q1 |
| Boomfish Wealth Group, LLC new | 14,423 | $19K | 0.0% | 2026-Q1 |
| Eaton Financial Holdings Company, LLC new | 14,000 | $19K | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 11,100 | $15K | 0.0% | 2026-Q1 |
| Impact Partnership Wealth, LLC | 10,850 | $15K | 0.0% | 2026-Q1 |
| Independent Advisor Alliance | 10,000 | $14K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 10,000 | $14K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS new | 10,000 | $14K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 8,609 | $12K | 0.0% | 2026-Q1 |
| Piscataqua Savings Bank | 5,000 | $10K | 0.0% | 2026-Q1 |
| Baader Bank Aktiengesellschaft added | 15,932 | $10K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 6,900 | $9K | 0.0% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC | 5,000 | $6K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 2,323 | $3K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 500 | $675 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 475 | $641 | 0.0% | 2026-Q1 |
| BARCLAYS PLC new | 200 | $270 | 0.0% | 2026-Q1 |
| AdvisorShares Investments LLC added | 597,977 | $570K | 1.4% | 2025-Q4 stale |
| Lion Street Advisors, LLC added | 340,025 | $461K | 1.2% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 367,453 | $350K | 0.9% | 2025-Q4 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 206,265 | $280K | 0.7% | 2025-Q2 stale |
| Sheets Smith Investment Management new | 142,097 | $152K | 0.4% | 2025-Q3 stale |
| MARSHALL WACE, LLP trimmed | 151,517 | $144K | 0.4% | 2025-Q4 stale |
| PVG ASSET MANAGEMENT CORP trimmed | 97,165 | $93K | 0.2% | 2025-Q4 stale |
| BANK OF MONTREAL /CAN/ trimmed | 50,000 | $68K | 0.2% | 2025-Q2 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 55,000 | $53K | 0.1% | 2025-Q1 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 48,629 | $52K | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 49,293 | $52K | 0.1% | 2025-Q3 stale |
| Baker Avenue Asset Management, LP new | 45,402 | $49K | 0.1% | 2025-Q3 stale |
| SIMPLEX TRADING, LLC added | 32,197 | $31K | 0.1% | 2025-Q4 stale |
| Atria Investments, Inc trimmed | 25,436 | $27K | 0.1% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC new | 25,079 | $27K | 0.1% | 2025-Q3 stale |
| TWO SIGMA SECURITIES, LLC added | 20,673 | $22K | 0.1% | 2025-Q3 stale |
| LPL Financial LLC trimmed | 15,210 | $21K | 0.1% | 2025-Q2 stale |
| Cetera Investment Advisers trimmed | 19,013 | $20K | 0.1% | 2025-Q3 stale |
| Janney Montgomery Scott LLC new | 14,200 | $19K | 0.0% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP trimmed | 19,100 | $18K | 0.0% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 16,552 | $17K | 0.0% | 2025-Q4 stale |
| GROUP ONE TRADING LLC trimmed | 7,713 | $10K | 0.0% | 2025-Q2 stale |
| Evelyn Partners Investment Management LLP | 10,000 | $10K | 0.0% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 6,154 | $8K | 0.0% | 2025-Q2 stale |
| Prosperity Financial Group, Inc. new | 5,000 | $5K | 0.0% | 2025-Q3 stale |
| NewEdge Advisors, LLC new | 5,000 | $5K | 0.0% | 2025-Q4 stale |
| Hartford Financial Management Inc. | 4,000 | $4K | 0.0% | 2025-Q1 stale |
| SouthState Bank Corp | 1,000 | $1K | 0.0% | 2025-Q3 stale |
| Disciplined Equity Management, Inc. new | 500 | $605 | 0.0% | 2025-Q4 stale |
| Root Financial Partners, LLC new | 500 | $535 | 0.0% | 2025-Q3 stale |
| Painted Porch Advisors LLC | 147 | $157 | 0.0% | 2025-Q3 stale |
| Tower Research Capital LLC (TRC) trimmed | 118 | $114 | 0.0% | 2025-Q1 stale |
| Stone House Investment Management, LLC | 50 | $48 | 0.0% | 2025-Q1 stale |
| OPTIMA CAPITAL LLC new | 28 | $27 | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN trimmed | 25 | $24 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.