Who owns CRDT
Which tracked institutional funds hold CRDT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CRDT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
3 tracked funds added or opened CRDT while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
CRDT’s largest tracked holder by dollar value, Kovitz Investment Group Partners, LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CRDT 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 2026-Q1 and 2026-Q2, across 18 tracked filers holding CRDT, 13 increased or opened the position and 10 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 CRDT between the 2026-Q1 and 2026-Q2 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 1
- Pathstone Holdings, LLC$627K
Full exits 3
- Mid-American Wealth Advisory Group, Inc.$5M
- PRINCIPAL SECURITIES, INC.$538K
- ENVESTNET ASSET MANAGEMENT INC$538K
Largest adds
- Continuum Advisory, LLC$767K
- Ascension Capital Advisors, Inc.$683K
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 |
|---|---|---|---|---|
| Ascension Capital Advisors, Inc. added | 640,984 | $15M | 20.6% | 2026-Q2 |
| Continuum Advisory, LLC added | 446,026 | $10M | 14.3% | 2026-Q2 |
| Pathstone Holdings, LLC new | 26,650 | $627K | 0.9% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 25,957 | $611K | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,448 | $293K | 0.4% | 2026-Q2 |
| Trajan Wealth LLC trimmed | 8,912 | $210K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,935 | $93K | 0.1% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 3,556 | $84K | 0.1% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 717 | $17K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. trimmed | 679 | $16K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 396 | $9K | 0.0% | 2026-Q2 |
| Networth Advisors, LLC added | 241 | $6K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 160 | $4K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 133 | $3K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 68 | $2K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 32 | $750 | 0.0% | 2026-Q2 |
| Montgomery Financial Services LLC new | 31 | $729 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 18 | $424 | 0.0% | 2026-Q2 |
| Mid-American Wealth Advisory Group, Inc. | 201,104 | $5M | 6.4% | 2026-Q1 stale (1 quarter behind) |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 23,859 | $538K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| PRINCIPAL SECURITIES, INC. added | 23,859 | $538K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 17,026 | $384K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Steward Partners Investment Advisory, LLC | 1,558 | $35K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Focus Partners Wealth new | 276,354 | $6M | 8.8% | 2025-Q4 stale (2 quarters behind) |
| Sunbelt Securities, Inc. trimmed | 21,871 | $510K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Great Lakes Retirement, Inc. trimmed | 13,204 | $308K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 300 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Quest 10 Wealth Builders, Inc. trimmed | 113 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kovitz Investment Group Partners, LLC trimmed | 872,251 | $21M | 28.2% | 2025-Q3 stale (3 quarters behind) |
| Authentikos Wealth Advisory, LLC added | 195,072 | $5M | 6.3% | 2025-Q3 stale (3 quarters behind) |
| Wealthcare Advisory Partners LLC added | 128,507 | $3M | 4.2% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO new | 62,812 | $1M | 2.0% | 2025-Q3 stale (3 quarters behind) |
| NAPA WEALTH MANAGEMENT added | 20,915 | $495K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC new | 16,333 | $386K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 12,977 | $307K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| 3EDGE Asset Management, LP new | 9,220 | $218K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| EVOLUTION WEALTH MANAGEMENT INC. new | 98 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Stratos Wealth Advisors, LLC added | 27,240 | $651K | 0.9% | 2025-Q2 stale (4 quarters behind) |
| INDEPENDENT FINANCIAL GROUP, LLC added | 15,633 | $374K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| CWM, LLC trimmed | 1,021 | $24K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC added | 237 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC | 78 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.