Who owns CRT
Which tracked institutional funds hold CRT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CRT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 CRT is one-sided between 2026-Q1 and 2026-Q2: 1 added or opened and 0 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
CRT’s largest tracked holder by dollar value, SoftVest Advisors, LLC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CRT 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 19 tracked filers holding CRT, 12 increased or opened the position and 9 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 CRT 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.
Largest adds
- SoftVest Advisors, LLC$978K
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 |
|---|---|---|---|---|
| SoftVest Advisors, LLC added | 924,960 | $8M | 62.4% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 239,924 | $2M | 16.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 69,292 | $626K | 4.7% | 2026-Q2 |
| MORGAN STANLEY added | 20,981 | $190K | 1.4% | 2026-Q2 |
| Welch Group, LLC added | 16,652 | $151K | 1.1% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC added | 15,914 | $144K | 1.1% | 2026-Q2 |
| XTX Topco Ltd new | 10,964 | $99K | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,681 | $97K | 0.7% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 10,657 | $96K | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 7,550 | $68K | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1,982 | $18K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,800 | $16K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 814 | $7K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 735 | $7K | 0.0% | 2026-Q2 |
| FIRST HORIZON CORP new | 100 | $904 | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 13 | $118 | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 11 | $99 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd | 6 | $54 | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 3 | $27 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 38,861 | $411K | 3.1% | 2026-Q1 stale (1 quarter behind) |
| MARSHALL WACE, LLP new | 11,026 | $117K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Mraz, Amerine & Associates, Inc. trimmed | 10,900 | $115K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 10,558 | $112K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| PNC FINANCIAL SERVICES GROUP, INC. | 10,000 | $106K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 217 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA trimmed | 205 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. | 17 | $176 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 1,424 | $11K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SCOTIA CAPITAL INC. | 11,000 | $83K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| NewEdge Advisors, LLC added | 10,222 | $77K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Miracle Mile Advisors, LLC | 18,000 | $178K | 1.3% | 2025-Q2 stale (4 quarters behind) |
| LPL Financial LLC trimmed | 11,024 | $109K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 2,208 | $22K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Larson Financial Group LLC trimmed | 690 | $7K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Asset Dedication, LLC | 200 | $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.