Who owns CRTC
Which tracked institutional funds hold CRTC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CRTC 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
The tracked-fund tape on CRTC is one-sided between 2026-Q1 and 2026-Q2: 14 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
CRTC’s largest tracked holder by dollar value, WCG Wealth Advisors LLC, 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 CRTC 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 29 tracked filers holding CRTC, 23 increased or opened the position and 7 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 CRTC 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
- Dynamic Advisor Solutions LLC$742K
Full exits 1
- Cambridge Investment Research Advisors, Inc.$713K
Largest adds
- WCG Wealth Advisors LLC$13M
- Mirae Asset Global Investments Co., Ltd.$4M
- LPL Financial LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- CITADEL ADVISORS LLC$748K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$619K
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 |
|---|---|---|---|---|
| WCG Wealth Advisors LLC added | 1,926,232 | $75M | 53.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 180,000 | $7M | 5.0% | 2026-Q2 |
| LPL Financial LLC added | 178,490 | $7M | 4.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 146,189 | $6M | 4.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 146,453 | $6M | 4.1% | 2026-Q2 |
| Cetera Investment Advisers added | 81,482 | $3M | 2.3% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 81,209 | $3M | 2.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 76,839 | $3M | 2.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 68,116 | $3M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 68,071 | $3M | 1.9% | 2026-Q2 |
| MORGAN STANLEY added | 45,004 | $2M | 1.2% | 2026-Q2 |
| Archford Capital Strategies, LLC added | 28,972 | $1M | 0.8% | 2026-Q2 |
| CROSSPOINT FINANCIAL, LLC added | 27,899 | $1M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 24,993 | $974K | 0.7% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 21,085 | $822K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 20,248 | $789K | 0.6% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 19,546 | $762K | 0.5% | 2026-Q2 |
| Dynamic Advisor Solutions LLC new | 19,040 | $742K | 0.5% | 2026-Q2 |
| World Investment Advisors | 11,585 | $411K | 0.3% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 10,356 | $404K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 7,255 | $283K | 0.2% | 2026-Q2 |
| Delta Investment Management, LLC added | 6,256 | $244K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 5,562 | $214K | 0.2% | 2026-Q2 |
| SHP Wealth Management trimmed | 2,031 | $79K | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC | 1,040 | $41K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. | 907 | $35K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 831 | $32K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 594 | $23K | 0.0% | 2026-Q2 |
| FMR LLC added | 288 | $11K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 20,106 | $713K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 9,236 | $327K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 969 | $34K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,885 | $582K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC trimmed | 1,205 | $44K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Global Retirement Partners, LLC | 150 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| DEUTSCHE BANK AG\ trimmed | 376,100 | $14M | 9.7% | 2025-Q3 stale (3 quarters behind) |
| Sovran Advisors, LLC trimmed | 5,854 | $217K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| RAYMOND JAMES FINANCIAL INC trimmed | 4,878 | $166K | 0.1% | 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.