Who owns CRUX
Which tracked institutional funds hold CRUX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CRUX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
CRUX’s largest tracked holder by dollar value, AMERIPRISE FINANCIAL INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CRUX 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
Only one quarter (2026-Q1) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC new | 23,603,545 | $709M | 59.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ new | 11,995,702 | $360M | 30.4% | 2026-Q1 |
| Sanctuary Advisors, LLC new | 941,699 | $28M | 2.4% | 2026-Q1 |
| LPL Financial LLC new | 590,313 | $18M | 1.5% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. new | 463,831 | $14M | 1.2% | 2026-Q1 |
| Tassel Capital Management, Inc. new | 426,059 | $13M | 1.1% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC new | 327,440 | $10M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 238,650 | $7M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 177,992 | $5M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. new | 160,281 | $5M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC new | 111,493 | $3M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 73,251 | $2M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 71,775 | $2M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC new | 60,236 | $2M | 0.2% | 2026-Q1 |
| Wealth Management Associates, Inc. new | 51,220 | $2M | 0.1% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. new | 35,585 | $1M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 25,441 | $764K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 14,735 | $443K | 0.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 11,347 | $341K | 0.0% | 2026-Q1 |
| Mariner, LLC new | 10,176 | $306K | 0.0% | 2026-Q1 |
| Modern Wealth Management, LLC new | 9,655 | $290K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 9,116 | $274K | 0.0% | 2026-Q1 |
| Stratos Wealth Partners, LTD. new | 7,906 | $238K | 0.0% | 2026-Q1 |
| PRENTISS SMITH & CO INC new | 7,389 | $222K | 0.0% | 2026-Q1 |
| UBS Group AG new | 4,787 | $144K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 3,350 | $100K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ new | 1,865 | $56K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 1,374 | $41K | 0.0% | 2026-Q1 |
| Key Financial Inc new | 1,202 | $36K | 0.0% | 2026-Q1 |
| ASSETMARK, INC new | 244 | $7K | 0.0% | 2026-Q1 |
| Medallion Wealth Advisors, LLC new | 74 | $2K | 0.0% | 2026-Q1 |
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.