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-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 CRUX is one-sided between 2026-Q1 and 2026-Q2: 22 added or opened and 5 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
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 0.1pp 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
Between 2026-Q1 and 2026-Q2, across 48 tracked filers holding CRUX, 42 increased or opened the position and 11 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 CRUX 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 9
- Amplius Wealth Advisors, LLC$40M
- Dakota Wealth Management$7M
- Systelligence, LLC$7M
- Symphony Financial, Ltd. Co.$5M
- CITADEL ADVISORS LLC$4M
- RETIREMENT PLANNING GROUP, LLC / NY$3M
Full exits 2
- NATIXIS ADVISORS, LLC$2M
- HRT FINANCIAL LP$764K
Largest adds
- BANK OF AMERICA CORP /DE/$37M
- AMERIPRISE FINANCIAL INC$37M
- LPL Financial LLC$23M
- Pine Valley Investments Ltd Liability Co$16M
- WELLS FARGO & COMPANY/MN$16M
- Sanctuary Advisors, LLC$11M
Largest trims
- J.W. COLE ADVISORS, INC.$1M
- RAYMOND JAMES FINANCIAL INC$954K
- OSAIC HOLDINGS, INC.$576K
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC added | 24,905,747 | $747M | 52.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 13,271,311 | $398M | 28.1% | 2026-Q2 |
| LPL Financial LLC added | 1,368,519 | $41M | 2.9% | 2026-Q2 |
| Amplius Wealth Advisors, LLC new | 1,330,753 | $40M | 2.8% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 1,306,443 | $39M | 2.8% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 978,219 | $29M | 2.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 704,222 | $21M | 1.5% | 2026-Q2 |
| Tassel Capital Management, Inc. added | 447,838 | $13M | 0.9% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 428,096 | $13M | 0.9% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 337,697 | $10M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 304,359 | $9M | 0.6% | 2026-Q2 |
| Dakota Wealth Management new | 237,187 | $7M | 0.5% | 2026-Q2 |
| Systelligence, LLC new | 235,301 | $7M | 0.5% | 2026-Q2 |
| Symphony Financial, Ltd. Co. new | 155,339 | $5M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 141,428 | $4M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 125,780 | $4M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 118,458 | $4M | 0.3% | 2026-Q2 |
| RETIREMENT PLANNING GROUP, LLC / NY new | 115,780 | $3M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 108,050 | $3M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 86,654 | $3M | 0.2% | 2026-Q2 |
| DAGCO, INC. new | 74,241 | $2M | 0.2% | 2026-Q2 |
| Wealth Management Associates, Inc. added | 53,220 | $2M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 41,608 | $1M | 0.1% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 35,954 | $1M | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. new | 33,912 | $1M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 32,608 | $978K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 18,713 | $561K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 16,610 | $500K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 11,861 | $356K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 11,059 | $332K | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 9,765 | $293K | 0.0% | 2026-Q2 |
| Modern Wealth Management, LLC added | 9,758 | $293K | 0.0% | 2026-Q2 |
| WealthCare Investment Partners, LLC new | 9,068 | $272K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 8,959 | $269K | 0.0% | 2026-Q2 |
| PRENTISS SMITH & CO INC | 7,389 | $222K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 5,000 | $150K | 0.0% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC new | 1,726 | $52K | 0.0% | 2026-Q2 |
| Key Financial Inc | 1,202 | $36K | 0.0% | 2026-Q2 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC new | 835 | $25K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 801 | $24K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC new | 687 | $21K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 417 | $13K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC added | 75 | $2K | 0.0% | 2026-Q2 |
| GABLES CAPITAL MANAGEMENT INC. new | 47 | $1K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 44 | $1K | 0.0% | 2026-Q2 |
| Main Street Group, LTD new | 39 | $1K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 31 | $929 | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 5 | $150 | 0.0% | 2026-Q2 |
| NATIXIS ADVISORS, LLC new | 60,236 | $2M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 25,441 | $764K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC new | 10,176 | $306K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG new | 4,787 | $144K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| US BANCORP \DE\ new | 1,865 | $56K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Rockefeller Capital Management L.P. new | 1,374 | $41K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ASSETMARK, INC new | 244 | $7K | 0.0% | 2026-Q1 stale (1 quarter 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.