CRDT(CRDT)
CRDT
Institutional Ownership
Top 27 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Ascension Capital Advisors, Inc. | 640.98K | Jun 30, 26 | +1.98K | 42.74% |
| Continuum Advisory, LLC | 446.03K | Jun 30, 26 | +14.32K | 29.74% |
| Pathstone Holdings, LLC | 26.65K | Jun 30, 26 | +26.65K | 1.78% |
| AE Wealth Management LLC | 25.96K | Jun 30, 26 | -929 | 1.73% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.45K | Jun 30, 26 | +3.13K | 0.83% |
| Trajan Wealth LLC | 8.91K | Jun 30, 26 | -22 | 0.59% |
| ADVISOR GROUP HOLDINGS, INC. | 3.94K | Jun 30, 26 | +906 | 0.26% |
| Lloyd Advisory Services, LLC. | 3.56K | Jun 30, 26 | +2.80K | 0.24% |
| MATHER GROUP, LLC. | 717 | Jun 30, 26 | -845 | 0.05% |
| Kingdom Financial Group LLC. | 679 | Jun 30, 26 | -80 | 0.05% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 396 | Jun 30, 26 | +396 | 0.03% |
| Networth Advisors, LLC | 241 | Jun 30, 26 | +41 | 0.02% |
| IFG Advisory, LLC | 160 | Jun 30, 26 | +160 | 0.01% |
| Geneos Wealth Management Inc. | 133 | Jun 30, 26 | +2 | 0.01% |
| Elevated Capital Advisors, LLC | 68 | Jun 30, 26 | -43 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 32 | Jun 30, 26 | +32 | 0.00% |
| Montgomery Financial Services LLC | 31 | Jun 30, 26 | +31 | 0.00% |
| Integrated Wealth Concepts LLC | 18 | Jun 30, 26 | +18 | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -17.03K | -- |
| ENVESTNET ASSET MANAGEMENT INC | -- | Jun 30, 26 | -23.86K | -- |
| Steward Partners Investment Advisory, LLC | -- | Jun 30, 26 | -1.56K | -- |
| PRINCIPAL SECURITIES, INC. | -- | Jun 30, 26 | -23.86K | -- |
| Mid-American Wealth Advisory Group, Inc. | -- | Jun 30, 26 | -201.10K | -- |
| Sunbelt Securities, Inc. | -- | Mar 31, 26 | -21.87K | -- |
| NAPA WEALTH MANAGEMENT | 20.91K | Sep 30, 25 | +1.94K | 1.39% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -8 | -- |
| TMD Wealth Management, LLC | 1.92M | Jun 30, 24 | +81.89K | 128.04% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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