CRDT

Institutional Ownership

Top 27 Institutional Holders
HolderSharesDateChange% Held
Ascension Capital Advisors, Inc.640.98KJun 30, 26+1.98K42.74%
Continuum Advisory, LLC446.03KJun 30, 26+14.32K29.74%
Pathstone Holdings, LLC26.65KJun 30, 26+26.65K1.78%
AE Wealth Management LLC25.96KJun 30, 26-9291.73%
SUSQUEHANNA INTERNATIONAL GROUP, LLP12.45KJun 30, 26+3.13K0.83%
Trajan Wealth LLC8.91KJun 30, 26-220.59%
ADVISOR GROUP HOLDINGS, INC.3.94KJun 30, 26+9060.26%
Lloyd Advisory Services, LLC.3.56KJun 30, 26+2.80K0.24%
MATHER GROUP, LLC.717Jun 30, 26-8450.05%
Kingdom Financial Group LLC.679Jun 30, 26-800.05%
TOUNJIAN ADVISORY PARTNERS, LLC396Jun 30, 26+3960.03%
Networth Advisors, LLC241Jun 30, 26+410.02%
IFG Advisory, LLC160Jun 30, 26+1600.01%
Geneos Wealth Management Inc.133Jun 30, 26+20.01%
Elevated Capital Advisors, LLC68Jun 30, 26-430.00%
COMPASS FINANCIAL MANAGEMENT LLC32Jun 30, 26+320.00%
Montgomery Financial Services LLC31Jun 30, 26+310.00%
Integrated Wealth Concepts LLC18Jun 30, 26+180.00%
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 MANAGEMENT20.91KSep 30, 25+1.94K1.39%
Capital A Wealth Management, LLC--Jun 30, 25-8--
TMD Wealth Management, LLC1.92MJun 30, 24+81.89K128.04%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.