Who owns CRDT?
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18 institutions reported holding CRDT, worth $27.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CRDT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Ascension Capital Advisors, Inc. | Houston, TX | $15.1M | 640,984 | +1,983 shares |
| Continuum Advisory, LLC | Eagle, ID | $10.5M | 446,026 | +14,316 shares |
| Pathstone Holdings, LLC | Englewood, NJ | $627K | 26,650 | New position |
| AE Wealth Management LLC | Topeka, KS | $611K | 25,957 | −929 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $293K | 12,448 | +3,135 shares |
| Trajan Wealth LLC | Scottsdale, AZ | $210K | 8,912 | −22 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $93K | 3,935 | +906 shares |
| Lloyd Advisory Services, LLC. | Suwanee, GA | $84K | 3,556 | +2,797 shares |
| Mather Group, LLC. | Chicago, IL | $17K | 717 | −845 shares |
| Kingdom Financial Group LLC. | Peoria, AZ | $16K | 679 | −80 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CRDT?
18 institutional managers reported holding CRDT in Form 13F filings for June 30, 2026, worth $27.5M in total. The largest reported position was held by Ascension Capital Advisors, Inc., at $15.1M.
Did institutions buy or sell CRDT last quarter?
Reported 13F value fell 12.5% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CRDT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.