Among active 13F managers last quarter, 4 opened and 4 added, while 2 reduced; the largest holder to move was Ascension Capital Advisors, Inc. (+0.3%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
18 tracked 13F filers disclose a position in CRDT as of the latest SEC 13F filings, a combined $28.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Ascension Capital Advisors, Inc. | 641K | $15.1M | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 2 | Continuum Advisory, LLC | 446K | $10.5M | ▲+3.3% Added · +14K sh | Q2 2026 | |
| 3 | AE Wealth Management LLC | 27K | $606K | ▼−47% Reduced · −24K sh | Q1 2026 | |
| 4 | Pathstone Holdings, LLC | 27K | $627K | ▲New +27K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 24K | $538K | ▼−13% Reduced · −4K sh | Q1 2026 | |
| 6 | Jane Street Group, LLC | 17K | $384K | ▼−2.0% Reduced · −355 sh | Q1 2026 | |
| 7 | Susquehanna International Group, LLP | 9K | $210K | ▼−69% Reduced · −20K sh | Q1 2026 | |
| 8 | Trajan Wealth LLC | 9K | $210K | ▼−0.2% Reduced · −22 sh | Q2 2026 | |
| 9 | Lloyd Advisory Services, LLC. | 4K | $84K | ▲+369% Added · +3K sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 3K | $68K | ▲+1.1% Added · +33 sh | Q1 2026 | |
| 11 | Mather Group, LLC. | 2K | $35K | ▲New +2K sh | Q1 2026 | |
| 12 | Kingdom Financial Group LLC. | 679 | $16K | ▼−11% Reduced · −80 sh | Q2 2026 | |
| 13 | Tounjian Advisory Partners, LLC | 396 | $9K | ▲New +396 sh | Q2 2026 | |
| 14 | Networth Advisors, LLC | 241 | $6K | ▲+21% Added · +41 sh | Q2 2026 | |
| 15 | Geneos Wealth Management Inc. | 133 | $3K | ▲+1.5% Added · +2 sh | Q2 2026 | |
| 16 | Elevated Capital Advisors, LLC | 68 | $2K | ▼−39% Reduced · −43 sh | Q2 2026 | |
| 17 | Compass Financial Management LLC | 32 | $750 | ▲New +32 sh | Q2 2026 | |
| 18 | Montgomery Financial Services LLC | 31 | $729 | ▲New +31 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in CRDT and 4 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 10 funds | $149.1M |
| Nvidia CorpNVDA | 10 funds | $107.8M |
| Vanguard S&P 500 ETFVOO | 10 funds | $97.9M |
| Microsoft CorpMSFT | 10 funds | $79.5M |
| Ishares Core S&P 500 ETFIVV | 10 funds | $67.5M |
| Amazon.com IncAMZN | 10 funds | $57.5M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 10 funds | $54.6M |
| Invesco QQQ Trust Series 1QQQ | 10 funds | $50.4M |
| Procter & Gamble CoPG | 10 funds | $50.3M |
| Broadcom IncAVGO | 10 funds | $39.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $35.1M |
| Ishares Msci Eafe Value ETFEFV | 10 funds | $28.4M |
Ranked by how many of CRDT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CRDT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 9, 2008 | Toney C Fred | Director | Buy (P) | 2.5M | $750K |
| Jul 9, 2008 | Medcap Partners Lp | 10% Owner | Buy (P) | 1.3M | $375K |
| Dec 5, 2007 | Kaiser John | Chief Executive Officer, Director | Buy (P) | 40K | $10K |
| Dec 4, 2007 | Kaiser John | Chief Executive Officer, Director | Buy (P) | 20K | $5K |
| Oct 26, 2007 | Medcap Partners Lp | 10% Owner | Buy (P) 2 lots, same day | 4.5M | $1.4M |
| Oct 26, 2007 | Toney C Fred | Director, 10% Owner | Buy (P) 3 lots, same day | 6.2M | $1.9M |
| Jun 8, 2007 | Medcap Partners Lp | 10% Owner | Buy (P) | 83K | $50K |
| Jun 8, 2007 | Toney C Fred | Director | Buy (P) 2 lots, same day | 167K | $100K |
| Jun 1, 2007 | Toney C Fred | Director | Buy (P) 3 lots, same day | 750K | $450K |
| Jun 1, 2007 | Medcap Partners Lp | 10% Owner | Buy (P) | 267K | $160K |
| May 21, 2007 | Toney C Fred | Director | Buy (P) | 167K | $100K |
| May 21, 2007 | Medcap Partners Lp | 10% Owner | Buy (P) | 167K | $100K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 6 | 7 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 226 funds | $1.0B |
| MTBAcommon | 142 funds | $959.8M |
| BUCKTREASURY OPT INC | 89 funds | $224.9M |
| AGGHUIT EXCHANGE TRADED | 83 funds | $350.8M |
| CDXMF Closed and MF Open | 82 funds | $273.5M |
| HEQTMF Closed and MF Open | 81 funds | $201.9M |
| TUASHORT TERM TREA | 74 funds | $458.9M |
| SVOLmc | 73 funds | $61.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CRDT
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CRDT/capital-change-brief"
Use Arkolith's capital_change_brief for CRDT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CRDT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.