Among active 13F managers last quarter, 4 opened and 3 added, while none reduced or exited; the largest holder to move was SoftVest Advisors, LLC (+33%). Over the last 180 days, 2 insiders bought and none sold, a net +$3.9M in open-market trades.
Funds lean in and no leg opposes.
21 tracked 13F filers disclose a position in CRT as of the latest SEC 13F filings, a combined $12.0M 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 | SoftVest Advisors, LLC | 925K | $8.4M | ▲+33% Added · +227K sh | Q2 2026 | |
| 2 | Ashton Thomas Private Wealth, LLC | 240K | $2.2M | ▲+5.2% Added · +12K sh | Q2 2026 | |
| 3 | Beacon Pointe Advisors, LLC | 69K | $626K | ▲+10% Added · +6K sh | Q2 2026 | |
| 4 | Waddell & Associates, LLC | 16K | $144K | ▲+0.9% Added · +144 sh | Q2 2026 | |
| 5 | Welch Group, LLC | 15K | $157K | ▲New +15K sh | Q1 2026 | |
| 6 | Marshall Wace, LLP | 11K | $117K | ▲New +11K sh | Q1 2026 | |
| 7 | O'shaughnessy Asset Management, LLC | 11K | $96K | ▲Added Added · +11K sh | Q2 2026 | |
| 8 | PNC Financial Services Group, Inc. | 10K | $106K | —Held | Q1 2026 | |
| 9 | UBS Group AG | 8K | $80K | ▼−6.9% Reduced · −562 sh | Q1 2026 | |
| 10 | Morgan Stanley | 6K | $65K | ▲+39% Added · +2K sh | Q1 2026 | |
| 11 | Wells Fargo & Company | 2K | $21K | —Held | Q1 2026 | |
| 12 | Harbour Investments, Inc. | 2K | $19K | ▲New +2K sh | Q1 2026 | |
| 13 | BNP Paribas Financial Markets | 707 | $7K | ▲New +707 sh | Q1 2026 | |
| 14 | Osaic Holdings, Inc. | 701 | $7K | ▼−73% Reduced · −2K sh | Q1 2026 | |
| 15 | Royal Bank Of Canada | 205 | $2K | ▲New +205 sh | Q1 2026 | |
| 16 | First Horizon Corp | 100 | $904 | ▲New +100 sh | Q2 2026 | |
| 17 | BlackRock, Inc. | 17 | $150 | —Held | Q2 2026 | |
| 18 | CoreCap Advisors, LLC | 13 | $138 | —Held | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | 11 | $99 | —Held | Q2 2026 | |
| 20 | Caitong International Asset Management Co., Ltd | 6 | $54 | —Held | Q2 2026 | |
| 21 | AssetMark, Inc | 3 | $27 | —Held | 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 CRT and 3 added to an existing one, while none reduced or exited. 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 | 8 funds | $3.7B |
| Nvidia CorpNVDA | 8 funds | $3.4B |
| Amazon.com IncAMZN | 8 funds | $2.3B |
| Alphabet Inc-CL AGOOGL | 8 funds | $1.4B |
| Chevron CorpCVX | 8 funds | $1.1B |
| Tesla IncTSLA | 8 funds | $1.0B |
| Advanced Micro DevicesAMD | 8 funds | $986.3M |
| Alphabet Inc-CL CGOOG | 8 funds | $956.4M |
| Johnson & JohnsonJNJ | 8 funds | $902.0M |
| Eli Lilly & CoLLY | 8 funds | $802.1M |
| Micron Technology IncMU | 8 funds | $599.0M |
| Coca-Cola CoKO | 8 funds | $553.6M |
Ranked by how many of CRT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CRT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 9, 2026 | Oliver Eric L | 10% Owner | Buy (P) | 7K | $81K |
| Sep 8, 2026 | Oliver Eric L | 10% Owner | Buy (P) | 6K | $67K |
| Sep 4, 2026 | Oliver Eric L | 10% Owner | Buy (P) | 5K | $60K |
| Sep 3, 2026 | Oliver Eric L | 10% Owner | Buy (P) | 790 | $8K |
| Sep 2, 2026 | Oliver Eric L | 10% Owner | Buy (P) | 2K | $24K |
| Sep 1, 2026 | Oliver Eric L | 10% Owner | Buy (P) | 4K | $41K |
| Aug 14, 2026 | Oliver Eric L | 10% Owner | Buy (P) | 10K | $100K |
| Aug 13, 2026 | Oliver Eric L | 10% Owner | Buy (P) | 3K | $31K |
| Aug 12, 2026 | Oliver Eric L | 10% Owner | Buy (P) | 13K | $131K |
| Aug 11, 2026 | Oliver Eric L | 10% Owner | Buy (P) | 13K | $131K |
| Jun 25, 2026 | Oliver Eric L | 10% Owner | Buy (P) | 4K | $33K |
| Jun 24, 2026 | Oliver Eric L | 10% Owner | Buy (P) | 4K | $35K |
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 | 2 | – |
Insiders Form 4 open-market | 2 | 0 | +$3.9M |
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.
Connected entities for CRT
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/CRT/capital-change-brief"
Use Arkolith's capital_change_brief for CRT. 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 CRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.