| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SoftVest Advisors, LLC | $7.4M | 698K | ▲New +698K sh | Q1 2026 | |
| 2 | Ashton Thomas Private Wealth, LLC | $2.4M | 228K | ▲New +228K sh | Q1 2026 | |
| 3 | Beacon Pointe Advisors, LLC | $664K | 63K | ▲New +63K sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $411K | 39K | ▲New +39K sh | Q1 2026 | |
| 5 | WADDELL & ASSOCIATES, LLC | $144K | 16K | ▲+0.9% Added · +144 sh | Q2 2026 | |
| 6 | Welch Group, LLC | $157K | 15K | ▲New +15K sh | Q1 2026 | |
| 7 | MARSHALL WACE, LLP | $117K | 11K | ▲New +11K sh | Q1 2026 | |
| 8 | RITHOLTZ WEALTH MANAGEMENT | $112K | 11K | ▲New +11K sh | Q1 2026 | |
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | $106K | 10K | —Held | Q1 2026 | |
| 10 | UBS Group AG | $80K | 8K | ▼−6.9% Reduced · −562 sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $65K | 6K | ▲+39% Added · +2K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $21K | 2K | —Held | Q1 2026 | |
| 13 | HARBOUR INVESTMENTS, INC. | $19K | 2K | ▲New +2K sh | Q1 2026 | |
| 14 | BNP PARIBAS FINANCIAL MARKETS | $7K | 707 | ▲New +707 sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $7K | 701 | ▼−73% Reduced · −2K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $2K | 205 | ▲New +205 sh | Q1 2026 | |
| 17 | FIRST HORIZON CORP | $904 | 100 | ▲New +100 sh | Q2 2026 | |
| 18 | BlackRock, Inc. | $176 | 17 | —Held | Q1 2026 | |
| 19 | CoreCap Advisors, LLC | $138 | 13 | —Held | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $116 | 11 | —Held | Q1 2026 | |
| 21 | ASSETMARK, INC | $32 | 3 | ▲New +3 sh | Q1 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 9 funds | $6.4B |
| APPLE INCAAPL | 9 funds | $4.6B |
| AMAZON.COM INCAMZN | 9 funds | $3.2B |
| MICROSOFT CORPMSFT | 9 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 9 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $2.4B |
| BROADCOM INCAVGO | 9 funds | $2.2B |
| MICRON TECHNOLOGY INCMU | 9 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 9 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 9 funds | $1.5B |
| TESLA INCTSLA | 9 funds | $1.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 9 funds | $1.3B |
Ranked by how many of CRT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 25, 2026 | OLIVER ERIC L | 10% Owner | Buy (P) | 4K | $33K |
| Jun 24, 2026 | OLIVER ERIC L | 10% Owner | Buy (P) | 4K | $35K |
| Jun 23, 2026 | OLIVER ERIC L | 10% Owner | Buy (P) | 35K | $300K |
| Jun 22, 2026 | OLIVER ERIC L | 10% Owner | Buy (P) | 21K | $181K |
| Jun 2, 2026 | OLIVER ERIC L | 10% Owner | Buy (P) | 6K | $60K |
| Jun 1, 2026 | OLIVER ERIC L | 10% Owner | Buy (P) | 5K | $48K |
| May 29, 2026 | OLIVER ERIC L | 10% Owner | Buy (P) | 9K | $96K |
| May 26, 2026 | OLIVER ERIC L | 10% Owner | Buy (P) | 23K | $254K |
| May 20, 2026 | OLIVER ERIC L | 10% Owner | Buy (P) | 19K | $205K |
| May 11, 2026 | OLIVER ERIC L | 10% Owner | Buy (P) | 9K | $91K |
| Apr 20, 2026 | OLIVER ERIC L | 10% Owner | Buy (P) | 4K | $42K |
| Apr 17, 2026 | OLIVER ERIC L | 10% Owner | Buy (P) | 29K | $301K |
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.