20 tracked 13F filers disclose a position in CRTC as of the latest SEC 13F filings, a combined $97.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WCG Wealth Advisors LLC | $61.8M | 1.7M | ▲+5.4% Added · +90K sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 146K | ▲+1.8% Added · +3K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $4.8M | 136K | ▼−43% Reduced · −104K sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 125K | ▲+4.4% Added · +5K sh | Q1 2026 | |
| 5 | Mirae Asset Global Investments Co., Ltd. | $3.2M | 90K | ▼−50% Reduced · −90K sh | Q1 2026 | |
| 6 | Prosperity Financial Group, Inc. | $3.2M | 81K | ▲+1.1% Added · +876 sh | Q2 2026 | |
| 7 | Cetera Investment Advisers | $2.9M | 80K | ▲+25% Added · +16K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 79K | ▼−5.6% Reduced · −5K sh | Q1 2026 | |
| 9 | OLD MISSION CAPITAL LLC | $2.3M | 65K | ▲+239% Added · +46K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $2.2M | 62K | ▲28× Added · +60K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $1.3M | 38K | ▲+21% Added · +7K sh | Q1 2026 | |
| 12 | Farther Finance Advisors, LLC | $756K | 21K | ▼−2.9% Reduced · −632 sh | Q1 2026 | |
| 13 | Dynamic Advisor Solutions LLC | $742K | 19K | ▲New +19K sh | Q2 2026 | |
| 14 | JANE STREET GROUP, LLC | $464K | 13K | ▼−59% Reduced · −19K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $231K | 7K | ▼−21% Reduced · −2K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $227K | 6K | ▲New +6K sh | Q1 2026 | |
| 17 | Golden State Wealth Management, LLC | $41K | 1K | —Held | Q2 2026 | |
| 18 | UBS Group AG | $34K | 969 | ▲New +969 sh | Q1 2026 | |
| 19 | Cape Investment Advisory, Inc. | $35K | 907 | ▲Added Added · +907 sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $11K | 304 | ▲+47% Added · +97 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.
Last quarter, 2 funds opened a new position in CRTC and 3 added to an existing one, while 2 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $6.1B |
| NVIDIA CORPNVDA | 3 funds | $3.8B |
| AMAZON.COM INCAMZN | 3 funds | $2.6B |
| MICROSOFT CORPMSFT | 3 funds | $2.2B |
| APPLE INCAAPL | 3 funds | $2.1B |
| MICRON TECHNOLOGY INCMU | 3 funds | $1.7B |
| SS SPDR DOW JONES INDUS AVGDIA | 3 funds | $1.6B |
| ISHARES CORE U.S. AGGREGATEAGG | 3 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 3 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 3 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $1.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $1.3B |
Ranked by how many of CRTC's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF 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/CRTC/capital-change-brief"
Use Arkolith's capital_change_brief for CRTC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CRTC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.