34 tracked 13F filers disclose a position in CRUX as of the latest SEC 13F filings, a combined $1.3B 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 | AMERIPRISE FINANCIAL INC | $709.3M | 23.6M | ▲New +23.6M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $360.5M | 12.0M | ▲New +12.0M sh | Q1 2026 | |
| 3 | Amplius Wealth Advisors, LLC | $39.9M | 1.3M | ▲New +1.3M sh | Q2 2026 | |
| 4 | Pine Valley Investments Ltd Liability Co | $29.3M | 978K | ▲+119% Added · +532K sh | Q2 2026 | |
| 5 | Sanctuary Advisors, LLC | $28.3M | 942K | ▲New +942K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $17.7M | 590K | ▲New +590K sh | Q1 2026 | |
| 7 | J.W. COLE ADVISORS, INC. | $12.8M | 428K | ▼−7.7% Reduced · −36K sh | Q2 2026 | |
| 8 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $10.1M | 338K | ▲+3.1% Added · +10K sh | Q2 2026 | |
| 9 | JONES FINANCIAL COMPANIES LLLP | $7.1M | 239K | ▲New +239K sh | Q1 2026 | |
| 10 | Systelligence, LLC | $7.1M | 235K | ▲New +235K sh | Q2 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $5.3M | 178K | ▲New +178K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $4.8M | 160K | ▲New +160K sh | Q1 2026 | |
| 13 | Symphony Financial, Ltd. Co. | $4.7M | 155K | ▲New +155K sh | Q2 2026 | |
| 14 | Private Advisor Group, LLC | $3.6M | 118K | ▲+6.2% Added · +7K sh | Q2 2026 | |
| 15 | DAGCO, INC. | $2.2M | 74K | ▲New +74K sh | Q2 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $2.2M | 73K | ▲New +73K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $2.2M | 72K | ▲New +72K sh | Q1 2026 | |
| 18 | Wealth Management Associates, Inc. | $1.6M | 53K | ▲+3.9% Added · +2K sh | Q2 2026 | |
| 19 | Redhawk Wealth Advisors, Inc. | $1.1M | 36K | ▲+1.0% Added · +369 sh | Q2 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $443K | 15K | ▲New +15K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $341K | 11K | ▲New +11K sh | Q1 2026 | |
| 22 | Mariner, LLC | $306K | 10K | ▲New +10K sh | Q1 2026 | |
| 23 | Modern Wealth Management, LLC | $290K | 10K | ▲New +10K sh | Q1 2026 | |
| 24 | FIFTH THIRD BANCORP | $274K | 9K | ▲New +9K sh | Q1 2026 | |
| 25 | Stratos Wealth Partners, LTD. | $238K | 8K | ▲New +8K 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, 6 funds opened a new position in CRUX and 2 added to an existing one, while 1 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 |
|---|---|---|
| APPLE INCAAPL | 10 funds | $642.3M |
| ALPHABET INC-CL AGOOGL | 10 funds | $244.8M |
| AMAZON.COM INCAMZN | 10 funds | $240.3M |
| MICROSOFT CORPMSFT | 10 funds | $223.7M |
| ALPHABET INC-CL CGOOG | 10 funds | $164.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $148.1M |
| JPMORGAN CHASE & COJPM | 10 funds | $134.1M |
| JOHNSON & JOHNSONJNJ | 10 funds | $126.6M |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $113.0M |
| PROCTER & GAMBLE CO/THEPG | 10 funds | $76.4M |
| ABBVIE INCABBV | 10 funds | $69.5M |
| CISCO SYSTEMS INCCSCO | 10 funds | $56.0M |
Ranked by how many of CRUX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| RECSmc | 149 funds | $3.7B |
| MUSTmc | 70 funds | $452.0M |
| DIALmc | 47 funds | $273.9M |
| EQINUS EQUITY INCOME | 44 funds | $156.1M |
| CRUXthis pageSTOK | 34 funds | $1.3B |
| REVSmc | 31 funds | $191.8M |
| SBNDSHORT DURATION | 30 funds | $117.2M |
| INEQINTL EQ INCO ETF | 26 funds | $61.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CRUX
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/CRUX/capital-change-brief"
Use Arkolith's capital_change_brief for CRUX. 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 CRUX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.