Among active 13F managers last quarter, 11 opened and 3 added, while 1 reduced; the largest holder to move was Pine Valley Investments Ltd Liability Co (+119%).
44 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 23.6M | $709.3M | ▲New +23.6M sh | Q1 2026 | |
| 2 | Bank Of America Corp | 12.0M | $360.5M | ▲New +12.0M sh | Q1 2026 | |
| 3 | Amplius Wealth Advisors, LLC | 1.3M | $39.9M | ▲New +1.3M sh | Q2 2026 | |
| 4 | Sanctuary Advisors, LLC | 1.3M | $39.2M | ▲+39% Added · +365K sh | Q2 2026 | |
| 5 | Pine Valley Investments Ltd Liability Co | 978K | $29.3M | ▲+119% Added · +532K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 590K | $17.7M | ▲New +590K sh | Q1 2026 | |
| 7 | Tassel Capital Management, Inc. | 448K | $13.4M | ▲+5.1% Added · +22K sh | Q2 2026 | |
| 8 | J.W. Cole Advisors, Inc. | 428K | $12.8M | ▼−7.7% Reduced · −36K sh | Q2 2026 | |
| 9 | Flynn Zito Capital Management, LLC | 338K | $10.1M | ▲+3.1% Added · +10K sh | Q2 2026 | |
| 10 | Jones Financial Companies LLLP | 239K | $7.1M | ▲New +239K sh | Q1 2026 | |
| 11 | Dakota Wealth Management | 237K | $7.1M | ▲New +237K sh | Q2 2026 | |
| 12 | Systelligence, LLC | 235K | $7.1M | ▲New +235K sh | Q2 2026 | |
| 13 | Wells Fargo & Company | 178K | $5.3M | ▲New +178K sh | Q1 2026 | |
| 14 | Osaic Holdings, Inc. | 160K | $4.8M | ▲New +160K sh | Q1 2026 | |
| 15 | Symphony Financial, Ltd. Co. | 155K | $4.7M | ▲New +155K sh | Q2 2026 | |
| 16 | Citadel Advisors LLC | 126K | $3.8M | ▲New +126K sh | Q2 2026 | |
| 17 | Private Advisor Group, LLC | 118K | $3.6M | ▲+6.2% Added · +7K sh | Q2 2026 | |
| 18 | Retirement Planning Group, LLC / NY | 116K | $3.5M | ▲New +116K sh | Q2 2026 | |
| 19 | Dagco, Inc. | 74K | $2.2M | ▲New +74K sh | Q2 2026 | |
| 20 | Raymond James Financial Inc | 73K | $2.2M | ▲New +73K sh | Q1 2026 | |
| 21 | Royal Bank Of Canada | 72K | $2.2M | ▲New +72K sh | Q1 2026 | |
| 22 | Wealth Management Associates, Inc. | 53K | $1.6M | ▲+3.9% Added · +2K sh | Q2 2026 | |
| 23 | Redhawk Wealth Advisors, Inc. | 36K | $1.1M | ▲+1.0% Added · +369 sh | Q2 2026 | |
| 24 | Essex Financial Services, Inc. | 34K | $1.0M | ▲New +34K sh | Q2 2026 | |
| 25 | Commonwealth Equity Services, LLC | 15K | $443K | ▲New +15K 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, 11 funds opened a new position in CRUX and 3 added to an existing one, while 1 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 16 funds | $1.4B |
| Ishares Core S&P 500 ETFIVV | 15 funds | $13.4B |
| Apple IncAAPL | 15 funds | $2.9B |
| Amazon.com IncAMZN | 15 funds | $2.9B |
| Microsoft CorpMSFT | 15 funds | $1.7B |
| JPMorgan Chase & CoJPM | 15 funds | $888.0M |
| Abbvie IncABBV | 15 funds | $878.5M |
| Meta Platforms Inc-Class AMETA | 15 funds | $755.2M |
| Johnson & JohnsonJNJ | 15 funds | $527.3M |
| Procter & Gamble CoPG | 15 funds | $514.4M |
| Cisco Systems IncCSCO | 15 funds | $407.1M |
| Visa Inc-Class A SharesV | 15 funds | $334.0M |
Ranked by how many of CRUX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CRUX.
| Class | 13F holders | Value held |
|---|---|---|
| RECSmc | 171 funds | $4.0B |
| MUSTmc | 75 funds | $467.7M |
| EQINUS EQUITY INCOME | 52 funds | $161.9M |
| DIALmc | 51 funds | $267.3M |
| CRUXthis pageSTOK | 44 funds | $1.3B |
| REVSmc | 34 funds | $214.9M |
| INEQINTL EQ INCO ETF | 30 funds | $70.3M |
| SBNDSHORT DURATION | 29 funds | $123.8M |
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.