AI Holders Summary · Q2 2026

21 institutions reported CRDT in Q2 2026. Ascension Capital Advisors, Inc. leads at 53.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

Ascension Capital Advisors, Inc.

CIK 0001689227

$15M641K4.23%Q2 2026 02

Continuum Advisory, LLC

CIK 0001846532

$10M446K0.85%Q2 2026 03

Pathstone Holdings, LLC

CIK 0002011612

$627K27K0.00%Q2 2026 04

AE Wealth Management LLC

CIK 0001697723

$611K26K0.00%Q2 2026 05

NAPA WEALTH MANAGEMENT

CIK 0001602844

$495K21K0.23%Q3 2025 06

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$384K17K0.00%Q1 2026 07

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$293K12K0.00%Q2 2026 08

Trajan Wealth LLC

CIK 0001934415

$201K9K0.01%Q1 2026 09

OSAIC HOLDINGS, INC.

CIK 0001677044

$93K4K0.00%Q2 2026 10

Lloyd Advisory Services, LLC.

CIK 0001802474

$84K4K0.03%Q2 2026 11

MATHER GROUP, LLC.

CIK 0001527641

$17K7170.00%Q2 2026 12

Kingdom Financial Group LLC.

CIK 0001962236

$16K6790.00%Q2 2026 13

TOUNJIAN ADVISORY PARTNERS, LLC

CIK 0002039850

$9K3960.00%Q2 2026 14

Networth Advisors, LLC

CIK 0002099019

$6K2410.00%Q2 2026 15

IFG Advisory, LLC

CIK 0001728319

$4K1600.00%Q2 2026 16

Geneos Wealth Management Inc.

CIK 0001764754

$3K1330.00%Q2 2026 17

Elevated Capital Advisors, LLC

CIK 0001802387

$2K680.00%Q2 2026 18

COMPASS FINANCIAL MANAGEMENT LLC

CIK 0002148724

$750320.00%Q2 2026 19

Montgomery Financial Services LLC

CIK 0002149844

$729310.00%Q2 2026 20

Integrated Wealth Concepts LLC

CIK 0001737109

$424180.00%Q2 2026

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