AI Holders Summary · Q1 2026

19 institutions reported CRDT in Q1 2026. Ascension Capital Advisors, Inc. leads at 42.7% 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

$14M639K4.53%Q1 2026 02

Continuum Advisory, LLC

CIK 0001846532

$10M432K0.93%Q1 2026 03

Focus Partners Wealth

CIK 0001542153

$6M276K0.01%Q4 2025 04

AE Wealth Management LLC

CIK 0001697723

$606K27K0.00%Q1 2026 05

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$538K24K0.01%Q1 2026 06

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$538K24K0.00%Q1 2026 07

NAPA WEALTH MANAGEMENT

CIK 0001602844

$495K21K0.23%Q3 2025 08

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$384K17K0.00%Q1 2026 09

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$210K9K0.00%Q1 2026 10

Trajan Wealth LLC

CIK 0001934415

$201K9K0.01%Q1 2026 11

OSAIC HOLDINGS, INC.

CIK 0001677044

$68K3K0.00%Q1 2026 12

MATHER GROUP, LLC.

CIK 0001527641

$35K2K0.00%Q1 2026 13

Steward Partners Investment Advisory, LLC

CIK 0001723397

$35K2K0.00%Q1 2026 14

Kingdom Financial Group LLC.

CIK 0001962236

$17K7590.00%Q1 2026 15

Lloyd Advisory Services, LLC.

CIK 0001802474

$17K7590.00%Q1 2026 16

Networth Advisors, LLC

CIK 0002099019

$6K2410.00%Q2 2026 17

Geneos Wealth Management Inc.

CIK 0001764754

$3K1310.00%Q1 2026 18

Elevated Capital Advisors, LLC

CIK 0001802387

$2K1110.00%Q1 2026 19

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CIK 0000752798

$00—Q2 2025