% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for CRDT in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Ascension Capital Advisors, Inc. | 639,001639,001 | $14M | — | — |
| 2 | Continuum Advisory, LLC | 431,710431,710 | $10M | — | ADD 12% |
| 3 | Mid-American Wealth Advisory Group, Inc. | 201,104201,104 | $5M | — | — |
| 4 | AE Wealth Management LLC | 26,88626,886 | $605,724 | — | TRIM -47% |
| 5 | PRINCIPAL SECURITIES, INC. | 23,85923,859 | $537,524 | — | — |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 23,85923,859 | $537,524 | — | TRIM -13% |
| 7 | JANE STREET GROUP, LLC | 17,02617,026 | $383,582 | — | TRIM -2% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,3139,313 | $209,814 | — | TRIM -69% |
| 9 | Trajan Wealth LLC | 8,9348,934 | $201,280 | — | TRIM -3% |
| 10 | OSAIC HOLDINGS, INC. | 3,0293,029 | $68,297 | — | — |
| 11 | MATHER GROUP, LLC. | 1,5621,562 | $35,191 | — | NEW |
| 12 | Steward Partners Investment Advisory, LLC | 1,5581,558 | $35,100 | — | — |
| 13 | Lloyd Advisory Services, LLC. | 759759 | $17,107 | — | TRIM -87% |
| 14 | Kingdom Financial Group LLC. | 759759 | $17,107 | — | TRIM -68% |
| 15 | Networth Advisors, LLC | 200200 | $4,506 | — | TRIM -25% |
| 16 | Geneos Wealth Management Inc. | 131131 | $2,949 | — | — |
| 17 | Elevated Capital Advisors, LLC | 111111 | $2,492 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Ascension Capital Advisors, Inc. | — | — | 611K | 615K | 636K | 639K | $14M |
| Continuum Advisory, LLC | — | — | — | 424K | 386K | 432K | $10M |
| Mid-American Wealth Advisory Group, Inc. | 37K | 47K | 161K | 186K | 201K | 201K | $5M |
| AE Wealth Management LLC | — | 51K | 52K | 50K | 51K | 27K | $605,724 |
| PRINCIPAL SECURITIES, INC. | — | — | 22K | 22K | 24K | 24K | $537,524 |
| ENVESTNET ASSET MANAGEMENT INC | — | — | 25K | 25K | 27K | 24K | $537,524 |
| JANE STREET GROUP, LLC | — | 16K | 10K | 55K | 17K | 17K | $383,582 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | 30K | 9K | $209,814 |
| Trajan Wealth LLC | — | — | — | 11K | 9K | 9K | $201,280 |
| OSAIC HOLDINGS, INC. | — | 3K | 3K | 3K | 3K | 3K | $68,297 |
| MATHER GROUP, LLC. | — | — | — | — | — | 2K | $35,191 |
| Steward Partners Investment Advisory, LLC | — | 69K | 69K | 53K | 2K | 2K | $35,100 |
| Lloyd Advisory Services, LLC. | — | — | — | — | 6K | 759 | $17,107 |
| Kingdom Financial Group LLC. | — | — | — | — | 2K | 759 | $17,107 |
| Networth Advisors, LLC | — | — | — | — | 268 | 200 | $4,506 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 17 | 1,389,801 | — | $31M |
| 2025-Q4 | 20 | 1,706,641 | — | $40M |
| 2025-Q3 | 24 | 2,873,212 | — | $68M |
| 2025-Q2 | 22 | 2,477,489 | — | $59M |
| 2025-Q1 | 21 | 2,639,551 | — | $67M |
| 2024-Q4 | 6 | 2,229,745 | — | $56M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Continuum Advisory, LLC | +45,466 | $1M | ADD |
| Ascension Capital Advisors, Inc. | +3,087 | $69,548 | — |
| MATHER GROUP, LLC. | +1,562 | $35,191 | OPEN |
| PRINCIPAL SECURITIES, INC. | +156 | $3,515 | — |
| Elevated Capital Advisors, LLC | +111 | $2,501 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Focus Partners Wealth | −276,354 | $6M | CLOSE |
| AE Wealth Management LLC | −23,920 | $538,898 | TRIM |
| Sunbelt Securities, Inc. | −21,871 | $492,736 | CLOSE |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −20,394 | $459,461 | TRIM |
| Great Lakes Retirement, Inc. | −13,204 | $297,476 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 2024-Q3 | 4 | 2,146,503 | — | $54M |
| 2024-Q2 | 4 | 2,081,034 | — | $51M |
| 2024-Q1 | 4 | 2,138,113 | — | $54M |
| 2023-Q4 | 3 | 1,963,892 | — | $50M |
| 2023-Q3 | 3 | 1,946,397 | — | $49M |
| 2023-Q2 | 2 | 1,509,348 | — | $38M |
