Institutional Holders (2026 Q1)
68 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CRPT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Mattson Financial Services, LLC | 0.92% | 329,674 | $3.8M |
| 2 | Gradient Investments LLC | 0.39% | 2,163,146 | $25.2M |
| 3 | Compass Capital Corp /Ma/ /Adv | 0.34% | 61,804 | $957K |
| 4 | Paladin Wealth, LLC | 0.31% | 38,743 | $451K |
| 5 | Manchester Financial Inc | 0.22% | 98,583 | $1.1M |
| 6 | Sherman Asset Management, Inc. | 0.14% | 13,198 | $154K |
| 7 | Brown Financial Advisors | 0.10% | 22,335 | $260K |
| 8 | Money Concepts Capital Corp | 0.07% | 102,910 | $1.2M |
| 9 | Silver Oak Securities, Incorporated | 0.05% | 54,336 | $632K |
| 10 | Centric Wealth Management | 0.04% | 12,820 | $198K |
| 11 | Gts Securities LLC | 0.04% | 86,219 | $1.0M |
| 12 | Clear Creek Financial Management, LLC | 0.03% | 30,346 | $353K |
| 13 | Mjp Associates Inc /Adv | 0.03% | 18,006 | $210K |
| 14 | Rossby Financial, LCC | 0.02% | 7,400 | $86K |
| 15 | Medallion Wealth Advisors, LLC | 0.02% | 2,632 | $34K |
| 16 | Advisor OS, LLC | 0.02% | 18,006 | $210K |
| 17 | Truvestments Capital LLC | 0.01% | 6,476 | $75K |
| 18 | Nilsine Partners, LLC | 0.01% | 11,225 | $164K |
| 19 | Integrity Alliance, LLC. | 0.01% | 24,071 | $280K |
| 20 | Old Mission Capital LLC | 0.01% | 42,149 | $491K |
| 21 | Csenge Advisory Group | 0.01% | 12,285 | $143K |
| 22 | Western Wealth Management, LLC | 0.01% | 13,010 | $151K |
| 23 | Twin Peaks Wealth Advisors, LLC | 0.00% | 1,686 | $20K |
| 24 | Ashton Thomas Private Wealth, LLC | 0.00% | 17,339 | $202K |
| 25 | Mcguire Capital Advisors Inc | 0.00% | 589 | $7K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|