$20.94

+0.13 (+0.65%)

Weekly Expected Move ±2.0%

$20 $21 $21 $21 $22

ETF AMEX · AUM $31.4M

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — CRDT

Institutional Holders

+1 vs prior quarter

0.0%

Ownership

+0.00pp

28M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (28 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Ascension Capital Advisors, Inc.	640,984	13M	+1,983	+0.3%	5Q	SEC ↗
2	Continuum Advisory, LLC	446,026	9M	+14,316	+3.3%	4Q	SEC ↗
3	Pathstone Holdings, LLC NEW	26,650	558K	—	+0.0%	1Q	SEC ↗
4	AE Wealth Management LLC	25,957	544K	-929	-3.5%	6Q	SEC ↗
5	SUSQUEHANNA INTERNATIONAL GROUP, LLP	12,448	261K	+3,135	+33.7%	3Q	SEC ↗
6	Trajan Wealth LLC	8,912	187K	-22	-0.2%	4Q	SEC ↗
7	OSAIC HOLDINGS, INC.	3,935	82K	+906	+29.9%	6Q	SEC ↗
8	Lloyd Advisory Services, LLC.	3,556	74K	+2,797	+368.5%	3Q	SEC ↗
9	MATHER GROUP, LLC.	717	15K	-845	-54.1%	2Q	SEC ↗
10	Kingdom Financial Group LLC.	679	14K	-80	-10.5%	3Q	SEC ↗
11	TOUNJIAN ADVISORY PARTNERS, LLC NEW	396	8K	—	+0.0%	1Q	SEC ↗
12	Networth Advisors, LLC	241	5K	+41	+20.5%	3Q	SEC ↗
13	IFG Advisory, LLC NEW	160	3K	—	+0.0%	1Q	SEC ↗
14	Geneos Wealth Management Inc.	133	3K	+2	+1.5%	4Q	SEC ↗
15	Elevated Capital Advisors, LLC	68	1K	-43	-38.7%	2Q	SEC ↗
16	COMPASS FINANCIAL MANAGEMENT LLC NEW	32	1K	—	+0.0%	1Q	SEC ↗
17	Montgomery Financial Services LLC NEW	31	1K	—	+0.0%	1Q	SEC ↗
18	Integrated Wealth Concepts LLC NEW	18	0K	—	+0.0%	1Q	SEC ↗
19	Great Lakes Retirement, Inc.	0	0K	-13,204	-100.0%	4Q	SEC ↗
20	ENVESTNET ASSET MANAGEMENT INC	0	0K	-23,859	-100.0%	4Q	SEC ↗
21	PRINCIPAL SECURITIES, INC.	0	0K	-23,859	-100.0%	4Q	SEC ↗
22	JANE STREET GROUP, LLC	0	0K	-17,026	-100.0%	5Q	SEC ↗
23	Focus Partners Wealth	0	0K	-276,354	-100.0%	1Q	SEC ↗
24	Sunbelt Securities, Inc.	0	0K	-21,871	-100.0%	4Q	SEC ↗
25	Steward Partners Investment Advisory,	0	0K	-1,558	-100.0%	5Q	SEC ↗
26	Mid-American Wealth Advisory Group, In	0	0K	-201,104	-100.0%	6Q	SEC ↗
27	Quest 10 Wealth Builders, Inc.	0	0K	-113	-100.0%	3Q	SEC ↗
28	UBS Group AG	0	0K	-300	-100.0%	3Q	SEC ↗

Recent Activity

New Positions (6)

Holder	Shares	Value
Pathstone Holdings, LLC	26,650	558K
TOUNJIAN ADVISORY PARTNERS, LLC	396	8K
IFG Advisory, LLC	160	3K
COMPASS FINANCIAL MANAGEMENT LLC	32	1K
Montgomery Financial Services LLC	31	1K
Integrated Wealth Concepts LLC	18	0K

Sold Out (10)

Holder	Prev Shares	Prev Value
Focus Partners Wealth	276,354	6M
Mid-American Wealth Advisory Group,	201,104	4M
PRINCIPAL SECURITIES, INC.	23,859	500K
ENVESTNET ASSET MANAGEMENT INC	23,859	500K
Sunbelt Securities, Inc.	21,871	458K
JANE STREET GROUP, LLC	17,026	357K
Great Lakes Retirement, Inc.	13,204	276K
Steward Partners Investment Advisor	1,558	33K
UBS Group AG	300	6K
Quest 10 Wealth Builders, Inc.	113	2K

Biggest Increases (7)

Holder	Added	Change %	Total Shares
Continuum Advisory, LLC	+14,316	+3.3%	446,026
SUSQUEHANNA INTERNATIONAL GROUP, LL	+3,135	+33.7%	12,448
Lloyd Advisory Services, LLC.	+2,797	+368.5%	3,556
Ascension Capital Advisors, Inc.	+1,983	+0.3%	640,984
OSAIC HOLDINGS, INC.	+906	+29.9%	3,935
Networth Advisors, LLC	+41	+20.5%	241
Geneos Wealth Management Inc.	+2	+1.5%	133

Biggest Decreases (5)

Holder	Reduced	Change %	Total Shares
AE Wealth Management LLC	-929	-3.5%	25,957
MATHER GROUP, LLC.	-845	-54.1%	717
Kingdom Financial Group LLC.	-80	-10.5%	679
Elevated Capital Advisors, LLC	-43	-38.7%	68
Trajan Wealth LLC	-22	-0.2%	8,912

CRDT Institutional Ownership

Institutional Ownership — CRDT

Ownership Trends

Top Institutional Holders (28 total)

Recent Activity

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