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CRPT Institutional Ownership

First Trust SkyBridge Crypto Industry and Digital Economy ETF
1W: -3.6% 1M: +10.3% 3M: +26.9% YTD: +0.2% 1Y: -30.3% 3Y: +241.6% 5Y: -16.2%
$16.54
+0.69 (+4.35%)
 
Weekly Expected Move ±8.1%
$13 $14 $16 $17 $18
ETF AMEX · AUM $123.1M

Institutional Ownership — CRPT

78
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
54M
Total Invested
11
New Positions
21
Increased
32
Reduced
12
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (87 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Gradient Investments LLC 2,340,500 $39M +177,354 +8.2% 16Q SEC ↗
2 Mattson Financial Services, LLC 338,697 $6M +9,023 +2.7% 9Q SEC ↗
3 GTS SECURITIES LLC 313,948 $5M +227,729 +264.1% 2Q SEC ↗
4 Cetera Investment Advisers 171,850 $3M +1,494 +0.9% 19Q SEC ↗
5 TOUNJIAN ADVISORY PARTNERS, LLC NEW 161,312 $3M — +0.0% 1Q SEC ↗
6 Cambridge Investment Research Advisors 123,414 $2M -1,538 -1.2% 19Q SEC ↗
7 MANCHESTER FINANCIAL INC 117,019 $2M +18,436 +18.7% 6Q SEC ↗
8 MONEY CONCEPTS CAPITAL CORP 110,278 $2M +7,368 +7.2% 8Q SEC ↗
9 STIFEL FINANCIAL CORP 72,857 $1M +19,848 +37.4% 4Q SEC ↗
10 COMPASS CAPITAL CORP /MA/ /ADV 65,894 $1M +4,090 +6.6% 7Q SEC ↗
11 LPL Financial LLC 65,842 $1M -10,449 -13.7% 13Q SEC ↗
12 SILVER OAK SECURITIES, INCORPORATED 61,088 $1M +6,752 +12.4% 8Q SEC ↗
13 COMMONWEALTH EQUITY SERVICES, LLC 57,072 $944K -17,243 -23.2% 19Q SEC ↗
14 MML INVESTORS SERVICES, LLC 48,297 $799K -403 -0.8% 6Q SEC ↗
15 HighTower Advisors, LLC 47,386 $784K +426 +0.9% 17Q SEC ↗
16 OSAIC HOLDINGS, INC. 44,231 $732K -8,923 -16.8% 17Q SEC ↗
17 Paladin Wealth, LLC 44,064 $729K +5,321 +13.7% 4Q SEC ↗
18 Global Assets Advisory, LLC NEW 42,772 $707K — +0.0% 1Q SEC ↗
19 OLD MISSION CAPITAL LLC 42,243 $699K +94 +0.2% 2Q SEC ↗
20 JANE STREET GROUP, LLC 41,524 $687K -112,252 -73.0% 3Q SEC ↗
21 CITADEL ADVISORS LLC 39,659 $656K -3,615 -8.4% 3Q SEC ↗
22 WEDBUSH SECURITIES INC 34,986 $579K +5,046 +16.9% 13Q SEC ↗
23 Brown Financial Advisors 26,174 $433K +3,839 +17.2% 7Q SEC ↗
24 INTEGRITY ALLIANCE, LLC. 25,143 $416K +1,072 +4.5% 3Q SEC ↗
25 Rockefeller Capital Management L.P. 23,586 $390K -800 -3.3% 11Q SEC ↗
26 Sigma Planning Corp 20,092 $332K +7,140 +55.1% 3Q SEC ↗
27 KESTRA PRIVATE WEALTH SERVICES, LLC 19,260 $319K -9,847 -33.8% 5Q SEC ↗
28 MJP ASSOCIATES INC /ADV 18,006 $298K — +0.0% 15Q SEC ↗
29 Advisor OS, LLC 18,006 $298K — +0.0% 13Q SEC ↗
30 Clear Creek Financial Management, LLC 17,777 $294K -12,569 -41.4% 5Q SEC ↗
31 Ashton Thomas Private Wealth, LLC 17,232 $285K -107 -0.6% 13Q SEC ↗
32 HARBOUR INVESTMENTS, INC. 14,211 $235K — +0.0% 17Q SEC ↗
33 Kestra Advisory Services, LLC 13,948 $231K -11,313 -44.8% 5Q SEC ↗
34 Centric Wealth Management 12,820 $212K — +0.0% 15Q SEC ↗
35 Western Wealth Management, LLC 12,520 $207K -490 -3.8% 2Q SEC ↗
36 Truvestments Capital LLC 12,388 $205K +5,912 +91.3% 4Q SEC ↗
37 Janney Montgomery Scott LLC 11,595 $192K -1,163 -9.1% 4Q SEC ↗
38 ENVESTNET ASSET MANAGEMENT INC 11,442 $189K -3,729 -24.6% 4Q SEC ↗
39 Nilsine Partners, LLC 11,225 $186K — +0.0% 6Q SEC ↗
40 ELEVATION POINT WEALTH PARTNERS, LLC NEW 10,548 $174K — +0.0% 1Q SEC ↗
41 Sherman Asset Management, Inc. 9,627 $159K -3,571 -27.1% 7Q SEC ↗
42 Cassaday & Co Wealth Management LLC 7,769 $128K +2,896 +59.4% 2Q SEC ↗
43 Steward Partners Investment Advisory, NEW 5,567 $92K — +0.0% 1Q SEC ↗
44 Arax Advisory Partners NEW 4,500 $74K — +0.0% 1Q SEC ↗
45 CWM, LLC 4,021 $67K -629 -13.5% 16Q SEC ↗
46 MERCER GLOBAL ADVISORS INC /ADV NEW 1,229 $20K — +0.0% 1Q SEC ↗
47 Sunbelt Securities, Inc. 1,100 $18K — +0.0% 13Q SEC ↗
48 MORGAN STANLEY 929 $15K -10,165 -91.6% 11Q SEC ↗
49 Manchester Capital Management LLC 740 $12K — +0.0% 3Q SEC ↗
50 MCGUIRE CAPITAL ADVISORS INC 737 $12K +148 +25.1% 3Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
GTS SECURITIES LLC +227,729 +264.1% 313,948
Gradient Investments LLC +177,354 +8.2% 2,340,500
STIFEL FINANCIAL CORP +19,848 +37.4% 72,857
MANCHESTER FINANCIAL INC +18,436 +18.7% 117,019
Mattson Financial Services, LLC +9,023 +2.7% 338,697
MONEY CONCEPTS CAPITAL CORP +7,368 +7.2% 110,278
Sigma Planning Corp +7,140 +55.1% 20,092
SILVER OAK SECURITIES, INCORPORATED +6,752 +12.4% 61,088
Truvestments Capital LLC +5,912 +91.3% 12,388
Paladin Wealth, LLC +5,321 +13.7% 44,064
WEDBUSH SECURITIES INC +5,046 +16.9% 34,986
COMPASS CAPITAL CORP /MA/ /ADV +4,090 +6.6% 65,894
Brown Financial Advisors +3,839 +17.2% 26,174
Cassaday & Co Wealth Management LLC +2,896 +59.4% 7,769
Cetera Investment Advisers +1,494 +0.9% 171,850
INTEGRITY ALLIANCE, LLC. +1,072 +4.5% 25,143
HighTower Advisors, LLC +426 +0.9% 47,386
CoreCap Advisors, LLC +207 +105.1% 404
MCGUIRE CAPITAL ADVISORS INC +148 +25.1% 737
OLD MISSION CAPITAL LLC +94 +0.2% 42,243
Biggest Decreases (20)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -112,252 -73.0% 41,524
COMMONWEALTH EQUITY SERVICES, LLC -17,243 -23.2% 57,072
Clear Creek Financial Management, L -12,569 -41.4% 17,777
Kestra Advisory Services, LLC -11,313 -44.8% 13,948
LPL Financial LLC -10,449 -13.7% 65,842
MORGAN STANLEY -10,165 -91.6% 929
KESTRA PRIVATE WEALTH SERVICES, LLC -9,847 -33.8% 19,260
OSAIC HOLDINGS, INC. -8,923 -16.8% 44,231
ENVESTNET ASSET MANAGEMENT INC -3,729 -24.6% 11,442
CITADEL ADVISORS LLC -3,615 -8.4% 39,659
Sherman Asset Management, Inc. -3,571 -27.1% 9,627
UBS Group AG -1,886 -97.0% 59
Cambridge Investment Research Advis -1,538 -1.2% 123,414
Janney Montgomery Scott LLC -1,163 -9.1% 11,595
Rockefeller Capital Management L.P. -800 -3.3% 23,586
CWM, LLC -629 -13.5% 4,021
CREATIVE FINANCIAL DESIGNS INC /ADV -500 -66.7% 250
Western Wealth Management, LLC -490 -3.8% 12,520
MML INVESTORS SERVICES, LLC -403 -0.8% 48,297
AE Wealth Management LLC -183 -48.8% 192

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms