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Security record · archived quarter

CRT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
11Tracked holders
+3Δ holders
77.25KShares held
$817,140Reported value
+5New positions
−2Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 8 -3 42.76K $386,591 +1 −4
Q1 2026 11 +3 77.25K $817,140 +5 −2
Q4 2025 8 0 39.05K $310,457
Q3 2025 2 -1 30.77K $232,013 −1
Q2 2025 2 +1 10.44K $103,218 +1
Q4 2024 1 +1 13.38K $132,452 +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Citadel Advisors 38.86K New $411,149 0.0% New 1 SEC ↗
2 Marshall Wace 11.03K New $116,654 0.0% New 1 SEC ↗
3 Marshall Wace 11.03K New $116,654 0.0% New 1 SEC ↗
4 Pnc Financial Services Group, Inc. 10.00K 0.0% $105,800 0.0% Held 2 SEC ↗
5 UBS Group AG 7.56K -6.9% $80,006 0.0% ▼ Trim 2 SEC ↗
6 Morgan Stanley 6.19K +39.4% $65,448 0.0% ▲ Add 3 SEC ↗
7 Morgan Stanley 6.19K +39.4% $65,448 0.0% ▲ Add 3 SEC ↗
8 Wells Fargo & Company/Mn 1.98K 0.0% $20,970 0.0% Held 2 SEC ↗
9 Bnp Paribas Financial Markets 707 New $7,480 0.0% New 1 SEC ↗
10 Osaic Holdings, Inc. 701 -73.3% $7,425 0.0% ▼ Trim 2 SEC ↗
11 Royal Bank Of Canada 205 New $2,000 0.0% New 1 SEC ↗
12 BlackRock (passive) 17 0.0% $176 0.0% Held 4 SEC ↗
13 Assetmark, Inc 3 New $32 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $411,149 0.0%
Marshall Wace $116,654 0.0%
Marshall Wace $116,654 0.0%
Bnp Paribas Financial Markets $7,480 0.0%
Royal Bank Of Canada $2,000 0.0%
Assetmark, Inc $32 0.0%

Exited

Susquehanna International… $82,990 was 0.0%
Bank Of America Corp /De/ $11,323 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 1.12M shares, $11.85M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 14 OLIVER ERIC L

10% owner · 9.61K sh @ 10.44 · $100,318

Aug 13 OLIVER ERIC L

10% owner · 3.09K sh @ 10.12 · $31,240

Aug 12 OLIVER ERIC L

10% owner · 12.95K sh @ 10.08 · $130,536

Aug 11 OLIVER ERIC L

10% owner · 13.13K sh @ 9.95 · $130,663

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jul 09 SC 13G/A — SoftVest Advisors, LLC

View original SEC filing ↗

Jun 02 SC 13G/A — SoftVest Advisors, LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API