Who Owns FIRST TRUST (CRPT)? -- Institutional Holders (2026-06-30)
76 institutions reported holding $53.5M of FIRST TRUST (CRPT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($26.6M), Mattson Financial Services, LLC ($4.0M), GTS SECURITIES LLC ($3.6M), Cetera Investment Advisers ($2.0M), TOUNJIAN ADVISORY PARTNERS, LLC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Gradient Investments LLC | $26.6M | 2.3M | Added |
| 2 | Mattson Financial Services, LLC | $4.0M | 338,697 | Added |
| 3 | GTS SECURITIES LLC | $3.6M | 313,948 | Added |
| 4 | Cetera Investment Advisers | $2.0M | 171,850 | Added |
| 5 | TOUNJIAN ADVISORY PARTNERS, LLC | $1.8M | 161,312 | New |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.4M | 123,414 | Trimmed |
| 7 | MANCHESTER FINANCIAL INC | $1.3M | 117,019 | Added |
| 8 | MONEY CONCEPTS CAPITAL CORP | $1.3M | 110,278 | Added |
| 9 | STIFEL FINANCIAL CORP | $827,659 | 72,857 | Added |
| 10 | COMPASS CAPITAL CORP /MA/ /ADV | $757,781 | 65,894 | Added |
| 11 | LPL Financial LLC | $747,965 | 65,842 | Trimmed |
| 12 | SILVER OAK SECURITIES, INCORPORATED | $693,960 | 61,088 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $648,330 | 57,072 | Trimmed |
| 14 | MML INVESTORS SERVICES, LLC | $548,651 | 48,297 | Trimmed |
| 15 | HighTower Advisors, LLC | $538,306 | 47,386 | Added |
| 16 | Global Assets Advisory, LLC | $518,397 | 42,772 | New |
| 17 | OSAIC HOLDINGS, INC. | $502,487 | 44,231 | Trimmed |
| 18 | Paladin Wealth, LLC | $500,567 | 44,064 | Added |
| 19 | OLD MISSION CAPITAL LLC | $479,880 | 42,243 | Added |
| 20 | JANE STREET GROUP, LLC | $471,713 | 41,524 | Trimmed |
| 21 | CITADEL ADVISORS LLC | $450,526 | 39,659 | Trimmed |
| 22 | WEDBUSH SECURITIES INC | $397,000 | 34,986 | Added |
| 23 | INTEGRITY ALLIANCE, LLC. | $285,624 | 25,143 | Added |
| 24 | Rockefeller Capital Management L.P. | $267,947 | 23,586 | Trimmed |
| 25 | Sigma Planning Corp | $228,240 | 20,092 | Added |
Source: SEC Form 13F filings · as of 2026-06-30