CRTC Institutional Ownership & Shareholders
XTRACKERS US NTL CRITIC TECH (CRTC) is currently held by 31 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $120.31M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wcg Wealth Advisors Llc is currently the largest disclosed institutional shareholder of CRTC tracked by InsiderSet, reporting ownership valued at approximately $75.10M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $77.58M, representing an estimated gain of +3.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed CRTC value among the investors covered in this analysis. Major shareholders include Wcg Wealth Advisors Llc, Lpl Financial Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in XTRACKERS US NTL CRITIC TECH (CRTC).
This page ranks the largest institutional CRTC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
31
Total Reported Value
$120.31M
Largest Holder
Wcg Wealth Advisors Llc
Largest Position
$75.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wcg Wealth Advisors Llc | 1.78% | 1,926,232 | $75,102,019 | $77,579,186 | +$2,477,167 | +3.30% | |
| Lpl Financial Llc | 0.00% | 178,490 | $6,959,177 | $7,188,703 | +$229,526 | +3.30% | |
| Commonwealth Equity Services, Llc | 0.01% | 150,159 | $6,209,060 | $6,047,669 | -$161,391 | -2.60% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 144,142 | $6,029,373 | $5,805,333 | -$224,040 | -3.72% | |
| Prosperity Financial Group, Inc. | 0.97% | 79,839 | $3,301,352 | $3,215,524 | -$85,828 | -2.60% | |
| Cetera Investment Advisers | 0.00% | 81,482 | $3,176,890 | $3,281,696 | +$104,806 | +3.30% | |
| Envestnet Asset Management Inc | 0.00% | 76,839 | $2,995,895 | $3,094,698 | +$98,803 | +3.30% | |
| Old Mission Capital Llc | 0.07% | 68,116 | $2,655,781 | $2,743,379 | +$87,598 | +3.30% | |
| Royal Bank Of Canada | 0.00% | 68,071 | $2,654,000 | $2,741,566 | +$87,566 | +3.30% | |
| Morgan Stanley | 0.00% | 45,004 | $1,754,665 | $1,812,541 | +$57,876 | +3.30% | |
| Archford Capital Strategies, Llc | 0.12% | 29,047 | $1,201,093 | $1,169,871 | -$31,222 | -2.60% | |
| Wespac Advisors, Llc | 0.59% | 28,180 | $1,165,243 | $1,134,952 | -$30,291 | -2.60% | |
| Crosspoint Financial, Llc | 2.49% | 27,899 | $1,087,789 | $1,123,635 | +$35,846 | +3.30% | |
| Citadel Advisors Llc | 0.00% | 24,993 | $974,455 | $1,006,596 | +$32,141 | +3.30% | |
| Dynamic Advisor Solutions Llc | 0.02% | 19,932 | $824,188 | $802,763 | -$21,425 | -2.60% | |
| Jane Street Group, Llc | 0.00% | 20,248 | $789,451 | $815,490 | +$26,039 | +3.30% | |
| Goldstone Financial Group, Llc | 0.07% | 19,546 | $762,093 | $787,217 | +$25,124 | +3.30% | |
| Farther Finance Advisors, Llc | 0.00% | 16,421 | $679,012 | $661,357 | -$17,655 | -2.60% | |
| World Investment Advisors | 0.01% | 11,585 | $410,736 | $466,587 | +$55,851 | +13.60% | |
| Advyzon Investment Management, Llc | 0.03% | 10,356 | $403,779 | $417,089 | +$13,310 | +3.30% | |
| Bank Of America Corp | 0.00% | 7,255 | $282,865 | $292,196 | +$9,331 | +3.30% | |
| Delta Investment Management, Llc | 0.04% | 6,256 | $243,916 | $251,961 | +$8,045 | +3.30% | |
| Jpmorgan Chase & Co | 0.00% | 5,562 | $214,320 | $224,010 | +$9,690 | +4.52% | |
| International Assets Investment Management, Llc | 0.01% | 5,105 | $211,858 | $205,604 | -$6,254 | -2.95% | |
| Shp Wealth Management | 0.01% | 2,031 | $79,204 | $81,799 | +$2,595 | +3.28% | |
| Golden State Wealth Management, Llc | 0.00% | 1,040 | $43,004 | $41,886 | -$1,118 | -2.60% | |
| Cape Investment Advisory, Inc. | 0.01% | 784 | $32,418 | $31,576 | -$842 | -2.60% | |
| Jones Financial Companies Lllp | 0.00% | 831 | $31,577 | $33,469 | +$1,892 | +5.99% | |
| Osaic Holdings, Inc. | 0.00% | 594 | $23,159 | $23,923 | +$764 | +3.30% | |
| Fmr Llc | 0.00% | 288 | $11,222 | $11,599 | +$377 | +3.36% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 18,658 | $772 | $751,453 | +$750,681 | +97238.45% |
Frequently asked questions about CRTC
Who are the largest institutional holders of CRTC?
The largest institutional holders of CRTC reported in the latest SEC Form 13F filings include Wcg Wealth Advisors Llc, Lpl Financial Llc, Commonwealth Equity Services, Llc, Wealth Enhancement Advisory Services, Llc, and Prosperity Financial Group, Inc.. InsiderSet ranks institutional holders by their latest reported CRTC position.
What is CRTC institutional ownership?
This page tracks CRTC positions reported by institutional investment managers through SEC Form 13F. XTRACKERS US NTL CRITIC TECH (CRTC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CRTC?
InsiderSet currently tracks 31 institutional managers reporting CRTC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CRTC shareholders.
How much CRTC stock do institutions own?
Institutional investment managers disclosed approximately $120.31M in CRTC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CRTC institutional ownership last updated?
The latest CRTC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CRTC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CRTC position after the reporting date.
Are institutions buying or selling CRTC?
Institutional buying and selling can be analyzed by comparing CRTC positions across consecutive 13F reporting periods. InsiderSet's CRTC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CRTC ownership changes.
How has CRTC institutional ownership changed over time?
InsiderSet tracks CRTC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.