Public record / Tickers / CRDO

CRDO — Credo Technology Group Holding Ltd

Both disclosure regimes on one name: who in Congress filed about CRDO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
16
all PTR rows naming CRDO
Members · 12m
2
2 buys · 5 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Markwayne Mullin · $15.0K–$50.0K

Sale · traded 2026-02-04 → filed 2026-03-02. Ranked over every CRDO row by the provable lower bound, never a point estimate.

2 members · 2 buys / 5 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

16 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 16 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CRDO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CRDO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 07-02 LATE·64d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 06-30 +2d$1K–$15K
2026-03-02Markwayne Mullin R–OKSale · JT (jointly owned)Traded 02-04 +26d$15K–$50K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-20 +24d$1K–$15K
2026-01-13Markwayne Mullin R–OKSale · SP (spouse-owned)Traded 2025-12-18 +26d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 16 ↗

Members active in CRDO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CRDO in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-314−$28.0K to $28.0K2
Markwayne Mullin R–OK3−$150K to −$45.0K

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · CRDO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CREDO TECHNOLOGY GROUP HOLDI

Merged timeline of congressional filings and notable-manager moves on CRDO
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-05-20Oaktree Capital Management 13Fnew+539,000 sh
2026-05-15Bridgewater Associates 13Fadd+707,091 sh
2026-05-15Gotham Asset Management 13Fadd+22,433 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CRDO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.9B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$845M1
3Point72 Asset Management, L.P.$702M1
4VANGUARD CAPITAL MANAGEMENT LLC$679M1
5STATE STREET CORP$457M1
6GEODE CAPITAL MANAGEMENT, LLC$412M1
7WELLINGTON MANAGEMENT GROUP LLP$320M1
8ALLIANCEBERNSTEIN L.P.$286M1
9FMR LLC$256M1
10SRS Investment Management, LLC$235M1
11BANK OF AMERICA CORP /DE/$180M1
12UBS Group AG$160M1
13NORTHERN TRUST CORP$151M1
14Swedbank AB$146M1
15DEUTSCHE BANK AG\$125M1
16MORGAN STANLEY$115M1
17Capital Research Global Investors$111M1
18FRANKLIN RESOURCES INC$109M1
19Rafferty Asset Management, LLC$106M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$106M1
21VANGUARD FIDUCIARY TRUST CO$104M1
22Atreides Management, LP$102M1
23FULLER & THALER ASSET MANAGEMENT, INC.$101M1
24CITIGROUP INC$99.2M1
25MANUFACTURERS LIFE INSURANCE COMPANY, THE$98.3M1
26Bridgewater Associates, LP$96.5M1
27Janus Henderson Group Ltd.$92.3M1
28WESTFIELD CAPITAL MANAGEMENT CO LP$86.9M1
29Nuveen, LLC$86.6M1
30Invesco Ltd.$79.8M1
31SUSQUEHANNA INTERNATIONAL GROUP, LLP$76.3M1
32H&H International Investment, LLC$70.5M1
33Legal & General Group Plc$69.7M1
34Amundi$68.8M1
35MILLENNIUM MANAGEMENT LLC$67.3M1
36DIMENSIONAL FUND ADVISORS LP$65.9M1
37PRINCIPAL FINANCIAL GROUP INC$64.5M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$64.4M1
39D. E. Shaw & Co., Inc.$63.9M1
40SCGE MANAGEMENT, L.P.$62.3M1
41Clear Street Group Inc.$56.6M1
42CITADEL ADVISORS LLC$55.9M1
43Spyglass Capital Management LLC$55.6M1
44Allspring Global Investments Holdings, LLC$53.8M1
45OAKTREE CAPITAL MANAGEMENT LP$50.6M1
46AMERICAN CENTURY COMPANIES INC$48.6M1
47Swiss National Bank$44.8M1
48Danica Pension, Livsforsikringsaktieselskab$44.3M1
49Champlain Investment Partners, LLC$43.2M1
50Pictet Asset Management Holding SA$42.7M1
51CANADA PENSION PLAN INVESTMENT BOARD$42.3M1
52AQR CAPITAL MANAGEMENT LLC$42.3M1
53National Pension Service$41.2M1
54Stephens Investment Management Group LLC$40.7M1
55Estuary Capital Management LP$38.7M1
56Candriam S.C.A.$36.5M1
57RENAISSANCE TECHNOLOGIES LLC$34.0M1
58TWO SIGMA INVESTMENTS, LP$33.9M1
59STIFEL FINANCIAL CORP$33.5M1
60FEDERATED HERMES, INC.$32.3M1
61RAYMOND JAMES FINANCIAL INC$32.2M1
62BNP Paribas Asset Management Holding S.A.$31.9M1
63WELLS FARGO & COMPANY/MN$30.8M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$26.4M1
65Trexquant Investment LP$26.2M1
66LOS ANGELES CAPITAL MANAGEMENT LLC$25.7M1
67CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$25.1M1
68Allianz Asset Management GmbH$24.5M1
69FIRST TRUST ADVISORS LP$24.0M1
70JENNISON ASSOCIATES LLC$23.2M1
71Jump Financial, LLC$22.9M1
72Mitsubishi UFJ Asset Management Co., Ltd.$22.4M1
73Elemental Capital Partners LLC$21.9M1
74Mirae Asset Global Investments Co., Ltd.$20.6M1
75PANAGORA ASSET MANAGEMENT INC$20.4M1
76TEACHER RETIREMENT SYSTEM OF TEXAS$19.9M1
77LPL Financial LLC$19.7M1
78Engineers Gate Manager LP$17.5M1
79Schonfeld Strategic Advisors LLC$16.1M1
80SEB Asset Management AB$15.4M1
81Squarepoint Ops LLC$15.0M1
82ENVESTNET ASSET MANAGEMENT INC$14.3M1
83Tidal Investments LLC$14.2M1
84Carnegie Investment Counsel$14.1M1
85BALYASNY ASSET MANAGEMENT L.P.$14.0M1
86IMC-Chicago, LLC$13.5M1
87LBP AM SA$13.3M1
88SEI INVESTMENTS CO$12.7M1
89Robeco Institutional Asset Management B.V.$11.7M1
90Korea Investment CORP$11.6M1
91OSAIC HOLDINGS, INC.$11.5M1
92Woodline Partners LP$11.2M1
93FRONTIER CAPITAL MANAGEMENT CO LLC$10.5M1
94CI INVESTMENTS INC.$10.4M1
95Polar Asset Management Partners Inc.$10.3M1
96HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$10.2M1
97Universal- Beteiligungs- und Servicegesellschaft mbH$10.0M1
98Raiffeisen Bank International AG$9.7M1
99ExodusPoint Capital Management, LP$9.7M1
100Creative Planning$9.3M1
101FengHe Fund Management Pte. Ltd.$9.0M1
102NLB Skladi, upravljanje premozenja, d.o.o.$8.9M1
103Valiant Capital Management, L.P.$8.8M1
104Russell Investments Group, Ltd.$8.5M1
105VOYA INVESTMENT MANAGEMENT LLC$8.5M1
106Cetera Investment Advisers$8.4M1
107STATE OF WISCONSIN INVESTMENT BOARD$8.3M1
108DIVERSIFY WEALTH MANAGEMENT, LLC$8.1M1
109Talos Eurisko Asset Management LP$8.0M1
110Jain Global LLC$7.9M1
111VANGUARD ASSET MANAGEMENT, Ltd$7.9M1
112PFA Pension, Forsikringsaktieselskab$7.9M1
113NOMURA HOLDINGS INC$7.7M1
114MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.7M1
115MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.3M1
116RENAISSANCE GROUP LLC$7.2M1
117Vanguard Investments Australia, Ltd.$7.1M1
118ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7.1M1
119PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$7.0M1
120DEEPWATER ASSET MANAGEMENT, LLC$6.9M1
121Parallax Volatility Advisers, L.P.$6.9M1
122Man Group plc$6.8M1
123Kera Capital Partners, Inc.$6.6M1
124JACOBS LEVY EQUITY MANAGEMENT, INC$6.5M1
125Vanguard Global Advisers, LLC$6.5M1
126PRUDENTIAL FINANCIAL INC$6.4M1
127Broad Peak Investment Advisers Pte Ltd$6.3M1
128COMMONWEALTH EQUITY SERVICES, LLC$6.3M1
129LAZARD ASSET MANAGEMENT LLC$6.3M1
130Nicholas Investment Partners, LP$6.3M1
131HSBC HOLDINGS PLC$6.2M1
132FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.2M1
133KINGDON CAPITAL MANAGEMENT, L.L.C.$6.1M1
134Vontobel Holding Ltd.$6.0M1
135NISSAY ASSET MANAGEMENT CORP /JAPAN$6.0M1
136PRIMECAP MANAGEMENT CO/CA/$5.9M1
137WINTON GROUP Ltd$5.8M1
138Asset Management One Co., Ltd.$5.8M1
139Stratos Wealth Partners, LTD.$5.8M1
140Mediolanum International Funds Ltd$5.8M1
141Sanctuary Advisors, LLC$5.7M1
142Tredje AP-fonden$5.6M1
143WCM INVESTMENT MANAGEMENT, LLC$5.6M1
144CenterBook Partners LP$5.5M1
145Ensign Peak Advisors, Inc$5.5M1
146Granahan Investment Management, LLC$5.3M1
147State of New Jersey Common Pension Fund D$5.2M1
148OPPENHEIMER ASSET MANAGEMENT INC.$5.1M1
149Counterpoint Mutual Funds LLC$5.0M1
150NOMURA ASSET MANAGEMENT CO LTD$5.0M1
151MACKENZIE FINANCIAL CORP$4.9M1
152INTECH INVESTMENT MANAGEMENT LLC$4.9M1
153NATIXIS$4.8M1
154CREDIT AGRICOLE S A$4.7M1
155THORNBURG INVESTMENT MANAGEMENT INC$4.7M1
156FirstWave Capital Management LLC$4.6M1
157EXCHANGE TRADED CONCEPTS, LLC$4.6M1
158Moran Wealth Management, LLC$4.5M1
159Resona Asset Management Co.,Ltd.$4.4M1
160Harbour Capital Advisors, LLC$4.4M1
161Venture Visionary Partners LLC$4.3M1
162STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.2M1
163Arizona State Retirement System$4.1M1
164INDEPENDENT FINANCIAL GROUP, LLC$4.1M1
165FIL Ltd$4.1M1
166ZACKS INVESTMENT MANAGEMENT$4.1M1
167Zurcher Kantonalbank (Zurich Cantonalbank)$4.1M1
168APG Asset Management N.V.$4.0M1
169Steward Partners Investment Advisory, LLC$4.0M1
170WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.9M1
171Emerald Investment Advisers, LLC$3.7M1
172STOREBRAND ASSET MANAGEMENT AS$3.6M1
173Capula Management Ltd$3.6M1
174ProShare Advisors LLC$3.6M1
175Tower Research Capital LLC (TRC)$3.4M1
176MML INVESTORS SERVICES, LLC$3.3M1
177Krane Funds Advisors LLC$3.2M1
178Quantinno Capital Management LP$3.2M1
179Sumitomo Mitsui DS Asset Management Company, Ltd$3.2M1
180IFM Investors Pty Ltd$3.2M1
181Pathstone Holdings, LLC$3.0M1
182ROYAL BANK OF CANADA$3.0M1
183Gotham Asset Management, LLC$3.0M1
184Diversify Advisory Services, LLC$2.9M1
185Aptus Capital Advisors, LLC$2.9M1
186Taylor Frigon Capital Management LLC$2.8M1
187PEAK6 LLC$2.8M1
188SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$2.7M1
189Leonteq Securities AG$2.7M1
190OAK RIDGE INVESTMENTS LLC$2.7M1
191TD ASSET MANAGEMENT INC$2.7M1
192Trilogy Capital Inc.$2.7M1
193Delta Global Management LP$2.6M1
194Rockefeller Capital Management L.P.$2.6M1
195Empowered Funds, LLC$2.5M1
196Spear Advisors LLC$2.5M1
197Banque Cantonale Vaudoise$2.5M1
198MOODY ALDRICH PARTNERS LLC$2.4M1
199XPONANCE LLC$2.4M1
200HighTower Advisors, LLC$2.3M1
201MIRABELLA FINANCIAL SERVICES LLP$2.3M1
202Truvestments Capital LLC$2.3M1
203Diversified Trust Co$2.2M1
204KESTRA PRIVATE WEALTH SERVICES, LLC$2.1M1
205EFG International AG$2.1M1
206BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.1M1
207Edgestream Partners, L.P.$2.1M1
208Vanguard Personalized Indexing Management, LLC$2.1M1
209TORONTO DOMINION BANK$2.0M1
210Steadtrust LLC$2.0M1
211HUSSMAN STRATEGIC ADVISORS, INC.$2.0M1
212MATAURO, LLC$2.0M1
213Kestra Advisory Services, LLC$2.0M1
214Baader Bank Aktiengesellschaft$2.0M1
215Focus Partners Wealth$1.9M1
216GUGGENHEIM CAPITAL LLC$1.9M1
217INTERCAPITAL, LLC$1.9M1
218Select Equity Group, L.P.$1.9M1
219DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.8M1
220Walleye Capital LLC$1.8M1
221Daiwa Securities Group Inc.$1.8M1
222Patriot Financial Group Insurance Agency, LLC$1.7M1
223OMERS ADMINISTRATION Corp$1.7M1
224HOHIMER WEALTH MANAGEMENT, LLC$1.6M1
225NORDEA INVESTMENT MANAGEMENT AB$1.6M1
226Cerity Partners LLC$1.5M1
227BANK OF MONTREAL /CAN/$1.5M1
228BROWN CAPITAL MANAGEMENT LLC$1.5M1
229Jefferies Financial Group Inc.$1.5M1
230KIECKHEFER GROUP LLC$1.5M1
231Mariner, LLC$1.5M1
232Eurizon Capital SGR S.p.A.$1.5M1
233CIBC Bancorp USA Inc.$1.4M1
234Rakuten Securities, Inc.$1.4M1
235Legacy Bridge, LLC$1.4M1
236Concurrent Investment Advisors, LLC$1.4M1
237Linden Thomas Advisory Services, LLC$1.4M1
238Fideuram Asset Management (Ireland) dac$1.3M1
239Alta Wealth Advisors LLC$1.3M1
240C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.3M1
241BLAIR WILLIAM & CO/IL$1.3M1
242Robbins Farley$1.2M1
243MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.2M1
244KRAEMATON INVESTMENT ADVISORS, INC$1.1M1
245Range Financial Group LLC$1.1M1
246TRUIST FINANCIAL CORP$1.1M1
247Banco Santander, S.A.$1.1M1
248F/m Investments LLC$1.1M1
249SBI Okasan Asset Management Co.Ltd.$1.1M1
250ASR Vermogensbeheer N.V.$1.1M1
251WCG Wealth Advisors LLC$1.1M1
252Illinois Municipal Retirement Fund$1.1M1
253Investment Management Corp of Ontario$1.1M1
254MACQUARIE GROUP LTD$1.1M1
255Mitsubishi UFJ Trust & Banking Corp$1.1M1
256VectorGlobal IAG, Inc.$1.1M1
257Point Nemo Capital, LLC$1.0M1
258M&T BANK CORP$1.0M1
259VestGen Advisors, LLC$1.0M1
260HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.0M1
261PRELUDE CAPITAL MANAGEMENT, LLC$1.0M1
262Invst, LLC$988K1
263Marex Group Ltd$981K1
264Orion Porfolio Solutions, LLC$931K1
265PROFUND ADVISORS LLC$926K1
266Diametric Capital, LP$922K1
267Legend Financial Advisors, Inc.$911K1
268Global X Japan Co., Ltd.$911K1
269FIFTH THIRD BANCORP$902K1
270Avestar Capital, LLC$899K1
271Faithward Advisors, LLC$896K1
272Revisor Wealth Management LLC$890K1
273Blueshift Asset Management, LLC$888K1
274Geneos Wealth Management Inc.$859K1
275CWM, LLC$850K1
276US BANCORP \DE\$827K1
277BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$826K1
278NATIONAL BANK OF CANADA /FI/$801K1
279MERCER GLOBAL ADVISORS INC /ADV$801K1
280JANE STREET GROUP, LLC$794K1
281J.W. COLE ADVISORS, INC.$790K1
282CIBC Asset Management Inc$773K1
283SIERRA SUMMIT ADVISORS LLC$761K1
284Private Advisor Group, LLC$755K1
285Eddie Patel Inc$750K1
286Independent Advisor Alliance$740K1
287Cornerstone Select Advisors, LLC$736K1
288Federation des caisses Desjardins du Quebec$707K1
289J. Goldman & Co LP$704K1
290Cresset Asset Management, LLC$704K1
291Vise Technologies, Inc.$694K1
292Centiva Capital, LP$688K1
293Voleon Capital Management LP$685K1
294Straight Path Wealth Management$676K1
295Dai-ichi Life Insurance Company, Ltd$668K1
296Bank Julius Baer & Co. Ltd, Zurich$658K1
297Concentric Capital Strategies, LP$655K1
298J. Safra Sarasin Holding AG$645K1
299Brevan Howard Capital Management LP$642K1
300SummitTX Capital, L.P.$640K1
301QTR Family Wealth, LLC$636K1
302Trek Financial, LLC$625K1
303EP Wealth Advisors, LLC$610K1
304Osmosis Investment Management UK Ltd$600K1
305PRINCIPAL SECURITIES, INC.$600K1
306Hennion & Walsh Asset Management, Inc.$599K1
307WORLDQUANT MILLENNIUM ADVISORS LLC$598K1
308ABN AMRO INVESTMENT SOLUTIONS$594K1
309VIRTUS ADVISERS, LLC$579K1
310Keebeck Wealth Management$577K1
311BANK OF NOVA SCOTIA$566K1
312NewEdge Advisors, LLC$552K1
313Hudock, Inc.$550K1
314Callan Family Office, LLC$550K1
315ROYAL LONDON ASSET MANAGEMENT LTD$545K1
316Aviance Capital Partners, LLC$544K1
317Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$539K1
318State of Wyoming$527K1
319Sequoia Financial Advisors, LLC$525K1
320QRG CAPITAL MANAGEMENT, INC.$507K1
321VERUS CAPITAL PARTNERS, LLC$506K1
322EagleClaw Capital Managment, LLC$505K1
323GWN SECURITIES INC.$505K1
324MAI Capital Management$501K1
325SIG BROKERAGE, LP$499K1
326Merit Financial Group, LLC$493K1
327Meeder Advisory Services, Inc.$491K1
328Blue Trust, Inc.$473K1
329CORSAIR CAPITAL MANAGEMENT, L.P.$469K1
330Shay Capital LLC$469K1
331Graham Capital Management, L.P.$452K1
332Lombard Odier Asset Management (Switzerland) SA$451K1
333&PARTNERS$447K1
334Avanza Fonder AB$446K1
335Aberdeen Group plc$439K1
336Encompass More Asset Management$431K1
337Apollon Wealth Management, LLC$427K1
338Financiere des Professionnels - Fonds d'investissement inc.$427K1
339Abel Hall, LLC$425K1
340Sigma Planning Corp$421K1
341Lido Advisors, LLC$417K1
342Atria Investments, Inc$413K1
343Regal Investment Advisors LLC$407K1
344ALPS ADVISORS INC$395K1
345DUDLEY CAPITAL MANAGEMENT, LLC$388K1
346INCEPTIONR LLC$382K1
347MONECO ADVISORS, LLC$382K1
348Elevated Financial Group LLC$382K1
349Phoenix Financial Ltd.$382K1
350NORDEN GROUP LLC$378K1
351Triumph Capital Management$375K1
352Fortitude Advisory Group L.L.C.$375K1
353O'SHAUGHNESSY ASSET MANAGEMENT, LLC$367K1
354AXQ CAPITAL, LP$367K1
355CHOREO, LLC$366K1
356Vident Advisory, LLC$352K1
357MATHER GROUP, LLC.$351K1
358TWO SIGMA SECURITIES, LLC$351K1
359Assenagon Asset Management S.A.$348K1
360Visionary Wealth Advisors$343K1
361D.A. DAVIDSON & CO.$341K1
362Brookstone Capital Management$340K1
363GABLES CAPITAL MANAGEMENT INC.$338K1
364Downshift Financial, LLC$333K1
365STEPHENS INC /AR/$332K1
366AE Wealth Management LLC$330K1
367SeaCrest Wealth Management, LLC$329K1
368Wealthcare Advisory Partners LLC$315K1
369Pallas Capital Advisors LLC$314K1
370Ionic Capital Management LLC$310K1
371Summit Financial, LLC$308K1
372OneDigital Investment Advisors LLC$306K1
373Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.$304K1
374Beacon Pointe Advisors, LLC$304K1
375FIDUCIARY TRUST CO$297K1
376Wealth Management Partners, LLC$291K1
377Prospera Financial Services Inc$290K1
378PRUDENTIAL PLC$289K1
379Astoria Portfolio Advisors LLC.$289K1
380nVerses Capital, LLC$288K1
381FOUNDATIONS INVESTMENT ADVISORS, LLC$288K1
382Wealthfront Advisers LLC$287K1
383YARGER WEALTH STRATEGIES, LLC$286K1
384LEVEL FOUR ADVISORY SERVICES, LLC$284K1
385HITE Hedge Asset Management LLC$282K1
386U.S. Capital Wealth Advisors, LLC$282K1
387ASSETMARK, INC$271K1
388CLARK FINANCIAL SERVICES GROUP INC /BD$265K1
389ASAHI LIFE ASSET MANAGEMENT CO., LTD.$263K1
390Greenline Wealth Management LLC$260K1
391Dynamic Technology Lab Private Ltd$259K1
392Optimist Retirement Group LLC$256K1
393OPPENHEIMER & CO INC$253K1
394XML Financial, LLC$252K1
395Oxinas Partners, LLC$251K1
396Markin Volterra Fund LP$250K1
397Inspire Advisors, LLC$245K1
398Corient Private Wealth LLC$244K1
399Realta Investment Advisors$239K1
400Balboa Wealth Partners$239K1
401City Center Advisors, LLC$239K1
402COMMERCE BANK$237K1
403EVENTIDE ASSET MANAGEMENT, LLC$237K1
404Arista Wealth Management, LLC$235K1
405PVG ASSET MANAGEMENT CORP$231K1
406Ballentine Partners, LLC$230K1
407Advisors Asset Management, Inc.$229K1
408Walser Wealth Management Company, A Ltd Liability Co$226K1
409COLDSTREAM CAPITAL MANAGEMENT INC$226K1
410Portside Wealth Group, LLC$225K1
411OXFORD ASSET MANAGEMENT LLP$224K1
412SCOTIA CAPITAL INC.$224K1
413World Investment Advisors$220K1
414Siemens Fonds Invest GmbH$220K1
415Formidable Asset Management, LLC$217K1
416Lighthouse Investment Partners, LLC$216K1
417MINDSET WEALTH MANAGEMENT, LLC$213K1
418Meiji Yasuda Life Insurance Co$210K1
419Campbell & CO Investment Adviser LLC$210K1
420Allworth Financial LP$210K1
421GTS SECURITIES LLC$207K1
422McAdam, LLC$206K1
423Mutual Advisors, LLC$205K1
424Bay Rivers Group$203K1
425Heck Capital Advisors, LLC$202K1
426HBK Sorce Advisory LLC$200K1
427ABS Direct Equity Fund LLC$198K1
428MEEDER ASSET MANAGEMENT INC$171K1
429Annis Gardner Whiting Capital Advisors, LLC$158K1
430Garden State Investment Advisory Services LLC$155K1
431Cranbrook Wealth Management, LLC$151K1
432Ritter Daniher Financial Advisory LLC / DE$151K1
433ARCADIA INVESTMENT MANAGEMENT CORP/MI$120K1
434Kemnay Advisory Services Inc.$105K1
435SIGNATUREFD, LLC$103K1
436ALBION FINANCIAL GROUP /UT$93.9K1
437Smartleaf Asset Management LLC$86.1K1
438Larson Financial Group LLC$84.7K1
439Transamerica Financial Advisors, LLC$79.5K1
440MCF Advisors LLC$75.1K1
441Pflug Koory, LLC$64.0K1
442Spire Wealth Management$58.4K1
443Arax Advisory Partners$55.1K1
444HM PAYSON & CO$48.3K1
445Bernard Wealth Management Corp.$46.9K1
446MidFirst Bank$46.9K1
447QUADRANT CAPITAL GROUP LLC$46.4K1
448NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$43.1K1
449Wall Street Financial Group, Inc.$36.8K1
450Wellington Grp LLC$36.4K1
451Signature Equity Partners, LLC$34.3K1
452AlphaCentric Advisors LLC$32.9K1
453TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$31.9K1
454OSSIAM$30.7K1
455Midwest Capital Advisors, LLC$29.3K1
456TFC Financial Management, Inc.$28.1K1
457TD Waterhouse Canada Inc.$27.2K1
458Atlantic Union Bankshares Corp$25.7K1
459Smallwood Wealth Investment Management, LLC$23.5K1
460VISION FINANCIAL MARKETS LLC$22.7K1
461NFSG Corp$22.7K1
462Pilgrim Partners Asia Pte Ltd$20.7K1
463Pinnacle Wealth Planning Services, Inc.$20.6K1
464True Wealth Design, LLC$19.0K1
465Founders Capital Management$18.8K1
466Cassaday & Co Wealth Management LLC$18.8K1
467Acumen Wealth Advisors, LLC$17.6K1
468Crewe Advisors LLC$15.6K1
469Penserra Capital Management LLC$15.5K1
470LGT Financial Advisors LLC$14.4K1
471HighMark Wealth Management LLC$14.1K1
472MCGUIRE CAPITAL ADVISORS INC$14.1K1
473Bell Investment Advisors, Inc$13.4K1
474CONTRAVISORY INVESTMENT MANAGEMENT, INC.$13.0K1
475Parkside Financial Bank & Trust$11.8K1
476BROWN, LISLE/CUMMINGS, INC.$10.2K1
477Caitong International Asset Management Co., Ltd$10.1K1
478Rialto Wealth Management, LLC$10.0K1
479Tradewinds Capital Management, LLC$9.4K1
480Owl Creek Wealth Partners LLC$9.4K1
481MARSHALL INVESTMENT MANAGEMENT, LLC$8.0K1
482Caitlin John, LLC$6.2K1
483PETERSON WEALTH MANAGEMENT$5.6K1
484CVA Family Office, LLC$5.6K1
485WealthCollab, LLC$4.9K1
486EVOLUTION WEALTH MANAGEMENT INC.$4.8K1
487SWAN Capital LLC$4.7K1
488SHP Wealth Management$4.5K1
489ARMSTRONG ADVISORY GROUP, INC$3.4K1
490UMB Bank, n.a.$3.3K1
491First Pacific Financial$3.2K1
492Elequin Capital, LP$3.0K1
493WOLFF WIESE MAGANA LLC$2.8K1
494Physician Wealth Advisors, Inc.$2.7K1
495JFS WEALTH ADVISORS, LLC$2.5K1
496Quest 10 Wealth Builders, Inc.$2.3K1
497KBC Group NV$2.2K1
498Retirement Wealth Solutions LLC$1.9K1
499Financial Network Wealth Advisors LLC$1.9K1
500Vanguard National Trust Co$1.8K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 5 sell
Congress net ($ bound)−$178K to −$17.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CRDO

RETAINED WINDOW · ACTIVE HITS
Signal hits naming CRDO
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied2 hits

Every rule, with its definition →

Planned modules for CRDO · financials and macro

Financials — as filed PLANNED

CRDO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CRDO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing