First seen by DFX
Sep 12, 2026
date not stated
Crescent Grove Advisors found on the SEC adviser roster (client_description)
Crescent Grove Advisors, LLC reported $1,039,453,775 across 304 13(f) positions for the quarter ended 2026-03-31
Crescent Grove Advisors, LLC exited Spdr S&p 500 Etf (was $25,799,000, 43,900 shares)
Crescent Grove Advisors, LLC opened a $4,132,405 position in Allspring Smid Core ETF (148,062 shares)
Crescent Grove Advisors, LLC reduced Global X FDS Global (X Silver) 47,940 -> 29,516 shares ($4,047,484 -> $2,658,801)
Crescent Grove Advisors, LLC reduced iShares Short Treasury ETF 196,589 -> 83,399 shares ($21,654,234 -> $9,206,371)
Crescent Grove Advisors, LLC reduced Angel Oak Ultrashort Income ETF 348,678 -> 243,870 shares ($17,915,602 -> $12,500,411)
Crescent Grove Advisors, LLC increased iShares 7-10 Year Treasury ETF 16,288 -> 255,658 shares ($1,566,254 -> $24,399,999)
Crescent Grove Advisors, LLC reduced Global Ship Lease 149,471 -> 38,484 shares ($5,237,464 -> $1,432,759)
Crescent Grove Advisors, LLC opened a $16,896,500 position in Spdr S&p 500 Etf (28,000 shares)
Crescent Grove Advisors, LLC increased Wheaton Precious 4,473 -> 20,399 shares ($525,667 -> $2,676,451)
Crescent Grove Advisors, LLC reduced Vaneck Vectors Gold Miners ETF 49,623 -> 25,711 shares ($4,256,165 -> $2,359,498)
Crescent Grove Advisors, LLC reduced Alliance Resource 96,890 -> 71,682 shares ($2,250,755 -> $1,982,007)
Crescent Grove Advisors, LLC opened a $3,422,065 position in Cullen Frost Bankers (24,964 shares)
Crescent Grove Advisors, LLC reduced iShares Silver TR 62,723 -> 21,877 shares ($4,040,616 -> $1,490,699)
Crescent Grove Advisors, LLC increased Invesco S&P 500 Equal Weight ETF 4,683 -> 13,268 shares ($897,075 -> $2,546,395)
Crescent Grove Advisors, LLC opened a $2,467,253 position in JPMorgan Nasdaq Equity Prem Income ETF (44,439 shares)
Crescent Grove Advisors, LLC increased Franco Nevada Corp 2,357 -> 11,233 shares ($488,559 -> $2,775,113)
Crescent Grove Advisors, LLC increased Rio Tinto ADR Each 5,727 -> 23,866 shares ($458,332 -> $2,263,147)
Crescent Grove Advisors, LLC increased JPMorgan Equity Premium Income ETF 14,798 -> 66,029 shares ($849,636 -> $3,742,524)
Crescent Grove Advisors, LLC increased Newmont MNG Corp 24,753 -> 34,458 shares ($2,471,587 -> $3,730,079)
Crescent Grove Advisors, LLC increased SPDR Bloomberg 1-3 Month T-Bill ETF 74,174 -> 116,101 shares ($6,777,988 -> $10,639,463)
Crescent Grove Advisors, LLC increased Fidelity National Info Srvcs, Inc. 150,930 -> 253,950 shares ($10,030,776 -> $11,912,788)
Crescent Grove Advisors, LLC increased Agnico Eagle Mines 13,480 -> 18,516 shares ($2,285,264 -> $3,758,378)
Crescent Grove Advisors, LLC reduced Zurn Elkay Water Solutions 2,324,647 -> 1,334,775 shares ($108,072,839 -> $59,851,311)
Crescent Grove Advisors, LLC opened a $6,614,402 position in AGF Anti-Beta ETF (473,811 shares)
Crescent Grove Advisors, LLC reported $1,077,482,250 across 297 13(f) positions for the quarter ended 2025-12-31
Crescent Grove Advisors, LLC reduced SPDR Bloomberg 1-3 Month T-Bill ETF 112,137 -> 74,174 shares ($10,288,537 -> $6,777,988)
Crescent Grove Advisors, LLC reduced Energy Transfer LP 375,474 -> 199,993 shares ($6,443,134 -> $3,297,885)
Crescent Grove Advisors, LLC opened a $25,799,000 position in Spdr S&p 500 Etf (43,900 shares)
Crescent Grove Advisors, LLC increased SPDR Gold Trust 12,544 -> 15,719 shares ($4,459,016 -> $6,229,704)
Crescent Grove Advisors, LLC increased Energy Sector SPDR ETF 111,997 -> 201,260 shares ($10,005,812 -> $8,998,335)
Crescent Grove Advisors, LLC increased iShares 0-3 Month Treasury ETF 136,989 -> 205,156 shares ($13,794,778 -> $20,593,591)
Crescent Grove Advisors, LLC exited Spdr S&p 500 Etf (was $9,464,000, 16,900 shares)
Crescent Grove Advisors, LLC reduced Enterprise Products 171,894 -> 69,662 shares ($5,375,125 -> $2,233,364)
Crescent Grove Advisors, LLC reduced Alliance Resource 288,866 -> 96,890 shares ($7,303,977 -> $2,250,755)
Crescent Grove Advisors, LLC increased Pan American Silver 38,681 -> 63,704 shares ($1,498,115 -> $3,300,504)
Crescent Grove Advisors, LLC increased iShares Currency Hedged EAFE ETF 157,916 -> 202,951 shares ($6,255,053 -> $8,394,071)
Crescent Grove Advisors, LLC opened a $5,357,143 position in Fiserv Inc (79,755 shares)
Crescent Grove Advisors, LLC reduced Verizon 56,135 -> 7,420 shares ($2,467,152 -> $302,198)