67 tracked 13F filers disclose a position in CCD as of the latest SEC 13F filings, a combined $103.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | D.A. DAVIDSON & CO. | $16.1M | 625K | ▲+0.4% Added · +3K sh | Q2 2026 | |
| 2 | Advisors Asset Management, Inc. | $13.9M | 440K | ▲+212% Added · +299K sh | Q3 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $9.1M | 425K | ▼−3.4% Reduced · −15K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $6.7M | 314K | ▲+3.5% Added · +11K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $6.3M | 296K | ▼−8.4% Reduced · −27K sh | Q1 2026 | |
| 6 | GUGGENHEIM CAPITAL LLC | $4.5M | 213K | ▼−17% Reduced · −44K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $4.0M | 186K | ▲+4.5% Added · +8K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $3.7M | 172K | ▲+16% Added · +24K sh | Q1 2026 | |
| 9 | UBS Group AG | $2.6M | 122K | ▲+17% Added · +18K sh | Q1 2026 | |
| 10 | Mutual Advisors, LLC | $2.5M | 116K | ▲+2.7% Added · +3K sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $2.4M | 111K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 12 | &PARTNERS | $2.7M | 105K | ▲+1.3% Added · +1K sh | Q2 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $2.2M | 103K | ▲+24% Added · +20K sh | Q1 2026 | |
| 14 | J.W. COLE ADVISORS, INC. | $2.4M | 95K | ▲Added Added · +95K sh | Q2 2026 | |
| 15 | Bleakley Financial Group, LLC | $2.2M | 84K | ▲New +84K sh | Q2 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 75K | ▼−2.6% Reduced · −2K sh | Q1 2026 | |
| 17 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.6M | 61K | ▼−36% Reduced · −34K sh | Q2 2026 | |
| 18 | PMG Family Office LLC | $1.5M | 59K | ▲+2.1% Added · +1K sh | Q2 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $1.2M | 55K | ▲+5.3% Added · +3K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $1.1M | 50K | ▼−17% Reduced · −10K sh | Q1 2026 | |
| 21 | Everstar Asset Management, LLC | $1.1M | 42K | ▼−0.9% Reduced · −372 sh | Q2 2026 | |
| 22 | Advisory Solutions Group, LLC | $1.0M | 41K | ▲New +41K sh | Q2 2026 | |
| 23 | Shaker Financial Services, LLC | $1.0M | 39K | ▲New +39K sh | Q2 2026 | |
| 24 | OPPENHEIMER & CO INC | $896K | 35K | ▲+1.0% Added · +346 sh | Q2 2026 | |
| 25 | Herold Advisors, Inc. | $885K | 34K | ▲+4.2% Added · +1K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in CCD and 11 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 32 funds | $5.7B |
| MICROSOFT CORPMSFT | 32 funds | $2.8B |
| APPLE INCAAPL | 31 funds | $4.6B |
| AMAZON.COM INCAMZN | 31 funds | $3.1B |
| BROADCOM INCAVGO | 31 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 31 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 31 funds | $1.6B |
| CHEVRON CORPCVX | 31 funds | $686.4M |
| JPMORGAN CHASE & COJPM | 30 funds | $1.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 30 funds | $1.4B |
Ranked by how many of CCD's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for CCD
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CCD/capital-change-brief"
Use Arkolith's capital_change_brief for CCD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CCD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.