84 tracked 13F filers disclose a position in CDC as of the latest SEC 13F filings, a combined $436.8M 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 | MORGAN STANLEY | $80.3M | 1.1M | ▼−1.6% Reduced · −18K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $46.8M | 655K | ▼−2.5% Reduced · −17K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $42.0M | 588K | ▲+1.6% Added · +10K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $37.2M | 520K | ▼−3.4% Reduced · −19K sh | Q1 2026 | |
| 5 | ATLANTIC FAMILY WEALTH, LLC | $25.4M | 385K | ▲+0.5% Added · +2K sh | Q4 2025 | |
| 6 | CWM, LLC | $21.7M | 304K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.3M | 284K | ▼−36% Reduced · −161K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $16.5M | 232K | ▲+3.6% Added · +8K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $16.2M | 227K | ▼−16% Reduced · −43K sh | Q1 2026 | |
| 10 | Rockefeller Capital Management L.P. | $11.8M | 165K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 152K | ▼−7.5% Reduced · −12K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $8.4M | 118K | ▲+17% Added · +17K sh | Q1 2026 | |
| 13 | Integrated Wealth Concepts LLC | $7.9M | 110K | ▲+2.5% Added · +3K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $7.8M | 109K | ▼−6.0% Reduced · −7K sh | Q1 2026 | |
| 15 | Garrett Wealth Advisory Group, LLC | $8.0M | 108K | ▼−1.8% Reduced · −2K sh | Q2 2026 | |
| 16 | UBS Group AG | $7.6M | 106K | ▲+1.4% Added · +1K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $6.8M | 95K | ▼−3.3% Reduced · −3K sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $5.5M | 74K | ▼−7.7% Reduced · −6K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | $4.6M | 65K | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 20 | Strategic Blueprint, LLC | $4.6M | 62K | ▲+3.6% Added · +2K sh | Q2 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 46K | ▲+177% Added · +29K sh | Q1 2026 | |
| 22 | MATHER GROUP, LLC. | $2.6M | 37K | ▼−0.5% Reduced · −196 sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 36K | ▼−7.0% Reduced · −3K sh | Q1 2026 | |
| 24 | TRUIST FINANCIAL CORP | $2.5M | 35K | ▼−9.6% Reduced · −4K sh | Q1 2026 | |
| 25 | PFG Advisors | $2.6M | 35K | ▲+3.5% 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, 4 funds opened a new position in CDC and 5 added to an existing one, while 16 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 | $10.8B |
| MICROSOFT CORPMSFT | 32 funds | $5.9B |
| AMAZON.COM INCAMZN | 32 funds | $5.2B |
| ALPHABET INC-CL AGOOGL | 32 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $3.1B |
| TESLA INCTSLA | 32 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 32 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 32 funds | $1.6B |
| JOHNSON & JOHNSONJNJ | 32 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $1.5B |
| ELI LILLY & COLLY | 32 funds | $1.5B |
| COSTCO WHOLESALE CORPCOST | 32 funds | $1.3B |
Ranked by how many of CDC's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| USTBSHORT TRM BD ETF | 122 funds | $1.5B |
| UITBmc | 119 funds | $2.4B |
| CDCthis pagemc | 84 funds | $436.8M |
| CFAmc | 65 funds | $290.4M |
| CFOmc | 61 funds | $224.1M |
| USVMUSAA MSCI USA SM | 55 funds | $1.3B |
| CDLVCSHS US LRG CAP | 53 funds | $185.3M |
| CSBVCSHS US SMCP HG | 53 funds | $78.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CDC
This stock 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/CDC/capital-change-brief"
Use Arkolith's capital_change_brief for CDC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CDC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.