Among active 13F managers last quarter, 4 opened and 6 added, while 19 reduced; the largest holder to move was Silver Oak Securities, Incorporated (−1.5%). No recent Form 4 insider filings for CDC.
Funds lean out and no leg opposes.
94 tracked 13F filers disclose a position in CDC as of the latest SEC 13F filings, a combined $480.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.1M | $80.3M | ▼−1.6% Reduced · −18K sh | Q1 2026 | |
| 2 | Raymond James Financial Inc | 655K | $46.8M | ▼−2.5% Reduced · −17K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 588K | $42.0M | ▲+1.6% Added · +10K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 520K | $37.2M | ▼−3.4% Reduced · −19K sh | Q1 2026 | |
| 5 | Silver Oak Securities, Incorporated | 460K | $34.2M | ▼−1.5% Reduced · −7K sh | Q2 2026 | |
| 6 | Atlantic Family Wealth, LLC | 384K | $28.6M | ▲+0.8% Added · +3K sh | Q2 2026 | |
| 7 | CWM, LLC | 304K | $21.7M | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 8 | Northwestern Mutual Wealth Management Co | 284K | $20.3M | ▼−36% Reduced · −161K sh | Q1 2026 | |
| 9 | Wells Fargo & Company | 232K | $16.5M | ▲+3.6% Added · +8K sh | Q1 2026 | |
| 10 | Royal Bank Of Canada | 227K | $16.2M | ▼−16% Reduced · −43K sh | Q1 2026 | |
| 11 | Rockefeller Capital Management L.P. | 165K | $11.8M | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 12 | Commonwealth Equity Services, LLC | 152K | $10.9M | ▼−7.5% Reduced · −12K sh | Q1 2026 | |
| 13 | Goldman Sachs Group Inc | 118K | $8.4M | ▲+17% Added · +17K sh | Q1 2026 | |
| 14 | Ameriprise Financial Inc | 109K | $7.8M | ▼−6.0% Reduced · −7K sh | Q1 2026 | |
| 15 | Garrett Wealth Advisory Group, LLC | 108K | $8.0M | ▼−1.8% Reduced · −2K sh | Q2 2026 | |
| 16 | Integrated Wealth Concepts LLC | 107K | $7.9M | ▼−3.0% Reduced · −3K sh | Q2 2026 | |
| 17 | UBS Group AG | 106K | $7.6M | ▲+1.4% Added · +1K sh | Q1 2026 | |
| 18 | NewEdge Advisors, LLC | 89K | $6.6M | ▼−6.2% Reduced · −6K sh | Q2 2026 | |
| 19 | Private Advisor Group, LLC | 74K | $5.5M | ▼−7.7% Reduced · −6K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | 65K | $4.6M | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 21 | Strategic Blueprint, LLC | 62K | $4.6M | ▲+3.6% Added · +2K sh | Q2 2026 | |
| 22 | Vise Technologies, Inc. | 51K | $3.8M | ▲New +51K sh | Q2 2026 | |
| 23 | Susquehanna International Group, LLP | 46K | $3.3M | ▲+177% Added · +29K sh | Q1 2026 | |
| 24 | Mather Group, LLC. | 37K | $2.6M | ▼−0.5% Reduced · −196 sh | Q1 2026 | |
| 25 | Envestnet Asset Management Inc | 36K | $2.6M | ▼−7.0% Reduced · −3K sh | Q1 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 6 added to an existing one, while 19 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 39 funds | $10.5B |
| Microsoft CorpMSFT | 39 funds | $6.6B |
| Alphabet Inc-CL AGOOGL | 39 funds | $4.4B |
| Broadcom IncAVGO | 39 funds | $3.5B |
| Meta Platforms Inc-Class AMETA | 39 funds | $2.8B |
| Vanguard S&P 500 ETFVOO | 39 funds | $2.8B |
| Eli Lilly & CoLLY | 39 funds | $2.5B |
| JPMorgan Chase & CoJPM | 39 funds | $2.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 39 funds | $2.2B |
| Tesla IncTSLA | 39 funds | $2.0B |
| Johnson & JohnsonJNJ | 39 funds | $1.6B |
| Abbvie IncABBV | 39 funds | $1.5B |
Ranked by how many of CDC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CDC.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 21 | 43 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| USTBSHORT TRM BD ETF | 142 funds | $1.7B |
| UITBmc | 132 funds | $2.5B |
| CDCthis pagemc | 94 funds | $480.8M |
| CFAmc | 80 funds | $310.8M |
| CFOmc | 67 funds | $254.1M |
| USVMUSAA MSCI USA SM | 61 funds | $1.3B |
| CDLVCSHS US LRG CAP | 58 funds | $199.4M |
| CSBVCSHS US SMCP HG | 58 funds | $82.6M |
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.