Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Citadel Advisors LLC (+1.1%).
6 tracked 13F filers disclose a position in CDEI as of the latest SEC 13F filings, a combined $3.6M 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 | Citadel Advisors LLC | 34K | $3.1M | ▲+1.1% Added · +362 sh | Q2 2026 | |
| 2 | Morgan Stanley | 2K | $161K | ▼−95% Reduced · −40K sh | Q1 2026 | |
| 3 | Smartleaf Asset Management LLC | 2K | $151K | —Held | Q2 2026 | |
| 4 | Ritter Daniher Financial Advisory LLC / DE | 1K | $122K | —Held | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 373 | $29K | ▼−33% Reduced · −180 sh | Q1 2026 | |
| 6 | Ameritas Advisory Services, LLC | 346 | $32K | ▲New +346 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, 1 fund opened a new position in CDEI and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 4 funds | $13.5B |
| Amazon.com IncAMZN | 4 funds | $2.7B |
| Nvidia CorpNVDA | 4 funds | $2.5B |
| Apple IncAAPL | 4 funds | $2.3B |
| Microsoft CorpMSFT | 4 funds | $1.5B |
| Warner Bros Discovery IncWBD | 4 funds | $1.2B |
| Eli Lilly & CoLLY | 4 funds | $1.2B |
| Broadcom IncAVGO | 4 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.1B |
| Advanced Micro DevicesAMD | 4 funds | $962.6M |
| Alphabet Inc-CL CGOOG | 4 funds | $944.4M |
| Abbvie IncABBV | 4 funds | $815.5M |
Ranked by how many of CDEI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CDEI.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 178 funds | $4.1B |
| EVSMmc | 99 funds | $415.6M |
| CVIEFUND | 84 funds | $289.0M |
| CVLCFUND | 80 funds | $560.3M |
| EVSDmc | 77 funds | $799.8M |
| XAGGmc | 71 funds | $582.5M |
| EVMOmc | 57 funds | $625.5M |
| EVLNmc | 52 funds | $1.2B |
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 CDEI
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/CDEI/capital-change-brief"
Use Arkolith's capital_change_brief for CDEI. 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 CDEI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.