7 tracked 13F filers disclose a position in CDIG as of the latest SEC 13F filings, a combined $41.8M 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 | Allegheny Financial Group | $36.7M | 1.4M | ▲+19% Added · +229K sh | Q2 2026 | |
| 2 | Lakeridge Wealth Management LLC | $3.4M | 131K | ▲+97% Added · +64K sh | Q2 2026 | |
| 3 | Farther Finance Advisors, LLC | $828K | 33K | ▲+32% Added · +8K sh | Q1 2026 | |
| 4 | CASCADE INVESTMENT GROUP, INC. | $599K | 23K | —Held | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $231K | 9K | ▲New +9K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $43K | 2K | ▲54× Added · +2K sh | Q1 2026 | |
| 7 | Integrated Wealth Concepts LLC | $9K | 341 | ▲New +341 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, 0 funds opened a new position in CDIG and 2 added to an existing one, while 0 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 |
|---|---|---|
| APPLE INCAAPL | 3 funds | $293.2M |
| VANGUARD S&P 500 ETFVOO | 3 funds | $268.4M |
| NVIDIA CORPNVDA | 3 funds | $230.1M |
| VANGUARD FTSE DEVELOPED ETFVEA | 3 funds | $210.7M |
| MICROSOFT CORPMSFT | 3 funds | $128.7M |
| VANGUARD VALUE ETFVTV | 3 funds | $113.9M |
| AMAZON.COM INCAMZN | 3 funds | $109.7M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 3 funds | $100.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $93.0M |
| ALPHABET INC-CL AGOOGL | 3 funds | $92.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $77.7M |
| ALPHABET INC-CL CGOOG | 3 funds | $76.9M |
Ranked by how many of CDIG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQExchange Traded Fund | 38 funds | $298.1M |
| AAUACom | 33 funds | $233.2M |
| USEWExchange Traded Fund | 33 funds | $126.9M |
| ORRMILITIA LONG/SHO | 33 funds | $78.2M |
| AAUSETF | 25 funds | $332.6M |
| GEWETF | 24 funds | $62.8M |
| FMTMmc | 24 funds | $36.5M |
| GEQETF | 22 funds | $56.5M |
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 CDIG
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/CDIG/capital-change-brief"
Use Arkolith's capital_change_brief for CDIG. 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 CDIG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.