Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was Citadel Advisors LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
15 tracked 13F filers disclose a position in CDIO as of the latest SEC 13F filings, a combined $460K 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 | Jane Street Group, LLC | 81K | $159K | ▲New +81K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 35K | $76K | —Held | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 26K | $57K | ▼−18% Reduced · −6K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 20K | $44K | —Held | Q2 2026 | |
| 5 | Citadel Advisors LLC | 19K | $42K | ▲New +19K sh | Q2 2026 | |
| 6 | Renaissance Technologies LLC | 15K | $30K | ▲New +15K sh | Q1 2026 | |
| 7 | State Street Corp | 10K | $22K | ▲New +10K sh | Q2 2026 | |
| 8 | UBS Group AG | 10K | $19K | ▲10× Added · +9K sh | Q1 2026 | |
| 9 | Vanguard Fiduciary Trust Co | 3K | $6K | ▼−29% Reduced · −1K sh | Q2 2026 | |
| 10 | Tower Research Capital LLC (TRC) | 2K | $4K | ▲+182% Added · +1K sh | Q1 2026 | |
| 11 | Morgan Stanley | 100 | $195 | —Held | Q1 2026 | |
| 12 | SHP Wealth Management | 16 | $35 | —Held | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 16 | $31 | —Held | Q1 2026 | |
| 14 | SBI Securities Co., Ltd. | 10 | $22 | —Held | Q2 2026 | |
| 15 | Citigroup Inc | 1 | $2 | ▼−96% Reduced · −25 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, 2 funds opened a new position in CDIO 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 |
|---|---|---|
| Nvidia CorpNVDA | 4 funds | $3.3B |
| Apple IncAAPL | 4 funds | $3.1B |
| Micron Technology IncMU | 4 funds | $1.6B |
| Microsoft CorpMSFT | 4 funds | $1.6B |
| Broadcom IncAVGO | 4 funds | $1.4B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.4B |
| Palantir Technologies Inc-APLTR | 4 funds | $1.3B |
| Warner Bros Discovery IncWBD | 4 funds | $1.3B |
| Eli Lilly & CoLLY | 4 funds | $1.2B |
| United Therapeutics CorpUTHR | 4 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 4 funds | $1.1B |
| Chevron CorpCVX | 4 funds | $1.0B |
Ranked by how many of CDIO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CDIO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 6, 2024 | Dogan Meeshanthini | Chief Executive Officer, Director | Buy (P) 3 lots, same day | 207K | $60K |
| Sep 6, 2024 | Dogan Timur | Chief Technology Officer | Buy (P) | 69K | $20K |
| Sep 6, 2024 | Philibert Robert | Chief Medical Officer, Director | Buy (P) 2 lots, same day | 34K | $10K |
| Aug 31, 2023 | Dogan Meeshanthini | Chief Executive Officer, Director, 10% Owner | Buy (P) | 16K | $9K |
| Aug 31, 2023 | Dogan Timur | Chief Technology Officer | Buy (P) | 16K | $9K |
| Aug 28, 2023 | Philibert Robert | Chief Medical Officer, Director, 10% Owner | Buy (P) 2 lots, same day | 18K | $11K |
| Aug 25, 2023 | Dogan Timur | Chief Technology Officer | Buy (P) | 2K | $991 |
| Aug 25, 2023 | Dogan Meeshanthini | Chief Executive Officer, Director, 10% Owner | Buy (P) | 2K | $991 |
| Aug 24, 2023 | Philibert Robert | Chief Medical Officer, Director, 10% Owner | Buy (P) | 16K | $10K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 2 | 3 | – |
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 |
|---|---|---|
| CDIOthis pageCOM NEW | 15 funds | $460K |
| CDIOW*W EXP 10/25/202 | 5 funds | $137K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CDIO
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/CDIO/capital-change-brief"
Use Arkolith's capital_change_brief for CDIO. 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 CDIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.