53 tracked 13F filers disclose a position in CDL as of the latest SEC 13F filings, a combined $185.3M 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 | $46.1M | 618K | ▲+7.5% Added · +43K sh | Q1 2026 | |
| 2 | ATLANTIC FAMILY WEALTH, LLC | $25.8M | 374K | ▲+0.3% Added · +1K sh | Q4 2025 | |
| 3 | BANK OF AMERICA CORP /DE/ | $20.0M | 268K | ▼−7.2% Reduced · −21K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.4M | 207K | ▲+2.6% Added · +5K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $11.4M | 152K | ▼−7.2% Reduced · −12K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $8.4M | 113K | ▼−16% Reduced · −22K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $7.5M | 101K | ▼−11% Reduced · −12K sh | Q1 2026 | |
| 8 | Summit Financial, LLC | $7.3M | 99K | ▼−5.4% Reduced · −6K sh | Q1 2026 | |
| 9 | JONES FINANCIAL COMPANIES LLLP | $6.4M | 86K | ▲+8.7% Added · +7K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $3.6M | 48K | ▼−3.4% Reduced · −2K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 43K | ▲+0.9% Added · +390 sh | Q1 2026 | |
| 12 | Integrated Wealth Concepts LLC | $3.1M | 42K | ▲+21% Added · +7K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $3.0M | 40K | ▼−0.2% Reduced · −75 sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $2.7M | 36K | ▼−12% Reduced · −5K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $2.4M | 32K | ▼−4.1% Reduced · −1K sh | Q1 2026 | |
| 16 | TRUIST FINANCIAL CORP | $2.1M | 28K | ▼−1.8% Reduced · −506 sh | Q1 2026 | |
| 17 | Private Advisor Group, LLC | $1.9M | 25K | ▼−3.9% Reduced · −1K sh | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 20K | ▼−6.3% Reduced · −1K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $1.4M | 19K | ▼−7.1% Reduced · −1K sh | Q1 2026 | |
| 20 | UBS Group AG | $1.3M | 18K | ▼−5.6% Reduced · −1K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $1.3M | 17K | ▼−7.0% Reduced · −1K sh | Q1 2026 | |
| 22 | Fifth Third Wealth Advisors LLC | $1.2M | 17K | ▲New +17K sh | Q1 2026 | |
| 23 | Smith Thornton Advisors LLC | $1.1M | 14K | ▼−3.4% Reduced · −511 sh | Q2 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $973K | 13K | ▼−72% Reduced · −33K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $878K | 12K | ▲+138% Added · +7K 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, 0 funds opened a new position in CDL and 3 added to an existing one, while 2 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 | 14 funds | $9.1B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 14 funds | $2.1B |
| APPLIED MATERIALS INCAMAT | 14 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $768.8M |
| ORACLE CORPORCL | 14 funds | $737.2M |
| VERIZON COMMUNICATIONS INCVZ | 14 funds | $669.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 14 funds | $334.9M |
| NVIDIA CORPNVDA | 13 funds | $12.9B |
| MICROSOFT CORPMSFT | 13 funds | $7.5B |
| AMAZON.COM INCAMZN | 13 funds | $6.6B |
| ALPHABET INC-CL AGOOGL | 13 funds | $4.5B |
Ranked by how many of CDL'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 |
| CDCmc | 84 funds | $436.8M |
| CFAmc | 65 funds | $290.4M |
| CFOmc | 61 funds | $224.1M |
| USVMUSAA MSCI USA SM | 55 funds | $1.3B |
| CDLthis pageVCSHS 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 CDL
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/CDL/capital-change-brief"
Use Arkolith's capital_change_brief for CDL. 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 CDL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.