Among active 13F managers last quarter, 2 opened and 4 added, while 4 reduced; the largest holder to move was Summit Financial, LLC (+8.0%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
58 tracked 13F filers disclose a position in CDL as of the latest SEC 13F filings, a combined $199.4M 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 | 618K | $46.1M | ▲+7.5% Added · +43K sh | Q1 2026 | |
| 2 | Atlantic Family Wealth, LLC | 381K | $29.6M | ▲+1.6% Added · +6K sh | Q2 2026 | |
| 3 | Bank Of America Corp | 268K | $20.0M | ▼−7.2% Reduced · −21K sh | Q1 2026 | |
| 4 | Northwestern Mutual Wealth Management Co | 207K | $15.4M | ▲+2.6% Added · +5K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 152K | $11.4M | ▼−7.2% Reduced · −12K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | 113K | $8.4M | ▼−16% Reduced · −22K sh | Q1 2026 | |
| 7 | Summit Financial, LLC | 106K | $8.3M | ▲+8.0% Added · +8K sh | Q2 2026 | |
| 8 | Ameriprise Financial Inc | 101K | $7.5M | ▼−11% Reduced · −12K sh | Q1 2026 | |
| 9 | Jones Financial Companies LLLP | 86K | $6.4M | ▲+8.7% Added · +7K sh | Q1 2026 | |
| 10 | Integrated Wealth Concepts LLC | 49K | $3.8M | ▲+18% Added · +7K sh | Q2 2026 | |
| 11 | MPWM Advisory Solutions, LLC | 48K | $3.8M | ▼−2.9% Reduced · −1K sh | Q2 2026 | |
| 12 | Vise Technologies, Inc. | 44K | $3.4M | ▲New +44K sh | Q2 2026 | |
| 13 | NewEdge Advisors, LLC | 44K | $3.4M | ▼−8.8% Reduced · −4K sh | Q2 2026 | |
| 14 | Commonwealth Equity Services, LLC | 43K | $3.2M | ▲+0.9% Added · +390 sh | Q1 2026 | |
| 15 | Goldman Sachs Group Inc | 40K | $3.0M | ▼−0.2% Reduced · −75 sh | Q1 2026 | |
| 16 | Raymond James Financial Inc | 36K | $2.7M | ▼−12% Reduced · −5K sh | Q1 2026 | |
| 17 | Wells Fargo & Company | 32K | $2.4M | ▼−4.1% Reduced · −1K sh | Q1 2026 | |
| 18 | Truist Financial Corp | 28K | $2.1M | ▼−1.8% Reduced · −506 sh | Q1 2026 | |
| 19 | Private Advisor Group, LLC | 25K | $1.9M | ▼−3.9% Reduced · −1K sh | Q2 2026 | |
| 20 | Envestnet Asset Management Inc | 20K | $1.5M | ▼−6.3% Reduced · −1K sh | Q1 2026 | |
| 21 | Royal Bank Of Canada | 19K | $1.4M | ▼−7.1% Reduced · −1K sh | Q1 2026 | |
| 22 | UBS Group AG | 18K | $1.3M | ▼−5.6% Reduced · −1K sh | Q1 2026 | |
| 23 | Sloy Dahl & Holst, LLC | 18K | $1.4M | ▲~0% Added · +3 sh | Q2 2026 | |
| 24 | Rockefeller Capital Management L.P. | 17K | $1.3M | ▼−7.0% Reduced · −1K sh | Q1 2026 | |
| 25 | Fifth Third Wealth Advisors LLC | 17K | $1.2M | ▲New +17K 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 CDL and 4 added to an existing one, while 4 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 |
|---|---|---|
| JPMorgan Chase & CoJPM | 19 funds | $1.5B |
| Ishares Core S&P 500 ETFIVV | 19 funds | $1.1B |
| Verizon Communications IncVZ | 19 funds | $557.2M |
| Oracle CorpORCL | 19 funds | $447.6M |
| Vanguard Small-Cap ETFVB | 19 funds | $384.5M |
| Nvidia CorpNVDA | 18 funds | $10.3B |
| Apple IncAAPL | 18 funds | $8.4B |
| Microsoft CorpMSFT | 18 funds | $6.9B |
| Alphabet Inc-CL AGOOGL | 18 funds | $4.0B |
| Meta Platforms Inc-Class AMETA | 18 funds | $3.0B |
| Tesla IncTSLA | 18 funds | $2.1B |
| Johnson & JohnsonJNJ | 18 funds | $1.5B |
Ranked by how many of CDL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CDL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 7, 2010 | Flc Xxxii Partnership Lp | 10% Owner | Sell (S) | 129K | $19K |
| May 7, 2010 | Hutchins Winston | 10% Owner | Sell (S) | 488K | $73K |
| May 7, 2010 | Forstmann Thodore | Director, 10% Owner | Sell (S) | 488K | $73K |
| May 7, 2010 | Forstmann Little & Co Equity Partnership-Vii Lp | 10% Owner | Sell (S) | 129K | $19K |
| May 7, 2010 | Forstmann Little &Co Sub Debt &Equ Mgmt Buyout Part Viii Lp | 10% Owner | Sell (S) | 106K | $16K |
| May 7, 2010 | Forstmann Little & Co Sub Debt & Eq Mgmt Buyout Par Vii Lp | 10% Owner | Sell (S) | 253K | $38K |
| May 7, 2010 | Flc Xxxiii Partnership Lp | 10% Owner | Sell (S) | 359K | $54K |
| May 6, 2010 | Forstmann Little & Co Equity Partnership-Vi Lp | 10% Owner | Sell (S) | 300K | $45K |
| May 6, 2010 | Forstmann Thodore | Director, 10% Owner | Sell (S) 2 lots, same day | 788K | $118K |
| May 6, 2010 | Flc Xxxiii Partnership Lp | 10% Owner | Sell (S) | 359K | $54K |
| May 6, 2010 | Hutchins Winston | 10% Owner | Sell (S) 2 lots, same day | 788K | $118K |
| May 6, 2010 | Flc Xxxii Partnership Lp | 10% Owner | Sell (S) 2 lots, same day | 430K | $64K |
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 | 16 | 24 | – |
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 |
| CDCmc | 94 funds | $480.8M |
| CFAmc | 80 funds | $310.8M |
| CFOmc | 67 funds | $254.1M |
| USVMUSAA MSCI USA SM | 61 funds | $1.3B |
| CDLthis pageVCSHS 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.
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.