The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query CDL owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CDL"
Use Arkolith to show who owns CDL, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Summit Financial, LLC | $7.3M | 99K | ▼−5.4% Reduced · −6K sh | Q1 2026 | |
| 2 | NewEdge Advisors, LLC | $3.6M | 48K | ▼−3.4% Reduced · −2K sh | Q1 2026 | |
| 3 | Integrated Wealth Concepts LLC | $3.1M | 42K | ▲+21% Added · +7K sh | Q1 2026 | |
| 4 | Private Advisor Group, LLC | $1.9M | 26K | ▼−0.8% Reduced · −224 sh | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $878K | 12K | ▲+138% Added · +7K sh | Q1 2026 | |
| 6 | Stratos Wealth Partners, LTD. | $441K | 6K | ▲+0.3% Added · +20 sh | Q1 2026 | |
| 7 | Concurrent Investment Advisors, LLC | $307K | 4K | ▲+2.8% Added · +113 sh | Q1 2026 | |
| 8 | IHT Wealth Management, LLC | $236K | 3K | —Held | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | $71K | 950 | —Held | Q1 2026 | |
| 10 | FMR LLC | $55K | 741 | —Held | Q1 2026 | |
| 11 | MAI Capital Management | $55K | 735 | —Held | Q1 2026 | |
| 12 | VANGUARD ADVISERS INC | $5K | 62 | ▲New +62 sh | Q1 2026 | |
| 13 | ROTHSCHILD INVESTMENT LLC | $4K | 60 | —Held | Q1 2026 | |
| 14 | ASSETMARK, INC | $75 | 1 | —Held | 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| UITBmc | 79 funds | $2.1B |
| USTBSHORT TRM BD ETF | 73 funds | $1.0B |
| CDCmc | 69 funds | $397.6M |
| CFAmc | 53 funds | $290.7M |
| CFOmc | 47 funds | $211.2M |
| USVMUSAA MSCI USA SM | 45 funds | $1.0B |
| CSBVCSHS US SMCP HG | 43 funds | $63.8M |
| CDLthis pageVCSHS US LRG CAP | 42 funds | $156.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 15 funds | $8.9B |
| APPLE INCAAPL | 15 funds | $7.8B |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $7.1B |
| MICROSOFT CORPMSFT | 15 funds | $6.0B |
| AMAZON.COM INCAMZN | 15 funds | $5.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $4.4B |
| BROADCOM INCAVGO | 15 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 15 funds | $3.0B |
| ALPHABET INC-CL CGOOG | 15 funds | $2.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 15 funds | $2.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $2.1B |
Ranked by how many of CDL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.