Among active 13F managers last quarter, 2 opened and 2 added, while none reduced or exited; the largest holder to move was Exchange Traded Concepts, LLC (+195%). Over the last 180 days, 1 insider sold and none bought, a net -$201K in open-market trades.
The legs disagree, or only one of them leans.
11 tracked 13F filers disclose a position in CDRO as of the latest SEC 13F filings, a combined $6.9M 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 | UBS Group AG | 370K | $3.1M | ▼−12% Reduced · −53K sh | Q1 2026 | |
| 2 | Morgan Stanley | 153K | $1.3M | ▲+1.3% Added · +2K sh | Q1 2026 | |
| 3 | Exchange Traded Concepts, LLC | 128K | $1.2M | ▲+195% Added · +85K sh | Q2 2026 | |
| 4 | Wealthspire Advisors, LLC | 50K | $421K | ▲New +50K sh | Q1 2026 | |
| 5 | Citadel Advisors LLC | 38K | $367K | ▲+257% Added · +28K sh | Q2 2026 | |
| 6 | BlackRock, Inc. | 20K | $188K | —Held | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 16K | $152K | —Held | Q2 2026 | |
| 8 | Raymond James Financial Inc | 11K | $93K | —Held | Q1 2026 | |
| 9 | Barclays PLC | 959 | $8K | —Held | Q1 2026 | |
| 10 | Quarry LP | 60 | $574 | ▲New +60 sh | Q2 2026 | |
| 11 | Royal Bank Of Canada | 22 | $0 | ▲+4.8% Added · +1 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 CDRO and 2 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 |
|---|---|---|
| Amazon.com IncAMZN | 4 funds | $2.9B |
| Nvidia CorpNVDA | 4 funds | $2.7B |
| Apple IncAAPL | 4 funds | $2.5B |
| Seagate Technology HoldingsSTX | 4 funds | $1.8B |
| Microsoft CorpMSFT | 4 funds | $1.8B |
| Western Digital CorpWDC | 4 funds | $1.6B |
| Sandisk CorpSNDK | 4 funds | $1.5B |
| Micron Technology IncMU | 4 funds | $1.3B |
| Broadcom IncAVGO | 4 funds | $1.2B |
| Warner Bros Discovery IncWBD | 4 funds | $1.2B |
| Eli Lilly & CoLLY | 4 funds | $1.2B |
| BlackRock IncBLK | 4 funds | $1.1B |
Ranked by how many of CDRO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CDRO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 18, 2026 | Iglesias Sanchez Oscar | Director | Sell (S) | 14K | $143K |
| Jun 16, 2026 | Iglesias Sanchez Oscar | Director | Sell (S) | 3K | $28K |
| Jun 15, 2026 | Iglesias Sanchez Oscar | Director | Sell (S) | 300 | $3K |
| Jun 12, 2026 | Iglesias Sanchez Oscar | Director | Sell (S) | 2K | $21K |
| Jun 8, 2026 | Iglesias Sanchez Oscar | Director | Sell (S) | 50 | $500 |
| Jun 2, 2026 | Iglesias Sanchez Oscar | Director | Sell (S) | 432 | $4K |
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 | 4 | 1 | – |
Insiders Form 4 open-market | 0 | 1 | -$201K |
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 |
|---|---|---|
| CDROthis pageORDINARY SHARES | 11 funds | $6.9M |
| CDROWRT | 7 funds | $1.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CDRO
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/CDRO/capital-change-brief"
Use Arkolith's capital_change_brief for CDRO. 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 CDRO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.