74 tracked 13F filers disclose a position in CDX as of the latest SEC 13F filings, a combined $266.2M 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 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $41.0M | 1.9M | ▲+6.4% Added · +117K sh | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $31.9M | 1.5M | ▲+9.3% Added · +127K sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | $27.0M | 1.3M | ▲+3.9% Added · +47K sh | Q1 2026 | |
| 4 | Park Edge Advisors, LLC | $16.3M | 772K | ▲+2.2% Added · +16K sh | Q2 2026 | |
| 5 | Insight Wealth Strategies, LLC | $16.0M | 764K | ▲+12% Added · +84K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $12.5M | 587K | ▼−19% Reduced · −139K sh | Q1 2026 | |
| 7 | PRINCIPAL SECURITIES, INC. | $9.1M | 432K | ▲+14% Added · +54K sh | Q2 2026 | |
| 8 | DRIVE WEALTH MANAGEMENT, LLC | $7.9M | 375K | ▼−5.4% Reduced · −22K sh | Q2 2026 | |
| 9 | NewEdge Wealth, LLC | $7.9M | 368K | ▲+9.1% Added · +31K sh | Q1 2026 | |
| 10 | Orion Porfolio Solutions, LLC | $7.1M | 333K | ▲+4.7% Added · +15K sh | Q1 2026 | |
| 11 | FLAGSHIP HARBOR ADVISORS, LLC | $6.7M | 318K | ▲+11% Added · +32K sh | Q2 2026 | |
| 12 | Meridian Wealth Management, LLC | $6.6M | 308K | ▼−3.4% Reduced · −11K sh | Q1 2026 | |
| 13 | Soltis Investment Advisors LLC | $5.8M | 273K | ▲+59% Added · +101K sh | Q2 2026 | |
| 14 | Envestnet Portfolio Solutions, Inc. | $5.6M | 267K | ▲+11% Added · +26K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $5.2M | 243K | ▼−13% Reduced · −36K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $4.8M | 226K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 17 | Focus Partners Wealth | $4.2M | 196K | ▲+4.7% Added · +9K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 189K | ▼−51% Reduced · −197K sh | Q1 2026 | |
| 19 | Security National Bank | $3.7M | 173K | ▼−21% Reduced · −45K sh | Q2 2026 | |
| 20 | WCG Wealth Advisors LLC | $3.7M | 173K | ▲+12% Added · +19K sh | Q1 2026 | |
| 21 | FIFTH THIRD SECURITIES, INC. | $3.5M | 165K | ▲+27% Added · +35K sh | Q2 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $3.1M | 143K | ▼−37% Reduced · −84K sh | Q1 2026 | |
| 23 | Kingsview Wealth Management, LLC | $2.7M | 125K | ▲+16% Added · +18K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $2.3M | 108K | ▼−13% Reduced · −16K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $2.1M | 100K | ▲New +100K 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, 7 funds opened a new position in CDX and 20 added to an existing one, while 10 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 |
|---|---|---|
| NVIDIA CORPNVDA | 37 funds | $6.4B |
| MICROSOFT CORPMSFT | 37 funds | $3.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 37 funds | $1.9B |
| ISHARES CORE S&P 500 ETFIVV | 36 funds | $5.5B |
| APPLE INCAAPL | 36 funds | $4.8B |
| AMAZON.COM INCAMZN | 36 funds | $3.9B |
| ALPHABET INC-CL AGOOGL | 36 funds | $2.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 36 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $2.0B |
| TESLA INCTSLA | 36 funds | $1.3B |
| COSTCO WHOLESALE CORPCOST | 36 funds | $1.2B |
Ranked by how many of CDX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 185 funds | $866.0M |
| MTBAcommon | 123 funds | $869.0M |
| AGGHUIT EXCHANGE TRADED | 75 funds | $336.9M |
| CDXthis pageHIGH YIELD PLUS | 74 funds | $266.4M |
| BUCKTREASURY OPT INC | 71 funds | $200.5M |
| HEQTMF Closed and MF Open | 68 funds | $189.9M |
| TUASHORT TERM TREA | 60 funds | $396.9M |
| SVOLmc | 59 funds | $54.0M |
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 CDX
This ETF 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/CDX/capital-change-brief"
Use Arkolith's capital_change_brief for CDX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CDX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.