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 CDX 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/CDX"
Use Arkolith to show who owns CDX, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $38.9M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 2 | PRINCIPAL SECURITIES, INC. | $8.1M | 378K | ▲+67% Added · +152K sh | Q1 2026 | |
| 3 | NewEdge Wealth, LLC | $7.9M | 368K | ▲+9.1% Added · +31K sh | Q1 2026 | |
| 4 | Orion Porfolio Solutions, LLC | $7.1M | 333K | ▲+4.7% Added · +15K sh | Q1 2026 | |
| 5 | Prime Capital Investment Advisors, LLC | $6.5M | 305K | ▲+5.6% Added · +16K sh | Q1 2026 | |
| 6 | Envestnet Portfolio Solutions, Inc. | $5.2M | 242K | ▲+9.1% Added · +20K sh | Q1 2026 | |
| 7 | NewEdge Advisors, LLC | $4.8M | 226K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | $3.1M | 143K | ▼−37% Reduced · −84K sh | Q1 2026 | |
| 9 | Kingsview Wealth Management, LLC | $2.7M | 125K | ▲+16% Added · +18K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $2.3M | 108K | ▼−13% Reduced · −16K sh | Q1 2026 | |
| 11 | STEPHENS INC /AR/ | $1.3M | 61K | ▼−5.3% Reduced · −3K sh | Q1 2026 | |
| 12 | RFG Advisory, LLC | $1.2M | 57K | ▼−17% Reduced · −12K sh | Q1 2026 | |
| 13 | Summit Financial, LLC | $1.1M | 52K | ▼−62% Reduced · −86K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $1.1M | 50K | ▼−27% Reduced · −19K sh | Q1 2026 | |
| 15 | TD Waterhouse Canada Inc. | $1.0M | 49K | ▲+60% Added · +18K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $919K | 43K | ▼−0.9% Reduced · −394 sh | Q1 2026 | |
| 17 | Retirement Planning Group, LLC | $879K | 41K | ▲+0.1% Added · +55 sh | Q1 2026 | |
| 18 | CreativeOne Wealth, LLC | $681K | 32K | ▲+16% Added · +4K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $391K | 18K | ▲+4.7% Added · +831 sh | Q1 2026 | |
| 20 | Trajan Wealth LLC | $311K | 15K | ▼−7.0% Reduced · −1K sh | Q1 2026 | |
| 21 | CWM, LLC | $194K | 9K | ▲+68% Added · +4K sh | Q1 2026 | |
| 22 | Clearstead Advisors, LLC | $6K | 275 | ▼−84% Reduced · −1K sh | Q1 2026 | |
| 23 | ASSETMARK, INC | $2K | 114 | ▲New +114 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 110 funds | $755.5M |
| MTBAcommon | 81 funds | $654.3M |
| HEQTHEDGED EQUITY | 49 funds | $147.9M |
| CDXthis pageHIGH YIELD PLUS | 46 funds | $203.1M |
| AGGHFUND | 44 funds | $219.9M |
| SVOLmc | 42 funds | $28.9M |
| BUCKTREASURY OPT INC | 39 funds | $132.7M |
| PINKmc | 35 funds | $99.4M |
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 | 31 funds | $11.1B |
| APPLE INCAAPL | 31 funds | $10.5B |
| MICROSOFT CORPMSFT | 31 funds | $7.2B |
| AMAZON.COM INCAMZN | 31 funds | $6.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $4.5B |
| BROADCOM INCAVGO | 31 funds | $4.2B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $4.0B |
| JPMORGAN CHASE & COJPM | 31 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 31 funds | $3.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 31 funds | $2.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 31 funds | $2.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 31 funds | $2.4B |
Ranked by how many of CDX'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 CDX. 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.