Among active 13F managers last quarter, 9 opened and 22 added, while 11 reduced; the largest holder to move was Signature Estate & Investment Advisors LLC (+6.4%).
82 tracked 13F filers disclose a position in CDX as of the latest SEC 13F filings, a combined $273.5M 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 | Signature Estate & Investment Advisors LLC | 1.9M | $41.0M | ▲+6.4% Added · +117K sh | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 1.5M | $31.9M | ▲+9.3% Added · +127K sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | 1.3M | $27.0M | ▲+3.9% Added · +47K sh | Q1 2026 | |
| 4 | Park Edge Advisors, LLC | 772K | $16.3M | ▲+2.2% Added · +16K sh | Q2 2026 | |
| 5 | Insight Wealth Strategies, LLC | 764K | $16.0M | ▲+12% Added · +84K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 587K | $12.5M | ▼−19% Reduced · −139K sh | Q1 2026 | |
| 7 | Altiora Financial Group, LLC | 573K | $12.1M | ▼−36% Reduced · −326K sh | Q2 2026 | |
| 8 | Principal Securities, Inc. | 432K | $9.1M | ▲+14% Added · +54K sh | Q2 2026 | |
| 9 | Drive Wealth Management, LLC | 375K | $7.9M | ▼−5.4% Reduced · −22K sh | Q2 2026 | |
| 10 | Orion Porfolio Solutions, LLC | 373K | $7.9M | ▲+12% Added · +40K sh | Q2 2026 | |
| 11 | Flagship Harbor Advisors, LLC | 318K | $6.7M | ▲+11% Added · +32K sh | Q2 2026 | |
| 12 | Meridian Wealth Management, LLC | 308K | $6.6M | ▼−3.4% Reduced · −11K sh | Q1 2026 | |
| 13 | Soltis Investment Advisors LLC | 273K | $5.8M | ▲+59% Added · +101K sh | Q2 2026 | |
| 14 | Envestnet Portfolio Solutions, Inc. | 267K | $5.6M | ▲+11% Added · +26K sh | Q2 2026 | |
| 15 | Osaic Holdings, Inc. | 243K | $5.2M | ▼−13% Reduced · −36K sh | Q1 2026 | |
| 16 | Adapt Wealth Advisors, LLC | 201K | $4.3M | ▼−5.9% Reduced · −13K sh | Q2 2026 | |
| 17 | Focus Partners Wealth | 196K | $4.2M | ▲+4.7% Added · +9K sh | Q1 2026 | |
| 18 | Commonwealth Equity Services, LLC | 189K | $4.0M | ▼−51% Reduced · −197K sh | Q1 2026 | |
| 19 | Security National Bank | 173K | $3.7M | ▼−21% Reduced · −45K sh | Q2 2026 | |
| 20 | WCG Wealth Advisors LLC | 173K | $3.7M | ▲+12% Added · +19K sh | Q1 2026 | |
| 21 | Fifth Third Securities, Inc. | 165K | $3.5M | ▲+27% Added · +35K sh | Q2 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | 138K | $2.9M | ▼−3.3% Reduced · −5K sh | Q2 2026 | |
| 23 | Kingsview Wealth Management, LLC | 128K | $2.7M | ▲+2.4% Added · +3K sh | Q2 2026 | |
| 24 | Goldman Sachs Group Inc | 100K | $2.1M | ▲New +100K sh | Q1 2026 | |
| 25 | Centennial Wealth Advisory LLC | 99K | $2.1M | ▲+0.9% Added · +907 sh | Q2 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, 9 funds opened a new position in CDX and 22 added to an existing one, while 11 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 |
|---|---|---|
| Nvidia CorpNVDA | 43 funds | $5.9B |
| Microsoft CorpMSFT | 43 funds | $4.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 43 funds | $3.3B |
| Alphabet Inc-CL AGOOGL | 43 funds | $2.9B |
| Alphabet Inc-CL CGOOG | 43 funds | $2.2B |
| Ishares Core S&P 500 ETFIVV | 42 funds | $16.9B |
| Apple IncAAPL | 42 funds | $6.1B |
| Amazon.com IncAMZN | 42 funds | $4.9B |
| Costco Wholesale CorpCOST | 42 funds | $1.2B |
| Tesla IncTSLA | 42 funds | $1.1B |
| Caterpillar IncCAT | 42 funds | $1.0B |
| Vanguard S&P 500 ETFVOO | 41 funds | $2.9B |
Ranked by how many of CDX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CDX.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 227 funds | $1.0B |
| MTBAcommon | 143 funds | $962.3M |
| BUCKTREASURY OPT INC | 89 funds | $224.9M |
| AGGHUIT EXCHANGE TRADED | 83 funds | $350.8M |
| CDXthis pageMF Closed and MF Open | 82 funds | $273.5M |
| HEQTMF Closed and MF Open | 81 funds | $201.9M |
| TUASHORT TERM TREA | 75 funds | $459.3M |
| SVOLmc | 74 funds | $61.4M |
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.