106 tracked 13F filers disclose a position in CDZI as of the latest SEC 13F filings, a combined $119.7M 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 | BlackRock, Inc. | $18.8M | 3.8M | ▼~0% Reduced · −40 sh | Q1 2026 | |
| 2 | BARCLAYS PLC | $18.3M | 3.7M | ▲+17% Added · +535K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $17.3M | 3.5M | ▲+0.3% Added · +9K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $11.6M | 2.4M | →First observed position No prior filed position | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $6.8M | 1.4M | ▲+5.0% Added · +67K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $6.6M | 1.3M | ▲+5.1% Added · +65K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $5.1M | 1.0M | ▼−18% Reduced · −234K sh | Q1 2026 | |
| 8 | GRATIA CAPITAL, LLC | $2.5M | 506K | ▼−66% Reduced · −991K sh | Q1 2026 | |
| 9 | NORTHERN TRUST CORP | $2.3M | 461K | ▲+1.4% Added · +6K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $2.2M | 451K | ▼−21% Reduced · −120K sh | Q1 2026 | |
| 11 | VANGUARD FIDUCIARY TRUST CO | $2.0M | 400K | →First observed position No prior filed position | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6M | 330K | →First observed position No prior filed position | Q1 2026 | |
| 13 | AQR CAPITAL MANAGEMENT LLC | $1.6M | 322K | ▲+741% Added · +283K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $1.5M | 315K | ▼−12% Reduced · −42K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $1.3M | 274K | ▲12× Added · +252K sh | Q1 2026 | |
| 16 | Cinctive Capital Management LP | $1.3M | 270K | ▲+40% Added · +77K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $1.1M | 234K | ▲+21% Added · +41K sh | Q1 2026 | |
| 18 | CITIGROUP INC | $1.1M | 230K | ▲+244% Added · +163K sh | Q1 2026 | |
| 19 | Massar Capital Management, LP | $1.1M | 226K | —Held | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $947K | 193K | ▼−2.9% Reduced · −6K sh | Q1 2026 | |
| 21 | Nuveen, LLC | $825K | 168K | ▼−44% Reduced · −134K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $764K | 156K | ▲New +156K sh | Q1 2026 | |
| 23 | UBS Group AG | $732K | 149K | ▼−12% Reduced · −20K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $710K | 145K | ▲+62% Added · +55K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $710K | 145K | ▼−10% Reduced · −17K 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, 6 funds opened a new position in CDZI and 14 added to an existing one, while 9 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 33 funds | $13.6B |
| BROADCOM INCAVGO | 33 funds | $6.8B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $6.5B |
| TESLA INCTSLA | 33 funds | $4.2B |
| ELI LILLY & COLLY | 33 funds | $3.2B |
| JOHNSON & JOHNSONJNJ | 33 funds | $3.1B |
| UNITEDHEALTH GROUP INCUNH | 33 funds | $1.6B |
| ADVANCED MICRO DEVICESAMD | 33 funds | $1.4B |
| SALESFORCE INCCRM | 33 funds | $1.1B |
| NVIDIA CORPNVDA | 32 funds | $19.5B |
| APPLE INCAAPL | 32 funds | $16.0B |
| AMAZON.COM INCAMZN | 32 funds | $10.8B |
Ranked by how many of CDZI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 26, 2026 | O'Hara David Mark | Director | Buy (P) | 111K | $508K |
| May 20, 2026 | Rivera Cathryn | Chief Operating Officer | Sell (S) | 3K | $11K |
| Nov 5, 2024 | Heerema International Group Services SA | 10% Owner | Buy (P) | 2.1M | $6.9M |
| Apr 18, 2024 | Kennedy Susan P | CEO, Director | Buy (P) | 25K | $56K |
| Jan 4, 2024 | Kennedy Susan P | CEO, Director | Buy (P) | 7K | $19K |
| Sep 25, 2023 | Hickox Winston H | Director | Buy (P) | 3K | $10K |
| Sep 21, 2023 | Kennedy Susan P | Executive Director, Director | Buy (P) | 16K | $50K |
| Jul 13, 2023 | Kennedy Susan P | Director | Buy (P) | 14K | $49K |
| Jul 13, 2023 | Slater Scott S | Chief Executive Officer, Director | Buy (P) | 14K | $49K |
| Jul 13, 2023 | Dreyfus Maria S. | Director | Buy (P) | 100K | $350K |
| Jul 6, 2023 | Heerema International Group Services SA | 10% Owner | Buy (P) | 200K | $800K |
| Jun 20, 2023 | Kennedy Susan P | Director | Buy (P) | 2K | $10K |
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/CDZI/capital-change-brief"
Use Arkolith's capital_change_brief for CDZI. 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 CDZI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.