Among active 13F managers last quarter, 9 opened and 12 added, while 17 reduced; the largest holder to move was Levin Capital Strategies, L.P. (+18%). Over the last 180 days, 1 insider bought and 1 insider sold, a net +$497K in open-market trades.
The legs disagree, or only one of them leans.
98 tracked 13F filers disclose a position in CDZI as of the latest SEC 13F filings, a combined $102.6M 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 | Levin Capital Strategies, L.P. | 4.5M | $18.8M | ▲+18% Added · +680K sh | Q2 2026 | |
| 2 | Barclays PLC | 3.7M | $18.3M | ▲+17% Added · +535K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 3.5M | $17.3M | ▲+0.3% Added · +9K sh | Q1 2026 | |
| 4 | Geode Capital Management, LLC | 1.5M | $6.2M | ▲+6.4% Added · +90K sh | Q2 2026 | |
| 5 | State Street Corp | 1.4M | $5.9M | ▲+5.4% Added · +72K sh | Q2 2026 | |
| 6 | Morgan Stanley | 1.0M | $5.1M | ▼−18% Reduced · −234K sh | Q1 2026 | |
| 7 | Permanent Capital Management, LP | 538K | $2.2M | ▲+13% Added · +64K sh | Q2 2026 | |
| 8 | Gratia Capital, LLC | 506K | $2.5M | ▼−66% Reduced · −991K sh | Q1 2026 | |
| 9 | Northern Trust Corp | 461K | $2.3M | ▲+1.4% Added · +6K sh | Q1 2026 | |
| 10 | Jane Street Group, LLC | 451K | $2.2M | ▼−21% Reduced · −120K sh | Q1 2026 | |
| 11 | AQR Capital Management LLC | 322K | $1.6M | ▲+741% Added · +283K sh | Q1 2026 | |
| 12 | Goldman Sachs Group Inc | 315K | $1.5M | ▼−12% Reduced · −42K sh | Q1 2026 | |
| 13 | JPMorgan Chase & Co | 274K | $1.3M | ▲12× Added · +252K sh | Q1 2026 | |
| 14 | Parkshore Wealth Management, Inc. | 264K | $1.1M | —Held | Q2 2026 | |
| 15 | Raymond James Financial Inc | 234K | $1.1M | ▲+21% Added · +41K sh | Q1 2026 | |
| 16 | Citigroup Inc | 230K | $1.1M | ▲+244% Added · +163K sh | Q1 2026 | |
| 17 | Hartree Partners, LP | 200K | $836K | —Held | Q2 2026 | |
| 18 | Bank of New York Mellon Corp | 193K | $947K | ▼−2.9% Reduced · −6K sh | Q1 2026 | |
| 19 | Nuveen, LLC | 168K | $825K | ▼−44% Reduced · −134K sh | Q1 2026 | |
| 20 | Millennium Management LLC | 156K | $764K | ▲New +156K sh | Q1 2026 | |
| 21 | UBS Group AG | 149K | $732K | ▼−12% Reduced · −20K sh | Q1 2026 | |
| 22 | Charles Schwab Investment Management Inc | 145K | $710K | ▼−10% Reduced · −17K sh | Q1 2026 | |
| 23 | HSBC Holdings PLC | 126K | $617K | ▼−1.2% Reduced · −2K sh | Q1 2026 | |
| 24 | Citadel Advisors LLC | 125K | $523K | ▼−14% Reduced · −20K sh | Q2 2026 | |
| 25 | Los Angeles Capital Management LLC | 111K | $465K | ▲+3.3% Added · +4K 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 CDZI and 12 added to an existing one, while 17 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 | 51 funds | $189.4B |
| Amazon.com IncAMZN | 51 funds | $90.5B |
| Microsoft CorpMSFT | 50 funds | $131.5B |
| Alphabet Inc-CL AGOOGL | 50 funds | $72.1B |
| Alphabet Inc-CL CGOOG | 49 funds | $62.5B |
| Meta Platforms Inc-Class AMETA | 49 funds | $54.4B |
| Coca-Cola CoKO | 49 funds | $13.0B |
| Caterpillar IncCAT | 49 funds | $11.4B |
| Tesla IncTSLA | 48 funds | $31.9B |
| JPMorgan Chase & CoJPM | 48 funds | $29.0B |
| Costco Wholesale CorpCOST | 48 funds | $16.3B |
| Advanced Micro DevicesAMD | 48 funds | $15.2B |
Ranked by how many of CDZI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CDZI.
| 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 |
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 | 33 | 34 | – |
Insiders Form 4 open-market | 1 | 1 | +$497K |
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.
Connected entities for CDZI
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 + the live filing stream, joined for CDZI. Filings are public domain, sourced to SEC EDGAR.