Among active 13F managers last quarter, 10 opened and 8 added, while 5 reduced; the largest holder to move was First National Advisers, LLC (−8.7%).
58 tracked 13F filers disclose a position in CMDT as of the latest SEC 13F filings, a combined $440.8M 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 | Wells Fargo & Company | 5.6M | $181.5M | ▼−5.8% Reduced · −347K sh | Q1 2026 | |
| 2 | Allianz Asset Management GmbH | 3.0M | $96.1M | —Held | Q1 2026 | |
| 3 | Apollon Wealth Management, LLC | 1.7M | $55.5M | ▲+11% Added · +177K sh | Q1 2026 | |
| 4 | CWM, LLC | 1.2M | $38.0M | ▲+30% Added · +272K sh | Q1 2026 | |
| 5 | First National Advisers, LLC | 462K | $14.2M | ▼−8.7% Reduced · −44K sh | Q2 2026 | |
| 6 | Fidelity D & D Bancorp Inc | 308K | $9.4M | ▲+14% Added · +38K sh | Q2 2026 | |
| 7 | LPL Financial LLC | 307K | $9.9M | ▲+55% Added · +108K sh | Q1 2026 | |
| 8 | Dakota Wealth Management | 184K | $5.6M | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 9 | Exchange Traded Concepts, LLC | 163K | $5.0M | ▼−6.1% Reduced · −11K sh | Q2 2026 | |
| 10 | Apollon Financial, LLC | 142K | $4.4M | ▲+4.8% Added · +6K sh | Q2 2026 | |
| 11 | Hollencrest Capital Management | 129K | $4.2M | ▲+0.1% Added · +92 sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | 108K | $3.3M | ▲+30% Added · +25K sh | Q2 2026 | |
| 13 | Choreo, LLC | 49K | $1.5M | —Held | Q2 2026 | |
| 14 | Orion Porfolio Solutions, LLC | 47K | $1.4M | ▲+229% Added · +33K sh | Q2 2026 | |
| 15 | Stonebridge Financial Group, LLC | 36K | $1.1M | ▲New +36K sh | Q2 2026 | |
| 16 | Patten & Patten Inc | 29K | $878K | ▲New +29K sh | Q2 2026 | |
| 17 | JPMorgan Chase & Co | 26K | $846K | ▲88× Added · +26K sh | Q1 2026 | |
| 18 | Arax Advisory Partners | 21K | $629K | ▲New +21K sh | Q2 2026 | |
| 19 | Walkner Condon Financial Advisors LLC | 20K | $626K | ▲+10% Added · +2K sh | Q2 2026 | |
| 20 | Barnes Wealth Management Group, Inc | 19K | $576K | ▼−0.6% Reduced · −120 sh | Q2 2026 | |
| 21 | Krilogy Financial LLC | 17K | $571K | ▲+87% Added · +8K sh | Q1 2026 | |
| 22 | Commonwealth Equity Services, LLC | 17K | $544K | ▲+82% Added · +8K sh | Q1 2026 | |
| 23 | Dahring | Cusmano LLC | 16K | $495K | ▲+26% Added · +3K sh | Q2 2026 | |
| 24 | &Partners | 15K | $473K | ▼−3.7% Reduced · −592 sh | Q2 2026 | |
| 25 | Corient Private Wealth LP | 14K | $452K | ▲+28% Added · +3K 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, 10 funds opened a new position in CMDT and 8 added to an existing one, while 5 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 | 29 funds | $8.0B |
| Apple IncAAPL | 29 funds | $7.6B |
| Microsoft CorpMSFT | 29 funds | $5.3B |
| Alphabet Inc-CL AGOOGL | 29 funds | $4.1B |
| Amazon.com IncAMZN | 29 funds | $4.0B |
| Walmart IncWMT | 29 funds | $857.2M |
| Broadcom IncAVGO | 28 funds | $2.9B |
| Alphabet Inc-CL CGOOG | 28 funds | $2.8B |
| Johnson & JohnsonJNJ | 28 funds | $2.0B |
| JPMorgan Chase & CoJPM | 28 funds | $1.7B |
| Tesla IncTSLA | 28 funds | $1.3B |
| Cisco Systems IncCSCO | 28 funds | $1.0B |
Ranked by how many of CMDT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CMDT.
No filings captured for this ticker in the live stream yet.
Connected entities for CMDT
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/CMDT/capital-change-brief"
Use Arkolith's capital_change_brief for CMDT. 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 CMDT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.