67 tracked 13F filers disclose a position in CMDY as of the latest SEC 13F filings, a combined $286.9M 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 | TD Waterhouse Canada Inc. | $78.9M | 1.4M | ▲+27% Added · +306K sh | Q2 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $51.4M | 864K | ▲+117% Added · +466K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $25.8M | 434K | ▲+2.4% Added · +10K sh | Q1 2026 | |
| 4 | Heck Capital Advisors, LLC | $22.5M | 407K | ▲New +407K sh | Q2 2026 | |
| 5 | PRINCIPAL SECURITIES, INC. | $14.9M | 270K | ▼−5.6% Reduced · −16K sh | Q2 2026 | |
| 6 | Disciplina Capital Management LLC | $11.1M | 200K | ▲+4.2% Added · +8K sh | Q2 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $9.6M | 162K | ▲+6.8% Added · +10K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $8.2M | 137K | —Held | Q1 2026 | |
| 9 | Proficio Capital Partners LLC | $7.4M | 135K | ▲+62% Added · +52K sh | Q2 2026 | |
| 10 | FIRST FOUNDATION ADVISORS | $7.9M | 133K | ▲11× Added · +121K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $7.8M | 132K | ▲+20% Added · +22K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $7.7M | 130K | ▼−19% Reduced · −31K sh | Q1 2026 | |
| 13 | Alaska Wealth Advisors, LLC | $5.4M | 98K | ▼−2.9% Reduced · −3K sh | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $4.2M | 71K | ▲+22% Added · +13K sh | Q1 2026 | |
| 15 | Vontobel Holding Ltd. | $3.4M | 61K | ▼−54% Reduced · −71K sh | Q2 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 47K | ▲New +47K sh | Q1 2026 | |
| 17 | SteelPeak Wealth, LLC | $1.6M | 28K | ▲+9.5% Added · +2K sh | Q2 2026 | |
| 18 | Kingsview Wealth Management, LLC | $1.5M | 27K | ▲+1.8% Added · +488 sh | Q2 2026 | |
| 19 | SILVER OAK SECURITIES, INCORPORATED | $1.2M | 21K | ▼−3.1% Reduced · −681 sh | Q2 2026 | |
| 20 | OpenArc Corporate Advisory, LLC | $1.1M | 21K | —Held | Q2 2026 | |
| 21 | Cetera Investment Advisers | $1.2M | 20K | ▲+2.9% Added · +564 sh | Q1 2026 | |
| 22 | LITTLE HOUSE CAPITAL LLC | $981K | 18K | ▲+2.9% Added · +495 sh | Q2 2026 | |
| 23 | LAKE STREET PRIVATE WEALTH, LLC | $810K | 15K | ▼~0% Reduced · −1 sh | Q2 2026 | |
| 24 | TRUIST FINANCIAL CORP | $834K | 14K | ▲+110% Added · +7K sh | Q1 2026 | |
| 25 | LAUREL OAK WEALTH MANAGEMENT, LLC | $732K | 13K | ▼−2.6% Reduced · −356 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, 3 funds opened a new position in CMDY and 9 added to an existing one, while 14 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 31 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 31 funds | $667.1M |
| VISA INC-CLASS A SHARESV | 31 funds | $661.6M |
| NVIDIA CORPNVDA | 30 funds | $5.4B |
| MICROSOFT CORPMSFT | 30 funds | $3.2B |
| ALPHABET INC-CL AGOOGL | 30 funds | $2.8B |
| APPLE INCAAPL | 30 funds | $2.7B |
| BROADCOM INCAVGO | 30 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $839.1M |
| JOHNSON & JOHNSONJNJ | 30 funds | $716.5M |
| COCA-COLA CO/THEKO | 30 funds | $667.5M |
| WALMART INCWMT | 30 funds | $512.4M |
Ranked by how many of CMDY's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| NEARmc | 371 funds | $2.6B |
| MEARmc | 201 funds | $987.0M |
| COMTSHARES | 142 funds | $351.9M |
| IETCmc | 107 funds | $305.4M |
| HYGHmc | 96 funds | $201.6M |
| LQDHINT RT HDG C B | 95 funds | $300.1M |
| CMDYthis pagemc | 67 funds | $286.9M |
| IGBHINT RT HD LONG | 45 funds | $92.5M |
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 CMDY
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/CMDY/capital-change-brief"
Use Arkolith's capital_change_brief for CMDY. 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 CMDY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.