CMDY

Ishares Bloomberg Roll Selec$59.20 2.20%
UnclassifiedUSCUSIP 46431W598· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
20
+6 QoQ
13F Value (tracked)
$110.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)7 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$59.20 2.20%5Y +10.5%
$43.82$50.13$56.43$62.73$69.042021202220232024202520262253622364452422454265310247263584106
Hover for who · click for detailEnd-of-day closing prices52w $47.76 – $63.68
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Use CMDY data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns CMDY

This stock page is the Follow view. The Build view lets your agent query CMDY owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CMDY"
Ask your agent
Use Arkolith to show who owns CMDY,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

20 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1TD Waterhouse Canada Inc.
$66.4M
1.1M
+258%
Added · +812K sh
Q1 2026
2PRINCIPAL SECURITIES, INC.
$17.0M
286K
−0.5%
Reduced · −1K sh
Q1 2026
3FIRST FOUNDATION ADVISORS
$7.9M
133K
11×
Added · +121K sh
Q1 2026
4Vontobel Holding Ltd.
$7.8M
132K
New
+132K sh
Q1 2026
5Proficio Capital Partners LLC
$4.9M
83K
New
+83K sh
Q1 2026
6Kingsview Wealth Management, LLC
$1.6M
27K
−5.4%
Reduced · −2K sh
Q1 2026
7SteelPeak Wealth, LLC
$1.5M
26K
+86%
Added · +12K sh
Q1 2026
8OpenArc Corporate Advisory, LLC
$1.2M
21K
New
+21K sh
Q1 2026
9MML INVESTORS SERVICES, LLC
$661K
11K
+31%
Added · +3K sh
Q1 2026
10Valmark Advisers, Inc.
$392K
7K
+5.8%
Added · +360 sh
Q1 2026
11Orion Porfolio Solutions, LLC
$375K
6K
−5.8%
Reduced · −388 sh
Q1 2026
12Atria Investments, Inc
$262K
4K
−1.6%
Reduced · −73 sh
Q1 2026
13COLDSTREAM CAPITAL MANAGEMENT INC
$201K
3K
New
+3K sh
Q1 2026
14MANNING & NAPIER ADVISORS LLC
$197K
3K
Held
Q1 2026
15IFP Advisors, Inc
$114K
2K
Held
Q1 2026
16NewEdge Advisors, LLC
$75K
1K
−46%
Reduced · −1K sh
Q1 2026
17SALEM INVESTMENT COUNSELORS INC
$36K
600
New
+600 sh
Q1 2026
18Smartleaf Asset Management LLC
$5K
84
Held
Q1 2026
19CWM, LLC
$4K
62
Held
Q1 2026
20ASSETMARK, INC
$2K
41
New
+41 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.

Fund activity: latest quarter

Opened (NEW)
5
funds
Added
2
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

47 funds+13 since Q2 2022
02447Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $234.1M

Share classes

Class13F holdersValue held
NEARmc162 funds$1.9B
MEARmc106 funds$725.5M
COMTINDX FD91 funds$354.1M
IETCmc68 funds$186.2M
LQDHINT RT HDG C B64 funds$250.7M
HYGHmc52 funds$113.3M
CMDYthis pagemc47 funds$234.1M
IGBHINT RT HD LONG35 funds$73.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own CMDY also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA23 funds$10.8B
APPLE INCAAPL23 funds$8.9B
MICROSOFT CORPMSFT23 funds$8.8B
ISHARES CORE S&P 500 ETFIVV23 funds$7.0B
ALPHABET INC-CL AGOOGL23 funds$6.3B
AMAZON.COM INCAMZN23 funds$6.1B
VANGUARD S&P 500 ETFVOO23 funds$5.8B
SS SPDR S&P 500 ETF TRUST-USSPY23 funds$4.8B
BROADCOM INCAVGO23 funds$4.2B
META PLATFORMS INC-CLASS AMETA23 funds$3.4B
ALPHABET INC-CL CGOOG23 funds$3.4B
JPMORGAN CHASE & COJPM23 funds$3.1B

Ranked by how many of CMDY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.