Among active 13F managers last quarter, 2 opened and 1 added, while 1 reduced; the largest holder to move was Private Advisory Group LLC (−4.8%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
18 tracked 13F filers disclose a position in CODX as of the latest SEC 13F filings, a combined $504K 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 | Vanguard Capital Management LLC | 58K | $181K | ▲New +58K sh | Q2 2026 | |
| 2 | Private Advisory Group LLC | 39K | $122K | ▼−4.8% Reduced · −2K sh | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 26K | $79K | ▲New +26K sh | Q2 2026 | |
| 4 | Vanguard Fiduciary Trust Co | 20K | $61K | ▲20k× Added · +20K sh | Q2 2026 | |
| 5 | State Street Corp | 15K | $46K | ▲New +15K sh | Q2 2026 | |
| 6 | UBS Group AG | 7K | $14K | ▼−77% Reduced · −24K sh | Q1 2026 | |
| 7 | Smartleaf Asset Management LLC | 133 | $396 | —Held | Q2 2026 | |
| 8 | Global Retirement Partners, LLC | 100 | $310 | ▲New +100 sh | Q2 2026 | |
| 9 | Morgan Stanley | 88 | $164 | ▼−96% Reduced · −2K sh | Q1 2026 | |
| 10 | SBI Securities Co., Ltd. | 81 | $251 | ▲+40% Added · +23 sh | Q2 2026 | |
| 11 | Wells Fargo & Company | 81 | $151 | ▼−97% Reduced · −2K sh | Q1 2026 | |
| 12 | JPMorgan Chase & Co | 50 | $85 | ▼−92% Reduced · −613 sh | Q1 2026 | |
| 13 | Heritage Wealth Advisors | 17 | $32 | ▼−97% Reduced · −508 sh | Q1 2026 | |
| 14 | Osaic Holdings, Inc. | 10 | $18 | ▼−97% Reduced · −290 sh | Q1 2026 | |
| 15 | FMR LLC | 7 | $21 | ▲New +7 sh | Q2 2026 | |
| 16 | NewEdge Advisors, LLC | 6 | $19 | —Held | Q2 2026 | |
| 17 | Harbour Investments, Inc. | 2 | $4 | ▲New +2 sh | Q1 2026 | |
| 18 | Citigroup Inc | 1 | $2 | ▲New +1 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, 2 funds opened a new position in CODX and 1 added to an existing one, while 1 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 | 5 funds | $844.6M |
| Apple IncAAPL | 5 funds | $591.9M |
| Vanguard S&P 500 ETFVOO | 5 funds | $583.4M |
| Invesco QQQ Trust Series 1QQQ | 5 funds | $452.4M |
| Ishares Core S&P 500 ETFIVV | 5 funds | $373.1M |
| Vanguard Total Stock MKT ETFVTI | 5 funds | $321.0M |
| Microsoft CorpMSFT | 5 funds | $302.7M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 5 funds | $301.1M |
| Amazon.com IncAMZN | 5 funds | $294.5M |
| Micron Technology IncMU | 5 funds | $250.0M |
| Alphabet Inc-CL AGOOGL | 5 funds | $241.8M |
| Alphabet Inc-CL CGOOG | 5 funds | $221.7M |
Ranked by how many of CODX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CODX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 20, 2023 | Brown Brian Lee | Chief Financial Officer | Buy (P) | 3K | $6K |
| Sep 8, 2021 | Durenard Eugene | Director | Sell (S) | 2K | $21K |
| May 19, 2021 | Benson Reed L | General Counsel | Sell (S) 3 lots, same day | 108K | $923K |
| Jan 15, 2021 | Egan Dwight H | Chief Executive Officer, Director | Sell (S) | 38K | $419K |
| Jan 14, 2021 | Serbin Richard S | Director | Sell (S) | 10K | $103K |
| Jan 13, 2021 | Nelson James B | Director | Sell (S) 2 lots, same day | 13K | $127K |
| Jan 13, 2021 | Durenard Eugene | Director | Sell (S) | 11K | $106K |
| Dec 14, 2020 | Serbin Richard S | Director | Sell (S) | 17K | $172K |
| Dec 10, 2020 | Durenard Eugene | Director | Sell (S) | 10K | $102K |
| Nov 25, 2020 | Benson Reed L | CFO and Secretary | Sell (S) | 90K | $940K |
| Nov 24, 2020 | Egan Dwight H | Chief Executive Officer, Director | Sell (S) | 45K | $470K |
| Nov 23, 2020 | Egan Dwight H | Chief Executive Officer, Director | Sell (S) | 72K | $747K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 2 | 7 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 CODX
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/CODX/capital-change-brief"
Use Arkolith's capital_change_brief for CODX. 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 CODX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.