Among active 13F managers last quarter, none opened or added and 2 reduced; the largest holder to move was XTX Topco Ltd (−4.0%). No open-market insider trades in the last 180 days.
Funds lean out and no leg opposes.
13 tracked 13F filers disclose a position in CWD as of the latest SEC 13F filings, a combined $134K 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 | Geode Capital Management, LLC | 55K | $36K | ▼−16% Reduced · −10K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 36K | $24K | ▲+39% Added · +10K sh | Q2 2026 | |
| 3 | Vanguard Fiduciary Trust Co | 36K | $23K | —Held | Q2 2026 | |
| 4 | XTX Topco Ltd | 22K | $25K | ▼−4.0% Reduced · −901 sh | Q1 2026 | |
| 5 | Northern Trust Corp | 11K | $13K | —Held | Q1 2026 | |
| 6 | UBS Group AG | 3K | $4K | ▼−28% Reduced · −1K sh | Q1 2026 | |
| 7 | Citigroup Inc | 3K | $4K | ▲3k× Added · +3K sh | Q1 2026 | |
| 8 | Tower Research Capital LLC (TRC) | 2K | $3K | ▼−15% Reduced · −434 sh | Q1 2026 | |
| 9 | Northwestern Mutual Wealth Management Co | 1K | $1K | ▲New +1K sh | Q1 2026 | |
| 10 | Royal Bank Of Canada | 1K | $1K | —Held | Q1 2026 | |
| 11 | DecisionPoint Financial, LLC | 142 | $92 | —Held | Q2 2026 | |
| 12 | Crewe Advisors LLC | 121 | $80 | —Held | Q2 2026 | |
| 13 | Morgan Stanley | 38 | $44 | ▼−96% Reduced · −866 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, no active manager opened or added to a position in CWD, while 2 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 |
|---|---|---|
| Invesco QQQ Trust Series 1QQQ | 4 funds | $154.7M |
| Apple IncAAPL | 4 funds | $148.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $141.7M |
| Microsoft CorpMSFT | 4 funds | $136.0M |
| Nvidia CorpNVDA | 4 funds | $96.5M |
| Micron Technology IncMU | 4 funds | $95.8M |
| Ishares Core S&P Midcap ETFIJH | 4 funds | $87.0M |
| Tesla IncTSLA | 4 funds | $82.7M |
| Broadcom IncAVGO | 4 funds | $62.7M |
| Vanguard Int-Term CorporateVCIT | 4 funds | $60.0M |
| Alphabet Inc-CL AGOOGL | 4 funds | $57.7M |
| Amazon.com IncAMZN | 4 funds | $56.5M |
Ranked by how many of CWD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CWD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 4, 2025 | Leung Jade | CFO | Sell (S) | 29K | $13K |
| Sep 3, 2024 | Loeffler John C II | CEO, Director, 10% Owner | Buy (P) | 6K | $4K |
| Aug 30, 2024 | Loeffler John C II | CEO, Director, 10% Owner | Buy (P) | 4K | $3K |
| Aug 29, 2024 | Trzupek Michael | Director | Buy (P) | 4K | $3K |
| Aug 28, 2024 | Trzupek Michael | Director | Buy (P) | 4K | $3K |
| Aug 27, 2024 | Trzupek Michael | Director | Buy (P) | 4K | $2K |
| Aug 19, 2024 | Taylor Lawrence X. III | Director | Buy (P) | 1K | $610 |
| Aug 16, 2024 | Taylor Lawrence X. III | Director | Buy (P) | 1K | $700 |
| Aug 16, 2024 | Hansen Daniel Paul | Director | Buy (P) | 23K | $14K |
| Aug 15, 2024 | Hansen Daniel Paul | Director | Buy (P) | 27K | $16K |
| May 23, 2024 | Taylor Lawrence X. III | Director | Buy (P) | 1K | $950 |
| May 22, 2024 | Taylor Lawrence X. III | Director | Buy (P) | 5K | $5K |
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 | 5 | – |
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.
| Class | 13F holders | Value held |
|---|---|---|
| CWDthis pageCL A NEW | 13 funds | $134K |
| 13000T109Stock | 1 funds | $2K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CWD
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/CWD/capital-change-brief"
Use Arkolith's capital_change_brief for CWD. 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 CWD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.