Who owns CDC (CDC)
Which tracked institutional funds hold CDC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CDC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
23 tracked funds added or opened CDC while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CDC’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CDC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CDC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 100 tracked filers holding CDC, 39 increased or opened the position and 49 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CDC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
Full exits 1
- StoneX Group Inc.$887K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$20M
- MORGAN STANLEY$5M
- BANK OF AMERICA CORP /DE/$4M
- RAYMOND JAMES FINANCIAL INC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- ATLANTIC FAMILY WEALTH, LLC$2M
Largest trims
- NewEdge Advisors, LLC$4M
- CITADEL ADVISORS LLC$2M
- ROYAL BANK OF CANADA$2M
- OSAIC HOLDINGS, INC.$2M
- GTS SECURITIES LLC$391K
- MONEY CONCEPTS CAPITAL CORP$314K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,123,604 | $80M | 16.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 654,702 | $47M | 9.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 587,584 | $42M | 8.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 520,338 | $37M | 7.5% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 467,262 | $33M | 6.7% | 2026-Q1 |
| ATLANTIC FAMILY WEALTH, LLC trimmed | 381,245 | $27M | 5.5% | 2026-Q1 |
| CWM, LLC trimmed | 303,538 | $22M | 4.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 283,727 | $20M | 4.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 231,579 | $17M | 3.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 226,861 | $16M | 3.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 177,935 | $13M | 2.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 164,765 | $12M | 2.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 152,213 | $11M | 2.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 117,938 | $8M | 1.7% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 110,100 | $8M | 1.6% | 2026-Q1 |
| Garrett Wealth Advisory Group, LLC trimmed | 109,621 | $8M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 108,905 | $8M | 1.6% | 2026-Q1 |
| UBS Group AG added | 106,374 | $8M | 1.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 79,961 | $6M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 64,832 | $5M | 0.9% | 2026-Q1 |
| Strategic Blueprint, LLC added | 59,935 | $4M | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 45,551 | $3M | 0.7% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 57,588 | $3M | 0.5% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 37,016 | $3M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 36,120 | $3M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 35,301 | $3M | 0.5% | 2026-Q1 |
| PFG Advisors added | 33,652 | $2M | 0.5% | 2026-Q1 |
| Keystone Financial Group added | 32,864 | $2M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 32,236 | $2M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 29,770 | $2M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 28,637 | $2M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 26,917 | $2M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 21,205 | $2M | 0.3% | 2026-Q1 |
| Caprock Group, LLC | 20,043 | $1M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 20,027 | $1M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 19,973 | $1M | 0.3% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 19,551 | $1M | 0.3% | 2026-Q1 |
| Salus Financial Advisors, LLC | 17,283 | $1M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 16,321 | $1M | 0.2% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 14,804 | $1M | 0.2% | 2026-Q1 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 14,397 | $1M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 12,633 | $902K | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 12,226 | $873K | 0.2% | 2026-Q1 |
| Creative Planning added | 11,035 | $788K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 10,978 | $784K | 0.2% | 2026-Q1 |
| Axis Wealth Partners, LLC trimmed | 10,895 | $778K | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 9,086 | $649K | 0.1% | 2026-Q1 |
| KPP Advisory Services LLC trimmed | 8,617 | $616K | 0.1% | 2026-Q1 |
| Smith Thornton Advisors LLC trimmed | 8,254 | $590K | 0.1% | 2026-Q1 |
| Comprehensive Financial Planning, Inc./PA added | 7,493 | $535K | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 7,210 | $515K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 6,502 | $464K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 6,224 | $445K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 5,682 | $406K | 0.1% | 2026-Q1 |
| CHOREO, LLC | 5,268 | $376K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. | 5,220 | $374K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 5,219 | $373K | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC added | 4,881 | $349K | 0.1% | 2026-Q1 |
| Advisory Alpha, LLC added | 4,629 | $331K | 0.1% | 2026-Q1 |
| Allworth Financial LP | 4,303 | $307K | 0.1% | 2026-Q1 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 4,272 | $305K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 4,262 | $304K | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 3,917 | $280K | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC | 3,796 | $271K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc | 3,548 | $253K | 0.1% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 3,326 | $238K | 0.0% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. trimmed | 3,312 | $237K | 0.0% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 3,289 | $235K | 0.0% | 2026-Q1 |
| Corient Private Wealth LLC new | 3,016 | $215K | 0.0% | 2026-Q1 |
| Platt Wealth Management LLC new | 2,968 | $212K | 0.0% | 2026-Q1 |
| BECKER CAPITAL MANAGEMENT INC trimmed | 2,943 | $210K | 0.0% | 2026-Q1 |
| Trek Financial, LLC trimmed | 2,815 | $201K | 0.0% | 2026-Q1 |
| one8zero8, LLC trimmed | 2,800 | $200K | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC new | 2,766 | $198K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 2,754 | $197K | 0.0% | 2026-Q1 |
| BlackRock, Inc. | 2,662 | $190K | 0.0% | 2026-Q1 |
| Beta Wealth Group, Inc. new | 63,055 | $4M | 0.8% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 24,647 | $2M | 0.3% | 2025-Q2 stale |
| STRATEGIC PLANNING GROUP, LLC added | 22,367 | $1M | 0.3% | 2025-Q2 stale |
| StoneX Group Inc. added | 13,458 | $887K | 0.2% | 2025-Q4 stale |
| GPS Wealth Strategies Group, LLC trimmed | 11,766 | $785K | 0.2% | 2025-Q3 stale |
| Equitable Holdings, Inc. trimmed | 8,364 | $533K | 0.1% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. added | 7,442 | $474K | 0.1% | 2025-Q2 stale |
| UNIQUE WEALTH, LLC trimmed | 6,046 | $404K | 0.1% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP new | 6,000 | $394K | 0.1% | 2025-Q1 stale |
| AMERIFLEX GROUP, INC. added | 6,096 | $386K | 0.1% | 2025-Q2 stale |
| Atria Investments, Inc trimmed | 5,552 | $365K | 0.1% | 2025-Q1 stale |
| Global Retirement Partners, LLC added | 5,411 | $357K | 0.1% | 2025-Q4 stale |
| Vantage Financial Partners, LLC trimmed | 5,298 | $349K | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 4,634 | $295K | 0.1% | 2025-Q2 stale |
| &PARTNERS trimmed | 4,195 | $276K | 0.1% | 2025-Q4 stale |
| Advisor Resource Council new | 4,154 | $273K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP trimmed | 4,043 | $266K | 0.1% | 2025-Q4 stale |
| Baker Avenue Asset Management, LP new | 3,500 | $234K | 0.0% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 3,395 | $224K | 0.0% | 2025-Q4 stale |
| Prime Capital Investment Advisors, LLC trimmed | 3,349 | $220K | 0.0% | 2025-Q1 stale |
| TIAA TRUST, NATIONAL ASSOCIATION | 3,326 | $219K | 0.0% | 2025-Q4 stale |
| Keel Point, LLC added | 3,097 | $207K | 0.0% | 2025-Q3 stale |
| COMERICA BANK trimmed | 2,724 | $179K | 0.0% | 2025-Q4 stale |
| Integrity Financial Corp /WA trimmed | 2,647 | $177K | 0.0% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.