Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
18 tracked funds added or opened CDC while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 96 tracked filers holding CDC, 35 increased or opened the position and 53 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 2026-Q1 and 2026-Q2 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
- Vise Technologies, Inc.$4M
Full exits 3
- CWM, LLC$22M
- Cambridge Investment Research Advisors, Inc.$13M
- HighTower Advisors, LLC$2M
Largest adds
- BANK OF AMERICA CORP /DE/$8M
- Integrated Wealth Concepts LLC$8M
- NewEdge Advisors, LLC$4M
- RAYMOND JAMES FINANCIAL INC$2M
- ATLANTIC FAMILY WEALTH, LLC$1M
- OSAIC HOLDINGS, INC.$1M
Largest trims
- MORGAN STANLEY$10M
- GOLDMAN SACHS GROUP INC$7M
- JANE STREET GROUP, LLC$561K
- STIFEL FINANCIAL CORP$530K
- Patriot Financial Group Insurance Agency, LLC$530K
- MONEY CONCEPTS CAPITAL CORP$479K
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 | 950,472 | $71M | 14.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 672,320 | $50M | 10.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 657,463 | $49M | 9.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 500,277 | $37M | 7.4% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 460,359 | $34M | 6.8% | 2026-Q2 |
| ATLANTIC FAMILY WEALTH, LLC added | 384,423 | $29M | 5.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 278,684 | $21M | 4.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 226,141 | $17M | 3.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 214,130 | $16M | 3.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 211,394 | $16M | 3.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 162,452 | $12M | 2.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 146,219 | $11M | 2.2% | 2026-Q2 |
| UBS Group AG added | 119,744 | $9M | 1.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 110,292 | $8M | 1.6% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC trimmed | 107,636 | $8M | 1.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 89,230 | $7M | 1.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 73,767 | $5M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 71,652 | $5M | 1.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 62,092 | $5M | 0.9% | 2026-Q2 |
| Vise Technologies, Inc. new | 50,995 | $4M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 50,492 | $4M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 45,125 | $3M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 37,449 | $3M | 0.6% | 2026-Q2 |
| PFG Advisors added | 34,847 | $3M | 0.5% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 34,026 | $3M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 30,174 | $2M | 0.4% | 2026-Q2 |
| Keystone Financial Group trimmed | 27,276 | $2M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 23,839 | $2M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 23,465 | $2M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 22,624 | $2M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 21,425 | $2M | 0.3% | 2026-Q2 |
| Caprock Group, LLC | 20,043 | $1M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 19,591 | $1M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 18,614 | $1M | 0.3% | 2026-Q2 |
| Salus Financial Advisors, LLC | 17,283 | $1M | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 14,960 | $1M | 0.2% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 14,397 | $1M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 12,581 | $936K | 0.2% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 12,334 | $917K | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 12,173 | $905K | 0.2% | 2026-Q2 |
| Creative Planning added | 11,037 | $821K | 0.2% | 2026-Q2 |
| Axis Wealth Partners, LLC trimmed | 10,242 | $762K | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 9,037 | $672K | 0.1% | 2026-Q2 |
| Smith Thornton Advisors LLC trimmed | 8,186 | $623K | 0.1% | 2026-Q2 |
| KPP Advisory Services LLC trimmed | 8,334 | $620K | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC added | 7,663 | $570K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 7,549 | $567K | 0.1% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA added | 7,556 | $562K | 0.1% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 7,095 | $528K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 6,764 | $503K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 6,752 | $502K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 6,275 | $467K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 5,395 | $401K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 5,300 | $394K | 0.1% | 2026-Q2 |
| CHOREO, LLC | 5,268 | $392K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 4,889 | $364K | 0.1% | 2026-Q2 |
| StoneX Group Inc. trimmed | 4,559 | $336K | 0.1% | 2026-Q2 |
| Allworth Financial LP | 4,303 | $320K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 4,228 | $314K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC | 3,796 | $282K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 3,750 | $279K | 0.1% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 3,326 | $247K | 0.0% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. added | 3,326 | $247K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 3,197 | $238K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP added | 3,041 | $226K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 2,996 | $223K | 0.0% | 2026-Q2 |
| BECKER CAPITAL MANAGEMENT INC | 2,943 | $219K | 0.0% | 2026-Q2 |
| one8zero8, LLC | 2,800 | $208K | 0.0% | 2026-Q2 |
| Intrua Financial, LLC new | 2,760 | $205K | 0.0% | 2026-Q2 |
| Trek Financial, LLC trimmed | 2,755 | $205K | 0.0% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 2,736 | $203K | 0.0% | 2026-Q2 |
| Keel Point, LLC trimmed | 2,692 | $200K | 0.0% | 2026-Q2 |
| BlackRock, Inc. | 2,662 | $198K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC trimmed | 2,433 | $186K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 2,200 | $164K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 896 | $67K | 0.0% | 2026-Q2 |
| Frazier Financial Advisors, LLC new | 688 | $51K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 656 | $49K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 620 | $46K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 560 | $42K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 482 | $36K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 477 | $35K | 0.0% | 2026-Q2 |
| Measured Wealth Private Client Group, LLC | 395 | $29K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 391 | $29K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 346 | $26K | 0.0% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC new | 264 | $20K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 248 | $18K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 214 | $16K | 0.0% | 2026-Q2 |
| NFSG Corp | 200 | $15K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 128 | $10K | 0.0% | 2026-Q2 |
| Operose Advisors LLC trimmed | 88 | $7K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 69 | $5K | 0.0% | 2026-Q2 |
| Pacific Center for Financial Services | 35 | $3K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 22 | $2K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC new | 11 | $819 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 1 | $61 | 0.0% | 2026-Q2 |
| CWM, LLC trimmed | 303,538 | $22M | 4.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 177,935 | $13M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 29,770 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 24,647 | $2M | 0.3% | 2025-Q2 stale (4 quarters behind) |
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.