Who owns Cadiz (CDZI)
Which tracked institutional funds hold CDZI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CDZI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on CDZI is one-sided between 2026-Q1 and 2026-Q2: 8 added or opened and 26 trimmed or exited — on balance reducing.
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
CDZI’s largest tracked holder by dollar value, BlackRock, Inc., 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CDZI 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 112 tracked filers holding CDZI, 52 increased or opened the position and 75 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 CDZI 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.
Full exits 8
- STONEHILL CAPITAL MANAGEMENT LLC$10M
- GRATIA CAPITAL, LLC$2M
- RAYMOND JAMES FINANCIAL INC$1M
- SG Americas Securities, LLC$1M
- GSA CAPITAL PARTNERS LLP$738K
- MATAURO, LLC$703K
Largest adds
- BlackRock, Inc.$3M
- Invesco Ltd.$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- Cinctive Capital Management LP$873K
- CITIGROUP INC$704K
- ALLIANCEBERNSTEIN L.P.$344K
Largest trims
- BARCLAYS PLC$4M
- Whitefort Capital Management, LP$3M
- BANK OF AMERICA CORP /DE/$3M
- JANE STREET GROUP, LLC$2M
- VANGUARD CAPITAL MANAGEMENT LLC$1M
- MORGAN STANLEY$892K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,135,402 | $21M | 14.0% | 2026-Q2 |
| LEVIN CAPITAL STRATEGIES, L.P. added | 4,496,579 | $19M | 12.2% | 2026-Q2 |
| Whitefort Capital Management, LP | 3,986,822 | $17M | 10.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,518,928 | $15M | 9.6% | 2026-Q2 |
| BARCLAYS PLC trimmed | 3,469,347 | $15M | 9.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,473,582 | $10M | 6.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,481,764 | $6M | 4.0% | 2026-Q2 |
| STATE STREET CORP added | 1,407,369 | $6M | 3.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,005,149 | $4M | 2.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 765,170 | $3M | 2.1% | 2026-Q2 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP added | 656,000 | $3M | 1.8% | 2026-Q2 |
| Permanent Capital Management, LP added | 537,680 | $2M | 1.5% | 2026-Q2 |
| Cinctive Capital Management LP added | 525,945 | $2M | 1.4% | 2026-Q2 |
| Invesco Ltd. added | 509,566 | $2M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 498,887 | $2M | 1.4% | 2026-Q2 |
| CITIGROUP INC added | 438,003 | $2M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 407,418 | $2M | 1.1% | 2026-Q2 |
| Potomac Capital Management, Inc. added | 350,000 | $1M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 277,086 | $1M | 0.7% | 2026-Q2 |
| Parkshore Wealth Management, Inc. | 263,830 | $1M | 0.7% | 2026-Q2 |
| UBS Group AG added | 249,884 | $1M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 244,513 | $1M | 0.7% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 235,837 | $986K | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 235,449 | $984K | 0.6% | 2026-Q2 |
| Hartree Partners, LP | 200,000 | $836K | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 195,528 | $817K | 0.5% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 191,779 | $802K | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 190,022 | $794K | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 153,306 | $641K | 0.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 150,959 | $741K | 0.5% | 2026-Q2 |
| Delta Investment Management, LLC | 131,831 | $551K | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC added | 127,578 | $533K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 125,105 | $523K | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 112,522 | $470K | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 111,125 | $465K | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 101,409 | $424K | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 88,986 | $372K | 0.2% | 2026-Q2 |
| HCR Wealth Advisors trimmed | 88,000 | $368K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 85,130 | $356K | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 79,504 | $332K | 0.2% | 2026-Q2 |
| BRC Group Holdings, Inc. trimmed | 75,236 | $314K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 70,170 | $293K | 0.2% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. trimmed | 61,500 | $257K | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 60,539 | $253K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 55,849 | $233K | 0.2% | 2026-Q2 |
| Massar Capital Management, LP trimmed | 54,701 | $229K | 0.1% | 2026-Q2 |
| FLAX POND CAPITAL, LLC | 53,815 | $264K | 0.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 52,568 | $220K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 52,222 | $218K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 50,481 | $211K | 0.1% | 2026-Q2 |
| Rangeley Capital, LLC | 50,000 | $209K | 0.1% | 2026-Q2 |
| Alpine Global Management, LLC trimmed | 50,000 | $209K | 0.1% | 2026-Q2 |
| Ancora Advisors LLC | 46,640 | $195K | 0.1% | 2026-Q2 |
| DBA TRADING, LLC | 46,040 | $226K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 41,671 | $174K | 0.1% | 2026-Q2 |
| MINDSET WEALTH MANAGEMENT, LLC | 40,000 | $167K | 0.1% | 2026-Q2 |
| Caption Management, LLC trimmed | 36,960 | $154K | 0.1% | 2026-Q2 |
| Rathbones Group PLC | 34,858 | $146K | 0.1% | 2026-Q2 |
| Dynamic Technology Lab Private Ltd trimmed | 34,272 | $143K | 0.1% | 2026-Q2 |
| PEAK6 LLC added | 32,057 | $134K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 31,129 | $130K | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 28,430 | $119K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO new | 27,456 | $115K | 0.1% | 2026-Q2 |
| SAXON INTERESTS, INC. new | 26,034 | $109K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 25,010 | $105K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 24,826 | $104K | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 23,160 | $97K | 0.1% | 2026-Q2 |
| Brookwood Investment Group LLC | 21,000 | $88K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC | 20,000 | $84K | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 19,200 | $80K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 18,954 | $79K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 18,144 | $76K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 17,959 | $75K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 17,214 | $72K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 16,798 | $70K | 0.0% | 2026-Q2 |
| EntryPoint Capital, LLC new | 13,981 | $58K | 0.0% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 13,584 | $57K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 13,216 | $55K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 13,216 | $55K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 11,264 | $47K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 11,211 | $47K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 10,213 | $43K | 0.0% | 2026-Q2 |
| GABELLI FUNDS LLC | 10,000 | $42K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 7,755 | $32K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 6,754 | $28K | 0.0% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 5,261 | $22K | 0.0% | 2026-Q2 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5,000 | $21K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 4,994 | $21K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 4,903 | $20K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 3,349 | $14K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 2,458 | $10K | 0.0% | 2026-Q2 |
| Optiver Holding B.V. trimmed | 2,146 | $9K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,086 | $9K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 1,546 | $6K | 0.0% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 1,366 | $6K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 1,166 | $4K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 900 | $4K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 783 | $3K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 621 | $3K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 588 | $2K | 0.0% | 2026-Q2 |
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.