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Institutional Ownership · SEC Form 13F

Who owns CMDT (CMDT)


Which tracked institutional funds hold CMDT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CMDT 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.

54
Institutional holders
13,820,980
Shares held (tracked funds)

How the tape is positioned

16 tracked funds added or opened CMDT while 6 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

CMDT’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, 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 CMDT 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 54 tracked filers holding CMDT, 38 increased or opened the position and 24 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 CMDT 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 2

  • First National Advisers, LLC$16M
  • Steward Partners Investment Advisory, LLC$3M

Full exits 3

  • 3EDGE Asset Management, LP$10M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • JANE STREET GROUP, LLC$687K

Largest adds

  • WELLS FARGO & COMPANY/MN$17M
  • Allianz Asset Management GmbH$14M
  • CWM, LLC$13M
  • Apollon Wealth Management, LLC$13M
  • LPL Financial LLC$4M
  • FIDELITY D & D BANCORP INC$2M

Largest trims

  • AE Wealth Management LLC$577K
  • Elevated Capital Advisors, LLC$541K
  • Orion Porfolio Solutions, LLC$272K

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).

FundSharesReported value% of valueQuarter
WELLS FARGO & COMPANY/MN trimmed5,625,575$182M37.0%2026-Q1
Allianz Asset Management GmbH2,977,136$96M19.6%2026-Q1
Apollon Wealth Management, LLC added1,718,449$55M11.3%2026-Q1
CWM, LLC added1,178,239$38M7.7%2026-Q1
First National Advisers, LLC new505,934$16M3.3%2026-Q1
LPL Financial LLC added306,980$10M2.0%2026-Q1
FIDELITY D & D BANCORP INC added270,012$9M1.8%2026-Q1
Cambridge Investment Research Advisors, Inc. added199,792$6M1.3%2026-Q1
Dakota Wealth Management added182,530$6M1.2%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC trimmed173,187$6M1.1%2026-Q1
Apollon Financial, LLC added135,356$4M0.9%2026-Q1
HOLLENCREST CAPITAL MANAGEMENT added128,784$4M0.8%2026-Q1
Steward Partners Investment Advisory, LLC new83,463$3M0.5%2026-Q1
CHOREO, LLC48,595$2M0.3%2026-Q1
JPMORGAN CHASE & CO added26,021$846K0.2%2026-Q1
Barnes Wealth Management Group, Inc added18,887$609K0.1%2026-Q1
Walkner Condon Financial Advisors LLC added18,499$597K0.1%2026-Q1
Krilogy Financial LLC added17,344$571K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added16,871$544K0.1%2026-Q1
&PARTNERS trimmed16,007$517K0.1%2026-Q1
Orion Porfolio Solutions, LLC trimmed14,387$464K0.1%2026-Q1
Corient Private Wealth LLC added13,995$452K0.1%2026-Q1
Independent Advisor Alliance trimmed13,483$435K0.1%2026-Q1
DAHRING | CUSMANO LLC new12,814$414K0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added12,117$391K0.1%2026-Q1
Onyx Bridge Wealth Group LLC added11,699$378K0.1%2026-Q1
MML INVESTORS SERVICES, LLC added11,571$373K0.1%2026-Q1
Composition Wealth, LLC new11,066$357K0.1%2026-Q1
LARCH CAPITAL PARTNERS LLC new10,670$344K0.1%2026-Q1
Kestra Advisory Services, LLC trimmed8,469$273K0.1%2026-Q1
Opus Capital Group, LLC new7,421$239K0.0%2026-Q1
Ferguson Shapiro LLC new7,150$231K0.0%2026-Q1
SWF LLC new6,993$226K0.0%2026-Q1
Legacy Capital Group California, Inc. trimmed6,719$217K0.0%2026-Q1
Arbor Investment Advisors, LLC new6,540$211K0.0%2026-Q1
Farther Finance Advisors, LLC added5,394$173K0.0%2026-Q1
FIFTH THIRD BANCORP new2,219$72K0.0%2026-Q1
Ashton Thomas Private Wealth, LLC new1,731$56K0.0%2026-Q1
Sunrise Financial Services, LLC trimmed1,717$55K0.0%2026-Q1
AE Wealth Management LLC trimmed1,664$54K0.0%2026-Q1
HARBOUR INVESTMENTS, INC.1,423$46K0.0%2026-Q1
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ new949$31K0.0%2026-Q1
Community Bank, N.A. new663$21K0.0%2026-Q1
Elevated Capital Advisors, LLC trimmed481$16K0.0%2026-Q1
MORGAN STANLEY added443$14K0.0%2026-Q1
SHP Wealth Management new363$12K0.0%2026-Q1
MPWM ADVISORY SOLUTIONS, LLC355$11K0.0%2026-Q1
ROYAL BANK OF CANADA added324$10K0.0%2026-Q1
OSAIC HOLDINGS, INC. added161$5K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added135$4K0.0%2026-Q1
CoreCap Advisors, LLC trimmed74$2K0.0%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC.70$2K0.0%2026-Q1
Beacon Capital Management, Inc. new400,497$11M2.2%2025-Q3 stale
3EDGE Asset Management, LP trimmed354,628$10M2.0%2025-Q4 stale
Lokken Investment Group LLC added152,591$4M0.9%2025-Q3 stale
TOWNSQUARE CAPITAL LLC new136,375$4M0.7%2025-Q1 stale
Atria Investments, Inc new90,405$2M0.5%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added72,907$2M0.4%2025-Q4 stale
Authentikos Wealth Advisory, LLC added40,437$1M0.2%2025-Q1 stale
Alliance Wealth Advisors, LLC /UT new37,489$1M0.2%2025-Q1 stale
Portside Wealth Group, LLC new28,977$776K0.2%2025-Q1 stale
JANE STREET GROUP, LLC trimmed24,888$687K0.1%2025-Q4 stale
CERTIOR FINANCIAL GROUP, LLC new22,824$611K0.1%2025-Q1 stale
Foundations Investment Advisors, LLC trimmed21,060$564K0.1%2025-Q1 stale
Cerity Partners LLC new18,968$508K0.1%2025-Q1 stale
Orion Portfolio Solutions, LLC trimmed18,785$503K0.1%2025-Q1 stale
AMERIPRISE FINANCIAL INC new18,220$499K0.1%2025-Q3 stale
CreativeOne Wealth, LLC new16,882$463K0.1%2025-Q3 stale
Arete Wealth Advisors, LLC new15,715$421K0.1%2025-Q1 stale
M Holdings Securities, Inc. new14,172$391K0.1%2025-Q4 stale
Legacy Capital Wealth Partners, LLC new13,749$377K0.1%2025-Q3 stale
AXXCESS WEALTH MANAGEMENT, LLC new12,944$355K0.1%2025-Q3 stale
Wallace Advisory Group, LLC new12,677$339K0.1%2025-Q2 stale
Matrix Trust Co new12,515$335K0.1%2025-Q1 stale
DAVENPORT & Co LLC new11,645$319K0.1%2025-Q3 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new10,743$288K0.1%2025-Q1 stale
Advisory Services Network, LLC9,737$267K0.1%2025-Q3 stale
Prosperity Consulting Group, LLC new9,410$252K0.1%2025-Q1 stale
Blue Oak Capital, LLC trimmed8,940$239K0.0%2025-Q1 stale
M Wealth Management, LLC trimmed7,812$209K0.0%2025-Q1 stale
Bank of New York Mellon Corp new7,576$208K0.0%2025-Q3 stale
Raleigh Capital Management Inc. new5,620$154K0.0%2025-Q3 stale
Allworth Financial LP5,693$147K0.0%2025-Q2 stale
Financial Network Wealth Advisors LLC new5,153$138K0.0%2025-Q1 stale
Litman Gregory Wealth Management LLC new3,675$101K0.0%2025-Q4 stale
Lloyd Advisory Services, LLC. trimmed3,298$91K0.0%2025-Q4 stale
COMERICA BANK1,924$53K0.0%2025-Q4 stale
Continuum Advisory, LLC new1,632$44K0.0%2025-Q1 stale
Quest 10 Wealth Builders, Inc. added962$26K0.0%2025-Q3 stale
Principia Wealth Advisory, LLC trimmed990$25K0.0%2025-Q1 stale
Ameritas Advisory Services, LLC trimmed620$17K0.0%2025-Q3 stale
BANK OF AMERICA CORP /DE/ new528$14K0.0%2025-Q3 stale
Wellington Grp LLC new480$13K0.0%2025-Q4 stale
Clearstead Advisors, LLC new435$12K0.0%2025-Q3 stale
Global Retirement Partners, LLC added316$9K0.0%2025-Q4 stale
Networth Advisors, LLC new239$7K0.0%2025-Q4 stale
Wealthspire Advisors, LLC new188$5K0.0%2025-Q3 stale
MATHER GROUP, LLC. new126$3K0.0%2025-Q1 stale
Capital Analysts, LLC trimmed91$3K0.0%2025-Q4 stale
IFP Advisors, Inc new58$2K0.0%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership