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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 5,625,575 | $182M | 37.0% | 2026-Q1 |
| Allianz Asset Management GmbH | 2,977,136 | $96M | 19.6% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 1,718,449 | $55M | 11.3% | 2026-Q1 |
| CWM, LLC added | 1,178,239 | $38M | 7.7% | 2026-Q1 |
| First National Advisers, LLC new | 505,934 | $16M | 3.3% | 2026-Q1 |
| LPL Financial LLC added | 306,980 | $10M | 2.0% | 2026-Q1 |
| FIDELITY D & D BANCORP INC added | 270,012 | $9M | 1.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 199,792 | $6M | 1.3% | 2026-Q1 |
| Dakota Wealth Management added | 182,530 | $6M | 1.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 173,187 | $6M | 1.1% | 2026-Q1 |
| Apollon Financial, LLC added | 135,356 | $4M | 0.9% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT added | 128,784 | $4M | 0.8% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC new | 83,463 | $3M | 0.5% | 2026-Q1 |
| CHOREO, LLC | 48,595 | $2M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 26,021 | $846K | 0.2% | 2026-Q1 |
| Barnes Wealth Management Group, Inc added | 18,887 | $609K | 0.1% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 18,499 | $597K | 0.1% | 2026-Q1 |
| Krilogy Financial LLC added | 17,344 | $571K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 16,871 | $544K | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 16,007 | $517K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 14,387 | $464K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 13,995 | $452K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 13,483 | $435K | 0.1% | 2026-Q1 |
| DAHRING | CUSMANO LLC new | 12,814 | $414K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,117 | $391K | 0.1% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 11,699 | $378K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 11,571 | $373K | 0.1% | 2026-Q1 |
| Composition Wealth, LLC new | 11,066 | $357K | 0.1% | 2026-Q1 |
| LARCH CAPITAL PARTNERS LLC new | 10,670 | $344K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 8,469 | $273K | 0.1% | 2026-Q1 |
| Opus Capital Group, LLC new | 7,421 | $239K | 0.0% | 2026-Q1 |
| Ferguson Shapiro LLC new | 7,150 | $231K | 0.0% | 2026-Q1 |
| SWF LLC new | 6,993 | $226K | 0.0% | 2026-Q1 |
| Legacy Capital Group California, Inc. trimmed | 6,719 | $217K | 0.0% | 2026-Q1 |
| Arbor Investment Advisors, LLC new | 6,540 | $211K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 5,394 | $173K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 2,219 | $72K | 0.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 1,731 | $56K | 0.0% | 2026-Q1 |
| Sunrise Financial Services, LLC trimmed | 1,717 | $55K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 1,664 | $54K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 1,423 | $46K | 0.0% | 2026-Q1 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ new | 949 | $31K | 0.0% | 2026-Q1 |
| Community Bank, N.A. new | 663 | $21K | 0.0% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 481 | $16K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 443 | $14K | 0.0% | 2026-Q1 |
| SHP Wealth Management new | 363 | $12K | 0.0% | 2026-Q1 |
| MPWM ADVISORY SOLUTIONS, LLC | 355 | $11K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 324 | $10K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 161 | $5K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 135 | $4K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 74 | $2K | 0.0% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. | 70 | $2K | 0.0% | 2026-Q1 |
| Beacon Capital Management, Inc. new | 400,497 | $11M | 2.2% | 2025-Q3 stale |
| 3EDGE Asset Management, LP trimmed | 354,628 | $10M | 2.0% | 2025-Q4 stale |
| Lokken Investment Group LLC added | 152,591 | $4M | 0.9% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC new | 136,375 | $4M | 0.7% | 2025-Q1 stale |
| Atria Investments, Inc new | 90,405 | $2M | 0.5% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 72,907 | $2M | 0.4% | 2025-Q4 stale |
| Authentikos Wealth Advisory, LLC added | 40,437 | $1M | 0.2% | 2025-Q1 stale |
| Alliance Wealth Advisors, LLC /UT new | 37,489 | $1M | 0.2% | 2025-Q1 stale |
| Portside Wealth Group, LLC new | 28,977 | $776K | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 24,888 | $687K | 0.1% | 2025-Q4 stale |
| CERTIOR FINANCIAL GROUP, LLC new | 22,824 | $611K | 0.1% | 2025-Q1 stale |
| Foundations Investment Advisors, LLC trimmed | 21,060 | $564K | 0.1% | 2025-Q1 stale |
| Cerity Partners LLC new | 18,968 | $508K | 0.1% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC trimmed | 18,785 | $503K | 0.1% | 2025-Q1 stale |
| AMERIPRISE FINANCIAL INC new | 18,220 | $499K | 0.1% | 2025-Q3 stale |
| CreativeOne Wealth, LLC new | 16,882 | $463K | 0.1% | 2025-Q3 stale |
| Arete Wealth Advisors, LLC new | 15,715 | $421K | 0.1% | 2025-Q1 stale |
| M Holdings Securities, Inc. new | 14,172 | $391K | 0.1% | 2025-Q4 stale |
| Legacy Capital Wealth Partners, LLC new | 13,749 | $377K | 0.1% | 2025-Q3 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 12,944 | $355K | 0.1% | 2025-Q3 stale |
| Wallace Advisory Group, LLC new | 12,677 | $339K | 0.1% | 2025-Q2 stale |
| Matrix Trust Co new | 12,515 | $335K | 0.1% | 2025-Q1 stale |
| DAVENPORT & Co LLC new | 11,645 | $319K | 0.1% | 2025-Q3 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 10,743 | $288K | 0.1% | 2025-Q1 stale |
| Advisory Services Network, LLC | 9,737 | $267K | 0.1% | 2025-Q3 stale |
| Prosperity Consulting Group, LLC new | 9,410 | $252K | 0.1% | 2025-Q1 stale |
| Blue Oak Capital, LLC trimmed | 8,940 | $239K | 0.0% | 2025-Q1 stale |
| M Wealth Management, LLC trimmed | 7,812 | $209K | 0.0% | 2025-Q1 stale |
| Bank of New York Mellon Corp new | 7,576 | $208K | 0.0% | 2025-Q3 stale |
| Raleigh Capital Management Inc. new | 5,620 | $154K | 0.0% | 2025-Q3 stale |
| Allworth Financial LP | 5,693 | $147K | 0.0% | 2025-Q2 stale |
| Financial Network Wealth Advisors LLC new | 5,153 | $138K | 0.0% | 2025-Q1 stale |
| Litman Gregory Wealth Management LLC new | 3,675 | $101K | 0.0% | 2025-Q4 stale |
| Lloyd Advisory Services, LLC. trimmed | 3,298 | $91K | 0.0% | 2025-Q4 stale |
| COMERICA BANK | 1,924 | $53K | 0.0% | 2025-Q4 stale |
| Continuum Advisory, LLC new | 1,632 | $44K | 0.0% | 2025-Q1 stale |
| Quest 10 Wealth Builders, Inc. added | 962 | $26K | 0.0% | 2025-Q3 stale |
| Principia Wealth Advisory, LLC trimmed | 990 | $25K | 0.0% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC trimmed | 620 | $17K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ new | 528 | $14K | 0.0% | 2025-Q3 stale |
| Wellington Grp LLC new | 480 | $13K | 0.0% | 2025-Q4 stale |
| Clearstead Advisors, LLC new | 435 | $12K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 316 | $9K | 0.0% | 2025-Q4 stale |
| Networth Advisors, LLC new | 239 | $7K | 0.0% | 2025-Q4 stale |
| Wealthspire Advisors, LLC new | 188 | $5K | 0.0% | 2025-Q3 stale |
| MATHER GROUP, LLC. new | 126 | $3K | 0.0% | 2025-Q1 stale |
| Capital Analysts, LLC trimmed | 91 | $3K | 0.0% | 2025-Q4 stale |
| IFP Advisors, Inc new | 58 | $2K | 0.0% | 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.
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.