Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
10 tracked funds added or opened CMDT while 8 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
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 2026-Q1 and 2026-Q2, across 62 tracked filers holding CMDT, 41 increased or opened the position and 23 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 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 5
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Stonebridge Financial Group, LLC$1M
- JANE STREET GROUP, LLC$906K
- PATTEN & PATTEN INC/TN$878K
- Arax Advisory Partners$629K
Full exits 3
- CWM, LLC$38M
- Cambridge Investment Research Advisors, Inc.$6M
- JPMORGAN CHASE & CO$846K
Largest adds
- Apollon Wealth Management, LLC$16M
- Orion Porfolio Solutions, LLC$985K
- FIDELITY D & D BANCORP INC$734K
- Steward Partners Investment Advisory, LLC$631K
- Krilogy Financial LLC$361K
Largest trims
- Allianz Asset Management GmbH$5M
- First National Advisers, LLC$2M
- WELLS FARGO & COMPANY/MN$2M
- LPL Financial LLC$630K
- EXCHANGE TRADED CONCEPTS, LLC$601K
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 added | 5,861,688 | $180M | 36.4% | 2026-Q2 |
| Allianz Asset Management GmbH | 2,977,136 | $91M | 18.5% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 2,330,325 | $71M | 14.5% | 2026-Q2 |
| First National Advisers, LLC trimmed | 461,835 | $14M | 2.9% | 2026-Q2 |
| FIDELITY D & D BANCORP INC added | 308,044 | $9M | 1.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 302,449 | $9M | 1.9% | 2026-Q2 |
| Dakota Wealth Management added | 184,183 | $6M | 1.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 162,627 | $5M | 1.0% | 2026-Q2 |
| Apollon Financial, LLC added | 141,845 | $4M | 0.9% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT added | 132,502 | $4M | 0.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 108,378 | $3M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 59,196 | $2M | 0.4% | 2026-Q2 |
| CHOREO, LLC | 48,595 | $1M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 47,262 | $1M | 0.3% | 2026-Q2 |
| Stonebridge Financial Group, LLC new | 36,483 | $1M | 0.2% | 2026-Q2 |
| Krilogy Financial LLC added | 30,399 | $932K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 29,555 | $906K | 0.2% | 2026-Q2 |
| PATTEN & PATTEN INC/TN new | 28,625 | $878K | 0.2% | 2026-Q2 |
| Arax Advisory Partners new | 20,518 | $629K | 0.1% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 20,424 | $626K | 0.1% | 2026-Q2 |
| Barnes Wealth Management Group, Inc trimmed | 18,767 | $576K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 18,558 | $569K | 0.1% | 2026-Q2 |
| DAHRING | CUSMANO LLC added | 16,149 | $495K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 15,415 | $473K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 14,987 | $460K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP | 13,995 | $429K | 0.1% | 2026-Q2 |
| Signature Wealth Management Partners, LLC new | 13,337 | $409K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 13,127 | $403K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,121 | $372K | 0.1% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 10,206 | $313K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 10,011 | $307K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 8,686 | $266K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 8,355 | $256K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC new | 8,187 | $251K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 8,048 | $247K | 0.1% | 2026-Q2 |
| Arbor Investment Advisors, LLC added | 7,284 | $223K | 0.0% | 2026-Q2 |
| SWF LLC | 6,993 | $214K | 0.0% | 2026-Q2 |
| E6 Portfolios, LLC new | 6,941 | $213K | 0.0% | 2026-Q2 |
| Legacy Capital Group California, Inc. | 6,719 | $206K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 6,591 | $202K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 5,029 | $154K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 4,675 | $143K | 0.0% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC new | 1,767 | $54K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 1,670 | $51K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 1,647 | $51K | 0.0% | 2026-Q2 |
| Sunrise Financial Services, LLC trimmed | 1,576 | $48K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 1,520 | $47K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,423 | $44K | 0.0% | 2026-Q2 |
| Community Bank, N.A. | 663 | $20K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 621 | $19K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 539 | $17K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 449 | $14K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 443 | $14K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 419 | $13K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 394 | $12K | 0.0% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC | 355 | $11K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 267 | $8K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 248 | $8K | 0.0% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC new | 183 | $6K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC new | 38 | $1K | 0.0% | 2026-Q2 |
| GeoWealth Management, LLC | 17 | $520 | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 4 | $138 | 0.0% | 2026-Q2 |
| CWM, LLC added | 1,178,239 | $38M | 7.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 199,792 | $6M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO added | 26,021 | $846K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance trimmed | 13,483 | $435K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Onyx Bridge Wealth Group LLC added | 11,699 | $378K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| LARCH CAPITAL PARTNERS LLC new | 10,670 | $344K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Opus Capital Group, LLC new | 7,421 | $239K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ferguson Shapiro LLC new | 7,150 | $231K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ new | 949 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SHP Wealth Management new | 363 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CoreCap Advisors, LLC trimmed | 74 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| EVOLUTION WEALTH MANAGEMENT INC. | 70 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| 3EDGE Asset Management, LP trimmed | 354,628 | $10M | 2.0% | 2025-Q4 stale (2 quarters behind) |
| M Holdings Securities, Inc. new | 14,172 | $391K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Litman Gregory Wealth Management LLC new | 3,675 | $101K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 1,924 | $53K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Wellington Grp LLC new | 480 | $13K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Networth Advisors, LLC new | 239 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Capital Analysts, LLC new | 91 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| IFP Advisors, Inc new | 58 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 42 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Beacon Capital Management, Inc. new | 400,497 | $11M | 2.2% | 2025-Q3 stale (3 quarters behind) |
| Lokken Investment Group LLC added | 152,591 | $4M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Atria Investments, Inc new | 90,405 | $2M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| AMERIPRISE FINANCIAL INC new | 18,220 | $499K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CreativeOne Wealth, LLC new | 16,882 | $463K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Legacy Capital Wealth Partners, LLC new | 13,749 | $377K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| AXXCESS WEALTH MANAGEMENT, LLC new | 12,944 | $355K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| DAVENPORT & Co LLC new | 11,645 | $319K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC | 9,737 | $267K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Bank of New York Mellon Corp new | 7,576 | $208K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Raleigh Capital Management Inc. new | 5,620 | $154K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Quest 10 Wealth Builders, Inc. added | 962 | $26K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Clearstead Advisors, LLC new | 435 | $12K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 188 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 45 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Wallace Advisory Group, LLC new | 12,677 | $339K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Allworth Financial LP | 5,693 | $147K | 0.0% | 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.