Who owns CMDY
Which tracked institutional funds hold CMDY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CMDY company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 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 CMDY is one-sided between 2025-Q4 and 2026-Q1: 22 added or opened and 1 trimmed or exited — on balance accumulating.
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
CMDY’s largest tracked holder by dollar value, TD Waterhouse Canada Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CMDY 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 72 tracked filers holding CMDY, 36 increased or opened the position and 31 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 CMDY 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 6
- Vontobel Holding Ltd.$8M
- Proficio Capital Partners LLC$5M
- FDx Advisors, Inc.$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- OpenArc Corporate Advisory, LLC$1M
- LITTLE HOUSE CAPITAL LLC$1M
Full exits 1
- FIDUCIENT ADVISORS LLC$2M
Largest adds
- TD Waterhouse Canada Inc.$51M
- AMERIPRISE FINANCIAL INC$32M
- FIRST FOUNDATION ADVISORS$7M
- ENVESTNET ASSET MANAGEMENT INC$5M
- PRINCIPAL SECURITIES, INC.$3M
- LPL Financial LLC$2M
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 |
|---|---|---|---|---|
| TD Waterhouse Canada Inc. added | 1,127,480 | $66M | 22.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 863,858 | $51M | 17.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 434,390 | $26M | 8.7% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 286,107 | $17M | 5.8% | 2026-Q1 |
| Disciplina Capital Management LLC trimmed | 192,074 | $11M | 3.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 161,818 | $10M | 3.3% | 2026-Q1 |
| JPMORGAN CHASE & CO | 137,128 | $8M | 2.8% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS added | 133,199 | $8M | 2.7% | 2026-Q1 |
| Vontobel Holding Ltd. new | 132,000 | $8M | 2.7% | 2026-Q1 |
| LPL Financial LLC added | 131,878 | $8M | 2.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 130,246 | $8M | 2.6% | 2026-Q1 |
| Alaska Wealth Advisors, LLC trimmed | 101,070 | $6M | 2.0% | 2026-Q1 |
| Horizons Wealth Management trimmed | 91,840 | $5M | 1.8% | 2026-Q1 |
| Proficio Capital Partners LLC new | 83,140 | $5M | 1.7% | 2026-Q1 |
| FDx Advisors, Inc. trimmed | 73,861 | $4M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 71,298 | $4M | 1.4% | 2026-Q1 |
| WESBANCO BANK INC | 60,700 | $4M | 1.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 47,250 | $3M | 1.0% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 26,984 | $2M | 0.5% | 2026-Q1 |
| SteelPeak Wealth, LLC added | 26,007 | $2M | 0.5% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 22,180 | $1M | 0.4% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC new | 20,746 | $1M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 20,127 | $1M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 19,193 | $1M | 0.4% | 2026-Q1 |
| LITTLE HOUSE CAPITAL LLC trimmed | 17,260 | $1M | 0.3% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 15,179 | $902K | 0.3% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC | 14,664 | $871K | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 14,044 | $834K | 0.3% | 2026-Q1 |
| LAUREL OAK WEALTH MANAGEMENT, LLC trimmed | 13,612 | $809K | 0.3% | 2026-Q1 |
| National Philanthropic Trust trimmed | 12,112 | $720K | 0.2% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 12,112 | $720K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 11,132 | $661K | 0.2% | 2026-Q1 |
| Pullen Investment Management, LLC added | 9,114 | $542K | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 8,625 | $512K | 0.2% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 7,850 | $466K | 0.2% | 2026-Q1 |
| Columbia River Financial Group, LLC trimmed | 7,660 | $455K | 0.2% | 2026-Q1 |
| MORGAN STANLEY added | 6,965 | $414K | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 6,605 | $392K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 6,576 | $391K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 6,307 | $375K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,204 | $309K | 0.1% | 2026-Q1 |
| Seaside Wealth Management, Inc. added | 4,857 | $289K | 0.1% | 2026-Q1 |
| Faithward Advisors, LLC trimmed | 4,643 | $276K | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 4,407 | $262K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 3,834 | $228K | 0.1% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 3,379 | $201K | 0.1% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC | 3,315 | $197K | 0.1% | 2026-Q1 |
| Advisors Preferred, LLC added | 2,735 | $163K | 0.1% | 2026-Q1 |
| Essential Partners LLC trimmed | 2,199 | $131K | 0.0% | 2026-Q1 |
| 10Elms LLP added | 2,145 | $127K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 1,921 | $114K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,449 | $86K | 0.0% | 2026-Q1 |
| PlanVest Financial, Inc new | 1,251 | $74K | 0.0% | 2026-Q1 |
| Stone House Investment Management, LLC added | 979 | $58K | 0.0% | 2026-Q1 |
| SALEM INVESTMENT COUNSELORS INC new | 600 | $36K | 0.0% | 2026-Q1 |
| Ameliora Wealth Management Ltd. | 342 | $20K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 305 | $18K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 267 | $16K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 266 | $16K | 0.0% | 2026-Q1 |
| Bravera Wealth | 257 | $15K | 0.0% | 2026-Q1 |
| Spire Wealth Management | 153 | $9K | 0.0% | 2026-Q1 |
| Bank of Jackson Hole Trust | 150 | $9K | 0.0% | 2026-Q1 |
| Key Capital Management, INC trimmed | 113 | $7K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 86 | $5K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC | 84 | $5K | 0.0% | 2026-Q1 |
| Copia Wealth Management trimmed | 75 | $4K | 0.0% | 2026-Q1 |
| CWM, LLC | 62 | $4K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 48 | $3K | 0.0% | 2026-Q1 |
| ASSETMARK, INC new | 41 | $2K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 5 | $310 | 0.0% | 2026-Q1 |
| NVWM, LLC new | 3 | $178 | 0.0% | 2026-Q1 |
| Quaker Wealth Management, LLC | 2 | $119 | 0.0% | 2026-Q1 |
| CW Advisors, LLC new | 108,421 | $5M | 1.9% | 2025-Q2 stale |
| Wolf Group Capital Advisors added | 56,902 | $3M | 1.0% | 2025-Q1 stale |
| WJ Wealth Management, LLC new | 44,849 | $2M | 0.8% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC added | 38,367 | $2M | 0.7% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 33,711 | $2M | 0.6% | 2025-Q2 stale |
| FIDUCIENT ADVISORS LLC new | 32,209 | $2M | 0.5% | 2025-Q4 stale |
| Alaska Permanent Capital Management, LLC trimmed | 31,000 | $2M | 0.5% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 24,957 | $1M | 0.4% | 2025-Q3 stale |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 17,134 | $901K | 0.3% | 2025-Q3 stale |
| WT Wealth Management added | 9,108 | $473K | 0.2% | 2025-Q1 stale |
| US BANCORP \DE\ trimmed | 9,241 | $450K | 0.2% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 7,001 | $363K | 0.1% | 2025-Q1 stale |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 4,048 | $213K | 0.1% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 2,323 | $113K | 0.0% | 2025-Q4 stale |
| SageView Advisory Group, LLC trimmed | 1,355 | $66K | 0.0% | 2025-Q4 stale |
| Eagle Bay Advisors LLC added | 1,000 | $49K | 0.0% | 2025-Q4 stale |
| DV Trading LLC new | 600 | $29K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC trimmed | 536 | $26K | 0.0% | 2025-Q4 stale |
| Iron Horse Wealth Management, LLC | 410 | $21K | 0.0% | 2025-Q2 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 211 | $11K | 0.0% | 2025-Q1 stale |
| WELLS FARGO & COMPANY/MN trimmed | 89 | $4K | 0.0% | 2025-Q4 stale |
| MAI Capital Management new | 79 | $4K | 0.0% | 2025-Q3 stale |
| Stephens Consulting, LLC | 36 | $2K | 0.0% | 2025-Q4 stale |
| Strategic Advocates LLC | 7 | $347 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.