CDNL
name pending profile ingest
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 4.75K | +190.4% | $145,228 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 92 holders, 15.02M shares, $549.06M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 7.50K sh @ 39.13 · $293,475
Officer · Chief Operating… · 13.63K sh @ 39.22 · $534,451
Officer · Chief Operating… · 12.07K sh @ 39.77 · $480,143
Director · 12.65K sh @ 39.61 · $500,948
Officer, Director · Chief Executive… · 12.37K sh @ 36.58 · $452,348
Officer, Director · Chief Executive… · 14.22K sh @ 37.69 · $536,103
Officer, Director · Chief Executive… · 45.25K sh @ 38.82 · $1.76M
Officer, Director · Chief Executive… · 11.51K sh @ 39.65 · $456,411
Director · 34.02K sh @ 39.16 · $1.33M
Director · 17.38K sh @ 39.75 · $690,895
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology