CDIG Institutional Ownership
City Different Investments Global Equity ETF
1W: -1.2%
1M: -7.5%
3M: -3.3%
YTD: +0.0%
1Y: +0.1%
$25.12
+0.01 (+0.04%)
Weekly Expected Move ±1.8%
$24
$25
$25
$26
$26
Overview
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Holdings
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Short Interest
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Institutional Ownership — CDIG
11
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
44M
Total Invested
2
New Positions
7
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Allegheny Financial Group | 1,432,307 | $36M | +229,310 | +19.1% | 4Q | SEC ↗ |
| 2 | Lakeridge Wealth Management LLC | 130,934 | $3M | +64,363 | +96.7% | 3Q | SEC ↗ |
| 3 | Farther Finance Advisors, LLC | 46,381 | $1M | +13,094 | +39.3% | 3Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC NEW | 23,670 | $595K | — | +0.0% | 1Q | SEC ↗ |
| 5 | CASCADE INVESTMENT GROUP, INC. | 23,373 | $587K | — | +0.0% | 4Q | SEC ↗ |
| 6 | HUNTER ASSOCIATES INVESTMENT MANAGEMEN | 15,400 | $387K | +6,700 | +77.0% | 2Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 11,552 | $290K | +2,263 | +24.4% | 2Q | SEC ↗ |
| 8 | World Investment Advisors | 11,552 | $290K | +1,066 | +10.2% | 2Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 9,487 | $238K | +7,752 | +446.8% | 3Q | SEC ↗ |
| 10 | Integrated Wealth Concepts LLC NEW | 341 | $9K | — | +0.0% | 1Q | SEC ↗ |
| 11 | UBS Group AG | 0 | $0K | -197 | -100.0% | 1Q | SEC ↗ |
| 12 | MORGAN STANLEY | 0 | $0K | -500 | -100.0% | 1Q | SEC ↗ |
| 13 | GTS SECURITIES LLC | 0 | $0K | -13,215 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 23,670 | $595K |
| Integrated Wealth Concepts LLC | 341 | $9K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 13,215 | $332K |
| MORGAN STANLEY | 500 | $13K |
| UBS Group AG | 197 | $5K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Allegheny Financial Group | +229,310 | +19.1% | 1,432,307 |
| Lakeridge Wealth Management LLC | +64,363 | +96.7% | 130,934 |
| Farther Finance Advisors, LLC | +13,094 | +39.3% | 46,381 |
| OSAIC HOLDINGS, INC. | +7,752 | +446.8% | 9,487 |
| HUNTER ASSOCIATES INVESTMENT MANAGE | +6,700 | +77.0% | 15,400 |
| ENVESTNET ASSET MANAGEMENT INC | +2,263 | +24.4% | 11,552 |
| World Investment Advisors | +1,066 | +10.2% | 11,552 |
Biggest Decreases (0)
None.