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Funds Holding CDC

On this page, we present all of the funds holding CDC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CDC, with a link to that fund's top holdings. The next columns indicate the amount of CDC stock held by each of the funds holding CDC, followed by the CDC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 113 funds holding CDC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding CDC), click the fund name in the "Holder" column of the funds-holding-CDC table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,344,445$76,055 12/31/2023
     CDC1,344,445$76,055 12/31/2023
LPL Financial LLC1,099,494$62,198 12/31/2023
     CDC1,099,494$62,198 12/31/2023
Northwestern Mutual Wealth Management Co.1,095,941$61,997 12/31/2023
     CDC1,095,941$61,997 12/31/2023
Raymond James Financial Services Advisors Inc.885,006$50,065 12/31/2023
     CDC885,006$50,065 12/31/2023
Ameriprise Financial Inc.712,257$40,282 12/31/2023
     CDC712,257$40,282 12/31/2023
Bank of America Corp DE675,127$38,192 12/31/2023
     CDC675,127$38,192 12/31/2023
Royal Bank of Canada667,055$37,736 12/31/2023
     CDC667,055$37,736 12/31/2023
SILVER OAK SECURITIES Inc558,283$31,582 12/31/2023
     CDC558,283$31,582 12/31/2023
UBS Group AG347,507$19,658 12/31/2023
     CDC347,507$19,658 12/31/2023
Avantax Advisory Services Inc.302,148$17,093 12/31/2023
     CDC302,148$17,093 12/31/2023
CWM LLC282,800$16,835 03/31/2024
     CDC282,800$16,835 03/31/2024
Commonwealth Equity Services LLC296,052$16,748 12/31/2023
     CDC296,052$16,748 12/31/2023
Regimen Wealth LLC250,478$14,170 12/31/2023
     CDC250,478$14,170 12/31/2023
Private Advisor Group LLC211,459$11,962 12/31/2023
     CDC211,459$11,962 12/31/2023
Wells Fargo & Company MN209,505$11,852 12/31/2023
     CDC209,505$11,852 12/31/2023
Strategic Planning Group LLC167,013$9,942 03/31/2024
     CDC167,013$9,942 03/31/2024
Cambridge Investment Research Advisors Inc.171,798$9,719 12/31/2023
     CDC171,798$9,719 12/31/2023
Advisor Group Holdings Inc.170,490$9,645 12/31/2023
     CDC170,490$9,645 12/31/2023
Integrated Wealth Concepts LLC148,210$8,384 12/31/2023
     CDC148,210$8,384 12/31/2023
Envestnet Asset Management Inc.138,553$7,838 12/31/2023
     CDC138,553$7,838 12/31/2023
Garrett Wealth Advisory Group LLC134,122$7,587 12/31/2023
     CDC134,122$7,587 12/31/2023
Raymond James & Associates125,487$7,099 12/31/2023
     CDC125,487$7,099 12/31/2023
Stifel Financial Corp113,938$6,446 12/31/2023
     CDC113,938$6,446 12/31/2023
Provident Wealth Management LLC113,711$6,433 12/31/2023
     CDC113,711$6,433 12/31/2023
Susquehanna International Group LLP109,638$6,202 12/31/2023
     CDC109,638$6,202 12/31/2023
Money Concepts Capital Corp98,058$5,547 12/31/2023
     CDC98,058$5,547 12/31/2023
Cetera Advisor Networks LLC69,608$3,938 12/31/2023
     CDC69,608$3,938 12/31/2023
Mather Group LLC.64,461$3,647 03/31/2024
     CDC64,461$3,647 03/31/2024
GWM Advisors LLC60,673$3,432 12/31/2023
     CDC60,673$3,432 12/31/2023
Unique Wealth LLC50,855$3,023 03/31/2024
     CDC50,855$3,023 03/31/2024
Keystone Financial Group50,433$2,853 12/31/2023
     CDC50,433$2,853 12/31/2023
Qube Research & Technologies Ltd48,470$2,742 12/31/2023
     CDC48,470$2,742 12/31/2023
Renaissance Technologies LLC47,000$2,659 12/31/2023
     CDC47,000$2,659 12/31/2023
Truist Financial Corp45,067$2,549 12/31/2023
     CDC45,067$2,549 12/31/2023
CAPROCK Group Inc.42,840$2,423 12/31/2023
     CDC42,840$2,423 12/31/2023
Kestra Private Wealth Services LLC41,617$2,354 12/31/2023
     CDC41,617$2,354 12/31/2023
Western Wealth Management LLC37,222$2,106 12/31/2023
     CDC37,222$2,106 12/31/2023
Citadel Advisors LLC37,154$2,102 12/31/2023
     CDC37,154$2,102 12/31/2023
WCG Wealth Advisors LLC35,813$2,026 12/31/2023
     CDC35,813$2,026 12/31/2023
Hilltop Holdings Inc.33,264$1,882 12/31/2023
     CDC33,264$1,882 12/31/2023
HighTower Advisors LLC32,437$1,836 12/31/2023
     CDC32,437$1,836 12/31/2023
PFG Advisors25,925$1,467 12/31/2023
     CDC25,925$1,467 12/31/2023
Corepath Wealth Partners LLC25,797$1,463 12/31/2023
     CDC25,797$1,463 12/31/2023
Rockefeller Capital Management L.P.24,070$1,362 12/31/2023
     CDC24,070$1,362 12/31/2023
Consolidated Portfolio Review Corp22,391$1,267 12/31/2023
     CDC22,391$1,267 12/31/2023
Calton & Associates Inc.19,879$1,183 03/31/2024
     CDC19,879$1,183 03/31/2024
Vantage Financial Partners LLC20,122$1,138 12/31/2023
     CDC20,122$1,138 12/31/2023
MONECO Advisors LLC17,092$967 12/31/2023
     CDC17,092$967 12/31/2023
Operose Advisors LLC16,586$938 12/31/2023
     CDC16,586$938 12/31/2023
Alpha Cubed Investments LLC16,012$906 12/31/2023
     CDC16,012$906 12/31/2023
Empirical Asset Management LLC15,854$897 12/31/2023
     CDC15,854$897 12/31/2023
Kestra Advisory Services LLC15,807$894 12/31/2023
     CDC15,807$894 12/31/2023
Great Valley Advisor Group Inc.14,515$821 12/31/2023
     CDC14,515$821 12/31/2023
GPS Wealth Strategies Group LLC13,830$782 12/31/2023
     CDC13,830$782 12/31/2023
StoneX Group Inc.13,514$765 12/31/2023
     CDC13,514$765 12/31/2023
Axxcess Wealth Management LLC13,485$763 12/31/2023
     CDC13,485$763 12/31/2023
Focus Financial Network Inc. ADV12,884$729 12/31/2023
     CDC12,884$729 12/31/2023
Lakeview Capital Partners LLC12,870$728 12/31/2023
     CDC12,870$728 12/31/2023
Atria Wealth Solutions Inc.12,861$728 12/31/2023
     CDC12,861$728 12/31/2023
Stratos Wealth Partners LTD.11,468$683 03/31/2024
     CDC11,468$683 03/31/2024
J.W. Cole Advisors Inc.11,214$634 12/31/2023
     CDC11,214$634 12/31/2023
EverSource Wealth Advisors LLC10,785$610 12/31/2023
     CDC10,785$610 12/31/2023
Mariner LLC10,456$592 12/31/2023
     CDC10,456$592 12/31/2023
TBH Global Asset Management LLC9,537$540 12/31/2023
     CDC9,537$540 12/31/2023
D. E. Shaw & Co. Inc.9,536$539 12/31/2023
     CDC9,536$539 12/31/2023
MML Investors Services LLC8,933$505 12/31/2023
     CDC8,933$505 12/31/2023
D.A. Davidson & CO.8,880$502 12/31/2023
     CDC8,880$502 12/31/2023
Flagship Harbor Advisors LLC8,301$494 03/31/2024
     CDC8,301$494 03/31/2024
Equitable Holdings Inc.8,397$475 12/31/2023
     CDC8,397$475 12/31/2023
Patriot Financial Group Insurance Agency LLC8,314$470 12/31/2023
     CDC8,314$470 12/31/2023
Prime Capital Investment Advisors LLC7,906$447 12/31/2023
     CDC7,906$447 12/31/2023
Comerica Bank6,973$394 12/31/2023
     CDC6,973$394 12/31/2023
Jane Street Group LLC6,816$386 12/31/2023
     CDC6,816$386 12/31/2023
Foundations Investment Advisors LLC6,744$379 12/31/2023
     CDC6,744$379 12/31/2023
Steward Partners Investment Advisory LLC6,675$378 12/31/2023
     CDC6,675$378 12/31/2023
Cetera Advisors LLC6,467$366 12/31/2023
     CDC6,467$366 12/31/2023
Global Retirement Partners LLC6,321$351 12/31/2023
     CDC6,321$351 12/31/2023
Smith Moore & CO.5,870$332 12/31/2023
     CDC5,870$332 12/31/2023
RSM US Wealth Management LLC5,687$322 12/31/2023
     CDC5,687$322 12/31/2023
First Heartland Consultants Inc.5,506$311 12/31/2023
     CDC5,506$311 12/31/2023
Private Trust Co. NA5,192$294 12/31/2023
     CDC5,192$294 12/31/2023
Keel Point LLC4,693$279 03/31/2024
     CDC4,693$279 03/31/2024
Advisory Alpha LLC4,886$276 12/31/2023
     CDC4,886$276 12/31/2023
IFP Advisors Inc4,856$275 12/31/2023
     CDC4,856$275 12/31/2023
Dynamic Advisor Solutions LLC4,601$274 03/31/2024
     CDC4,601$274 03/31/2024
Claro Advisors LLC4,270$254 03/31/2024
     CDC4,270$254 03/31/2024
Integrity Financial Corp WA4,170$236 12/31/2023
     CDC4,170$236 12/31/2023
Beacon Pointe Advisors LLC4,061$230 12/31/2023
     CDC4,061$230 12/31/2023
Cetera Investment Advisers3,537$200 12/31/2023
     CDC3,537$200 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC3,425$194 12/31/2023
     CDC3,425$194 12/31/2023
Sunbelt Securities Inc.2,624$156 03/31/2024
     CDC2,624$156 03/31/2024
Oakworth Capital Inc.1,990$113 12/31/2023
     CDC1,990$113 12/31/2023
Tower Research Capital LLC TRC 1,777$101 12/31/2023
     CDC1,777$101 12/31/2023
JPMorgan Chase & Co.1,217$69 12/31/2023
     CDC1,217$69 12/31/2023
Huntington National Bank1,126$64 12/31/2023
     CDC1,126$64 12/31/2023
Advisory Services Network LLC1,030$58 12/31/2023
     CDC1,030$58 12/31/2023
DHJJ Financial Advisors Ltd.901$54 03/31/2024
     CDC901$54 03/31/2024
Benjamin F. Edwards & Company Inc.871$49 12/31/2023
     CDC871$49 12/31/2023
Sanctuary Wealth Management L.L.C.830$47 12/31/2023
     CDC830$47 12/31/2023
Harbour Investments Inc.674$38 12/31/2023
     CDC674$38 12/31/2023
Newbridge Financial Services Group Inc.600$34 12/31/2023
     CDC600$34 12/31/2023
NBC Securities Inc.475$28 03/31/2024
     CDC475$28 03/31/2024
First Horizon Advisors Inc.400$23 12/31/2023
     CDC400$23 12/31/2023
Larson Financial Group LLC282$16 12/31/2023
     CDC282$16 12/31/2023
Ronald Blue Trust Inc.224$13 12/31/2023
     CDC224$13 12/31/2023
Horizons Wealth Management191$11 03/31/2024
     CDC191$11 03/31/2024
Capital Advisors Ltd. LLC162$10 03/31/2024
     CDC162$10 03/31/2024
Glass Jacobson Investment Advisors llc100$6 12/31/2023
     CDC100$6 12/31/2023
Pacific Center for Financial Services35$2 12/31/2023
     CDC35$2 12/31/2023
Evolution Advisers Inc.27$2 12/31/2023
     CDC27$2 12/31/2023
FMR LLC6$0 12/31/2023
     CDC6$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     CDC0$0 12/31/2023
Bank of Montreal Can0$0 12/31/2023
     CDC0$0 12/31/2023
Frazier Financial Advisors LLC4$0 12/31/2023
     CDC4$0 12/31/2023

See Summary: Institutional Holders of CDC
See Details: Top 10 Hedge Funds Holding CDC
Also See: CDC Holdings Changes

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