Funds Holding CDL

On this page, we present all of the funds holding CDL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CDL, with a link to that fund's top holdings. The next columns indicate the amount of CDL stock held by each of the funds holding CDL, followed by the CDL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 55 funds holding CDL 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 CDL), click the fund name in the "Holder" column of the funds-holding-CDL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley446,295$25,250 06/30/2023
     CDL446,295$25,250 06/30/2023
Bank of America Corp DE288,935$16,347 06/30/2023
     CDL288,935$16,347 06/30/2023
Northwestern Mutual Wealth Management Co.187,119$10,587 06/30/2023
     CDL187,119$10,587 06/30/2023
Ameriprise Financial Inc.198,692$10,523 06/30/2023
     CDL198,692$10,523 06/30/2023
HighTower Advisors LLC172,853$9,772 06/30/2023
     CDL172,853$9,772 06/30/2023
Private Advisor Group LLC117,132$6,627 06/30/2023
     CDL117,132$6,627 06/30/2023
Members Advisory Group LLC100,030$5,659 06/30/2023
     CDL100,030$5,659 06/30/2023
LPL Financial LLC85,757$4,852 06/30/2023
     CDL85,757$4,852 06/30/2023
Patriot Financial Group Insurance Agency LLC80,455$4,552 06/30/2023
     CDL80,455$4,552 06/30/2023
TAP Consulting LLC77,204$4,368 06/30/2023
     CDL77,204$4,368 06/30/2023
Stifel Financial Corp72,250$4,088 06/30/2023
     CDL72,250$4,088 06/30/2023
Commonwealth Equity Services LLC64,162$3,630 06/30/2023
     CDL64,162$3,630 06/30/2023
Wells Fargo & Company MN43,710$2,473 06/30/2023
     CDL43,710$2,473 06/30/2023
Truist Financial Corp43,548$2,464 06/30/2023
     CDL43,548$2,464 06/30/2023
Lincoln National Corp33,364$1,888 06/30/2023
     CDL33,364$1,888 06/30/2023
Goldman Sachs Group Inc.32,185$1,821 06/30/2023
     CDL32,185$1,821 06/30/2023
Citadel Advisors LLC30,130$1,705 06/30/2023
     CDL30,130$1,705 06/30/2023
Royal Bank of Canada29,483$1,668 06/30/2023
     CDL29,483$1,668 06/30/2023
Raymond James & Associates27,423$1,552 06/30/2023
     CDL27,423$1,552 06/30/2023
Investors Research Corp25,624$1,450 06/30/2023
     CDL25,624$1,450 06/30/2023
Susquehanna International Group LLP24,377$1,379 06/30/2023
     CDL24,377$1,379 06/30/2023
Eudaimonia Partners LLC21,501$1,216 06/30/2023
     CDL21,501$1,216 06/30/2023
Level Four Advisory Services LLC20,554$1,163 06/30/2023
     CDL20,554$1,163 06/30/2023
Avaii Wealth Management LLC19,719$1,116 06/30/2023
     CDL19,719$1,116 06/30/2023
Sloy Dahl & Holst LLC18,178$1,028 06/30/2023
     CDL18,178$1,028 06/30/2023
Cambridge Investment Research Advisors Inc.16,778$949 06/30/2023
     CDL16,778$949 06/30/2023
Integrated Wealth Concepts LLC14,323$810 06/30/2023
     CDL14,323$810 06/30/2023
SageView Advisory Group LLC13,881$785 06/30/2023
     CDL13,881$785 06/30/2023
EverSource Wealth Advisors LLC13,786$780 06/30/2023
     CDL13,786$780 06/30/2023
Fort Point Capital Partners LLC13,600$769 06/30/2023
     CDL13,600$769 06/30/2023
StoneX Group Inc.13,112$742 06/30/2023
     CDL13,112$742 06/30/2023
Raymond James Financial Services Advisors Inc.12,887$729 06/30/2023
     CDL12,887$729 06/30/2023
Baird Financial Group Inc.11,000$622 06/30/2023
     CDL11,000$622 06/30/2023
Benjamin F. Edwards & Company Inc.10,734$607 06/30/2023
     CDL10,734$607 06/30/2023
Thoroughbred Financial Services LLC9,664$546 06/30/2023
     CDL9,664$546 06/30/2023
UBS Group AG9,614$544 06/30/2023
     CDL9,614$544 06/30/2023
Stratos Wealth Partners LTD.9,359$530 06/30/2023
     CDL9,359$530 06/30/2023
Keystone Financial Group9,031$511 06/30/2023
     CDL9,031$511 06/30/2023
Yarger Wealth Strategies LLC8,139$460 06/30/2023
     CDL8,139$460 06/30/2023
Envestnet Asset Management Inc.7,279$412 06/30/2023
     CDL7,279$412 06/30/2023
Advisor Group Holdings Inc.6,916$390 06/30/2023
     CDL6,916$390 06/30/2023
Cetera Advisor Networks LLC5,338$302 06/30/2023
     CDL5,338$302 06/30/2023
David Loasby4,950$279 06/30/2023
     CDL4,950$279 06/30/2023
Raymond James Trust N.A.4,289$243 06/30/2023
     CDL4,289$243 06/30/2023
Eagle Bay Advisors LLC4,172$236 06/30/2023
     CDL4,172$236 06/30/2023
Private Trust Co. NA4,023$228 06/30/2023
     CDL4,023$228 06/30/2023
North Star Investment Management Corp.3,735$211 06/30/2023
     CDL3,735$211 06/30/2023
IHT Wealth Management LLC3,559$201 06/30/2023
     CDL3,559$201 06/30/2023
Steward Partners Investment Advisory LLC1,151$65 06/30/2023
     CDL1,151$65 06/30/2023
Armstrong Advisory Group Inc.444$25 06/30/2023
     CDL444$25 06/30/2023
IFP Advisors Inc430$24 06/30/2023
     CDL430$24 06/30/2023
FMR LLC397$22 06/30/2023
     CDL397$22 06/30/2023
Citigroup Inc.387$22 06/30/2023
     CDL387$22 06/30/2023
Baystate Wealth Management LLC267$15 06/30/2023
     CDL267$15 06/30/2023
Proequities Inc.53$3 06/30/2023
     CDL53$3 06/30/2023
Country Trust Bank20$1 06/30/2023
     CDL20$1 06/30/2023

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

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