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Institutional Holders of CDL

There is a long list of 53 institutional holders of CDL within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of CDL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CDL table below, the initial column indicates the name of each top institutional holder of CDL, with a link to that fund's top holdings. The next columns indicate the amount of CDL stock held by each of the institutional holders of CDL, followed by the CDL position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley438,198$25,617 12/31/2023
     CDL438,198$25,617 12/31/2023
Northwestern Mutual Wealth Management Co.376,672$22,020 12/31/2023
     CDL376,672$22,020 12/31/2023
Bank of America Corp DE284,780$16,648 12/31/2023
     CDL284,780$16,648 12/31/2023
HighTower Advisors LLC169,404$9,905 12/31/2023
     CDL169,404$9,905 12/31/2023
Ameriprise Financial Inc.116,927$6,836 12/31/2023
     CDL116,927$6,836 12/31/2023
Private Advisor Group LLC116,701$6,822 12/31/2023
     CDL116,701$6,822 12/31/2023
TAP Consulting LLC92,187$5,730 03/31/2024
     CDL92,187$5,730 03/31/2024
Patriot Financial Group Insurance Agency LLC76,534$4,474 12/31/2023
     CDL76,534$4,474 12/31/2023
LPL Financial LLC73,140$4,276 12/31/2023
     CDL73,140$4,276 12/31/2023
Stifel Financial Corp69,404$4,057 12/31/2023
     CDL69,404$4,057 12/31/2023
Members Advisory Group LLC59,091$3,454 12/31/2023
     CDL59,091$3,454 12/31/2023
Commonwealth Equity Services LLC54,282$3,173 12/31/2023
     CDL54,282$3,173 12/31/2023
Wells Fargo & Company MN44,417$2,597 12/31/2023
     CDL44,417$2,597 12/31/2023
Royal Bank of Canada42,014$2,457 12/31/2023
     CDL42,014$2,457 12/31/2023
Lincoln National Corp41,777$2,442 12/31/2023
     CDL41,777$2,442 12/31/2023
Truist Financial Corp40,625$2,375 12/31/2023
     CDL40,625$2,375 12/31/2023
Goldman Sachs Group Inc.32,185$1,882 12/31/2023
     CDL32,185$1,882 12/31/2023
UBS Group AG31,825$1,860 12/31/2023
     CDL31,825$1,860 12/31/2023
Envestnet Asset Management Inc.24,528$1,434 12/31/2023
     CDL24,528$1,434 12/31/2023
Raymond James & Associates21,407$1,331 03/31/2024
     CDL21,407$1,331 03/31/2024
Investors Research Corp20,388$1,192 12/31/2023
     CDL20,388$1,192 12/31/2023
Raymond James Financial Services Advisors Inc.19,109$1,188 03/31/2024
     CDL19,109$1,188 03/31/2024
Level Four Advisory Services LLC20,278$1,185 12/31/2023
     CDL20,278$1,185 12/31/2023
Sloy Dahl & Holst LLC18,178$1,130 03/31/2024
     CDL18,178$1,130 03/31/2024
Avaii Wealth Management LLC17,763$1,038 12/31/2023
     CDL17,763$1,038 12/31/2023
Cambridge Investment Research Advisors Inc.16,681$1,037 03/31/2024
     CDL16,681$1,037 03/31/2024
Susquehanna International Group LLP15,275$893 12/31/2023
     CDL15,275$893 12/31/2023
Fort Point Capital Partners LLC13,600$795 12/31/2023
     CDL13,600$795 12/31/2023
SageView Advisory Group LLC13,472$792 12/31/2023
     CDL13,472$792 12/31/2023
StoneX Group Inc.12,220$714 12/31/2023
     CDL12,220$714 12/31/2023
Baird Financial Group Inc.11,000$643 12/31/2023
     CDL11,000$643 12/31/2023
Integrated Wealth Concepts LLC10,026$586 12/31/2023
     CDL10,026$586 12/31/2023
Keystone Financial Group8,980$525 12/31/2023
     CDL8,980$525 12/31/2023
Stratos Wealth Partners LTD.7,474$465 03/31/2024
     CDL7,474$465 03/31/2024
Yarger Wealth Strategies LLC7,762$454 12/31/2023
     CDL7,762$454 12/31/2023
Great Valley Advisor Group Inc.7,022$411 12/31/2023
     CDL7,022$411 12/31/2023
Advisor Group Holdings Inc.6,554$383 12/31/2023
     CDL6,554$383 12/31/2023
Comerica Bank6,271$367 12/31/2023
     CDL6,271$367 12/31/2023
EverSource Wealth Advisors LLC5,022$294 12/31/2023
     CDL5,022$294 12/31/2023
Cetera Advisor Networks LLC4,854$284 12/31/2023
     CDL4,854$284 12/31/2023
Private Trust Co. NA4,217$262 03/31/2024
     CDL4,217$262 03/31/2024
Eagle Bay Advisors LLC4,172$244 12/31/2023
     CDL4,172$244 12/31/2023
North Star Investment Management Corp.3,735$218 12/31/2023
     CDL3,735$218 12/31/2023
Private Client Services LLC3,522$206 12/31/2023
     CDL3,522$206 12/31/2023
FMR LLC1,883$110 12/31/2023
     CDL1,883$110 12/31/2023
GWM Advisors LLC1,044$61 12/31/2023
     CDL1,044$61 12/31/2023
Steward Partners Investment Advisory LLC955$56 12/31/2023
     CDL955$56 12/31/2023
NBC Securities Inc.650$41 03/31/2024
     CDL650$41 03/31/2024
Armstrong Advisory Group Inc.444$26 03/31/2024
     CDL444$26 03/31/2024
Citigroup Inc.433$25 12/31/2023
     CDL433$25 12/31/2023

See All: Funds Holding CDL
See Details: Top 10 Hedge Funds Holding CDL
Also See: CDL Holdings Changes

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