Who owns CDIG?
City Different Investments Global Equity ETF
10 institutions reported holding CDIG, worth $43.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CDIG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Allegheny Financial Group | Pittsburgh, PA | $36.7M | 1,432,307 | +229,310 shares |
| Lakeridge Wealth Management LLC | Mentor, OH | $3.4M | 130,934 | +64,363 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $1.2M | 46,381 | +13,094 shares |
| Jane Street Group, LLC | New York, NY | $607K | 23,670 | New position |
| Cascade Investment Group, Inc. | Colorado Springs, CO | $599K | 23,373 | No change |
| Hunter Associates Investment Management LLC | Pittsburgh, PA | $397K | 15,400 | +6,700 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $296K | 11,552 | +2,263 shares |
| World Investment Advisors | Lincroft, NJ | $296K | 11,552 | +1,066 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $243K | 9,487 | +7,752 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $9K | 341 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CDIG?
10 institutional managers reported holding CDIG in Form 13F filings for June 30, 2026, worth $43.7M in total. The largest reported position was held by Allegheny Financial Group, at $36.7M.
Did institutions buy or sell CDIG last quarter?
Reported 13F value rose 29.8% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CDIG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.