Who owns CDX?
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93 institutions reported holding CDX, worth $279.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CDX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Signature Estate & Investment Advisors LLC | Los Angeles, CA | $41.0M | 1,941,740 | +117,249 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $35.0M | 1,655,982 | +159,062 shares |
| AE Wealth Management LLC | Topeka, KS | $25.0M | 1,184,163 | −80,224 shares |
| Park Edge Advisors, LLC | Cleveland, OH | $16.3M | 772,287 | +16,351 shares |
| Insight Wealth Strategies, LLC | San Ramon, CA | $16.0M | 764,328 | +84,230 shares |
| Altiora Financial Group, LLC | Lebanon, OH | $12.1M | 572,852 | −326,118 shares |
| Principal Securities, Inc. | Des Moines, IA | $9.1M | 432,404 | +54,012 shares |
| Drive Wealth Management, LLC | Lehi, UT | $7.9M | 374,924 | −21,587 shares |
| Orion Porfolio Solutions, LLC | Omaha, NE | $7.9M | 373,393 | +39,946 shares |
| LPL Financial LLC | Fort Mill, SC | $7.8M | 367,962 | −218,689 shares |
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 CDX?
93 institutional managers reported holding CDX in Form 13F filings for June 30, 2026, worth $279.0M in total. The largest reported position was held by Signature Estate & Investment Advisors LLC, at $41.0M.
Did institutions buy or sell CDX last quarter?
Reported 13F value fell 9.2% from March 31, 2026, which includes price moves as well as buying and selling. 22 firms reported a new position and 16 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 CDX 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.