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Overview
Financials
Chart
Business Summary
Filings
Ownership
Valuation
Ownership — CLDI
Institutional Holdings
Insider Transactions
US Institutional Ownership
25.2%
Institution
Shares
Value
Ownership %
Change
Filing Date
GEODE CAPITAL MANAGEMENT, LLC
114.5K
--
5.50%
+51.5K
2026-06-30
HighTower Advisors, LLC
83.5K
--
4.01%
--
2026-06-30
JANE STREET GROUP, LLC
54.3K
--
2.61%
+19.5K
2026-06-30
Independent Advisor Alliance
45.0K
--
2.16%
--
2026-06-30
RS CRUM INC.
43.2K
--
2.08%
+3.0K
2026-06-30
Arax Advisory Partners
37.3K
--
1.79%
--
2026-06-30
Private Advisor Group, LLC
30.0K
--
1.44%
--
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
25.5K
--
1.22%
--
2026-06-30
Belpointe Asset Management LLC
19.9K
--
0.96%
--
2026-06-30
NORTHERN TRUST CORP
17.8K
--
0.85%
--
2026-06-30
MORGAN STANLEY
13.2K
--
0.64%
+3.8K
2026-06-30
RFG Advisory, LLC
12.0K
--
0.58%
--
2026-06-30
Farther Finance Advisors, LLC
10.0K
--
0.48%
--
2026-06-30
UBS Group AG
7.9K
--
0.38%
+368
2026-06-30
CITIGROUP INC
4.6K
--
0.22%
+4.6K
2026-06-30
OSAIC HOLDINGS, INC.
2.6K
--
0.13%
+544
2026-06-30
Tower Research Capital LLC (TRC)
1.4K
--
0.07%
--
2026-06-30
HIGHBRIDGE CAPITAL MANAGEMENT LLC
1.0K
--
0.05%
--
2026-06-30
Finepoint Capital LP
1.0K
--
0.05%
--
2026-06-30
SBI Securities Co., Ltd.
375
--
0.02%
+260
2026-06-30
Tradewinds Capital Management, LLC
101
--
0.00%
--
2026-06-30
Reyes Financial Architecture, Inc.
100
--
0.00%
--
2026-06-30
MERCER GLOBAL ADVISORS INC /ADV
50
--
0.00%
--
2026-06-30
EVERMAY WEALTH MANAGEMENT LLC
1
--
0.00%
--
2026-06-30
