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Ownership — CLDI
Institutional Holdings
Insider Transactions
US Institutional Ownership
24.7%
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