CDIG EA SERIES TRUST
FollowCITY DIFFNT INVT (fund)
8 managers (8 13F filers) reported a position in CDIG shares at 2026-03-31, 1,356,438 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 3
- Added
- 5
- Reduced
- 0
- Sold out
- 4
- Shares held by filers
- 1,356,438
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Allegheny Financial Group | 1,202,997 | $29.9M | 4.03% | +135,623 | 13F-HRTimeline |
| Lakeridge Wealth Management LLC | 66,571 | $1.65M | 0.71% | +55,733 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 33,287 | $828K | 0.01% | +8,007 | 13F-HRTimeline |
| CASCADE INVESTMENT GROUP, INC. | 23,373 | $580K | 0.38% | +2,500 | 13F-HRTimeline |
| World Investment Advisors | 10,486 | $260K | <0.01% | new | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 9,289 | $231K | <0.01% | new | 13F-HRTimelineGroup |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT… | 8,700 | $216K | 0.03% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,735 | $43.1K | <0.01% | +1,703 | 13F-HRTimelineGroup |