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Disclosery

CODI COMPASS DIVERSIFIED

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COMMON STOCK (common), issuer CIK 1345126

239 managers (240 13F filers) reported a position in CODI shares at 2025-03-31, 44,601,640 shares in all. 35 filers opened a position and 21 filers sold out during the quarter.

Managers
239
13F filers
240
New
35
Added
75
Reduced
71
Sold out
21
Shares held by filers
44,601,640

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Asset Planning,Inc750$14K0.01%013F-HRTimeline
Quarry LP748$14K<0.01%new13F-HRTimeline
Rise Advisors, LLC675$12.6K0.01%new13F-HRTimeline
NewEdge Advisors, LLC627$11.7K<0.01%+813F-HRTimeline
N.E.W. Advisory Services LLC600$11.2K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.580$10.8K<0.01%+713F-HRTimeline
Point72 Hong Kong Ltd512$9.56K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP500$9.4K<0.01%013F-HR/ATimelineGroup
OAKWORTH CAPITAL, INC.486$9.07K<0.01%013F-HRTimeline
Point72 (DIFC) Ltd439$8.2K<0.01%+38413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…434$8.1K<0.01%new13F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC482$8K<0.01%013F-HRTimelineGroup
Navigoe, LLC440$8K0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd365$7.99K<0.01%-7,22513F-HRTimeline
Vermillion Wealth Management, Inc.425$7.93K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC400$7.47K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc374$6.98K<0.01%013F-HRTimeline
Perkins Coie Trust Co358$6.68K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.331$6K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC286$5.38K<0.01%-34413F-HRTimeline
WOLFF WIESE MAGANA LLC280$5.23K<0.01%013F-HRTimeline
GAMMA Investing LLC201$3.75K<0.01%-6113F-HR/ATimeline
WEST PACES ADVISORS INC.200$3.73K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC140$2.61K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC135$2.52K<0.01%+6513F-HRTimeline
Safe Harbor Fiduciary, LLC100$1.87K<0.01%013F-HRTimeline
Caitong International Asset Management …90$1.68K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC65$1.21K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC60$1.12K<0.01%013F-HRTimeline
Davis Capital Management56$1.04K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…48$896<0.01%+2913F-HRTimelineGroup
Amundiin group Amundi44$774<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC35$653<0.01%-12813F-HRTimeline
True Wealth Design, LLC34$635<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC31$579<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust25$467<0.01%new13F-HRTimeline
Stephens Consulting, LLC20$374<0.01%new13F-HRTimeline
Kozak & Associates, Inc.1$9<0.01%-45513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-51813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.