| 0.02% |
| 4 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 6K | $117K | — | 0.003% | 0.00% |
| 5 | Global Frontier Investments LLC | 0 | $0 | — | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CADE — a direct measure of their conviction.
| 81.84% |
| 0.49 pp |
| $4.35B |
| 29% |
| Q4 2024 | 333 | +3.7% | 82.33% | +2.76 pp | $6.10B | +37% |
| Q3 2024 | 321 | — | 79.57% | — | $4.45B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
0 institutions opened new positions in CADE during Q2 2026, while 3 fully exited. 0 added to existing positions and 0 trimmed.
CADE institutional ownership rose by 0.08 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 100.0% of all reported 13F value in CADE, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.