Ranked by reported Q4 2025 13F market value
Share of total reported institutional value in CDT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Apollon Wealth Management, LLC | 13K | $17K | -87.5% | 34.093% | 0.00% |
| 2 | Tower Research Capital LLC (TRC) | 3K | $3K | +68.1% | 6.704% | 0.00% |
| 3 | UBS Group AG | 635 | $813 | -95.9% | 1.612% | 0.00% |
| 4 | Virtu Financial LLC | 16K | $20 | — | 39.690% | 0.00% |
| 5 | MORGAN STANLEY | 11 | $14 | -87.4% | 0.028% | 0.00% |
| 6 | BANK OF AMERICA CORP /DE/ | 11 | $14 | -50.0% | 0.028% | 0.00% |
| 7 | BlackRock, Inc. | 9 | $12 | -87.8% | 0.023% | 0.00% |
| 8 | SBI Securities Co., Ltd. | 2 | $3 | -90.0% | 0.005% | 0.00% |
| 9 | BARCLAYS PLC | 2 | $3 | — | 0.005% | 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 CDT — a direct measure of their conviction.
Filings activity in CDT during Q4 2025, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q4 2025 | 9 | 10% | 78.23% | 121.76 pp | $0M | 80% |
| Q3 2025 | 10 | 33% | 199.99% | +1.40 pp | $0M | +100% |
| Q2 2025 | 15 | 57% | 198.59% | 1.40 pp | $0M | 85% |
| Q1 2025 | 35 | 19% | 199.99% | +0.00 pp | $0M | 27% |
| Q4 2024 | 43 | +19% | 199.99% | +0.00 pp | $1M | +40% |
| Q3 2024 | 36 | +20% | 199.99% | +0.00 pp | $0M | 83% |
| Q2 2024 | 30 | +58% | 199.99% | +0.00 pp | $2M | 28% |
| Q1 2024 | 19 | — | 199.99% | — | $3M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CDT stock.
Based on Q4 2025 13F filings, institutional ownership of CDT Equity Inc. stands at 78.2%, held across 9 reporting institutions.
Apollon Wealth Management, LLC is the largest reported institutional holder of CDT, with approximately 13,431 shares worth $0.00B as of Q4 2025.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CDT.
Our composite Smart Money Score for CDT is 20 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
2 institutions opened new positions in CDT during Q4 2025, while 3 fully exited. 1 added to existing positions and 6 trimmed.
CDT institutional ownership fell by 121.76 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 CDT, 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.
CDT Equity Inc. (CDT) Institutional Ownership