City Dif Invest Global E ETFCDIGETF
13F holders, Q1 2026 (March 31)8holders −2
3new positions
4sold out
$24.83avg. 13F price*
At the end of Q1 2026, 8 institutions reported holding City Dif Invest Global E ETF (CDIG) in their 13F filings, down 2 from Q4 2025. 3 opened new positions and 4 sold out. The largest holders were Allegheny Financial Group ($29.9M), Lakeridge Wealth Management LLC ($1.7M) and Farther Finance Advisors, LLC ($828K).
- Company
- City Dif Invest Global E ETF
- Filed as
- EA SERIES TRUST (Q1 2026)
- CUSIP
- 02072Q382
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $707K |
| Exits | 4 | $783K |
All 13F filers, Q4 2025 → Q1 2026: 232,041 shares bought and 31,434 shares sold, net +200,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Allegheny Financial Group | 4.03% | Add +12.7% | 1,202,997 | $29.9M |
| Lakeridge Wealth Management LLC | 0.71% | Add +514.2% | 66,571 | $1.7M |
| Farther Finance Advisors, LLC | 0.01% | Add +31.7% | 33,287 | $828K |
| Cascade Investment Group, Inc. | 0.38% | Add +12.0% | 23,373 | $580K |
| World Investment Advisors | 0.00% | New | 10,486 | $260K |
| Envestnet Asset Management Inc. | 0.00% | New | 9,289 | $231K |
| Hunter Associates Investment Management LLC | 0.03% | New | 8,700 | $216K |
| Osaic Holdings, Inc. | 0.00% | Add +5321.9% | 1,735 | $43K |
"% of holder's portfolio" is CDIG's weight in each manager's 13F, not the share of City Dif Invest Global E ETF the manager owns.