Institutional Owners for CDXS
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
TRELLUS MANAGEMENT COMPANY LLC COM 51 $415,800 220,000 0.00 0.00 -31,460 -12.51 09-30-2023
ENVESTNET ASSET MANAGEMENT INC COM 52 $670,487 216,286 0.00 0.00 54,637 33.80 06-30-2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC COM 53 $662,058 213,567 0.00 0.00 1,833 0.87 06-30-2024
EMPIRE FINANCIAL MANAGEMENT COMPANY LLC COM 54 $660,151 212,952 0.00 0.00 25,000 13.30 06-30-2024
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