Institutional Ownership Care Dx, Inc. (CDNA)
This table provides information about the institutional ownership of Care Dx, Inc. (CDNA). We have compiled data on the 201 institutions that hold shares in the stock, with a total of 54.5 Million shares, which have been reported (via 13F filing form) to have a value of $869 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
100
shares
|
$1,594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
99
shares
|
$1,578
0.0% of portfolio
|
Q3 2025
Reduced 25.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
78
shares
|
$1,243
0.0% of portfolio
|
Q3 2025
Reduced 37.1%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
77
shares
|
$1,227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
62
shares
|
$988
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
50
shares
|
$797
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
42
shares
|
$669
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
41
shares
|
$653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
40
shares
|
$637
0.0% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
38
shares
|
$605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
32
shares
|
$510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
24
shares
|
$382
0.0% of portfolio
|
Q3 2025
Reduced 94.29%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
22
shares
|
$350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
20
shares
|
$318
0.0% of portfolio
|
Q3 2025
Reduced 81.98%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
15
shares
|
$239
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
11
shares
|
$175
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
5
shares
|
$79
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2
shares
|
$31
0.0% of portfolio
|
Q1 2024
Reduced 97.44%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2
shares
|
$31
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|