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Compass Diversified Holdings (CODI)

CUSIP: 20451Q104 | NYSE | Industrials · Conglomerates | Small Cap | 795 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AADW Capital Management, LLC14,500,00019.3%UnchangedJul 16, 20263,750,000 sh (Jun 30, 2026)
13GG1 Execution Services, LLC5,617,8777.5%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AAmerican Century Investment Management, Inc.4,073,4225.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ADivisadero Street Partners GP, LLC827,2981.1%Newly reportedJun 30, 2026No 13F filer matched
13D/AADW Capital Management, LLC14,500,000
19.3% of class · Jul 16, 2026Unchanged
3,750,000 sh (Jun 30, 2026)
13GG1 Execution Services, LLC5,617,877
7.5% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/AAmerican Century Investment Management, Inc.4,073,422
5.4% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/ADivisadero Street Partners GP, LLC827,298
1.1% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC3,848,295
0.1% of portfolio›$42.4M
Imc-Chicago, LLC391,585
0.0% of portfolio›$4.3M
Wolverine Asset Management LLC282,275
0.0% of portfolio›$3.1M
Bank of New York Mellon Corp200,591
0.0% of portfolio›$2.2M
Sierra Summit Advisors LLC122,032
0.2% of portfolio›$1.3M
Citigroup Inc106,576
0.0% of portfolio›$1.2M
Y-Intercept (Hong Kong) Ltd85,823
0.0% of portfolio›$936.3K
Simplex Trading, LLC84,943
0.0% of portfolio›$926.7K
North Star Investment Management Corp.61,295
0.0% of portfolio›$668.7K
ARS Investment Partners, LLC60,146
0.0% of portfolio›$656.2K
State of Wyoming45,824
0.0% of portfolio›$499.9K
OAK Family Advisors, LLC35,937
0.1% of portfolio›$392.1K
Wealth Enhancement Advisory Services, LLC28,374
0.0% of portfolio›$309.8K
Opus Capital Group, LLC18,300
0.1% of portfolio›$200.0K
Insight Advisors, LLC/ PA16,575
0.0% of portfolio›$180.8K
Creative Planning15,225
0.0% of portfolio›$166.1K
MacKenzie Financial Corp10,379
0.0% of portfolio›$113.2K
Truist Financial Corp10,250
0.0% of portfolio›$111.8K
Nisa Investment Advisors, LLC6,360
0.0% of portfolio›$69.4K
Lanark Financial, Inc.5,044
0.0% of portfolio›$55.0K
Gamma Investing LLC4,225
0.0% of portfolio›$46.1K
Summit Securities Group LLC2,870
0.0% of portfolio›$31.3K
EverSource Wealth Advisors, LLC1,952
0.0% of portfolio›$21.3K
Sterling Capital Management LLC1,746
0.0% of portfolio›$19.0K
Bernzott Capital Advisors1,400
0.0% of portfolio›$15.3K
Mather Group, Llc.1,347
0.0% of portfolio›$14.7K
Harbor Investment Advisory, LLC1,250
0.0% of portfolio›$13.6K
Creative Financial Designs Inc1,144
0.0% of portfolio›$12.5K
Larson Financial Group LLC902
0.0% of portfolio›$9.8K
Armstrong Advisory Group, Inc865
0.0% of portfolio›$9.4K
Farther Finance Advisors, LLC853
0.0% of portfolio›$9.3K
Essential Partners LLC551
0.0% of portfolio›$6.0K
Rossby Financial, LCC500
0.0% of portfolio›$5.5K
Fifth Third Bancorp497
0.0% of portfolio›$5.4K
Navigoe, LLC440
0.0% of portfolio›$4
Community Financial Services Group, LLC400
0.0% of portfolio›$4.4K
Caitong International Asset Management Co., Ltd314
0.0% of portfolio›$3.4K
SJS Investment Consulting Inc.308
0.0% of portfolio›$3.4K
Parallel Advisors, LLC225
0.0% of portfolio›$2.5K
West Paces Advisors Inc.200
0.0% of portfolio›$2.2K
True Wealth Design, LLC182
0.0% of portfolio›$2.0K
Root Financial Partners, LLC156
0.0% of portfolio›$1.7K
Parkside Financial Bank & Trust135
0.0% of portfolio›$1.5K
Fortitude Family Office, LLC87
0.0% of portfolio›$949
Clark Wealth Partners81
0.0% of portfolio›$884
IFP Advisors, Inc73
0.0% of portfolio›$796
Signaturefd, LLC35
0.0% of portfolio›$382
CoreCap Advisors, LLC32
0.0% of portfolio›$349
Ascentis Wealth Management, LLC29
0.0% of portfolio›$316
Silver Grove Financial Group, Inc.7
0.0% of portfolio›$76
Provenance Wealth Advisors, LLC3
0.0% of portfolio›$33
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
3,848,295$42.4M0.1%CoreMediumCharlotte, NC2026-11-04
Imc-Chicago, LLC
391,585$4.3M0.0%GARPVery HighChicago, IL2026-11-05
Wolverine Asset Management LLC
282,275$3.1M0.0%Deep ValueVery HighChicago, IL2026-11-02
Bank of New York Mellon Corp
200,591$2.2M0.0%CoreLowNew York, NY2026-11-05
Sierra Summit Advisors LLC
122,032$1.3M0.2%Agg GrowthHighIncline Village, NV2026-10-28
Citigroup Inc
106,576$1.2M0.0%CoreMediumNew York, NY2026-11-04
Y-Intercept (Hong Kong) Ltd
85,823$936.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Simplex Trading, LLC
84,943$926.7K0.0%CoreVery HighChicago, IL2026-11-04
North Star Investment Management Corp.
61,295$668.7K0.0%CoreLowChicago, IL2026-10-27
ARS Investment Partners, LLC
60,146$656.2K0.0%GrowthMediumNew York, NY2026-11-05
State of Wyoming
45,824$499.9K0.0%ValueHighCheyenne, WY2026-10-28
OAK Family Advisors, LLC
35,937$392.1K0.1%CoreMediumChicago, IL2026-10-19
Wealth Enhancement Advisory Services, LLC
28,374$309.8K0.0%CoreLowPlymouth, MN2026-10-13
Opus Capital Group, LLC
18,300$200.0K0.1%ETFVery LowCincinnati, OH2026-10-30
Insight Advisors, LLC/ PA
16,575$180.8K0.0%ETFMediumNewtown, PA2026-10-22
Creative Planning
15,225$166.1K0.0%IndexVery LowOverland Park, KS2026-11-02
MacKenzie Financial Corp
10,379$113.2K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Truist Financial Corp
10,250$111.8K0.0%CoreLowCharlotte, NC2026-10-30
Nisa Investment Advisors, LLC
6,360$69.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Lanark Financial, Inc.
5,044$55.0K0.0%CoreMediumBirmingham, AL2026-10-26
Gamma Investing LLC
4,225$46.1K0.0%IndexVery LowFoster City, CA2026-10-08
Summit Securities Group LLC
2,870$31.3K0.0%CoreVery HighNew York, NY2026-11-05
EverSource Wealth Advisors, LLC
1,952$21.3K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
1,746$19.0K0.0%GARPMediumCharlotte, NC2026-10-22
Bernzott Capital Advisors
1,400$15.3K0.0%YieldMediumCamarillo, CA2026-10-29
Mather Group, Llc.
1,347$14.7K0.0%ETFMediumChicago, IL2026-10-14
Harbor Investment Advisory, LLC
1,250$13.6K0.0%GrowthLowLutherville, MD2026-10-13
Creative Financial Designs Inc
1,144$12.5K0.0%ETFMediumKokomo, IN2026-11-04
Larson Financial Group LLC
902$9.8K0.0%GrowthLowSt Louis, MO2026-11-05
Armstrong Advisory Group, Inc
865$9.4K0.0%ETFHighNeedham, MA2026-10-09
Farther Finance Advisors, LLC
853$9.3K0.0%IndexLowSan Francisco, CA2026-10-08
Essential Partners LLC
551$6.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Rossby Financial, LCC
500$5.5K0.0%ETFMediumMelbourne, FL2026-11-05
Fifth Third Bancorp
497$5.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Navigoe, LLC
440$40.0%ETFVery LowRedondo Beach, CA2026-11-04
Community Financial Services Group, LLC
400$4.4K0.0%GrowthLowNewport, VT2026-10-15
Caitong International Asset Management Co., Ltd
314$3.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
SJS Investment Consulting Inc.
308$3.4K0.0%ETFVery LowSylvania, OH2026-10-26
Parallel Advisors, LLC
225$2.5K0.0%IndexLowSan Francisco, CA2026-11-03
West Paces Advisors Inc.
200$2.2K0.0%ETFLowAtlanta, GA2026-10-13
True Wealth Design, LLC
182$2.0K0.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
156$1.7K0.0%ETFMediumEncinitas, CA2026-10-21
Parkside Financial Bank & Trust
135$1.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fortitude Family Office, LLC
87$9490.0%ETFMediumScottsdale, AZ2026-10-14
Clark Wealth Partners
81$8840.0%ETFVery LowO'Fallon, IL2026-10-19
IFP Advisors, Inc
73$7960.0%GrowthLowTampa, FL2026-10-16
Signaturefd, LLC
35$3820.0%IndexLowAtlanta, GA2026-10-23
CoreCap Advisors, LLC
32$3490.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Wealth Management, LLC
29$3160.0%Agg GrowthLowDallas, TX2026-11-03
Silver Grove Financial Group, Inc.
7$760.0%CoreMediumOrchard Park, NY2026-11-05
Provenance Wealth Advisors, LLC
3$330.0%ETFLowFort Lauderdale, FL2026-10-30