As of the latest SEC filings, CARDINAL MORTGAGE TRUST 2025-RTL1 (CRDNL) is held by 11 institutional funds. The largest fund shareholder is Axonic Strategic Income Fund (AXSAX), holding an estimated $19,967,554.00 in market value, representing 0.50% of its portfolio.
Funds holding CARDINAL MORTGAGE TRUST 2025-RTL1 (CRDNL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CRDNL
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AXSAX
Axonic Strategic Income Fund
|
MF | Independent / Boutique | 0.50% | $19,967,554.00 | 20,000,000 | Apr 30, 2026 | Jun 26, 2026 |
|
LSIIX
Loomis Sayles Investment Grade Bond Fund
|
MF | Independent / Boutique | 0.08% | $14,036,615.33 | 14,015,000 | Mar 31, 2026 | May 29, 2026 |
|
BBCPX
Bridge Builder Core Plus Bond Fund
|
MF | Independent / Boutique | 0.02% | $7,291,227.94 | 7,280,000 | Mar 31, 2026 | May 22, 2026 |
|
LSBNX
Loomis Sayles Income Fund
|
MF | Independent / Boutique | 0.09% | $3,665,644.82 | 3,660,000 | Mar 31, 2026 | May 29, 2026 |
|
-
Diversified Bond Portfolio
|
ETF | Independent / Boutique | 0.05% | $721,650.46 | 720,000 | Mar 31, 2026 | May 27, 2026 |
|
MXEDX
Empower Core Strategies: Flexible Bond Fund
|
MF | Empower / Great-West | 0.05% | $610,940.81 | 610,000 | Mar 31, 2026 | May 20, 2026 |
|
MXUGX
Empower Multi-Sector Bond Fund
|
MF | Empower / Great-West | 0.04% | $545,840.56 | 545,000 | Mar 31, 2026 | May 20, 2026 |
|
LSFIX
Loomis Sayles Fixed Income Fund
|
MF | Independent / Boutique | 0.08% | $385,593.79 | 385,000 | Mar 31, 2026 | May 29, 2026 |
|
LASYX
Loomis Sayles Strategic Alpha Fund
|
MF | Independent / Boutique | 0.02% | $235,362.44 | 235,000 | Mar 31, 2026 | May 29, 2026 |
|
LSIGX
Loomis Sayles Investment Grade Fixed Income Fund
|
MF | Independent / Boutique | 0.10% | $170,262.19 | 170,000 | Mar 31, 2026 | May 29, 2026 |
|
GGBFX
Global Bond Fund
|
MF | Independent / Boutique | 0.01% | $100,229.23 | 100,000 | Mar 31, 2026 | May 28, 2026 |
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