Among active 13F managers last quarter, 2 opened and 2 added, while 1 reduced; the largest holder to move was Guggenheim Capital LLC (−2.8%).
30 tracked 13F filers disclose a position in CEV as of the latest SEC 13F filings, a combined $11.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Guggenheim Capital LLC | 169K | $1.7M | ▼−2.8% Reduced · −5K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 135K | $1.4M | ▼−4.4% Reduced · −6K sh | Q1 2026 | |
| 3 | Rockefeller Capital Management L.P. | 120K | $1.2M | ▲+9.1% Added · +10K sh | Q1 2026 | |
| 4 | Morgan Stanley | 118K | $1.2M | ▲+2.5% Added · +3K sh | Q1 2026 | |
| 5 | WESCAP Management Group, Inc. | 66K | $693K | ▲+31% Added · +16K sh | Q2 2026 | |
| 6 | Cypress Wealth Services, LLC | 63K | $668K | ▲+7.4% Added · +4K sh | Q2 2026 | |
| 7 | Raymond James Financial Inc | 60K | $606K | ▲+1.5% Added · +914 sh | Q1 2026 | |
| 8 | Atala Financial Inc | 53K | $553K | —Held | Q2 2026 | |
| 9 | Wells Fargo & Company | 50K | $505K | ▼−1.0% Reduced · −500 sh | Q1 2026 | |
| 10 | UBS Group AG | 41K | $411K | ▲+57% Added · +15K sh | Q1 2026 | |
| 11 | Wealthspire Advisors, LLC | 24K | $244K | —Held | Q1 2026 | |
| 12 | Evolve Private Wealth, LLC | 22K | $232K | ▼−6.8% Reduced · −2K sh | Q2 2026 | |
| 13 | Melfa Wealth Management, Inc. | 21K | $218K | —Held | Q2 2026 | |
| 14 | Plancorp, LLC | 20K | $206K | —Held | Q1 2026 | |
| 15 | Whipplewood Advisors, LLC | 19K | $197K | ▲+4.4% Added · +785 sh | Q2 2026 | |
| 16 | Mariner, LLC | 18K | $183K | —Held | Q1 2026 | |
| 17 | Vanguard Capital Wealth Advisors | 16K | $168K | ▼−5.9% Reduced · −1K sh | Q2 2026 | |
| 18 | Mather Group, LLC. | 12K | $122K | ▲New +12K sh | Q1 2026 | |
| 19 | Royal Bank Of Canada | 11K | $114K | ▲+2.6% Added · +289 sh | Q1 2026 | |
| 20 | Citadel Advisors LLC | 10K | $107K | ▲New +10K sh | Q2 2026 | |
| 21 | Pasadena Private Wealth, LLC | 10K | $105K | —Held | Q2 2026 | |
| 22 | US Bancorp | 7K | $75K | ▼−9.4% Reduced · −775 sh | Q1 2026 | |
| 23 | Whittier Trust Co | 3K | $30K | —Held | Q2 2026 | |
| 24 | Hollencrest Capital Management | 2K | $24K | —Held | Q1 2026 | |
| 25 | Osaic Holdings, Inc. | 2K | $20K | ▼−50% Reduced · −2K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in CEV and 2 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 10 funds | $1.1B |
| Chevron CorpCVX | 10 funds | $143.6M |
| Johnson & JohnsonJNJ | 10 funds | $133.8M |
| Caterpillar IncCAT | 10 funds | $68.7M |
| Walt Disney CoDIS | 10 funds | $36.1M |
| Microsoft CorpMSFT | 9 funds | $743.1M |
| Nvidia CorpNVDA | 9 funds | $615.2M |
| Alphabet Inc-CL AGOOGL | 9 funds | $595.4M |
| Amazon.com IncAMZN | 9 funds | $554.1M |
| Meta Platforms Inc-Class AMETA | 9 funds | $396.4M |
| Broadcom IncAVGO | 9 funds | $337.9M |
| Costco Wholesale CorpCOST | 9 funds | $257.4M |
Ranked by how many of CEV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CEV.
Connected entities for CEV
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CEV/capital-change-brief"
Use Arkolith's capital_change_brief for CEV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CEV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.