6 tracked 13F filers disclose a position in CLCV as of the latest SEC 13F filings, a combined $3.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $1.7M | 64K | ▲+53% Added · +22K sh | Q1 2026 | |
| 2 | TrustWell Financial Advisors, LLC | $486K | 16K | ▼−6.7% Reduced · −1K sh | Q2 2026 | |
| 3 | HBW ADVISORY SERVICES LLC | $471K | 16K | ▲New +16K sh | Q2 2026 | |
| 4 | Range Financial Group LLC | $347K | 12K | ▲New +12K sh | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $89K | 3K | ▲+17% Added · +490 sh | Q1 2026 | |
| 6 | UBS Group AG | $6K | 210 | ▲New +210 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 CLCV and 1 added to an existing one, while 0 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 3 funds | $16.0B |
| APPLE INCAAPL | 3 funds | $14.8B |
| MICROSOFT CORPMSFT | 3 funds | $13.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $8.9B |
| BROADCOM INCAVGO | 3 funds | $8.1B |
| AMAZON.COM INCAMZN | 3 funds | $7.9B |
| ALPHABET INC-CL AGOOGL | 3 funds | $7.5B |
| ISHARES CORE MSCI EAFE ETFIEFA | 3 funds | $6.5B |
| JPMORGAN CHASE & COJPM | 3 funds | $6.0B |
| ALPHABET INC-CL CGOOG | 3 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $5.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $4.6B |
Ranked by how many of CLCV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CLCVthis pageLARGE CAP VAL | 6 funds | $3.1M |
| CLCGLARGE CAP GROW | 4 funds | $15.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
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/CLCV/capital-change-brief"
Use Arkolith's capital_change_brief for CLCV. 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 CLCV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.