Among active 13F managers last quarter, 4 opened and 1 reduced; the largest holder to move was OneAscent Financial Services LLC (−0.4%).
9 tracked 13F filers disclose a position in CLCV as of the latest SEC 13F filings, a combined $4.6M 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 | OneAscent Financial Services LLC | 64K | $1.9M | ▼−0.4% Reduced · −230 sh | Q2 2026 | |
| 2 | OneAscent Wealth Management LLC | 21K | $633K | ▼−20% Reduced · −5K sh | Q2 2026 | |
| 3 | TrustWell Financial Advisors, LLC | 16K | $486K | ▼−6.7% Reduced · −1K sh | Q2 2026 | |
| 4 | HBW Advisory Services LLC | 16K | $471K | ▲New +16K sh | Q2 2026 | |
| 5 | Valmark Advisers, Inc. | 12K | $368K | ▲New +12K sh | Q2 2026 | |
| 6 | Range Financial Group LLC | 12K | $347K | ▲New +12K sh | Q2 2026 | |
| 7 | PAX Financial Group, LLC | 10K | $295K | ▲New +10K sh | Q2 2026 | |
| 8 | Osaic Holdings, Inc. | 3K | $89K | ▲+17% Added · +490 sh | Q1 2026 | |
| 9 | UBS Group AG | 210 | $6K | ▲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, 4 funds opened a new position in CLCV, 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 |
|---|---|---|
| Vanguard Ftse Developed ETFVEA | 5 funds | $876.3M |
| SS SPDR P S&P 600 Small CapSPSM | 5 funds | $312.1M |
| SS SPDR P S&P 1500 Comp ETFSPTM | 5 funds | $297.0M |
| Ishares Core S&P 500 ETFIVV | 5 funds | $150.0M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 5 funds | $128.9M |
| Apple IncAAPL | 5 funds | $106.8M |
| Nvidia CorpNVDA | 5 funds | $74.7M |
| Ste STR SPDR PT DW EU ETFSPDW | 5 funds | $72.0M |
| Vanguard Total Stock MKT ETFVTI | 5 funds | $71.8M |
| Invesco QQQ Trust Series 1QQQ | 5 funds | $61.2M |
| Microsoft CorpMSFT | 5 funds | $49.6M |
| Amazon.com IncAMZN | 5 funds | $39.7M |
Ranked by how many of CLCV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CLCV.
| Class | 13F holders | Value held |
|---|---|---|
| CLCVthis pageLARGE CAP VAL | 9 funds | $4.6M |
| CLCGLARGE CAP GROW | 8 funds | $16.9M |
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.
Connected entities for CLCV
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.