27 tracked 13F filers disclose a position in CMTV as of the latest SEC 13F filings, a combined $48.8M 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 | Community Financial Services Group, LLC | $27.3M | 696K | ▲New +696K sh | Q2 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $7.3M | 235K | →First observed position No prior filed position | Q1 2026 | |
| 3 | BlackRock, Inc. | $2.2M | 70K | ▲New +70K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $2.0M | 64K | ▲New +64K sh | Q1 2026 | |
| 5 | ALLIANCEBERNSTEIN L.P. | $1.9M | 62K | ▲New +62K sh | Q1 2026 | |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.9M | 62K | ▲New +62K sh | Q1 2026 | |
| 7 | MILLENNIUM MANAGEMENT LLC | $1.3M | 41K | ▲New +41K sh | Q1 2026 | |
| 8 | VANGUARD FIDUCIARY TRUST CO | $992K | 32K | →First observed position No prior filed position | Q1 2026 | |
| 9 | BLAIR WILLIAM & CO/IL | $485K | 16K | ▲New +16K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $416K | 13K | ▲New +13K sh | Q1 2026 | |
| 11 | Savant Capital, LLC | $382K | 12K | ▲New +12K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $331K | 11K | ▲New +11K sh | Q1 2026 | |
| 13 | BANK OF MONTREAL /CAN/ | $317K | 10K | ▲New +10K sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $315K | 10K | ▲New +10K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $298K | 10K | ▲New +10K sh | Q1 2026 | |
| 16 | STATE STREET CORP | $297K | 10K | ▲New +10K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $262K | 8K | ▲New +8K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $196K | 6K | ▲New +6K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $245K | 6K | ▼−3.4% Reduced · −221 sh | Q2 2026 | |
| 20 | Y-Intercept (Hong Kong) Ltd | $239K | 6K | ▲New +6K sh | Q2 2026 | |
| 21 | Vanguard Global Advisers, LLC | $102K | 3K | →First observed position No prior filed position | Q1 2026 | |
| 22 | Police & Firemen's Retirement System of New Jersey | $59K | 2K | ▲New +2K sh | Q2 2026 | |
| 23 | EASTERN BANK | $9K | 242 | ▲New +242 sh | Q2 2026 | |
| 24 | UBS Group AG | $5K | 170 | ▲New +170 sh | Q1 2026 | |
| 25 | Sterling Capital Management LLC | $3K | 89 | ▲New +89 sh | Q2 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, 7 funds opened a new position in CMTV, 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 | 4 funds | $4.8B |
| APPLE INCAAPL | 4 funds | $3.8B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $3.5B |
| AMAZON.COM INCAMZN | 4 funds | $3.4B |
| MICROSOFT CORPMSFT | 4 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 4 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 4 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 4 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 4 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 4 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 4 funds | $1.5B |
Ranked by how many of CMTV's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 12, 2026 | BONVECHIO LOUISE M | Executive VP & CFO | Buy (P) | 763 | $25K |
| Mar 12, 2026 | BONVECHIO LOUISE M | Executive VP & CFO | Buy (P) | 763 | $25K |
| Mar 10, 2026 | Lamberton Wayne | Director | Buy (P) | 130 | $4K |
| Mar 4, 2026 | Moore Jeffrey Lee | Director | Buy (P) | 100 | $3K |
| Mar 3, 2026 | Laforce David | Director | Buy (P) | 895 | $27K |
| Feb 20, 2026 | Laforce David | Director | Buy (P) | 140 | $4K |
| Feb 13, 2026 | Marvin Emma | Director | Buy (P) | 3K | $101K |
| Feb 4, 2026 | Bouffard David Mark | Director | Buy (P) | 500 | $16K |
| Feb 2, 2026 | Lamberton Wayne | Director | Buy (P) | 2K | $62K |
| Feb 2, 2026 | Caldwell Christopher L. | Pres/CEO/Dir of Company & Bank, Director | Buy (P) | 300 | $10K |
| Feb 2, 2026 | Caldwell Christopher L. | Pres/CEO/Dir of Company & Bank, Director | Buy (P) | 700 | $22K |
| Feb 2, 2026 | Conant Aminta K | Director | Buy (P) | 4K | $126K |
This stock 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/CMTV/capital-change-brief"
Use Arkolith's capital_change_brief for CMTV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CMTV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.