Among active 13F managers last quarter, 13 opened and 13 added, while 5 reduced; the largest holder to move was Rossby Financial, LCC (+9.6%).
84 tracked 13F filers disclose a position in CVIE as of the latest SEC 13F filings, a combined $289.0M 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 | Commonwealth Equity Services, LLC | 790K | $57.4M | ▲+4.5% Added · +34K sh | Q1 2026 | |
| 2 | Wealthspire Advisors, LLC | 451K | $32.8M | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 3 | Rossby Financial, LCC | 395K | $33.6M | ▲+9.6% Added · +35K sh | Q2 2026 | |
| 4 | Ameriprise Financial Inc | 369K | $26.8M | ▼−0.1% Reduced · −483 sh | Q1 2026 | |
| 5 | Jane Street Group, LLC | 200K | $14.5M | ▲+223% Added · +138K sh | Q1 2026 | |
| 6 | EP Wealth Advisors, LLC | 171K | $14.6M | ▲+0.1% Added · +204 sh | Q2 2026 | |
| 7 | North Berkeley Wealth Management, LLC | 116K | $9.9M | ▲+27% Added · +25K sh | Q2 2026 | |
| 8 | ST Germain D J Co Inc | 106K | $9.0M | ▲+0.2% Added · +230 sh | Q2 2026 | |
| 9 | Morgan Stanley | 96K | $7.0M | ▲+307% Added · +72K sh | Q1 2026 | |
| 10 | Mercer Global Advisors Inc | 89K | $6.5M | ▼−26% Reduced · −31K sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 85K | $6.2M | ▲+87% Added · +40K sh | Q1 2026 | |
| 12 | Modern Wealth Management, LLC | 81K | $6.9M | ▲+33% Added · +20K sh | Q2 2026 | |
| 13 | Tompkins Financial Corp | 70K | $5.9M | ▲New +70K sh | Q2 2026 | |
| 14 | Gateway Wealth Partners, LLC | 68K | $5.8M | ▼−46% Reduced · −59K sh | Q2 2026 | |
| 15 | Mgo One Seven LLC | 61K | $5.2M | ▼−2.6% Reduced · −2K sh | Q2 2026 | |
| 16 | Northwestern Mutual Wealth Management Co | 51K | $3.7M | ▲+17% Added · +7K sh | Q1 2026 | |
| 17 | Seeds Investor LLC | 45K | $3.9M | ▲+39% Added · +13K sh | Q2 2026 | |
| 18 | Financial Insights, Inc. | 32K | $2.7M | ▼−0.7% Reduced · −233 sh | Q2 2026 | |
| 19 | Beacon Pointe Advisors, LLC | 31K | $2.6M | ▲+2.0% Added · +609 sh | Q2 2026 | |
| 20 | Focus Partners Wealth | 27K | $2.0M | ▲+85% Added · +12K sh | Q1 2026 | |
| 21 | Evolve Private Wealth, LLC | 25K | $2.2M | ▼−1.6% Reduced · −412 sh | Q2 2026 | |
| 22 | Mountain Capital Investment Advisors Inc. | 22K | $1.9M | ▲New +22K sh | Q2 2026 | |
| 23 | Wealthgarden F.S. LLC | 22K | $1.9M | ▲+2.5% Added · +547 sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | 20K | $1.7M | ▲+37% Added · +6K sh | Q2 2026 | |
| 25 | A&I Financial Services, LLC | 19K | $1.6M | ▼−3.3% Reduced · −660 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, 13 funds opened a new position in CVIE and 13 added to an existing one, while 5 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 |
|---|---|---|
| Nvidia CorpNVDA | 39 funds | $2.0B |
| Microsoft CorpMSFT | 39 funds | $1.5B |
| Amazon.com IncAMZN | 39 funds | $1.1B |
| Apple IncAAPL | 38 funds | $2.6B |
| Alphabet Inc-CL AGOOGL | 38 funds | $1.0B |
| Alphabet Inc-CL CGOOG | 38 funds | $808.6M |
| Ishares Core S&P 500 ETFIVV | 37 funds | $4.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 37 funds | $1.5B |
| Vanguard S&P 500 ETFVOO | 36 funds | $2.3B |
| JPMorgan Chase & CoJPM | 36 funds | $654.8M |
| Eli Lilly & CoLLY | 36 funds | $518.0M |
| Tesla IncTSLA | 36 funds | $454.3M |
Ranked by how many of CVIE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CVIE.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 178 funds | $4.1B |
| EVSMmc | 99 funds | $415.6M |
| CVIEthis pageFUND | 84 funds | $289.0M |
| CVLCFUND | 80 funds | $560.3M |
| EVSDmc | 77 funds | $799.8M |
| XAGGmc | 71 funds | $582.5M |
| EVMOmc | 57 funds | $625.5M |
| EVLNmc | 52 funds | $1.2B |
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 CVIE
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/CVIE/capital-change-brief"
Use Arkolith's capital_change_brief for CVIE. 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 CVIE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.