70 tracked 13F filers disclose a position in CVIE as of the latest SEC 13F filings, a combined $247.8M 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 | COMMONWEALTH EQUITY SERVICES, LLC | $57.4M | 790K | ▲+4.5% Added · +34K sh | Q1 2026 | |
| 2 | Wealthspire Advisors, LLC | $32.8M | 451K | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $26.8M | 369K | ▼−0.1% Reduced · −483 sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $14.5M | 200K | ▲+223% Added · +138K sh | Q1 2026 | |
| 5 | EP Wealth Advisors, LLC | $12.4M | 171K | ▲+374% Added · +135K sh | Q1 2026 | |
| 6 | Gateway Wealth Partners, LLC | $9.2M | 127K | ▲+117% Added · +68K sh | Q1 2026 | |
| 7 | North Berkeley Wealth Management, LLC | $9.9M | 116K | ▲+27% Added · +25K sh | Q2 2026 | |
| 8 | ST GERMAIN D J CO INC | $9.0M | 106K | ▲+0.2% Added · +230 sh | Q2 2026 | |
| 9 | MORGAN STANLEY | $7.0M | 96K | ▲+307% Added · +72K sh | Q1 2026 | |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $6.5M | 89K | ▼−26% Reduced · −31K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $6.2M | 85K | ▲+87% Added · +40K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $5.5M | 76K | ▲+645% Added · +66K sh | Q1 2026 | |
| 13 | TOMPKINS FINANCIAL CORP | $5.9M | 70K | ▲New +70K sh | Q2 2026 | |
| 14 | MGO ONE SEVEN LLC | $4.5M | 62K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 15 | Modern Wealth Management, LLC | $4.5M | 61K | ▲+75% Added · +26K sh | Q1 2026 | |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.7M | 51K | ▲+17% Added · +7K sh | Q1 2026 | |
| 17 | Financial Insights, Inc. | $2.3M | 32K | ▲+0.7% Added · +217 sh | Q1 2026 | |
| 18 | Beacon Pointe Advisors, LLC | $2.2M | 30K | ▲New +30K sh | Q1 2026 | |
| 19 | Focus Partners Wealth | $2.0M | 27K | ▲+85% Added · +12K sh | Q1 2026 | |
| 20 | EVOLVE PRIVATE WEALTH, LLC | $1.9M | 26K | ▲+0.3% Added · +82 sh | Q1 2026 | |
| 21 | Mountain Capital Investment Advisors Inc. | $1.9M | 22K | ▲New +22K sh | Q2 2026 | |
| 22 | Orion Porfolio Solutions, LLC | $1.4M | 19K | ▼−6.1% Reduced · −1K sh | Q1 2026 | |
| 23 | A&I FINANCIAL SERVICES, LLC | $1.6M | 19K | ▼−3.3% Reduced · −660 sh | Q2 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $1.4M | 19K | ▲+366% Added · +15K sh | Q1 2026 | |
| 25 | Creative Planning | $1.3M | 18K | ▲+20% Added · +3K 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, 12 funds opened a new position in CVIE and 12 added to an existing one, while 4 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 | 22 funds | $7.5B |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $6.5B |
| MICROSOFT CORPMSFT | 22 funds | $4.2B |
| VANGUARD VALUE ETFVTV | 22 funds | $3.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 22 funds | $2.8B |
| BROADCOM INCAVGO | 22 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $2.3B |
| JPMORGAN CHASE & COJPM | 22 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 22 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 22 funds | $1.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 22 funds | $1.8B |
Ranked by how many of CVIE's institutional holders also hold each name, a cross-fund conviction signal.
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/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.