The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query CVIE owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CVIE"
Use Arkolith to show who owns CVIE, which funds added or reduced it, and which SEC filings prove each claim.
| # | 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 | ST GERMAIN D J CO INC | $7.7M | 106K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $7.0M | 96K | ▲+307% Added · +72K sh | Q1 2026 | |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $6.5M | 89K | ▼−26% Reduced · −31K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $6.2M | 85K | ▲+87% Added · +40K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $5.5M | 76K | ▲+645% Added · +66K sh | Q1 2026 | |
| 12 | MGO ONE SEVEN LLC | $4.5M | 62K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 13 | Modern Wealth Management, LLC | $4.5M | 61K | ▲+75% Added · +26K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.7M | 51K | ▲+17% Added · +7K sh | Q1 2026 | |
| 15 | Financial Insights, Inc. | $2.3M | 32K | ▲+0.7% Added · +217 sh | Q1 2026 | |
| 16 | Beacon Pointe Advisors, LLC | $2.2M | 30K | ▲New +30K sh | Q1 2026 | |
| 17 | Focus Partners Wealth | $2.0M | 27K | ▲+85% Added · +12K sh | Q1 2026 | |
| 18 | EVOLVE PRIVATE WEALTH, LLC | $1.9M | 26K | ▲+0.3% Added · +82 sh | Q1 2026 | |
| 19 | Orion Porfolio Solutions, LLC | $1.4M | 19K | ▼−6.1% Reduced · −1K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $1.4M | 19K | ▲+366% Added · +15K sh | Q1 2026 | |
| 21 | Creative Planning | $1.3M | 18K | ▲+20% Added · +3K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $1.2M | 16K | ▲+0.6% Added · +93 sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | $1.1M | 15K | ▲New +15K sh | Q1 2026 | |
| 24 | CWM, LLC | $1.0M | 14K | ▲+12% Added · +2K sh | Q1 2026 | |
| 25 | HARBOUR INVESTMENTS, INC. | $906K | 12K | ▲+10% Added · +1K 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 88 funds | $3.5B |
| EVSMmc | 59 funds | $342.0M |
| CVIEthis pageFUND | 49 funds | $221.9M |
| XAGGmc | 43 funds | $498.1M |
| EVSDmc | 41 funds | $696.6M |
| CVLCFUND | 41 funds | $222.8M |
| EVMOmc | 36 funds | $524.2M |
| EVLNmc | 35 funds | $1.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| 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. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.