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 CVLC 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/CVLC"
Use Arkolith to show who owns CVLC, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $61.6M | 769K | ▲+1.3% Added · +10K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $44.1M | 551K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $24.0M | 299K | ▼−5.1% Reduced · −16K sh | Q1 2026 | |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $17.2M | 215K | ▼−23% Reduced · −63K sh | Q1 2026 | |
| 5 | EP Wealth Advisors, LLC | $10.0M | 125K | ▲New +125K sh | Q1 2026 | |
| 6 | Focus Partners Wealth | $8.9M | 112K | ▲+155% Added · +68K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $8.7M | 109K | ▲+14% Added · +13K sh | Q1 2026 | |
| 8 | CWM, LLC | $6.1M | 76K | ▲+9.6% Added · +7K sh | Q1 2026 | |
| 9 | Modern Wealth Management, LLC | $5.0M | 62K | ▲+120% Added · +34K sh | Q1 2026 | |
| 10 | FIDUCIARY TRUST CO | $4.1M | 51K | ▲+21% Added · +9K sh | Q1 2026 | |
| 11 | Creative Planning | $4.0M | 50K | ▲+27% Added · +11K sh | Q1 2026 | |
| 12 | Atria Investments, Inc | $3.6M | 45K | ▲New +45K sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0M | 37K | ▲+5.8% Added · +2K sh | Q1 2026 | |
| 14 | TRILLIUM ASSET MANAGEMENT, LLC | $2.7M | 33K | ▲+1.5% Added · +493 sh | Q1 2026 | |
| 15 | Beacon Pointe Advisors, LLC | $2.5M | 31K | ▲New +31K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $2.5M | 31K | ▲+82% Added · +14K sh | Q1 2026 | |
| 17 | JOURNEY STRATEGIC WEALTH LLC | $1.7M | 21K | ▲+380% Added · +17K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $1.7M | 21K | ▲+46% Added · +7K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $1.6M | 20K | ▲+3.7% Added · +733 sh | Q1 2026 | |
| 20 | EVOLVE PRIVATE WEALTH, LLC | $1.6M | 19K | ▲+0.5% Added · +94 sh | Q1 2026 | |
| 21 | Orion Porfolio Solutions, LLC | $1.1M | 14K | ▼−3.5% Reduced · −496 sh | Q1 2026 | |
| 22 | Laird Norton Wetherby Trust Company, LLC | $1.1M | 13K | ▲+58% Added · +5K sh | Q1 2026 | |
| 23 | HARBOUR INVESTMENTS, INC. | $950K | 12K | ▲+20% Added · +2K sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $805K | 10K | ▲+5.8% Added · +550 sh | Q1 2026 | |
| 25 | Mariner, LLC | $772K | 10K | ▼−9.1% Reduced · −962 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 | 89 funds | $3.5B |
| EVSMmc | 59 funds | $342.0M |
| CVIEFUND | 49 funds | $221.9M |
| XAGGmc | 43 funds | $498.1M |
| EVSDmc | 41 funds | $696.6M |
| CVLCthis pageFUND | 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 |
|---|---|---|
| APPLE INCAAPL | 17 funds | $4.4B |
| NVIDIA CORPNVDA | 17 funds | $3.4B |
| MICROSOFT CORPMSFT | 17 funds | $2.6B |
| JOHNSON & JOHNSONJNJ | 17 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $2.2B |
| AMAZON.COM INCAMZN | 17 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 17 funds | $1.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 17 funds | $1.6B |
| BROADCOM INCAVGO | 17 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 17 funds | $1.0B |
| JPMORGAN CHASE & COJPM | 17 funds | $1.0B |
| ALPHABET INC-CL CGOOG | 17 funds | $923.3M |
Ranked by how many of CVLC'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 CVLC. 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.