68 tracked 13F filers disclose a position in CVLC as of the latest SEC 13F filings, a combined $533.3M 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 | State Insurance Fund | $254.8M | 2.7M | —Held | Q2 2026 | |
| 2 | Wealthspire Advisors, LLC | $61.6M | 769K | ▲+1.3% Added · +10K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $44.1M | 551K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $24.0M | 299K | ▼−5.1% Reduced · −16K sh | Q1 2026 | |
| 5 | Rossby Financial, LCC | $23.0M | 243K | ▲+11% Added · +24K sh | Q2 2026 | |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $17.2M | 215K | ▼−23% Reduced · −63K sh | Q1 2026 | |
| 7 | EP Wealth Advisors, LLC | $10.0M | 125K | ▲New +125K sh | Q1 2026 | |
| 8 | Focus Partners Wealth | $8.9M | 112K | ▲+155% Added · +68K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $8.7M | 109K | ▲+14% Added · +13K sh | Q1 2026 | |
| 10 | North Berkeley Wealth Management, LLC | $9.7M | 102K | ▲+21% Added · +18K sh | Q2 2026 | |
| 11 | CWM, LLC | $6.1M | 76K | ▲+9.6% Added · +7K sh | Q1 2026 | |
| 12 | Modern Wealth Management, LLC | $5.0M | 62K | ▲+120% Added · +34K sh | Q1 2026 | |
| 13 | FIDUCIARY TRUST CO | $4.1M | 51K | ▲+21% Added · +9K sh | Q1 2026 | |
| 14 | Westfuller Advisors, LLC | $4.7M | 50K | ▲+574% Added · +43K sh | Q2 2026 | |
| 15 | Creative Planning | $4.0M | 50K | ▲+27% Added · +11K sh | Q1 2026 | |
| 16 | Atria Investments, Inc | $4.3M | 45K | ▼−0.2% Reduced · −74 sh | Q2 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0M | 37K | ▲+5.8% Added · +2K sh | Q1 2026 | |
| 18 | TRILLIUM ASSET MANAGEMENT, LLC | $2.7M | 33K | ▲+1.5% Added · +493 sh | Q1 2026 | |
| 19 | Beacon Pointe Advisors, LLC | $2.5M | 31K | ▲New +31K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $2.5M | 31K | ▲+82% Added · +14K sh | Q1 2026 | |
| 21 | Fulcrum Capital LLC | $2.6M | 27K | ▼−1.3% Reduced · −347 sh | Q2 2026 | |
| 22 | Private Advisor Group, LLC | $2.1M | 23K | ▲New +23K sh | Q2 2026 | |
| 23 | Pathway Financial Advisors LLC | $2.1M | 22K | ▲+10% Added · +2K sh | Q2 2026 | |
| 24 | JOURNEY STRATEGIC WEALTH LLC | $1.7M | 21K | ▲+380% Added · +17K sh | Q1 2026 | |
| 25 | First Pacific Financial | $2.0M | 21K | ▼−3.3% Reduced · −701 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, 3 funds opened a new position in CVLC and 11 added to an existing one, while 9 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 |
|---|---|---|
| APPLE INCAAPL | 26 funds | $2.0B |
| NVIDIA CORPNVDA | 26 funds | $1.5B |
| MICROSOFT CORPMSFT | 26 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $979.9M |
| AMAZON.COM INCAMZN | 26 funds | $734.9M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 25 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $800.7M |
| ALPHABET INC-CL CGOOG | 25 funds | $649.6M |
| WALMART INCWMT | 25 funds | $258.1M |
| COSTCO WHOLESALE CORPCOST | 25 funds | $241.2M |
| ISHARES CORE S&P 500 ETFIVV | 24 funds | $3.6B |
| ALPHABET INC-CL AGOOGL | 24 funds | $827.6M |
Ranked by how many of CVLC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 145 funds | $4.0B |
| EVSMmc | 85 funds | $395.7M |
| CVIEFUND | 76 funds | $281.8M |
| CVLCthis pageFUND | 68 funds | $533.3M |
| EVSDmc | 65 funds | $781.2M |
| XAGGmc | 59 funds | $530.7M |
| EVMOmc | 51 funds | $609.3M |
| EVLNmc | 47 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 CVLC
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/CVLC/capital-change-brief"
Use Arkolith's capital_change_brief for CVLC. 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 CVLC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.