Among active 13F managers last quarter, 8 opened and 13 added, while 9 reduced; the largest holder to move was Wealthspire Advisors, LLC (+1.3%).
80 tracked 13F filers disclose a position in CVLC as of the latest SEC 13F filings, a combined $560.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | State Insurance Fund | 2.7M | $254.8M | —Held | Q2 2026 | |
| 2 | Wealthspire Advisors, LLC | 769K | $61.6M | ▲+1.3% Added · +10K sh | Q1 2026 | |
| 3 | Commonwealth Equity Services, LLC | 551K | $44.1M | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 4 | Ameriprise Financial Inc | 299K | $24.0M | ▼−5.1% Reduced · −16K sh | Q1 2026 | |
| 5 | Rossby Financial, LCC | 243K | $23.0M | ▲+11% Added · +24K sh | Q2 2026 | |
| 6 | Mercer Global Advisors Inc | 215K | $17.2M | ▼−23% Reduced · −63K sh | Q1 2026 | |
| 7 | EP Wealth Advisors, LLC | 128K | $12.1M | ▲+2.8% Added · +3K sh | Q2 2026 | |
| 8 | Joel Adams & Associates, Inc. | 127K | $12.0M | ▲+30% Added · +29K sh | Q2 2026 | |
| 9 | Focus Partners Wealth | 112K | $8.9M | ▲+155% Added · +68K sh | Q1 2026 | |
| 10 | Raymond James Financial Inc | 109K | $8.7M | ▲+14% Added · +13K sh | Q1 2026 | |
| 11 | North Berkeley Wealth Management, LLC | 102K | $9.7M | ▲+21% Added · +18K sh | Q2 2026 | |
| 12 | Modern Wealth Management, LLC | 91K | $8.6M | ▲+47% Added · +29K sh | Q2 2026 | |
| 13 | CWM, LLC | 76K | $6.1M | ▲+9.6% Added · +7K sh | Q1 2026 | |
| 14 | Fiduciary Trust Co | 51K | $4.1M | ▲+21% Added · +9K sh | Q1 2026 | |
| 15 | Westfuller Advisors, LLC | 50K | $4.7M | ▲+574% Added · +43K sh | Q2 2026 | |
| 16 | Creative Planning | 50K | $4.0M | ▲+27% Added · +11K sh | Q1 2026 | |
| 17 | Atria Investments, Inc | 45K | $4.3M | ▼−0.2% Reduced · −74 sh | Q2 2026 | |
| 18 | Northwestern Mutual Wealth Management Co | 37K | $3.0M | ▲+5.8% Added · +2K sh | Q1 2026 | |
| 19 | Trillium Asset Management, LLC | 37K | $3.5M | ▲+9.4% Added · +3K sh | Q2 2026 | |
| 20 | Beacon Pointe Advisors, LLC | 32K | $3.0M | ▲+3.3% Added · +1K sh | Q2 2026 | |
| 21 | HighTower Advisors, LLC | 31K | $2.5M | ▲+82% Added · +14K sh | Q1 2026 | |
| 22 | Fulcrum Capital LLC | 27K | $2.6M | ▼−1.3% Reduced · −347 sh | Q2 2026 | |
| 23 | Sound Portfolio Advisors, LLC | 26K | $2.5M | ▼−62% Reduced · −43K sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | 23K | $2.1M | ▲New +23K sh | Q2 2026 | |
| 25 | RW Investment Management LLC | 22K | $2.1M | ▲+8.7% Added · +2K 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, 8 funds opened a new position in CVLC and 13 added to an existing one, while 9 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 |
|---|---|---|
| Apple IncAAPL | 32 funds | $4.2B |
| Amazon.com IncAMZN | 32 funds | $3.4B |
| Microsoft CorpMSFT | 32 funds | $2.5B |
| Nvidia CorpNVDA | 31 funds | $3.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 31 funds | $1.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 31 funds | $1.4B |
| JPMorgan Chase & CoJPM | 31 funds | $1.2B |
| Costco Wholesale CorpCOST | 31 funds | $721.6M |
| Ishares Core S&P 500 ETFIVV | 30 funds | $17.1B |
| Eli Lilly & CoLLY | 30 funds | $1.4B |
| Vanguard Total Stock MKT ETFVTI | 30 funds | $1.2B |
| Procter & Gamble CoPG | 30 funds | $630.7M |
Ranked by how many of CVLC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CVLC.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 179 funds | $4.1B |
| EVSMmc | 99 funds | $415.6M |
| CVIEFUND | 85 funds | $289.0M |
| CVLCthis pageFUND | 80 funds | $560.3M |
| EVSDmc | 78 funds | $803.1M |
| XAGGmc | 72 funds | $588.6M |
| 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 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.