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 CVMC 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/CVMC"
Use Arkolith to show who owns CVMC, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $11.6M | 180K | ▼−26% Reduced · −64K sh | Q1 2026 | |
| 2 | Financial Engines Advisors L.L.C. | $7.3M | 114K | ▲+3.3% Added · +4K sh | Q1 2026 | |
| 3 | EP Wealth Advisors, LLC | $7.0M | 110K | ▲New +110K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 33K | ▲+1.4% Added · +462 sh | Q1 2026 | |
| 5 | Ameritas Investment Partners, Inc. | $1.4M | 22K | ▼−0.9% Reduced · −214 sh | Q1 2026 | |
| 6 | CWM, LLC | $1.3M | 20K | ▲+1.1% Added · +222 sh | Q1 2026 | |
| 7 | Dynamic Advisor Solutions LLC | $998K | 16K | ▲+2.1% Added · +320 sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $797K | 12K | ▼−11% Reduced · −1K sh | Q1 2026 | |
| 9 | Creative Planning | $757K | 12K | ▲+1.8% Added · +207 sh | Q1 2026 | |
| 10 | JOURNEY STRATEGIC WEALTH LLC | $392K | 6K | ▲+5.4% Added · +316 sh | Q1 2026 | |
| 11 | Private Advisor Group, LLC | $385K | 6K | ▼−4.5% Reduced · −283 sh | Q1 2026 | |
| 12 | MONEY CONCEPTS CAPITAL CORP | $297K | 5K | —Held | Q1 2026 | |
| 13 | Mariner, LLC | $294K | 5K | ▼−6.8% Reduced · −336 sh | Q1 2026 | |
| 14 | MISSION WEALTH MANAGEMENT, LP | $246K | 4K | ▲New +4K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $144K | 2K | ▲+38% Added · +616 sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $113K | 2K | ▲+731% Added · +2K sh | Q1 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $68K | 1K | ▲+80% Added · +474 sh | Q1 2026 | |
| 18 | McIlrath & Eck, LLC | $56K | 873 | ▲+21% Added · +149 sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $23K | 366 | ▼−53% Reduced · −414 sh | Q1 2026 | |
| 20 | UBS Group AG | $18K | 279 | ▼−56% Reduced · −359 sh | Q1 2026 | |
| 21 | Heritage Wealth Advisors | $16K | 248 | ▼−6.1% Reduced · −16 sh | Q1 2026 | |
| 22 | Aptus Capital Advisors, LLC | $6K | 100 | ▲New +100 sh | Q1 2026 | |
| 23 | Geneos Wealth Management Inc. | $1K | 20 | —Held | 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 | 90 funds | $3.5B |
| EVSMmc | 59 funds | $342.0M |
| CVIEFUND | 48 funds | $221.9M |
| XAGGmc | 42 funds | $498.0M |
| 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 |
|---|---|---|
| SCHWAB INTL EQUITY ETFSCHF | 13 funds | $4.0B |
| APPLE INCAAPL | 13 funds | $3.8B |
| VANGUARD GROWTH ETFVUG | 13 funds | $3.3B |
| VANGUARD VALUE ETFVTV | 13 funds | $2.8B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $2.8B |
| NVIDIA CORPNVDA | 13 funds | $2.8B |
| SS SPDR P S&P 500 GROWTH ETFSPYG | 13 funds | $2.4B |
| JOHNSON & JOHNSONJNJ | 13 funds | $2.3B |
| STE STR SPDR PT S&P 500 ETFSPYM | 13 funds | $2.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $2.3B |
| MICROSOFT CORPMSFT | 13 funds | $2.1B |
| VANGUARD FTSE EMERGING MARKEVWO | 13 funds | $2.0B |
Ranked by how many of CVMC'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 CVMC. 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.