43 tracked 13F filers disclose a position in CVMC as of the latest SEC 13F filings, a combined $73.3M 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 | First Pacific Financial | $19.5M | 256K | ▲+2.3% Added · +6K sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $11.6M | 180K | ▼−26% Reduced · −64K sh | Q1 2026 | |
| 3 | EP Wealth Advisors, LLC | $8.8M | 116K | ▲+5.6% Added · +6K sh | Q2 2026 | |
| 4 | Financial Engines Advisors L.L.C. | $8.4M | 110K | ▼−3.5% Reduced · −4K sh | Q2 2026 | |
| 5 | TFC Financial Management, Inc. | $4.7M | 61K | ▲New +61K sh | Q2 2026 | |
| 6 | North Berkeley Wealth Management, LLC | $4.0M | 53K | ▲+38% Added · +15K sh | Q2 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 33K | ▲+1.4% Added · +462 sh | Q1 2026 | |
| 8 | Joel Adams & Associates, Inc. | $2.3M | 30K | ▲+16% Added · +4K sh | Q2 2026 | |
| 9 | Ameritas Investment Partners, Inc. | $1.7M | 22K | ▲+1.4% Added · +314 sh | Q2 2026 | |
| 10 | CWM, LLC | $1.3M | 20K | ▲+1.1% Added · +222 sh | Q1 2026 | |
| 11 | Dynamic Advisor Solutions LLC | $1.3M | 16K | ▲+5.6% Added · +878 sh | Q2 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $797K | 12K | ▼−11% Reduced · −1K sh | Q1 2026 | |
| 13 | Creative Planning | $757K | 12K | ▲+1.8% Added · +207 sh | Q1 2026 | |
| 14 | Mason & Associates Inc | $898K | 12K | ▲+2.9% Added · +331 sh | Q2 2026 | |
| 15 | Archer Investment Management, LLC | $714K | 9K | ▼−7.5% Reduced · −764 sh | Q2 2026 | |
| 16 | Private Advisor Group, LLC | $692K | 9K | ▲+51% Added · +3K sh | Q2 2026 | |
| 17 | JOURNEY STRATEGIC WEALTH LLC | $392K | 6K | ▲+5.4% Added · +316 sh | Q1 2026 | |
| 18 | LINCOLN CAPITAL CORP | $408K | 5K | ▲New +5K sh | Q2 2026 | |
| 19 | BSW Wealth Partners | $362K | 5K | ▼−1.8% Reduced · −86 sh | Q2 2026 | |
| 20 | Mariner, LLC | $294K | 5K | ▼−6.8% Reduced · −336 sh | Q1 2026 | |
| 21 | Retirement Planning Group, LLC | $338K | 4K | ▲New +4K sh | Q2 2026 | |
| 22 | MONEY CONCEPTS CAPITAL CORP | $334K | 4K | ▼−5.4% Reduced · −250 sh | Q2 2026 | |
| 23 | MISSION WEALTH MANAGEMENT, LP | $325K | 4K | ▲+11% Added · +420 sh | Q2 2026 | |
| 24 | Collaborative Wealth Managment Inc. | $270K | 4K | —Held | Q2 2026 | |
| 25 | Gemmer Asset Management LLC | $245K | 3K | ▼−0.2% Reduced · −7 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, 6 funds opened a new position in CVMC and 7 added to an existing one, while 4 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 | 22 funds | $1.2B |
| NVIDIA CORPNVDA | 22 funds | $927.5M |
| MICROSOFT CORPMSFT | 22 funds | $669.0M |
| AMAZON.COM INCAMZN | 22 funds | $524.7M |
| SS TECHNOLOGY SELECT SECTORXLK | 22 funds | $103.3M |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $927.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $419.8M |
| JPMORGAN CHASE & COJPM | 21 funds | $252.5M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 21 funds | $236.5M |
| ELI LILLY & COLLY | 21 funds | $212.2M |
| CATERPILLAR INCCAT | 21 funds | $189.6M |
| COSTCO WHOLESALE CORPCOST | 21 funds | $176.8M |
Ranked by how many of CVMC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 177 funds | $4.1B |
| EVSMmc | 98 funds | $413.0M |
| CVIEFUND | 84 funds | $291.0M |
| CVLCFUND | 78 funds | $554.5M |
| EVSDmc | 77 funds | $796.9M |
| XAGGmc | 72 funds | $582.0M |
| EVMOmc | 56 funds | $623.5M |
| 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 CVMC
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/CVMC/capital-change-brief"
Use Arkolith's capital_change_brief for CVMC. 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 CVMC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.