16 tracked 13F filers disclose a position in CVRT as of the latest SEC 13F filings, a combined $12.4M 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 | Client First Investment Management LLC | $3.2M | 62K | ▲New +62K sh | Q2 2026 | |
| 2 | TRUIST FINANCIAL CORP | $2.0M | 48K | ▲+6.9% Added · +3K sh | Q1 2026 | |
| 3 | JANE STREET GROUP, LLC | $1.4M | 34K | ▼−48% Reduced · −32K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $928K | 22K | ▲+4.9% Added · +1K sh | Q1 2026 | |
| 5 | Realta Investment Advisors | $841K | 16K | ▲+241% Added · +12K sh | Q2 2026 | |
| 6 | IFP Advisors, Inc | $796K | 15K | ▼−0.1% Reduced · −24 sh | Q2 2026 | |
| 7 | Kestra Advisory Services, LLC | $632K | 12K | ▼−7.0% Reduced · −932 sh | Q2 2026 | |
| 8 | LIBERTY SQUARE WEALTH PARTNERS LLC | $617K | 12K | —Held | Q2 2026 | |
| 9 | Grantvest Financial Group LLC | $576K | 11K | ▲+36% Added · +3K sh | Q2 2026 | |
| 10 | CENTAURUS FINANCIAL, INC. | $552K | 11K | ▲New +11K sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $359K | 9K | ▲+17% Added · +1K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $245K | 5K | ▲New +5K sh | Q2 2026 | |
| 13 | HUNTINGTON NATIONAL BANK | $107K | 2K | ▲New +2K sh | Q2 2026 | |
| 14 | Advisory Services Network, LLC | $74K | 2K | ▲New +2K sh | Q1 2026 | |
| 15 | Capital Investment Advisory Services, LLC | $30K | 580 | ▲New +580 sh | Q2 2026 | |
| 16 | LANARK FINANCIAL, INC. | $10K | 200 | —Held | 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, 4 funds opened a new position in CVRT and 2 added to an existing one, while 1 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 8 funds | $252.4M |
| VISA INC-CLASS A SHARESV | 8 funds | $59.7M |
| APPLE INCAAPL | 7 funds | $526.0M |
| NVIDIA CORPNVDA | 7 funds | $511.6M |
| AMAZON.COM INCAMZN | 7 funds | $295.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $277.9M |
| INVESCO QQQ TRUST SERIES 1QQQ | 7 funds | $249.3M |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $216.3M |
| WALMART INCWMT | 7 funds | $203.3M |
| ALPHABET INC-CL AGOOGL | 7 funds | $190.8M |
| ALPHABET INC-CL CGOOG | 7 funds | $179.9M |
| VANGUARD S&P 500 ETFVOO | 7 funds | $136.1M |
Ranked by how many of CVRT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 152 funds | $495.4M |
| CAIQmc | 55 funds | $113.1M |
| CPSLLADDERED S&P 500 | 31 funds | $56.1M |
| CPSJS&P 500 STRUCTUR | 31 funds | $23.5M |
| CAGEETF | 31 funds | $19.9M |
| CPSMmc | 29 funds | $27.3M |
| CPSDS&P 500 STRUCTU | 29 funds | $26.8M |
| CPNJmc | 29 funds | $10.3M |
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 CVRT
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/CVRT/capital-change-brief"
Use Arkolith's capital_change_brief for CVRT. 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 CVRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.