45 tracked 13F filers disclose a position in CVSB as of the latest SEC 13F filings, a combined $171.6M 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 | MORGAN STANLEY | $111.8M | 2.2M | ▼−0.8% Reduced · −18K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $13.3M | 263K | ▲+24% Added · +51K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $7.1M | 141K | ▲10× Added · +127K sh | Q1 2026 | |
| 4 | Pathstone Holdings, LLC | $6.4M | 126K | ▲+75% Added · +54K sh | Q1 2026 | |
| 5 | Moran Wealth Management, LLC | $5.4M | 107K | ▲New +107K sh | Q2 2026 | |
| 6 | Private Advisor Group, LLC | $3.8M | 75K | ▼−53% Reduced · −85K sh | Q2 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 64K | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 8 | Valley Financial Group, Inc. | $2.8M | 55K | ▼−3.9% Reduced · −2K sh | Q2 2026 | |
| 9 | Perigon Wealth Management, LLC | $1.8M | 35K | ▲New +35K sh | Q2 2026 | |
| 10 | Rossby Financial, LCC | $1.6M | 31K | ▲+35% Added · +8K sh | Q2 2026 | |
| 11 | Dynamic Advisor Solutions LLC | $1.3M | 25K | ▲+5.8% Added · +1K sh | Q2 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $1.1M | 23K | ▼−2.6% Reduced · −615 sh | Q1 2026 | |
| 13 | Mason & Associates Inc | $985K | 19K | ▼−21% Reduced · −5K sh | Q2 2026 | |
| 14 | Prism Advisors, Inc. | $894K | 18K | ▲+1.9% Added · +322 sh | Q2 2026 | |
| 15 | JANE STREET GROUP, LLC | $845K | 17K | ▲+13% Added · +2K sh | Q1 2026 | |
| 16 | DeDora Capital, Inc. | $654K | 13K | ▲+3.1% Added · +390 sh | Q2 2026 | |
| 17 | PFG Investments, LLC | $633K | 13K | ▲+1.3% Added · +164 sh | Q1 2026 | |
| 18 | Regal Investment Advisors LLC | $620K | 12K | ▲New +12K sh | Q1 2026 | |
| 19 | Kingsview Wealth Management, LLC | $553K | 11K | ▼−3.2% Reduced · −362 sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | $532K | 11K | ▲+17% Added · +2K sh | Q1 2026 | |
| 21 | ROBINSON SMITH WEALTH ADVISORS LLC | $512K | 10K | ▼−2.0% Reduced · −207 sh | Q2 2026 | |
| 22 | Sunrise Financial Services, LLC | $512K | 10K | ▼−4.4% Reduced · −462 sh | Q2 2026 | |
| 23 | Ameritas Investment Partners, Inc. | $483K | 10K | ▲+7.5% Added · +663 sh | Q2 2026 | |
| 24 | Arkadios Wealth Advisors | $424K | 8K | ▲+0.6% Added · +53 sh | Q2 2026 | |
| 25 | RW Investment Management LLC | $412K | 8K | ▼−40% Reduced · −5K 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, 5 funds opened a new position in CVSB and 8 added to an existing one, while 7 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 | 25 funds | $1.5B |
| NVIDIA CORPNVDA | 25 funds | $1.2B |
| MICROSOFT CORPMSFT | 24 funds | $729.3M |
| AMAZON.COM INCAMZN | 24 funds | $626.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $514.8M |
| INVESCO QQQ TRUST SERIES 1QQQ | 23 funds | $486.6M |
| ALPHABET INC-CL AGOOGL | 23 funds | $424.7M |
| TESLA INCTSLA | 23 funds | $374.1M |
| JPMORGAN CHASE & COJPM | 23 funds | $312.9M |
| VANGUARD GROWTH ETFVUG | 23 funds | $296.1M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 23 funds | $267.5M |
| SPDR GOLD SHARESGLD | 23 funds | $175.0M |
Ranked by how many of CVSB'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 CVSB
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/CVSB/capital-change-brief"
Use Arkolith's capital_change_brief for CVSB. 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 CVSB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.