41 tracked 13F filers disclose a position in CVY as of the latest SEC 13F filings, a combined $17.3M 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 | MORGAN STANLEY | $4.4M | 161K | ▲+11% Added · +16K sh | Q1 2026 | |
| 2 | Kestra Advisory Services, LLC | $2.6M | 89K | ▲+1.5% Added · +1K sh | Q2 2026 | |
| 3 | HBK Sorce Advisory LLC | $2.6M | 87K | ▼−3.3% Reduced · −3K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $2.1M | 76K | ▼−6.2% Reduced · −5K sh | Q1 2026 | |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 51K | ▲+143% Added · +30K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $955K | 35K | ▲+8.5% Added · +3K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $664K | 25K | ▼−7.3% Reduced · −2K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $576K | 21K | ▲+24% Added · +4K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $369K | 14K | ▼−4.6% Reduced · −664 sh | Q1 2026 | |
| 10 | Haverford Trust Co | $243K | 9K | ▲+58% Added · +3K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $232K | 9K | ▼−6.8% Reduced · −624 sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $219K | 8K | ▲New +8K sh | Q1 2026 | |
| 13 | FIFTH THIRD SECURITIES, INC. | $232K | 8K | ▲New +8K sh | Q2 2026 | |
| 14 | FIFTH THIRD BANCORP | $145K | 5K | ▲New +5K sh | Q1 2026 | |
| 15 | FMR LLC | $93K | 3K | ▲+8.1% Added · +257 sh | Q1 2026 | |
| 16 | Rockefeller Capital Management L.P. | $75K | 3K | ▲+6.9% Added · +177 sh | Q1 2026 | |
| 17 | UBS Group AG | $63K | 2K | ▼−4.4% Reduced · −107 sh | Q1 2026 | |
| 18 | HARBOUR INVESTMENTS, INC. | $50K | 2K | ▲+12% Added · +198 sh | Q1 2026 | |
| 19 | Cape Investment Advisory, Inc. | $35K | 1K | ▲Added Added · +1K sh | Q2 2026 | |
| 20 | EverSource Wealth Advisors, LLC | $27K | 1K | —Held | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $27K | 1K | —Held | Q1 2026 | |
| 22 | PRIVATE TRUST CO NA | $29K | 1K | —Held | Q2 2026 | |
| 23 | PNC FINANCIAL SERVICES GROUP, INC. | $27K | 996 | —Held | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $23K | 869 | ▼−0.5% Reduced · −4 sh | Q1 2026 | |
| 25 | Dunhill Financial, LLC | $20K | 750 | —Held | Q4 2025 |
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, 1 fund opened a new position in CVY and 4 added to an existing one, while 2 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $2.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 12 funds | $712.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $493.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $472.2M |
| ISHARES RUSSELL 2000 ETFIWM | 12 funds | $222.1M |
| SS FINANCIAL SELECT SECTORXLF | 12 funds | $220.1M |
| SPDR GOLD SHARESGLD | 12 funds | $169.7M |
| SS TECHNOLOGY SELECT SECTORXLK | 12 funds | $134.4M |
| ISHARES CORE U.S. AGGREGATEAGG | 12 funds | $131.3M |
| SCHWAB US DVD EQUITY ETFSCHD | 12 funds | $118.4M |
| ISHARES CORE MSCI EMERGINGIEMG | 12 funds | $104.7M |
| VANGUARD INFO TECH ETFVGT | 12 funds | $98.1M |
Ranked by how many of CVY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CZAcommon | 56 funds | $71.2M |
| CVYthis pageZACKS MULT AST | 41 funds | $17.3M |
| RSPCS&P 500A EQL | 39 funds | $48.6M |
| PXJmc | 30 funds | $56.0M |
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 CVY
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/CVY/capital-change-brief"
Use Arkolith's capital_change_brief for CVY. 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 CVY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.