Who owns Community Bancorp (CMTV)
Which tracked institutional funds hold CMTV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CMTV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CMTV is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CMTV’s largest tracked holder by dollar value, Community Financial Services Group, LLC, sizes it at 4.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CMTV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 48 tracked filers holding CMTV, 39 increased or opened the position and 10 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CMTV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Community Financial Services Group, LLC$27M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$635K
Full exits 1
- MILLENNIUM MANAGEMENT LLC$1M
Largest adds
- BlackRock, Inc.$11M
- GEODE CAPITAL MANAGEMENT, LLC$3M
- STATE STREET CORP$2M
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- NORTHERN TRUST CORP$1M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$551K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Community Financial Services Group, LLC new | 696,493 | $27M | 35.8% | 2026-Q2 |
| BlackRock, Inc. added | 330,212 | $13M | 16.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 225,036 | $9M | 11.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 129,566 | $5M | 6.6% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 63,174 | $2M | 3.2% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 62,351 | $2M | 3.2% | 2026-Q2 |
| STATE STREET CORP added | 56,153 | $2M | 2.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 60,380 | $2M | 2.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 38,959 | $2M | 2.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 34,517 | $1M | 1.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 33,381 | $1M | 1.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 16,234 | $635K | 0.8% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 15,602 | $610K | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 13,917 | $544K | 0.7% | 2026-Q2 |
| Savant Capital, LLC | 12,298 | $481K | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp new | 11,940 | $467K | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 10,197 | $399K | 0.5% | 2026-Q2 |
| Nuveen, LLC new | 9,967 | $390K | 0.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC new | 8,470 | $331K | 0.4% | 2026-Q2 |
| MORGAN STANLEY added | 7,690 | $301K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 6,275 | $245K | 0.3% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 6,103 | $239K | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 5,579 | $218K | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ new | 4,978 | $195K | 0.3% | 2026-Q2 |
| UBS Group AG added | 4,783 | $187K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS new | 3,849 | $150K | 0.2% | 2026-Q2 |
| MetLife Investment Management, LLC new | 3,229 | $126K | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 2,700 | $106K | 0.1% | 2026-Q2 |
| CITIGROUP INC new | 2,372 | $93K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new | 2,347 | $92K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 2,113 | $82K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 1,794 | $70K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey new | 1,503 | $59K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 1,232 | $48K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 1,011 | $40K | 0.1% | 2026-Q2 |
| STRS OHIO new | 1,000 | $39K | 0.1% | 2026-Q2 |
| Addison Advisors LLC | 832 | $33K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 816 | $32K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 581 | $23K | 0.0% | 2026-Q2 |
| Legal & General Group Plc new | 498 | $19K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. new | 463 | $18K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 402 | $16K | 0.0% | 2026-Q2 |
| EASTERN BANK new | 242 | $9K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 211 | $8K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC new | 89 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM new | 70 | $3K | 0.0% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP new | 28 | $1K | 0.0% | 2026-Q2 |
| FMR LLC new | 12 | $469 | 0.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC new | 40,935 | $1M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Hanson & Doremus Investment Management new | 14,322 | $445K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ new | 13,374 | $416K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 10,127 | $315K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 8,420 | $262K | 0.3% | 2026-Q1 stale (1 quarter behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.