Who owns CVIE
Which tracked institutional funds hold CVIE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CVIE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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 CVIE is one-sided between 2026-Q1 and 2026-Q2: 31 added or opened and 9 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
CVIE’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CVIE 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 88 tracked filers holding CVIE, 55 increased or opened the position and 31 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 CVIE 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 7
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- TOMPKINS FINANCIAL CORP$6M
- Mountain Capital Investment Advisors Inc.$2M
- Sigma Planning Corp$1M
- BASSO CAPITAL MANAGEMENT, L.P.$694K
- Sequoia Financial Advisors, LLC$644K
Full exits 7
- CITADEL ADVISORS LLC$6M
- Strategic Financial Planning, Inc.$2M
- Cambridge Investment Research Advisors, Inc.$1M
- GOLDMAN SACHS GROUP INC$1M
- FLOW TRADERS U.S. LLC$1M
- CWM, LLC$1M
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$10M
- Rossby Financial, LCC$7M
- Wealthspire Advisors, LLC$7M
- MORGAN STANLEY$6M
- AMERIPRISE FINANCIAL INC$5M
- North Berkeley Wealth Management, LLC$3M
Largest trims
- JANE STREET GROUP, LLC$14M
- Gateway Wealth Partners, LLC$3M
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC added | 797,392 | $68M | 18.3% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 464,924 | $40M | 10.7% | 2026-Q2 |
| Rossby Financial, LCC added | 395,225 | $34M | 9.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 369,688 | $31M | 8.5% | 2026-Q2 |
| World Investment Advisors | 241,077 | $18M | 4.7% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 171,263 | $15M | 3.9% | 2026-Q2 |
| MORGAN STANLEY added | 146,612 | $12M | 3.4% | 2026-Q2 |
| North Berkeley Wealth Management, LLC added | 116,086 | $10M | 2.7% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 105,970 | $9M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 94,816 | $8M | 2.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 88,043 | $7M | 2.0% | 2026-Q2 |
| Modern Wealth Management, LLC added | 80,620 | $7M | 1.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 78,162 | $7M | 1.8% | 2026-Q2 |
| TOMPKINS FINANCIAL CORP new | 69,588 | $6M | 1.6% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 68,233 | $6M | 1.6% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 60,733 | $5M | 1.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 55,532 | $5M | 1.3% | 2026-Q2 |
| Focus Partners Wealth added | 50,630 | $4M | 1.2% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 45,308 | $4M | 1.0% | 2026-Q2 |
| Financial Insights, Inc. trimmed | 31,990 | $3M | 0.7% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 30,568 | $3M | 0.7% | 2026-Q2 |
| PFG Investments, LLC added | 26,622 | $2M | 0.6% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 25,304 | $2M | 0.6% | 2026-Q2 |
| Mountain Capital Investment Advisors Inc. new | 22,323 | $2M | 0.5% | 2026-Q2 |
| WEALTHGARDEN F.S. LLC added | 22,274 | $2M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 20,250 | $2M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 19,413 | $2M | 0.4% | 2026-Q2 |
| A&I FINANCIAL SERVICES, LLC trimmed | 19,287 | $2M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 18,983 | $2M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 16,978 | $1M | 0.4% | 2026-Q2 |
| Plum Street Advisors, LLC added | 16,363 | $1M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 15,948 | $1M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 15,829 | $1M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 12,863 | $1M | 0.3% | 2026-Q2 |
| Sigma Planning Corp new | 11,984 | $1M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 11,661 | $991K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,505 | $893K | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 9,579 | $814K | 0.2% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 8,168 | $694K | 0.2% | 2026-Q2 |
| Kondo Wealth Advisors, Inc. trimmed | 8,039 | $683K | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 7,649 | $650K | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 7,581 | $644K | 0.2% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 7,384 | $628K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 7,239 | $615K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 7,097 | $603K | 0.2% | 2026-Q2 |
| Archer Investment Management, LLC trimmed | 7,035 | $598K | 0.2% | 2026-Q2 |
| Bensler, LLC new | 6,389 | $543K | 0.1% | 2026-Q2 |
| WNY Asset Management, LLC added | 5,697 | $484K | 0.1% | 2026-Q2 |
| RW Investment Management LLC added | 5,562 | $473K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 4,507 | $383K | 0.1% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. new | 4,368 | $371K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 4,032 | $343K | 0.1% | 2026-Q2 |
| Ironwood Investment Counsel, LLC | 4,000 | $340K | 0.1% | 2026-Q2 |
| &PARTNERS new | 0 | $326K | 0.1% | 2026-Q2 |
| Conrad Siegel Investment Advisors, Inc. trimmed | 3,361 | $286K | 0.1% | 2026-Q2 |
| LINCOLN CAPITAL CORP | 3,298 | $280K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 3,210 | $273K | 0.1% | 2026-Q2 |
| Scott Capital Advisors, LLC new | 2,986 | $254K | 0.1% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC | 2,921 | $248K | 0.1% | 2026-Q2 |
| Collaborative Wealth Managment Inc. | 2,826 | $240K | 0.1% | 2026-Q2 |
| Atria Investments, Inc new | 2,801 | $238K | 0.1% | 2026-Q2 |
| Paradigm, Strategies in Wealth Management, LLC new | 2,624 | $223K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 2,582 | $220K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC new | 2,539 | $216K | 0.1% | 2026-Q2 |
| Gibson Capital, LLC new | 2,512 | $214K | 0.1% | 2026-Q2 |
| Montecito Bank & Trust new | 2,467 | $210K | 0.1% | 2026-Q2 |
| Westview Management dba Westview Investment Advisors new | 2,432 | $207K | 0.1% | 2026-Q2 |
| Aaron Wealth Advisors LLC new | 2,414 | $205K | 0.1% | 2026-Q2 |
| First Pacific Financial added | 2,221 | $189K | 0.1% | 2026-Q2 |
| TFC Financial Management, Inc. added | 2,146 | $182K | 0.0% | 2026-Q2 |
| EVERMAY WEALTH MANAGEMENT LLC | 1,340 | $114K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 1,074 | $91K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 805 | $68K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 799 | $68K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 721 | $61K | 0.0% | 2026-Q2 |
| Timmons Wealth Management, LLC added | 643 | $55K | 0.0% | 2026-Q2 |
| Sunrise Financial Services, LLC | 396 | $34K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 280 | $24K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC new | 236 | $20K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 148 | $13K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 146 | $12K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 121 | $10K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 113 | $10K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 53 | $4K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 50 | $4K | 0.0% | 2026-Q2 |
| MCF Advisors LLC | 34 | $3K | 0.0% | 2026-Q2 |
| Key Financial Inc new | 32 | $3K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 26 | $2K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 75,787 | $6M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Strategic Financial Planning, Inc. new | 66,143 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 20,609 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC added | 19,197 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 18,482 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 14,362 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Sandbox Financial Partners, LLC added | 12,174 | $885K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 5,203 | $378K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| NATURAL INVESTMENTS, LLC trimmed | 3,556 | $258K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Focus Partners Advisor Solutions, LLC added | 2,971 | $216K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| LongView Asset Management LLC added | 134,821 | $10M | 2.6% | 2025-Q4 stale (2 quarters behind) |
| O'Brien Wealth Partners LLC trimmed | 119,705 | $9M | 2.3% | 2025-Q4 stale (2 quarters 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.