Who owns CVLC
Which tracked institutional funds hold CVLC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CVLC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 CVLC is one-sided between 2026-Q1 and 2026-Q2: 34 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
CVLC’s largest tracked holder by dollar value, State Insurance Fund, sizes it at 100.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 100.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CVLC 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 84 tracked filers holding CVLC, 50 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 CVLC 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 6
- Private Advisor Group, LLC$2M
- Mountain Capital Investment Advisors Inc.$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- BRIGHTON JONES LLC$1M
- PFG Investments, LLC$1M
- Regal Investment Advisors LLC$831K
Full exits 7
- OGOREK ANTHONY JOSEPH /NY/ /ADV$16M
- CWM, LLC$6M
- Sandbox Financial Partners, LLC$4M
- HighTower Advisors, LLC$2M
- JOURNEY STRATEGIC WEALTH LLC$2M
- Strategic Financial Planning, Inc.$1M
Largest adds
- State Insurance Fund$39M
- Wealthspire Advisors, LLC$12M
- COMMONWEALTH EQUITY SERVICES, LLC$9M
- Focus Partners Wealth$7M
- Rossby Financial, LCC$5M
- Westfuller Advisors, LLC$4M
Largest trims
- Sound Portfolio Advisors, LLC$3M
- ENTRUST FINANCIAL LLC$597K
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 |
|---|---|---|---|---|
| State Insurance Fund | 2,697,658 | $255M | 37.3% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 782,924 | $74M | 10.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 559,274 | $53M | 7.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 290,896 | $27M | 4.0% | 2026-Q2 |
| Rossby Financial, LCC added | 242,957 | $23M | 3.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 216,862 | $20M | 3.0% | 2026-Q2 |
| Focus Partners Wealth added | 166,892 | $16M | 2.3% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 128,417 | $12M | 1.8% | 2026-Q2 |
| Joel Adams & Associates, Inc. added | 126,566 | $12M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 119,837 | $11M | 1.7% | 2026-Q2 |
| North Berkeley Wealth Management, LLC added | 102,411 | $10M | 1.4% | 2026-Q2 |
| Modern Wealth Management, LLC added | 91,211 | $9M | 1.3% | 2026-Q2 |
| Global Endowment Management, LP added | 76,392 | $7M | 1.1% | 2026-Q2 |
| Riverwater Partners LLC added | 62,483 | $6M | 0.9% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 50,735 | $5M | 0.7% | 2026-Q2 |
| Westfuller Advisors, LLC added | 50,220 | $5M | 0.7% | 2026-Q2 |
| Creative Planning | 49,887 | $5M | 0.7% | 2026-Q2 |
| Atria Investments, Inc trimmed | 45,020 | $4M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 40,580 | $4M | 0.6% | 2026-Q2 |
| TRILLIUM ASSET MANAGEMENT, LLC added | 36,595 | $3M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 36,322 | $3M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 31,911 | $3M | 0.4% | 2026-Q2 |
| Fulcrum Capital LLC trimmed | 27,019 | $3M | 0.4% | 2026-Q2 |
| Sound Portfolio Advisors, LLC trimmed | 26,147 | $2M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC new | 22,695 | $2M | 0.3% | 2026-Q2 |
| RW Investment Management LLC added | 22,317 | $2M | 0.3% | 2026-Q2 |
| Pathway Financial Advisors LLC added | 22,103 | $2M | 0.3% | 2026-Q2 |
| First Pacific Financial trimmed | 20,838 | $2M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 20,391 | $2M | 0.3% | 2026-Q2 |
| Mountain Capital Investment Advisors Inc. new | 20,289 | $2M | 0.3% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 19,114 | $2M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 14,784 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,727 | $1M | 0.2% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 13,160 | $1M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 12,953 | $1M | 0.2% | 2026-Q2 |
| BRIGHTON JONES LLC new | 11,068 | $1M | 0.2% | 2026-Q2 |
| PFG Investments, LLC new | 10,603 | $1M | 0.1% | 2026-Q2 |
| LINCOLN CAPITAL CORP | 9,921 | $937K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 9,638 | $911K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 9,588 | $906K | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 9,395 | $888K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC new | 8,794 | $831K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 8,516 | $805K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 8,470 | $800K | 0.1% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC added | 6,739 | $637K | 0.1% | 2026-Q2 |
| Conrad Siegel Investment Advisors, Inc. trimmed | 6,481 | $612K | 0.1% | 2026-Q2 |
| ENTRUST FINANCIAL LLC trimmed | 6,427 | $607K | 0.1% | 2026-Q2 |
| Kondo Wealth Advisors, Inc. trimmed | 5,501 | $520K | 0.1% | 2026-Q2 |
| Montecito Bank & Trust new | 4,960 | $469K | 0.1% | 2026-Q2 |
| Gemmer Asset Management LLC added | 4,504 | $425K | 0.1% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. new | 4,429 | $418K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 4,388 | $415K | 0.1% | 2026-Q2 |
| TFC Financial Management, Inc. added | 4,109 | $388K | 0.1% | 2026-Q2 |
| Heritage Wealth Advisors trimmed | 4,083 | $386K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,710 | $350K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 3,606 | $341K | 0.0% | 2026-Q2 |
| Aaron Wealth Advisors LLC | 3,517 | $332K | 0.0% | 2026-Q2 |
| Collaborative Wealth Managment Inc. | 3,455 | $326K | 0.0% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 3,287 | $311K | 0.0% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC | 3,172 | $300K | 0.0% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 3,029 | $286K | 0.0% | 2026-Q2 |
| Wealth Alliance Advisory Group, LLC new | 2,786 | $263K | 0.0% | 2026-Q2 |
| WEALTH EFFECTS LLC new | 2,725 | $257K | 0.0% | 2026-Q2 |
| Belpointe Asset Management LLC added | 2,721 | $257K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 2,716 | $257K | 0.0% | 2026-Q2 |
| Skyline Advisors, Inc. trimmed | 2,463 | $233K | 0.0% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. new | 2,446 | $231K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 2,220 | $210K | 0.0% | 2026-Q2 |
| Plum Street Advisors, LLC new | 2,176 | $206K | 0.0% | 2026-Q2 |
| Arbor Investment Advisors, LLC trimmed | 2,174 | $205K | 0.0% | 2026-Q2 |
| EVERMAY WEALTH MANAGEMENT LLC | 2,009 | $190K | 0.0% | 2026-Q2 |
| CDKV HOLDINGS LLC trimmed | 1,800 | $170K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 1,220 | $115K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 1,089 | $103K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 711 | $67K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 330 | $31K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 316 | $30K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. new | 260 | $25K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 250 | $24K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 212 | $20K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 109 | $10K | 0.0% | 2026-Q2 |
| Frazier Financial Advisors, LLC | 100 | $9K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 60 | $6K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 22 | $2K | 0.0% | 2026-Q2 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV trimmed | 192,577 | $16M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 75,860 | $6M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Sandbox Financial Partners, LLC trimmed | 44,150 | $4M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 30,847 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JOURNEY STRATEGIC WEALTH LLC added | 21,203 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Strategic Financial Planning, Inc. new | 55,578 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 7,049 | $564K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Focus Partners Advisor Solutions, LLC trimmed | 4,221 | $338K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NATURAL INVESTMENTS, LLC trimmed | 3,883 | $310K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 3,489 | $279K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA added | 414 | $33K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| O'Brien Wealth Partners LLC trimmed | 277,873 | $23M | 3.4% | 2025-Q4 stale (2 quarters behind) |
| Legacy Advisors, LLC new | 115,572 | $10M | 1.4% | 2025-Q4 stale (2 quarters behind) |
| LongView Asset Management LLC added | 94,828 | $8M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 200 | $17K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 790 | $65K | 0.0% | 2025-Q3 stale (3 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.