Who owns CVMC
Which tracked institutional funds hold CVMC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CVMC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
12 tracked funds added or opened CVMC while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
CVMC’s largest tracked holder by dollar value, First Pacific Financial, sizes it at 2.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CVMC 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 CVMC, 26 increased or opened the position and 21 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 CVMC 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 2
- GOLDMAN SACHS GROUP INC$6M
- TFC Financial Management, Inc.$5M
Full exits 3
- NATURAL INVESTMENTS, LLC$2M
- CWM, LLC$1M
- Sandbox Financial Partners, LLC$972K
Largest adds
- First Pacific Financial$3M
- EP Wealth Advisors, LLC$2M
- North Berkeley Wealth Management, LLC$2M
- Financial Engines Advisors L.L.C.$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$736K
- Joel Adams & Associates, Inc.$631K
Largest trims
- MORGAN STANLEY$11M
- Horizon Investments, LLC$352K
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 |
|---|---|---|---|---|
| First Pacific Financial added | 255,950 | $19M | 22.9% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 116,055 | $9M | 10.4% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 110,192 | $8M | 9.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 74,767 | $6M | 6.7% | 2026-Q2 |
| TFC Financial Management, Inc. new | 61,148 | $5M | 5.5% | 2026-Q2 |
| North Berkeley Wealth Management, LLC added | 52,819 | $4M | 4.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 37,798 | $3M | 3.4% | 2026-Q2 |
| Joel Adams & Associates, Inc. added | 29,926 | $2M | 2.7% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 22,410 | $2M | 2.0% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 16,471 | $1M | 1.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 14,945 | $1M | 1.3% | 2026-Q2 |
| Creative Planning | 11,826 | $900K | 1.1% | 2026-Q2 |
| Mason & Associates Inc added | 11,798 | $898K | 1.1% | 2026-Q2 |
| Archer Investment Management, LLC trimmed | 9,376 | $714K | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 9,087 | $692K | 0.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 6,754 | $514K | 0.6% | 2026-Q2 |
| LINCOLN CAPITAL CORP new | 5,355 | $408K | 0.5% | 2026-Q2 |
| BSW Wealth Partners trimmed | 4,754 | $362K | 0.4% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 4,697 | $358K | 0.4% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 4,697 | $358K | 0.4% | 2026-Q2 |
| Mariner, LLC added | 4,672 | $356K | 0.4% | 2026-Q2 |
| Retirement Planning Group, LLC new | 4,436 | $338K | 0.4% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 4,383 | $334K | 0.4% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 4,263 | $325K | 0.4% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 3,904 | $297K | 0.3% | 2026-Q2 |
| Collaborative Wealth Managment Inc. | 3,544 | $270K | 0.3% | 2026-Q2 |
| Gemmer Asset Management LLC trimmed | 3,213 | $245K | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,905 | $221K | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 2,682 | $204K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,500 | $190K | 0.2% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC trimmed | 1,555 | $118K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC new | 1,150 | $88K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 1,000 | $76K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 833 | $63K | 0.1% | 2026-Q2 |
| Triumph Capital Management | 825 | $63K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 621 | $47K | 0.1% | 2026-Q2 |
| Millstone Evans Group, LLC | 516 | $39K | 0.0% | 2026-Q2 |
| CDKV HOLDINGS LLC | 476 | $36K | 0.0% | 2026-Q2 |
| Milestone Investment Advisors LLC new | 328 | $25K | 0.0% | 2026-Q2 |
| Heritage Wealth Advisors trimmed | 220 | $17K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. new | 166 | $13K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 119 | $9K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 100 | $8K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 79 | $6K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 78 | $6K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 57 | $4K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 22 | $2K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 20 | $2K | 0.0% | 2026-Q2 |
| NATURAL INVESTMENTS, LLC added | 31,380 | $2M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 19,855 | $1M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Sandbox Financial Partners, LLC added | 15,186 | $972K | 1.1% | 2026-Q1 stale (1 quarter behind) |
| RMG Wealth Management LLC added | 5,703 | $405K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| JOURNEY STRATEGIC WEALTH LLC added | 6,123 | $392K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Colorado Capital Management, Inc. trimmed | 5,039 | $323K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC added | 873 | $56K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA new | 366 | $23K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| LongView Asset Management LLC added | 100,879 | $6M | 7.6% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 42,831 | $3M | 3.2% | 2025-Q4 stale (2 quarters behind) |
| BBR PARTNERS, LLC | 8,796 | $564K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Montecito Bank & Trust new | 7,345 | $471K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Modern Wealth Management, LLC | 4,483 | $287K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 945 | $61K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| US BANCORP \DE\ | 150 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Elyxium Wealth, LLC new | 34 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GPS Wealth Strategies Group, LLC | 1,953 | $124K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 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.