Who owns CVRT
Which tracked institutional funds hold CVRT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CVRT 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
The tracked-fund tape on CVRT is one-sided between 2026-Q1 and 2026-Q2: 4 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
CVRT’s largest tracked holder by dollar value, Client First Investment Management LLC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CVRT 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 16 tracked filers holding CVRT, 11 increased or opened the position and 5 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 CVRT 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 1
- Client First Investment Management LLC$3M
Largest adds
- TRUIST FINANCIAL CORP$801K
- Realta Investment Advisors$641K
- OSAIC HOLDINGS, INC.$496K
Largest trims
- JANE STREET GROUP, LLC$590K
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 |
|---|---|---|---|---|
| Client First Investment Management LLC new | 62,004 | $3M | 22.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 54,280 | $3M | 19.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 27,680 | $1M | 9.9% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 16,393 | $843K | 5.9% | 2026-Q2 |
| Realta Investment Advisors added | 16,350 | $841K | 5.9% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 15,470 | $796K | 5.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 12,279 | $632K | 4.4% | 2026-Q2 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 12,000 | $617K | 4.3% | 2026-Q2 |
| Grantvest Financial Group LLC added | 11,206 | $576K | 4.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 8,719 | $448K | 3.1% | 2026-Q2 |
| Brookstone Capital Management new | 5,782 | $297K | 2.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 4,772 | $245K | 1.7% | 2026-Q2 |
| LPL Financial LLC new | 4,023 | $207K | 1.4% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 580 | $30K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 200 | $10K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 7 | $360 | 0.0% | 2026-Q2 |
| Aurora Private Wealth, Inc. | 5,254 | $200K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 1,789 | $74K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Elequin Capital, LP trimmed | 1,497 | $57K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| OneDigital Investment Advisors LLC added | 8,209 | $298K | 2.1% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC added | 4,817 | $175K | 1.2% | 2025-Q3 stale (3 quarters behind) |
| AdvisorNet Financial, Inc | 1,270 | $46K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| FLAGSTAR ADVISORS INC trimmed | 9,041 | $290K | 2.0% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Investment Research Advisors, Inc. new | 7,721 | $248K | 1.7% | 2025-Q2 stale (4 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.