Who owns CVSB
Which tracked institutional funds hold CVSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CVSB 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
6 tracked funds added or opened CVSB while 10 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
CVSB’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CVSB 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 46 tracked filers holding CVSB, 28 increased or opened the position and 20 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 CVSB 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
- Moran Wealth Management, LLC$5M
- Perigon Wealth Management, LLC$2M
Full exits 6
- Betterment LLC$2M
- Strategic Financial Planning, Inc.$1M
- Cambridge Investment Research Advisors, Inc.$885K
- JANE STREET GROUP, LLC$845K
- Regal Investment Advisors LLC$620K
- NATURAL INVESTMENTS, LLC$509K
Largest adds
- MORGAN STANLEY$3M
- PFG Investments, LLC$784K
- LPL Financial LLC$568K
- Rossby Financial, LCC$412K
Largest trims
- GOLDMAN SACHS GROUP INC$7M
- Private Advisor Group, LLC$4M
- RW Investment Management LLC$270K
- Mason & Associates Inc$260K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,265,063 | $115M | 63.4% | 2026-Q2 |
| LPL Financial LLC added | 274,024 | $14M | 7.7% | 2026-Q2 |
| Pathstone Holdings, LLC | 126,194 | $6M | 3.5% | 2026-Q2 |
| Moran Wealth Management, LLC new | 106,784 | $5M | 3.0% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 75,202 | $4M | 2.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 65,514 | $3M | 1.8% | 2026-Q2 |
| Valley Financial Group, Inc. trimmed | 55,066 | $3M | 1.5% | 2026-Q2 |
| Perigon Wealth Management, LLC new | 35,131 | $2M | 1.0% | 2026-Q2 |
| Rossby Financial, LCC added | 31,179 | $2M | 0.9% | 2026-Q2 |
| PFG Investments, LLC added | 27,986 | $1M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 25,403 | $1M | 0.7% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 25,370 | $1M | 0.7% | 2026-Q2 |
| Mason & Associates Inc trimmed | 19,445 | $985K | 0.5% | 2026-Q2 |
| Prism Advisors, Inc. added | 17,652 | $894K | 0.5% | 2026-Q2 |
| DeDora Capital, Inc. added | 12,912 | $654K | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 12,268 | $621K | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 10,928 | $553K | 0.3% | 2026-Q2 |
| ROBINSON SMITH WEALTH ADVISORS LLC trimmed | 10,116 | $512K | 0.3% | 2026-Q2 |
| Sunrise Financial Services, LLC trimmed | 10,108 | $512K | 0.3% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 9,531 | $483K | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors added | 8,374 | $424K | 0.2% | 2026-Q2 |
| RW Investment Management LLC trimmed | 8,131 | $412K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 7,968 | $403K | 0.2% | 2026-Q2 |
| Secure Asset Management, LLC trimmed | 7,292 | $369K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 7,179 | $364K | 0.2% | 2026-Q2 |
| Gemmer Asset Management LLC added | 7,023 | $356K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 7,003 | $355K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,927 | $351K | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 6,502 | $329K | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 5,633 | $285K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 5,424 | $275K | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC | 4,644 | $235K | 0.1% | 2026-Q2 |
| Riverwater Partners LLC trimmed | 4,602 | $233K | 0.1% | 2026-Q2 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV new | 4,430 | $224K | 0.1% | 2026-Q2 |
| Ethos Financial Group, LLC new | 4,398 | $223K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC | 4,332 | $219K | 0.1% | 2026-Q2 |
| TECTONIC ADVISORS LLC new | 4,078 | $207K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 2,975 | $151K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC new | 2,052 | $104K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 1,962 | $99K | 0.1% | 2026-Q2 |
| TFC Financial Management, Inc. trimmed | 781 | $40K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 305 | $16K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 276 | $14K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 200 | $10K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 151 | $8K | 0.0% | 2026-Q2 |
| UBS Group AG added | 118 | $6K | 0.0% | 2026-Q2 |
| Betterment LLC added | 32,678 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Strategic Financial Planning, Inc. new | 50,704 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 17,486 | $885K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 16,707 | $845K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Regal Investment Advisors LLC new | 12,258 | $620K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| NATURAL INVESTMENTS, LLC trimmed | 10,077 | $509K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 788 | $40K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 397 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 20,980 | $1M | 0.6% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 6,534 | $331K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 4,858 | $246K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA new | 780 | $40K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Rockefeller Capital Management L.P. new | 68 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV added | 60,726 | $3M | 1.7% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC trimmed | 3,388 | $172K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| COMERICA BANK added | 2,893 | $147K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| IFP Advisors, Inc | 592 | $30K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 502 | $25K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| HM PAYSON & CO new | 33 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Good Life Advisors, LLC trimmed | 17,640 | $894K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| ST GERMAIN D J CO INC trimmed | 5,332 | $270K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 466 | $24K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| FMR LLC new | 180 | $9K | 0.0% | 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.