CVIE(CVIE)
CVIE
$84.23—Stale · unknown old
NYSE • Last print unknown ago
$84.23—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 797.39K | Jun 30, 26 | +7.34K | 15.73% |
| Wealthspire Advisors, LLC | 464.92K | Jun 30, 26 | +13.77K | 9.17% |
| Rossby Financial, LCC | 395.23K | Jun 30, 26 | +34.51K | 7.80% |
| AMERIPRISE FINANCIAL INC | 369.69K | Jun 30, 26 | +978 | 7.29% |
| Pensionmark Financial Group, LLC | 241.08K | Jun 30, 26 | -- | 4.76% |
| EP Wealth Advisors, LLC | 171.26K | Jun 30, 26 | +204 | 3.38% |
| MORGAN STANLEY | 146.61K | Jun 30, 26 | +50.89K | 2.89% |
| ST GERMAIN D J CO INC | 105.97K | Jun 30, 26 | +230 | 2.09% |
| RAYMOND JAMES FINANCIAL INC | 94.82K | Jun 30, 26 | +9.86K | 1.87% |
| MERCER GLOBAL ADVISORS INC /ADV | 88.04K | Jun 30, 26 | -833 | 1.74% |
| Modern Wealth Management, LLC | 80.62K | Jun 30, 26 | +19.91K | 1.59% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78.16K | Jun 30, 26 | +78.16K | 1.54% |
| TOMPKINS FINANCIAL CORP | 69.59K | Jun 30, 26 | +69.59K | 1.37% |
| Gateway Wealth Partners, LLC | 68.23K | Jun 30, 26 | -58.66K | 1.35% |
| MGO ONE SEVEN LLC | 60.73K | Jun 30, 26 | -1.62K | 1.20% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 55.53K | Jun 30, 26 | +4.06K | 1.10% |
| Colony Group, LLC | 50.63K | Jun 30, 26 | +23.44K | 1.00% |
| SEEDS INVESTOR LLC | 45.31K | Jun 30, 26 | +12.78K | 0.89% |
| Financial Insights, Inc. | 31.99K | Jun 30, 26 | -233 | 0.63% |
| Beacon Pointe Advisors, LLC | 30.57K | Jun 30, 26 | +609 | 0.60% |
| PFG Investments, LLC | 26.62K | Jun 30, 26 | +21.09K | 0.53% |
| EVOLVE PRIVATE WEALTH, LLC | 25.30K | Jun 30, 26 | -412 | 0.50% |
| MCIA Inc | 22.32K | Jun 30, 26 | +22.32K | 0.44% |
| WEALTHGARDEN F.S. LLC | 22.27K | Jun 30, 26 | +547 | 0.44% |
| Private Advisor Group, LLC | 20.25K | Jun 30, 26 | +5.51K | 0.40% |
| ENVESTNET ASSET MANAGEMENT INC | 19.41K | Jun 30, 26 | +15.71K | 0.38% |
| AI Financial Services LLC | 19.29K | Jun 30, 26 | -660 | 0.38% |
| Brinker Capital Investments, LLC | 18.98K | Jun 30, 26 | -356 | 0.37% |
| Cambridge Investment Research Advisors, Inc. | 17.41K | Jun 30, 26 | -3.20K | 0.34% |
| Kestra Advisory Services, LLC | 16.98K | Jun 30, 26 | +1.02K | 0.33% |
| Plum Street Advisors, LLC | 16.36K | Jun 30, 26 | +653 | 0.32% |
| Cetera Investment Advisers | 15.95K | Jun 30, 26 | +11.10K | 0.31% |
| Creative Planning | 15.83K | Jun 30, 26 | -2.03K | 0.31% |
| HARBOUR INVESTMENTS, INC. | 12.86K | Jun 30, 26 | +394 | 0.25% |
| Sigma Planning Corp | 11.98K | Jun 30, 26 | +11.98K | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 11.66K | Jun 30, 26 | -779 | 0.23% |
| JANE STREET GROUP, LLC | 10.51K | Jun 30, 26 | -189.50K | 0.21% |
| Financial Engines Advisors L.L.C. | 9.58K | Jun 30, 26 | +210 | 0.19% |
| BASSO CAPITAL MANAGEMENT, L.P. | 8.17K | Jun 30, 26 | +8.17K | 0.16% |
| Kondo Wealth Advisors, Inc. | 8.04K | Jun 30, 26 | -1.39K | 0.16% |
| Mutual Advisors, LLC | 7.65K | Jun 30, 26 | +1.44K | 0.15% |
| Sequoia Financial Advisors, LLC | 7.58K | Jun 30, 26 | +7.58K | 0.15% |
| Per Stirling Capital Management, LLC. | 7.38K | Jun 30, 26 | -476 | 0.15% |
| STIFEL FINANCIAL CORP | 7.24K | Jun 30, 26 | +96 | 0.14% |
| Mariner, LLC | 7.10K | Jun 30, 26 | -280 | 0.14% |
| Archer Investment Management, LLC | 7.04K | Jun 30, 26 | -1.23K | 0.14% |
| Bensler, LLC | 6.39K | Jun 30, 26 | +6.39K | 0.13% |
| Betterment LLC | 5.83K | Jun 30, 26 | +5.83K | 0.12% |
| WNY Asset Management, LLC | 5.70K | Jun 30, 26 | +288 | 0.11% |
| RW Investment Management LLC | 5.56K | Jun 30, 26 | +437 | 0.11% |
| LPL Financial LLC | 4.51K | Jun 30, 26 | -154 | 0.09% |
| Bond & Devick Financial Network, Inc. | 4.37K | Jun 30, 26 | +4.37K | 0.09% |
| Geneos Wealth Management Inc. | 4.03K | Jun 30, 26 | -- | 0.08% |
| Ironwood Investment Counsel, LLC | 4.00K | Jun 30, 26 | -- | 0.08% |
| Conrad Siegel Investment Advisors, Inc. | 3.36K | Jun 30, 26 | -208 | 0.07% |
| LINCOLN CAPITAL CORP | 3.30K | Jun 30, 26 | -- | 0.07% |
| Sanctuary Advisors, LLC | 3.21K | Jun 30, 26 | -1.92K | 0.06% |
| Scott Capital Advisors, LLC | 2.99K | Jun 30, 26 | +2.99K | 0.06% |
| LAIRD NORTON TRUST COMPANY, LLC | 2.92K | Jun 30, 26 | -- | 0.06% |
| Collaborative Wealth Managment Inc. | 2.83K | Jun 30, 26 | -- | 0.06% |
| Atria Investments, Inc | 2.80K | Jun 30, 26 | +2.80K | 0.06% |
| Paradigm, Strategies in Wealth Management, LLC | 2.62K | Jun 30, 26 | +2.62K | 0.05% |
| PRINCIPAL SECURITIES, INC. | 2.58K | Jun 30, 26 | +2.58K | 0.05% |
| Perigon Wealth Management, LLC | 2.54K | Jun 30, 26 | +2.54K | 0.05% |
| Gibson Capital, LLC | 2.51K | Jun 30, 26 | +2.51K | 0.05% |
| Montecito Bank & Trust | 2.47K | Jun 30, 26 | +2.47K | 0.05% |
| Westview Management dba Westview Investment Advisors | 2.43K | Jun 30, 26 | +2.43K | 0.05% |
| Aaron Wealth Advisors LLC | 2.41K | Jun 30, 26 | +2.41K | 0.05% |
| NATURAL INVESTMENTS, LLC | 2.40K | Jun 30, 26 | -1.15K | 0.05% |
| First Pacific Financial | 2.22K | Jun 30, 26 | +987 | 0.04% |
| TFC Financial Management, Inc. | 2.15K | Jun 30, 26 | +5 | 0.04% |
| EVERMAY WEALTH MANAGEMENT LLC | 1.34K | Jun 30, 26 | -- | 0.03% |
| Ashton Thomas Private Wealth, LLC | 1.07K | Jun 30, 26 | +1.07K | 0.02% |
| Spire Wealth Management | 805 | Jun 30, 26 | -- | 0.02% |
| HARBOR INVESTMENT ADVISORY, LLC | 799 | Jun 30, 26 | -- | 0.02% |
| Smartleaf Asset Management LLC | 721 | Jun 30, 26 | -- | 0.01% |
| Timmons Wealth Management, LLC | 643 | Jun 30, 26 | +6 | 0.01% |
| Sunrise Financial Services, LLC | 396 | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 280 | Jun 30, 26 | -8 | 0.01% |
| Cornerstone Planning Group LLC | 236 | Jun 30, 26 | +236 | 0.00% |
| Ameritas Advisory Services, LLC | 148 | Jun 30, 26 | +148 | 0.00% |
| Silver Grove Financial Group, Inc. | 146 | Jun 30, 26 | +146 | 0.00% |
| FIFTH THIRD BANCORP | 121 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 113 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 53 | Jun 30, 26 | +27 | 0.00% |
| Aptus Capital Advisors, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| MCF Advisors LLC | 34 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 32 | Jun 30, 26 | +32 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 26 | Jun 30, 26 | +26 | 0.00% |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -5.20K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -75.79K | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -367 | -- |
| Strategic Financial Planning, Inc. | -- | Jun 30, 26 | -66.14K | -- |
| Buckingham Strategic Partners | -- | Jun 30, 26 | -2.97K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -1.60K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -120 | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -19.20K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -18.48K | -- |
| North Berkeley Wealth Management, LLC | 91.54K | Mar 31, 26 | +50.18K | 1.81% |
| CWM, LLC | 14.36K | Mar 31, 26 | +1.50K | 0.28% |
| Sandbox Financial Partners, LLC | 12.17K | Mar 31, 26 | +3.33K | 0.24% |
| LongView Asset Management LLC | 134.82K | Dec 31, 25 | +4.29K | 2.66% |
| O'Brien Wealth Partners LLC | 119.70K | Dec 31, 25 | -1.30K | 2.36% |
| COMERICA BANK | 121 | Dec 31, 25 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 21.18K | Sep 30, 24 | +1.52K | 0.42% |
| RAYMOND JAMES & ASSOCIATES | 5.49K | Sep 30, 24 | -- | 0.11% |