CVLC(CVLC)
CVLC
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| State Insurance Fund | 2.70M | Jun 30, 26 | -- | 29.56% |
| Wealthspire Advisors, LLC | 782.92K | Jun 30, 26 | +13.50K | 8.58% |
| COMMONWEALTH EQUITY SERVICES, LLC | 559.27K | Jun 30, 26 | +8.05K | 6.13% |
| AMERIPRISE FINANCIAL INC | 290.90K | Jun 30, 26 | -8.35K | 3.19% |
| Rossby Financial, LCC | 242.96K | Jun 30, 26 | +23.76K | 2.66% |
| MERCER GLOBAL ADVISORS INC /ADV | 216.86K | Jun 30, 26 | +1.73K | 2.38% |
| Colony Group, LLC | 166.89K | Jun 30, 26 | +55.14K | 1.83% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 149.52K | Jun 30, 26 | -44.59K | 1.64% |
| EP Wealth Advisors, LLC | 128.42K | Jun 30, 26 | +3.47K | 1.41% |
| Joel Adams & Associates, Inc. | 126.57K | Jun 30, 26 | +28.91K | 1.39% |
| RAYMOND JAMES FINANCIAL INC | 119.84K | Jun 30, 26 | +10.77K | 1.31% |
| Modern Wealth Management, LLC | 91.21K | Jun 30, 26 | +29.25K | 1.00% |
| Global Endowment Management, LP | 76.39K | Jun 30, 26 | +14.70K | 0.84% |
| Riverwater Partners LLC | 62.48K | Jun 30, 26 | +4.18K | 0.68% |
| FIDUCIARY TRUST CO | 50.73K | Jun 30, 26 | -325 | 0.56% |
| Westfuller Advisors, LLC | 50.22K | Jun 30, 26 | +42.77K | 0.55% |
| Creative Planning | 49.89K | Jun 30, 26 | -- | 0.55% |
| Atria Investments, Inc | 45.02K | Jun 30, 26 | -74 | 0.49% |
| GOLDMAN SACHS GROUP INC | 40.58K | Jun 30, 26 | +19.88K | 0.44% |
| TRILLIUM ASSET MANAGEMENT, LLC | 36.59K | Jun 30, 26 | +3.16K | 0.40% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 36.32K | Jun 30, 26 | -1.12K | 0.40% |
| HighTower Advisors, LLC | 35.93K | Jun 30, 26 | +5.08K | 0.39% |
| Beacon Pointe Advisors, LLC | 31.91K | Jun 30, 26 | +1.01K | 0.35% |
| Fulcrum Capital LLC | 27.02K | Jun 30, 26 | -347 | 0.30% |
| Sound Portfolio Advisors, LLC | 26.15K | Jun 30, 26 | -42.52K | 0.29% |
| Private Advisor Group, LLC | 22.70K | Jun 30, 26 | +22.70K | 0.25% |
| RW Investment Management LLC | 22.32K | Jun 30, 26 | +1.78K | 0.24% |
| Pathway Financial Advisors LLC | 22.10K | Jun 30, 26 | +2.02K | 0.24% |
| First Pacific Financial | 20.84K | Jun 30, 26 | -701 | 0.23% |
| Kestra Advisory Services, LLC | 20.39K | Jun 30, 26 | -50 | 0.22% |
| MCIA Inc | 20.29K | Jun 30, 26 | +20.29K | 0.22% |
| EVOLVE PRIVATE WEALTH, LLC | 19.11K | Jun 30, 26 | -323 | 0.21% |
| HARBOUR INVESTMENTS, INC. | 14.78K | Jun 30, 26 | +2.92K | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.73K | Jun 30, 26 | +13.73K | 0.15% |
| LAIRD NORTON TRUST COMPANY, LLC | 13.16K | Jun 30, 26 | -230 | 0.14% |
| Brinker Capital Investments, LLC | 12.95K | Jun 30, 26 | -876 | 0.14% |
| BRIGHTON JONES LLC | 11.07K | Jun 30, 26 | +21 | 0.12% |
| PFG Investments, LLC | 10.60K | Jun 30, 26 | +10.60K | 0.12% |
| LINCOLN CAPITAL CORP | 9.92K | Jun 30, 26 | -- | 0.11% |
| Mariner, LLC | 9.64K | Jun 30, 26 | +1 | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 9.59K | Jun 30, 26 | -469 | 0.11% |
| Per Stirling Capital Management, LLC. | 9.39K | Jun 30, 26 | -350 | 0.10% |
| Regal Investment Advisors LLC | 8.79K | Jun 30, 26 | +8.79K | 0.10% |
| Cetera Investment Advisers | 8.52K | Jun 30, 26 | +1.26K | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 8.47K | Jun 30, 26 | +1.84K | 0.09% |
| Relyea Zuckerberg Hanson LLC | 6.74K | Jun 30, 26 | +15 | 0.07% |
| Conrad Siegel Investment Advisors, Inc. | 6.48K | Jun 30, 26 | -444 | 0.07% |
| ENTRUST FINANCIAL LLC | 6.43K | Jun 30, 26 | -8.61K | 0.07% |
| Kondo Wealth Advisors, Inc. | 5.50K | Jun 30, 26 | -2.55K | 0.06% |
| Montecito Bank & Trust | 4.96K | Jun 30, 26 | +4.96K | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 4.84K | Jun 30, 26 | -2.21K | 0.05% |
| Gemmer Asset Management LLC | 4.50K | Jun 30, 26 | +10 | 0.05% |
| Bond & Devick Financial Network, Inc. | 4.43K | Jun 30, 26 | +4.43K | 0.05% |
| Betterment LLC | 4.40K | Jun 30, 26 | +4.40K | 0.05% |
| CITADEL ADVISORS LLC | 4.39K | Jun 30, 26 | +4.39K | 0.05% |
| TFC Financial Management, Inc. | 4.11K | Jun 30, 26 | +657 | 0.05% |
| Heritage Wealth Advisors | 4.08K | Jun 30, 26 | +4.08K | 0.04% |
| BANK OF AMERICA CORP /DE/ | 3.71K | Jun 30, 26 | -90 | 0.04% |
| J.W. COLE ADVISORS, INC. | 3.61K | Jun 30, 26 | +3 | 0.04% |
| Aaron Wealth Advisors LLC | 3.52K | Jun 30, 26 | -- | 0.04% |
| Collaborative Wealth Managment Inc. | 3.46K | Jun 30, 26 | -- | 0.04% |
| Perigon Wealth Management, LLC | 3.29K | Jun 30, 26 | +3.29K | 0.04% |
| Valtinson Bruner Financial Planning LLC | 3.17K | Jun 30, 26 | -- | 0.03% |
| NATURAL INVESTMENTS, LLC | 3.10K | Jun 30, 26 | -782 | 0.03% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 3.03K | Jun 30, 26 | +1 | 0.03% |
| Wealth Alliance Advisory Group, LLC | 2.79K | Jun 30, 26 | +2.79K | 0.03% |
| WEALTH EFFECTS LLC | 2.73K | Jun 30, 26 | +2.73K | 0.03% |
| Belpointe Asset Management LLC | 2.72K | Jun 30, 26 | +19 | 0.03% |
| MORGAN STANLEY | 2.72K | Jun 30, 26 | -- | 0.03% |
| Skyline Advisors, Inc. | 2.46K | Jun 30, 26 | -2.78K | 0.03% |
| Mesirow Financial Investment Management, Inc. | 2.45K | Jun 30, 26 | +2.45K | 0.03% |
| Ashton Thomas Private Wealth, LLC | 2.22K | Jun 30, 26 | +2.22K | 0.02% |
| Plum Street Advisors, LLC | 2.18K | Jun 30, 26 | +2.18K | 0.02% |
| Arbor Investment Advisors, LLC | 2.17K | Jun 30, 26 | +2.17K | 0.02% |
| EVERMAY WEALTH MANAGEMENT LLC | 2.01K | Jun 30, 26 | -- | 0.02% |
| CDKV HOLDINGS LLC | 1.80K | Jun 30, 26 | -411 | 0.02% |
| Triumph Capital Management | 1.22K | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.09K | Jun 30, 26 | +1.09K | 0.01% |
| IFG Advisory, LLC | 711 | Jun 30, 26 | +711 | 0.01% |
| AE Wealth Management LLC | 330 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 316 | Jun 30, 26 | -42 | 0.00% |
| Godfrey Financial Associates, Inc. | 260 | Jun 30, 26 | +260 | 0.00% |
| Farther Finance Advisors, LLC | 250 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 212 | Jun 30, 26 | +110 | 0.00% |
| Silver Grove Financial Group, Inc. | 109 | Jun 30, 26 | +109 | 0.00% |
| Frazier Financial Advisors, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 90 | Jun 30, 26 | +90 | 0.00% |
| Geneos Wealth Management Inc. | 60 | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 22 | Jun 30, 26 | +22 | 0.00% |
| Strategic Financial Planning, Inc. | -- | Jun 30, 26 | -55.58K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -3.49K | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -414 | -- |
| Buckingham Strategic Partners | -- | Jun 30, 26 | -4.22K | -- |
| North Berkeley Wealth Management, LLC | 84.82K | Mar 31, 26 | +61.09K | 0.93% |
| CWM, LLC | 75.86K | Mar 31, 26 | +6.67K | 0.83% |
| Sandbox Financial Partners, LLC | 44.15K | Mar 31, 26 | -809 | 0.48% |
| JOURNEY STRATEGIC WEALTH LLC | 21.20K | Mar 31, 26 | +16.78K | 0.23% |
| O'Brien Wealth Partners LLC | 277.87K | Dec 31, 25 | -468 | 3.04% |
| LongView Asset Management LLC | 94.83K | Dec 31, 25 | +3.24K | 1.04% |
| Orion Portfolio Solutions, LLC | 15.53K | Mar 31, 25 | -2.60K | 0.17% |
| Raymond James Financial Services Advisors, Inc. | 91.56K | Sep 30, 24 | +4.78K | 1.00% |
| GYL FINANCIAL SYNERGIES, LLC | 26.97K | Sep 30, 24 | -410 | 0.30% |
| RAYMOND JAMES & ASSOCIATES | 17.48K | Sep 30, 24 | -- | 0.19% |