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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
1 top institutions tracked
Last 13F trend: accumulating (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
91 filers reported a long position in CVIE for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $67.8M | 797.4K | +0.9% |
| Wealthspire Advisors, LLC | $39.5M | 464.9K | +3.1% |
| Rossby Financial, LCC | $33.6M | 395.2K | +9.6% |
| AMERIPRISE FINANCIAL INC | $31.4M | 369.7K | +0.3% |
| World Investment Advisors | $17.5M | 241.1K | Unchanged |
| EP Wealth Advisors, LLC | $14.6M | 171.3K | +0.1% |
| MORGAN STANLEY | $12.5M | 146.6K | +53.2% |
| North Berkeley Wealth Management, LLC | $9.9M | 116.1K | +26.8% |
| ST GERMAIN D J CO INC | $9M | 106K | +0.2% |
| RAYMOND JAMES FINANCIAL INC | $8.1M | 94.8K | +11.6% |
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