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Institutional Holders of CVLC
HolderAmountPosition Size
($ in 1000's)
 As of
State Insurance Fund2,697,658$177,054 03/31/2024
     CVLC2,697,658$177,054 03/31/2024
Commonwealth Equity Services LLC404,177$26,527 03/31/2024
     CVLC404,177$26,527 03/31/2024
Morgan Stanley402,000$23,999 12/31/2023
     CVLC402,000$23,999 12/31/2023
O Brien Wealth Partners LLC267,635$17,566 03/31/2024
     CVLC267,635$17,566 03/31/2024
Raymond James Financial Services Advisors Inc.84,485$5,545 03/31/2024
     CVLC84,485$5,545 03/31/2024
Sandbox Financial Partners LLC37,847$2,484 03/31/2024
     CVLC37,847$2,484 03/31/2024
Orion Portfolio Solutions LLC27,052$1,609 12/31/2023
     CVLC27,052$1,609 12/31/2023
Goldman Sachs Group Inc.26,734$1,596 12/31/2023
     CVLC26,734$1,596 12/31/2023
Citadel Advisors LLC16,676$996 12/31/2023
     CVLC16,676$996 12/31/2023
Raymond James & Associates10,549$692 03/31/2024
     CVLC10,549$692 03/31/2024
First Pacific Financial7,220$474 03/31/2024
     CVLC7,220$474 03/31/2024
Gemmer Asset Management LLC4,399$289 03/31/2024
     CVLC4,399$289 03/31/2024
Fulcrum Capital LLC4,353$286 03/31/2024
     CVLC4,353$286 03/31/2024
Per Stirling Capital Management LLC.3,565$213 12/31/2023
     CVLC3,565$213 12/31/2023
Harbour Investments Inc.273$16 12/31/2023
     CVLC273$16 12/31/2023

See All: Funds Holding CVLC
See Details: Top 10 Hedge Funds Holding CVLC
Also See: CVLC Holdings Changes

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