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☆CVLC

81 in-universe funds with a nonzero position in CVLC within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#328
Score / z0.741 / 0.65
Consensus32.86 over 52 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆State Insurance Fund CIK 0001970005 0.919 1 216.0 100.0% 4 +0.0 pp +0.0 pp +0.0 pp +100.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 61.6 0.5% 4 -0.0 pp +0.2 pp +0.4 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 44.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 24.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 17.7 3.7% 4 -0.9 pp -0.7 pp -0.5 pp +3.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 15.8 4.5% 4 +0.0 pp +0.0 pp -0.0 pp +4.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 7.8 5.8% 3 +0.6 pp +2.2 pp +5.8 pp +5.8 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 6.8 3.6% 2 +2.4 pp +3.6 pp +3.6 pp +3.6 pp
☆CWM, LLC CIK 0001535847 0.788 5645 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 5.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 4.9 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Riverwater Partners LLC CIK 0001882572 0.130 209 4.7 1.6% 4 -0.1 pp +0.3 pp +0.5 pp +1.6 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 3.5 1.0% 4 -0.1 pp -0.0 pp +0.0 pp +1.0 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Capital LLC CIK 0001724090 0.494 103 2.2 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆First Pacific Financial CIK 0001810089 0.717 510 1.7 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.6 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 0.6 0.2% 5 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.4 0.1% 4 -0.4 pp -0.4 pp -0.4 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.3 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -3.1 pp -3.1 pp -3.4 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 -5.6 pp -5.2 pp -4.2 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CVLC). Qtrs Held counts distinct quarters this fund has actually held CVLC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CVLC position size. Δ columns are the percentage-point change in CVLC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status