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Institutional Holdings

CVBF

Ownership Summary

Institutions Holding
245
Total Shares Held
107,738,403
Total Value Held
$1,982,015,885
Quarter
2025-12-31

Active Positions

Increased Positions
5
236,575 shares
Decreased Positions
1
722,698 shares
Held Positions
2
1,489 shares
New Positions
233
106,777,641 shares
Sold Out Positions
4
100,727 shares
Institution Shares Value Change % of Portfolio Reported
GEODE CAPITAL MANAGEMENT, LLC 3,214,711 $59,803,775 New position 2025-12-31
Bank of New York Mellon Corp 1,388,398 $25,824,201 New position 2025-12-31
KENNEDY CAPITAL MANAGEMENT LLC 623,650 $14,063,308 New position 0.25% 2026-06-30
AMERIPRISE FINANCIAL INC 243,754 $4,540,362 New position 2025-12-31
Rhino Investment Partners, Inc 314,278 $7,086,969 New position 2.14% 2026-06-30
MARSHALL WACE, LLP 166,258 $3,092,398 New position 2025-12-31
DARK FOREST CAPITAL MANAGEMENT LP 29,043 $540,200 New position 2025-12-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 122,604 $2,280,434 New position 2025-12-31
Rosenthal | Henry Capital Advisors, Inc. 123,534 $2,785,691 New position 2.44% 2026-06-30
Neo Ivy Capital Management 110,959 $2,502,125 ▲ +90,429 0.58% 2026-06-30
Russell Investments Group, Ltd. 21,020 $390,971 New position 2025-12-31
MetLife Investment Management, LLC 71,002 $1,320,637 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 34,417 $640,156 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 41,117 $764,776 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 35,030 $651,558 New position 2025-12-31
NISA INVESTMENT ADVISORS, LLC 50,441 $1,137,445 ▲ +8,179 0.00% 2026-06-30
YOUSIF CAPITAL MANAGEMENT, LLC 43,284 $976,054 ▲ +9,228 0.01% 2026-06-30
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 29,463 $548,012 New position 2025-12-31
KLP KAPITALFORVALTNING AS 28,600 $536,822 New position 2025-12-31
WHITTIER TRUST CO OF NEVADA INC 31,791 $717,841 ▲ +31,584 0.01% 2026-06-30
Neuberger Berman Group LLC 19,019 $353,753 New position 2025-12-31
Pinnacle Holdings, LLC 19,803 $368,336 New position 2025-12-31
Nuveen, LLC 318,447 $5,923,114 New position 2025-12-31
DNB Asset Management AS 9,824 $221,531 New position 0.00% 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 6,850 $127,136 New position 2025-12-31
STRS OHIO 5,200 $117,260 New position 0.00% 2026-06-30
Sterling Capital Management LLC 7,538 $140,207 New position 2025-12-31
WHITTIER TRUST CO 7,140 $137,500 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2,083 $38,744 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 1,606 $29,866 New position 2025-12-31
MassMutual Private Wealth & Trust, FSB 1,385 $31,232 Unchanged 0.00% 2026-06-30
Napier Financial, LLC 577 $13,011 New position 0.00% 2026-06-30
HUNTINGTON NATIONAL BANK 310 $5,766 New position 2025-12-31
NewEdge Advisors, LLC 200 $3,720 New position 2025-12-31
SBI Securities Co., Ltd. 164 $3,050 New position 2025-12-31
LSV ASSET MANAGEMENT 122,900 $2,286 New position 2025-12-31
BROWN BROTHERS HARRIMAN & CO 122 $2,269 New position 2025-12-31
MANNING & NAPIER ADVISORS LLC 80 $1,792 New position 0.00% 2026-06-30
FARMERS & MERCHANTS INVESTMENTS INC 80 $1,488 New position 2025-12-31
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 32,542 $605 New position 2025-12-31
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 39,313 $731 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 19,080 $355 New position 2025-12-31
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 9 $203 New position 0.00% 2026-06-30
Covestor Ltd 7,260 $135 New position 2025-12-31
Jump Financial, LLC 0 $0 Sold out 2026-06-30
Entropy Technologies, LP 0 $0 Sold out 2026-06-30
GAMCO INVESTORS, INC. ET AL 10,000 $186,000 New position 2025-12-31
CURIO WEALTH, LLC 0 $0 Sold out 2026-06-30
BlackRock, Inc. 19,162,467 $356,421,882 New position 2025-12-31
VANGUARD GROUP INC 14,681,362 $273,073,332 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 7,281,980 $135,446,623 New position 2025-12-31
FMR LLC 6,833,188 $127,097,297 New position 2025-12-31
STATE STREET CORP 6,675,258 $125,486,673 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,488,821 $102,092,071 New position 2025-12-31
FULLER & THALER ASSET MANAGEMENT, INC. 4,244,886 $78,954,868 New position 2025-12-31
Parallel Advisors, LLC 3,821,019 $71,070,953 New position 2025-12-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 2,777,298 $51,657,769 New position 2025-12-31
MORGAN STANLEY 2,369,413 $44,071,123 New position 2025-12-31
HoldCo Asset Management, LP 2,223,972 $41,365,879 New position 2025-12-31
Capital Research Global Investors 2,131,818 $39,651,815 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 2,031,381 $37,783,687 New position 2025-12-31
NORTHERN TRUST CORP 1,487,530 $27,668,059 New position 2025-12-31
WELLINGTON MANAGEMENT GROUP LLP 1,075,272 $20,000,060 New position 2025-12-31
GOLDMAN SACHS GROUP INC 946,289 $17,600,969 New position 2025-12-31
CITADEL ADVISORS LLC 796,543 $14,815,700 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 780,012 $14,508,223 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 722,698 $13,442,177 ▼ -63,692 2025-12-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 714,209 $13,284,287 New position 2025-12-31
TWO SIGMA INVESTMENTS, LP 699,423 $13,009,268 New position 2025-12-31
Citizens Business Bank 342,861 $12,754,430 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 536,894 $9,986,228 New position 2025-12-31
Invesco Ltd. 532,352 $9,901,748 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 468,453 $8,713,237 New position 2025-12-31
PUBLIC SECTOR PENSION INVESTMENT BOARD 445,032 $8,277,595 New position 2025-12-31
FIRST TRUST ADVISORS LP 429,561 $7,989,841 New position 2025-12-31
Cliffwater LLC 412,247 $7,667,794 New position 2025-12-31
RHUMBLINE ADVISERS 391,212 $7,276,525 New position 2025-12-31
Legal & General Group Plc 326,523 $6,073,327 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 307,316 $5,716,079 New position 2025-12-31
Brevan Howard Capital Management LP 300,000 $5,584,500 New position 2025-12-31
RENAISSANCE TECHNOLOGIES LLC 286,492 $5,328,751 New position 2025-12-31
FJ Capital Management LLC 275,132 $5,117,455 New position 2025-12-31
Swiss National Bank 258,200 $4,802,520 New position 2025-12-31
BARCLAYS PLC 242,870 $4,517,384 New position 2025-12-31
Mirae Asset Global Investments Co., Ltd. 232,524 $4,324,946 New position 2025-12-31
BOOTHBAY FUND MANAGEMENT, LLC 194,459 $3,616,937 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 192,214 $3,575,174 New position 2025-12-31
CLIFFORD CAPITAL PARTNERS LLC 190,364 $3,540,770 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 182,704 $3,398,294 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 180,360 $3,354,695 New position 2025-12-31
JPMORGAN CHASE & CO 178,590 $3,321,773 New position 2025-12-31
WELLS FARGO & COMPANY/MN 176,607 $3,284,894 New position 2025-12-31
Cerity Partners LLC 172,254 $3,203,916 New position 2025-12-31
BALYASNY ASSET MANAGEMENT L.P. 166,009 $3,087,767 New position 2025-12-31
UBS Group AG 161,339 $3,000,906 New position 2025-12-31
D. E. Shaw & Co., Inc. 140,231 $2,608,297 New position 2025-12-31
TWO SIGMA ADVISERS, LP 123,900 $2,304,540 New position 2025-12-31
PRUDENTIAL FINANCIAL INC 121,166 $2,253,688 New position 2025-12-31
Momentous Wealth Management, Inc. 117,451 $2,184,589 New position 2025-12-31
State of New Jersey Common Pension Fund D 116,840 $2,173,224 New position 2025-12-31
CITIGROUP INC 115,820 $2,154,251 New position 2025-12-31
Rafferty Asset Management, LLC 110,257 $2,050,780 New position 2025-12-31
DEUTSCHE BANK AG\ 108,665 $2,021,169 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 108,282 $2,014,045 New position 2025-12-31
Quantinno Capital Management LP 105,007 $1,953,148 New position 2025-12-31
North Reef Capital Management LP 103,824 $1,931,126 New position 2025-12-31
Creative Planning 103,643 $1,927,760 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 92,557 $1,721,560 New position 2025-12-31
Connor, Clark & Lunn Investment Management Ltd. 92,050 $1,712,130 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 91,906 $1,709,459 New position 2025-12-31
LPL Financial LLC 84,345 $1,568,822 New position 2025-12-31
PMC FIG Opportunities LLC 78,587 $1,461,718 New position 2025-12-31
Laurion Capital Management LP 75,388 $1,402,216 New position 2025-12-31
FRANKLIN RESOURCES INC 69,340 $1,289,724 New position 2025-12-31
Illinois Municipal Retirement Fund 67,931 $1,263,517 New position 2025-12-31
Mason & Associates Inc 66,040 $1,228,344 New position 2025-12-31
Elo Mutual Pension Insurance Co 64,650 $1,202,490 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 63,803 $1,186,739 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 63,143 $1,174,460 New position 2025-12-31
Mariner, LLC 62,193 $1,156,848 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 60,691 $1,128,853 New position 2025-12-31
Bolthouse Investments, LLC 59,383 $1,104,519 New position 2025-12-31
JANUS HENDERSON GROUP PLC 58,242 $1,083,010 New position 2025-12-31
Point72 Asset Management, L.P. 56,559 $1,051,997 New position 2025-12-31
COMERICA BANK 54,991 $1,022,832 New position 2025-12-31
JACOBS ASSET MANAGEMENT, LLC 54,529 $1,014,239 New position 2025-12-31
VARCOV Co. 53,273 $990,878 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 51,849 $964,391 New position 2025-12-31
Graham Capital Management, L.P. 50,120 $932,232 New position 2025-12-31
FEDERATED HERMES, INC. 49,030 $911,958 New position 2025-12-31
D.A. DAVIDSON & CO. 47,362 $880,933 New position 2025-12-31
COMMONWEALTH EQUITY SERVICES, LLC 46,524 $865,340 New position 2025-12-31
Squarepoint Ops LLC 44,715 $831,699 New position 2025-12-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 44,300 $823,980 New position 2025-12-31
IEQ CAPITAL, LLC 43,915 $816,819 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 41,107 $764,582 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 38,004 $706,874 New position 2025-12-31
Arizona State Retirement System 36,444 $677,858 New position 2025-12-31
Apriem Advisors 34,500 $641,700 New position 2025-12-31
State of Tennessee, Department of Treasury 30,047 $592,227 New position 2025-12-31
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 31,837 $592,168 New position 2025-12-31
Verition Fund Management LLC 30,993 $576,470 New position 2025-12-31
World Investment Advisors 29,166 $542,487 New position 2025-12-31
MQS Management LLC 28,545 $530,937 New position 2025-12-31
Persistent Asset Partners Ltd 28,063 $521,972 New position 2025-12-31
Campbell & CO Investment Adviser LLC 25,828 $480,401 New position 2025-12-31
Bleakley Financial Group, LLC 25,411 $472,645 New position 2025-12-31
ProShare Advisors LLC 25,393 $472,309 New position 2025-12-31
LAZARI CAPITAL MANAGEMENT, INC. 24,376 $453,394 New position 2025-12-31
US BANCORP \DE\ 24,375 $453,375 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 23,939 $445,265 New position 2025-12-31
Vanguard Personalized Indexing Management, LLC 23,901 $444,559 New position 2025-12-31
Allworth Financial LP 22,011 $409,405 New position 2025-12-31
Y-Intercept (Hong Kong) Ltd 21,923 $407,768 New position 2025-12-31
PROFUND ADVISORS LLC 21,654 $402,764 New position 2025-12-31
Merit Financial Group, LLC 21,350 $397,142 New position 2025-12-31
Pictet Asset Management Holding SA 21,319 $396,533 New position 2025-12-31
XTX Topco Ltd 20,544 $382,118 New position 2025-12-31
ROYAL BANK OF CANADA 20,051 $373,000 New position 2025-12-31
Corient Private Wealth LLC 19,597 $364,501 New position 2025-12-31
Maryland State Retirement & Pension System 18,848 $350,573 New position 2025-12-31
Sequoia Financial Advisors, LLC 18,348 $341,269 New position 2025-12-31
Pathstone Holdings, LLC 16,893 $314,758 New position 2025-12-31
Brooklyn Investment Group 16,204 $310,793 New position 2025-12-31
SEI INVESTMENTS CO 15,821 $294,262 New position 2025-12-31
Steward Partners Investment Advisory, LLC 15,428 $286,966 New position 2025-12-31
EntryPoint Capital, LLC 15,342 $285,361 New position 2025-12-31
Man Group plc 15,071 $280,321 New position 2025-12-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 14,698 $273,383 New position 2025-12-31
Vident Advisory, LLC 14,166 $263,504 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 14,013 $260,641 New position 2025-12-31
BANK OF MONTREAL /CAN/ 13,035 $242,451 New position 2025-12-31
CIBC Asset Management Inc 12,980 $241,428 New position 2025-12-31
DRW Securities, LLC 12,533 $233,113 New position 2025-12-31
Soltis Investment Advisors LLC 12,126 $225,553 New position 2025-12-31
FORONJY FINANCIAL LLC 11,953 $222,326 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 11,750 $218,550 New position 2025-12-31
Farringdon Capital, Ltd. 11,653 $216,746 New position 2025-12-31
Savant Capital, LLC 11,342 $210,962 New position 2025-12-31
Ameritas Investment Partners, Inc. 11,051 $205,549 New position 2025-12-31
PRIVATE MANAGEMENT GROUP INC 10,727 $199,522 New position 2025-12-31
Whelan Financial 10,619 $197,513 New position 2025-12-31
Global Retirement Partners, LLC 10,533 $195,913 New position 2025-12-31
XPONANCE LLC 10,364 $192,770 New position 2025-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,326 $192,064 New position 2025-12-31
HCR Wealth Advisors 10,000 $186,000 New position 2025-12-31
Ensign Peak Advisors, Inc 8,793 $163,550 New position 2025-12-31
Pinnacle Wealth Planning Services, Inc. 7,889 $146,735 New position 2025-12-31
OSAIC HOLDINGS, INC. 7,745 $144,068 New position 2025-12-31
CALDWELL SUTTER CAPITAL, INC. 5,068 $94,265 New position 2025-12-31
Smartleaf Asset Management LLC 4,137 $77,776 New position 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,644 $75,343 New position 2025-12-31
Larson Financial Group LLC 2,411 $44,845 New position 2025-12-31
Kestra Advisory Services, LLC 2,242 $41,708 New position 2025-12-31
Aster Capital Management (DIFC) Ltd 1,989 $36,995 New position 2025-12-31
EverSource Wealth Advisors, LLC 1,712 $31,844 New position 2025-12-31
NOMURA ASSET MANAGEMENT CO LTD 1,620 $30,132 New position 2025-12-31
UMB Bank, n.a. 1,571 $29,220 New position 2025-12-31
FIFTH THIRD BANCORP 1,469 $27,323 New position 2025-12-31
SageView Advisory Group, LLC 1,257 $23,389 New position 2025-12-31
Tower Research Capital LLC (TRC) 1,148 $21,353 New position 2025-12-31
BESSEMER GROUP INC 1,093,938 $20,348 New position 2025-12-31
Salomon & Ludwin, LLC 972 $18,614 New position 2025-12-31
SIMPLEX TRADING, LLC 830 $15,438 New position 2025-12-31
Rockefeller Capital Management L.P. 824 $15,327 New position 2025-12-31
Eurizon Capital SGR S.p.A. 717 $13,336 New position 2025-12-31
Root Financial Partners, LLC 484 $9,002 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 445 $8,277 New position 2025-12-31
Ares Financial Consulting, LLC 434 $8,072 New position 2025-12-31
Parkside Financial Bank & Trust 420 $7,813 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 382 $7,106 New position 2025-12-31
Quarry LP 343 $6,380 New position 2025-12-31
Bare Financial Services, Inc 338 $6,287 New position 2025-12-31
Arax Advisory Partners 265 $4,930 New position 2025-12-31
Mitsubishi UFJ Asset Management Co., Ltd. 198 $3,697 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 152,355 $2,834 New position 2025-12-31
MAI Capital Management 146 $2,716 New position 2025-12-31
Quent Capital, LLC 122 $2,267 New position 2025-12-31
CANADA LIFE ASSURANCE Co 116,998 $2,175 New position 2025-12-31
Physician Wealth Advisors, Inc. 108 $2,009 New position 2025-12-31
Prestige Wealth Management Group LLC 104 $1,956 Unchanged 2025-12-31
IFP Advisors, Inc 100 $1,860 ▲ +3 2025-12-31
THRIVENT FINANCIAL FOR LUTHERANS 88,366 $1,644 New position 2025-12-31
Keating Financial Advisory Services, Inc. 64 $1,190 New position 2025-12-31
NATIXIS ADVISORS, LLC 42,363 $788 New position 2025-12-31
HRT FINANCIAL LP 38,707 $719 New position 2025-12-31
AMALGAMATED BANK 37,679 $701 New position 2025-12-31
Handelsbanken Fonder AB 33,011 $614 New position 2025-12-31
Inspire Investing, LLC 32 $604 New position 2025-12-31
CIBC Private Wealth Group LLC 30 $558 New position 2025-12-31
Bruce G. Allen Investments, LLC 28 $521 New position 2025-12-31
Cornerstone Financial Management LLC 25 $465 New position 2025-12-31
CWM, LLC 20,890 $388 New position 2025-12-31
Ankerstar Wealth, LLC 14 $263 New position 2025-12-31
HANTZ FINANCIAL SERVICES, INC. 12,896 $240 New position 2025-12-31
Bay Harbor Wealth Management, LLC 12 $225 New position 2025-12-31
GILPIN WEALTH MANAGEMENT, LLC 12 $224 New position 2025-12-31
PRAXIS INVESTMENT MANAGEMENT INC 10,060 $187 New position 2025-12-31
HFM Investment Advisors, LLC 10 $186 New position 2025-12-31
KBC Group NV 7,774 $144 New position 2025-12-31
Dunhill Financial, LLC 3 $49 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 2,208 $41 New position 2025-12-31
Torren Management, LLC 2 $30 New position 2025-12-31
TD Waterhouse Canada Inc. 1 $19 New position 2025-12-31
Erste Asset Management GmbH 0 $0 Sold out 2025-12-31