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Institutional Holdings

CVKD

Ownership Summary

Institutions Holding
26
Total Shares Held
113,765
Total Value Held
$283,030
Quarter
2026-06-30

Active Positions

Increased Positions
3
3,100 shares
Decreased Positions
1
19,024 shares
Held Positions
7
644 shares
New Positions
9
90,997 shares
Sold Out Positions
6
13,298 shares
Institution Shares Value Change % of Portfolio Reported
VANGUARD CAPITAL MANAGEMENT LLC 50,137 $167,458 New position 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 19,024 $63,540 ▼ -2,602 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 8,311 $27,759 New position 0.00% 2026-06-30
CoreCap Advisors, LLC 1,285 $4,292 New position 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 1,282 $4,282 ▲ +889 0.00% 2026-06-30
UBS Group AG 1,112 $3,714 ▲ +1,109 0.00% 2026-06-30
Grove Bank & Trust 1,000 $3,340 New position 0.00% 2026-06-30
MORGAN STANLEY 706 $2,358 ▲ +606 0.00% 2026-06-30
Clearstead Advisors, LLC 650 $2,171 New position 0.00% 2026-06-30
Quest 10 Wealth Builders, Inc. 380 $1,269 New position 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 300 $1,002 Unchanged 0.00% 2026-06-30
Rockefeller Capital Management L.P. 150 $501 Unchanged 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 99 $331 Unchanged 0.00% 2026-06-30
BARCLAYS PLC 93 $311 New position 0.00% 2026-06-30
Integrated Wealth Concepts LLC 86 $287 New position 0.00% 2026-06-30
Archer Investment Corp 35 $117 Unchanged 0.00% 2026-06-30
IFP Advisors, Inc 30 $100 Unchanged 0.00% 2026-06-30
HRT FINANCIAL LP 29,055 $97 New position 0.00% 2026-06-30
Farther Finance Advisors, LLC 25 $84 Unchanged 0.00% 2026-06-30
CALDWELL SUTTER CAPITAL, INC. 5 $17 Unchanged 0.00% 2026-06-30
JPMORGAN CHASE & CO 0 $0 Sold out 2026-06-30
BlackRock, Inc. 0 $0 Sold out 2026-06-30
Destiny Wealth Partners, LLC 0 $0 Sold out 2026-06-30
HARBOUR INVESTMENTS, INC. 0 $0 Sold out 2026-06-30
CITIGROUP INC 0 $0 Sold out 2026-06-30
CURIO WEALTH, LLC 0 $0 Sold out 2026-06-30