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CVIE

$73.61$-0.00 (-0.00%)

Prices delayed up to 5 minutes

AC Intelligence

AC Intelligence

AC Intelligence for CVIE is being prepared.

Key Stats

Key Stats

Open

$72.97

Day High

$73.92

Day Low

$72.42

Prev Close

$73.61

Volume

0

Avg Volume

34.4K

Day Change

$-0.00

Change %

-0.00%

Fundamentals

Earnings History

Insider Activity

Who Owns This Stock

Who Owns CVIE

Other86.5%52 holders
Quality / Compounder11.0%2 holders
Income / Defensive1.5%1 holder
Dealer / Bank0.7%3 holders

Based on Q4 2025 13F filings + AC behavioral model

59 institutional holders

Top Holders

1.COMMONWEALTH EQUITY SERVICES, LLC
+3.7%$53924.9B
2.Wealthspire Advisors, LLC
+9.9%$31809.8B
3.AMERIPRISE FINANCIAL INC
+47.6%$26321.8B
4.Rossby Financial, LCC
+8.1%$22111.7B
5.World Investment Advisors
$16793.7B
6.LongView Asset Management LLC
+3.3%$9612.7B
7.O'Brien Wealth Partners LLC
-1.1%$8535.0B
8.MERCER GLOBAL ADVISORS INC /ADV
$8535.0B
9.ST GERMAIN D J CO INC
+19.5%$7413.0B
10.MGO ONE SEVEN LLC
$4582.2B
11.JANE STREET GROUP, LLC
$4421.4B
12.Gateway Wealth Partners, LLC
+2.6%$4170.6B
+31.2%$3149.4B
$2949.3B
15.EP Wealth Advisors, LLC
$2575.1B
16.Archer Investment Management, LLC
-20.7%$2521.5B
17.Modern Wealth Management, LLC
+8.9%$2467.5B
18.RAYMOND JAMES FINANCIAL INC
+356.6%$2450.2B
19.EVOLVE PRIVATE WEALTH, LLC
$1827.7B
20.Morgan Stanley IM
$1677.9B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)
SELLINGBUYING
Mild Selling Pressure
Other(86.5%)
Quality / Compounder(11.0%)
Holds through
Income / Defensive(1.5%)
Inflows (flight to yield)
Dealer / Bank(0.7%)
Facilitating
Tactical / Macro(0.3%)
Reducing rapidly

11% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Sentiment Signals

Sentiment Signals

Insider ActivityNo insider transactions in last 90 daysSEC Form 4
↑↑Inst. Flows48 increased/new, 8 decreased/exited (13F)AC 13F Analysis

Sources: SEC Form 4, AC 13F Analysis

On AcidCapitalist

On AcidCapitalist

No recent mentions of CVIE on AcidCapitalist.

Data provided by Finnhub. Prices delayed up to 5 minutes.