CVGD Institutional Ownership & Shareholders
CRESALTA GLOBAL DIVIDEND ETF (CVGD) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $119.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Amg National Trust Bank is currently the largest disclosed institutional shareholder of CVGD tracked by InsiderSet, reporting ownership valued at approximately $119.13M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $128.14M, representing an estimated gain of +7.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CVGD value among the investors covered in this analysis. Major shareholders include Amg National Trust Bank, Gts Securities Llc, and several other long-term asset managers with concentrated positions in CRESALTA GLOBAL DIVIDEND ETF (CVGD).
This page ranks the largest institutional CVGD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$119.89M
Largest Holder
Amg National Trust Bank
Largest Position
$119.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
2
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Amg National Trust Bank | 2.45% | 4,781,409 | $119,126,410 | $128,141,761 | +$9,015,351 | +7.57% | |
| Gts Securities Llc | 0.02% | 30,727 | $765,532 | $823,484 | +$57,952 | +7.57% |
Frequently asked questions about CVGD
Who are the largest institutional holders of CVGD?
The largest institutional holders of CVGD reported in the latest SEC Form 13F filings include Amg National Trust Bank and Gts Securities Llc. InsiderSet ranks institutional holders by their latest reported CVGD position.
What is CVGD institutional ownership?
This page tracks CVGD positions reported by institutional investment managers through SEC Form 13F. CRESALTA GLOBAL DIVIDEND ETF (CVGD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CVGD?
InsiderSet currently tracks 2 institutional managers reporting CVGD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CVGD shareholders.
How much CVGD stock do institutions own?
Institutional investment managers disclosed approximately $119.89M in CVGD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CVGD institutional ownership last updated?
The latest CVGD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CVGD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CVGD position after the reporting date.
Are institutions buying or selling CVGD?
Institutional buying and selling can be analyzed by comparing CVGD positions across consecutive 13F reporting periods. InsiderSet's CVGD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CVGD ownership changes.
How has CVGD institutional ownership changed over time?
InsiderSet tracks CVGD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.