CRESALTA SMA AND MID-CAP ETF (CVSM) Institutional Ownership and Insiders Activity

CRESALTA SMA AND MID-CAP ETF (CVSM) is widely held by institutional investors, with 2 firms reporting positions valued at approximately $91.91M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Amg National Trust Bank is the largest disclosed holder, reporting approximately $91.68M in CVSM holdings in its latest filing.

Institutional ownership remains highly concentrated, with Amg National Trust Bank representing the majority of disclosed value.