CVSM Institutional Ownership & Shareholders
CRESALTA SMA AND MID-CAP ETF (CVSM) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $91.91M 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 CVSM tracked by InsiderSet, reporting ownership valued at approximately $91.68M 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 $91.86M, representing an estimated gain of +0.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CVSM 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 SMA AND MID-CAP ETF (CVSM).
This page ranks the largest institutional CVSM 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
$91.91M
Largest Holder
Amg National Trust Bank
Largest Position
$91.68M
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 | 1.89% | 3,520,170 | $91,684,944 | $91,862,356 | +$177,412 | +0.19% | |
| Gts Securities Llc | 0.00% | 8,786 | $228,840 | $229,279 | +$439 | +0.19% |
Frequently asked questions about CVSM
Who are the largest institutional holders of CVSM?
The largest institutional holders of CVSM 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 CVSM position.
What is CVSM institutional ownership?
This page tracks CVSM positions reported by institutional investment managers through SEC Form 13F. CRESALTA SMA AND MID-CAP ETF (CVSM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CVSM?
InsiderSet currently tracks 2 institutional managers reporting CVSM 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 CVSM shareholders.
How much CVSM stock do institutions own?
Institutional investment managers disclosed approximately $91.91M in CVSM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CVSM institutional ownership last updated?
The latest CVSM 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 CVSM 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 CVSM position after the reporting date.
Are institutions buying or selling CVSM?
Institutional buying and selling can be analyzed by comparing CVSM positions across consecutive 13F reporting periods. InsiderSet's CVSM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CVSM ownership changes.
How has CVSM institutional ownership changed over time?
InsiderSet tracks CVSM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.