AI Holders Summary · Q2 2026

18 institutions reported CVKD in Q2 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 58.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$167K50K0.00%Q2 2026 02

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$64K19K0.00%Q2 2026 03

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$28K8K0.00%Q2 2026 04

Cygnus Capital Advisors, LLC

CIK 0002114319

$8K1K0.01%Q1 2026 05

Tower Research Capital LLC (TRC)

$2K7060.00%Q2 2026 09

Clearstead Advisors, LLC

CIK 0000842775

$2K6500.00%Q2 2026 10

Quest 10 Wealth Builders, Inc.

CIK 0002035215

$1K3800.00%Q2 2026 11

OSAIC HOLDINGS, INC.

CIK 0001677044

$1K3000.00%Q2 2026 12

Rockefeller Capital Management L.P.

CIK 0001739439

$5011500.00%Q2 2026 13

WELLS FARGO & COMPANY/MN

CIK 0000072971

$331990.00%Q2 2026 14

BARCLAYS PLC

CIK 0000312069

$311930.00%Q2 2026 15

Integrated Wealth Concepts LLC

CIK 0001737109

$287860.00%Q2 2026 16

Archer Investment Corp

CIK 0001803804

$234700.00%Q2 2026 17

IFP Advisors, Inc

CIK 0001641866

$100300.00%Q2 2026 18

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CIK 0000752798

$00—Q2 2025