Who owns COMMUNITY BANCORP /VT?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CMTV from SEC Form 13F filings across 48 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 48 institutions disclosed 1.9M shares of COMMUNITY BANCORP /VT worth $73.5M — about 33.8% of shares outstanding; the largest disclosed holder is Community Financial Services Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
48
13F holders
$73.5M
value, 2026 filers
33.8%
of shares outstanding (1.9M sh)
29
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CMTV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Community Financial Services Group, LLCNEW | 696,493 | $27.3M | 4.0% | 12.4% | new |
| 2 | BlackRock, Inc. | 330,212 | $12.9M | 0.0% | 5.9% | +368.7% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 225,036 | $8.8M | 0.0% | 4% | -4.0% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 129,566 | $5.1M | 0.0% | 2.3% | +102.8% |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 63,174 | $2.5M | 0.0% | 1.1% | +2.4% |
| 6 | SILVERLAKE WEALTH MANAGEMENT LLC | 62,351 | $2.4M | 0.5% | 1.1% | -0.5% |
| 7 | ALLIANCEBERNSTEIN L.P. | 60,380 | $1.9M | 0.0% | 1.1% | -2.8% |
| 8 | STATE STREET CORP | 56,153 | $2.2M | 0.0% | 1% | +488.0% |
| 9 | NORTHERN TRUST CORP | 38,959 | $1.5M | 0.0% | 0.7% | +266.1% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLCNEW | 34,517 | $1.3M | 0.0% | 0.6% | new |
| 11 | VANGUARD FIDUCIARY TRUST CO | 33,381 | $1.3M | 0.0% | 0.6% | +4.7% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW | 16,234 | $634,749 | 0.0% | 0.3% | new |
| 13 | BLAIR WILLIAM & CO/IL | 15,602 | $610,038 | 0.0% | 0.3% | 0.0% |
| 14 | WELLS FARGO & COMPANY/MN | 13,917 | $544,155 | 0.0% | 0.2% | +45.2% |
| 15 | Savant Capital, LLC | 12,298 | $480,852 | 0.0% | 0.2% | 0.0% |
| 16 | Bank of New York Mellon CorpNEW | 11,940 | $466,862 | 0.0% | 0.2% | new |
| 17 | BANK OF MONTREAL /CAN/ | 10,197 | $398,703 | 0.0% | 0.2% | 0.0% |
| 18 | Nuveen, LLCNEW | 9,967 | $389,710 | 0.0% | 0.2% | new |
| 19 | AMERICAN CENTURY COMPANIES INCNEW | 8,470 | $331,177 | 0.0% | 0.2% | new |
| 20 | MORGAN STANLEY | 7,690 | $300,680 | 0.0% | 0.1% | +22.1% |
| 21 | Kestra Advisory Services, LLC | 6,275 | $245,371 | 0.0% | 0.1% | -3.4% |
| 22 | Y-Intercept (Hong Kong) LtdNEW | 6,103 | $238,627 | 0.0% | 0.1% | new |
| 23 | GOLDMAN SACHS GROUP INCNEW | 5,579 | $218,139 | 0.0% | 0.1% | new |
| 24 | DEUTSCHE BANK AG\NEW | 4,978 | $194,640 | 0.0% | 0.1% | new |
| 25 | UBS Group AG | 4,783 | $187,016 | 0.0% | 0.1% | +2713.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.