Who owns CNAV?
Institutional ownership of CNAV from SEC Form 13F filings across 9 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.
9
13F holders
$24.4M
value, 2026 filers
509,923
shares disclosed
3
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 CNAV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 440,323 | $21.1M | 0.1% | — | -1.3% |
| 2 | Maridea Wealth Management LLCNEW | 33,735 | $1.6M | 0.2% | — | new |
| 3 | FSA Advisors, Inc. | 10,808 | $517,603 | 0.2% | — | -3.0% |
| 4 | Signal Advisors Wealth, LLC | 9,731 | $466,024 | 0.0% | — | 0.0% |
| 5 | GTS SECURITIES LLC | 6,668 | $319,337 | 0.0% | — | -23.7% |
| 6 | CMC Financial GroupNEW | 5,701 | $273,025 | 0.5% | — | new |
| 7 | Key Capital Management, INC | 2,375 | $113,740 | 0.1% | — | -0.1% |
| 8 | Lloyd Advisory Services, LLC.NEW | 579 | $27,729 | 0.0% | — | new |
| 9 | UBS Group AG | 3 | $144 | 0.0% | — | -98.8% |
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.