Who owns CresAlta Small and Mid-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CVSM from SEC Form 13F filings across 2 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, 2 institutions disclosed 3.5M shares of CresAlta Small and Mid-Cap ETF worth $91.9M — about 99.8% of shares outstanding; the largest disclosed holder is AMG National Trust Bank. Source: SEC Form 13F filings, parsed by EvidInvest.
2
13F holders
$91.9M
value, 2026 filers
99.8%
of shares outstanding (3.5M sh)
2
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 CVSM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AMG National Trust BankNEW | 3.5M | $91.7M | 1.9% | 99.6% | new |
| 2 | GTS SECURITIES LLCNEW | 8,786 | $228,840 | 0.0% | 0.2% | new |
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.