CVD Equipment Ownership | Who Owns CVD Equipment?
CVD Equipment Ownership Summary
CVD Equipment is owned by 11.55% institutional investors, 30.54% insiders, and 57.91% retail investors. Amh equity is the largest institutional shareholder, holding 6.07% of CVV shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.88% of its assets in CVD Equipment shares.
CVV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CVD Equipment | 11.55% | 30.54% | 57.91% |
| Sector | Industrials Stocks | 48.69% | 15.99% | 35.32% |
| Industry | Industrial Machinery Stocks | 44.20% | 11.71% | 44.10% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Amh equity | 416.93K | 6.07% | $1.40M |
| Vanguard group | 290.70K | 4.22% | $898.26K |
| Renaissance | 180.88K | 2.63% | $748.85K |
| Lpl financial | 137.54K | 2.00% | $569.42K |
| Hrt financial lp | 84.26K | 1.23% | $348.00K |
| Quinn opportunity partners | 82.54K | 1.20% | $341.73K |
| Geode capital management | 71.44K | 1.04% | $295.81K |
| Dimensional fund advisors lp | 68.36K | 0.99% | $283.02K |
| Vanguard fiduciary trust | 35.51K | 0.52% | $147.02K |
| Citadel advisors | 31.10K | 0.45% | $128.75K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Amh equity | 416.93K | 1.74% | $1.40M |
| Quinn opportunity partners | 82.54K | 0.02% | $341.73K |
| Gsa capital partners llp | 14.43K | 0.00% | $60.00K |
| Curio wealth | 2.00K | 0.00% | $8.28K |
| Virtu financial | 13.47K | 0.00% | $56.00K |
| Xtx topco | 26.71K | 0.00% | $110.57K |
| Renaissance | 180.88K | 0.00% | $748.85K |
| Hrt financial lp | 84.26K | 0.00% | $348.00K |
| Fintrust capital advisors | 300.00 | 0.00% | $1.17K |
| Caldwell sutter capital | 100.00 | 0.00% | $414.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lpl financial | 137.54K | 0.00% | 137.54K |
| Hrt financial lp | 84.26K | 0.00% | 84.26K |
| Vanguard fiduciary trust | 35.51K | - | 35.51K |
| Renaissance | 180.88K | 0.00% | 27.00K |
| Xtx topco | 26.71K | 0.00% | 26.71K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | - | - | -70.25K |
| Northern trust | - | - | -32.51K |
| Spears abacus advisors | - | - | -23.76K |
| Commonwealth equity services | - | - | -16.11K |
| Drw securities | - | - | -14.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lpl financial | 137.54K | 0.00% | 137.54K | $569.42K |
| Hrt financial lp | 84.26K | 0.00% | 84.26K | $348.00K |
| Vanguard fiduciary trust | 35.51K | - | 35.51K | $147.02K |
| Xtx topco | 26.71K | 0.00% | 26.71K | $110.57K |
| Susquehanna group, llp | 14.52K | - | 14.52K | $60.13K |
Sold Out
| Holder | Change |
|---|---|
| Barclays | -3.00 |
| Coppell advisory solutions | -16.00 |
| Fmr | -24.00 |
| Larson financial group | -136.00 |
| Royal bank of canada | -161.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 17 | -32.00% | 794,024 | 2.14% | 11 | 9.05% | 11 | - | 1 | -80.00% |
| Dec 31, 2025 | 19 | -13.64% | 724,366 | -40.33% | 10 | 3.37% | 9 | -18.18% | 2 | -33.33% |
| Sep 30, 2025 | 22 | -4.35% | 1,213,914 | 2.78% | 17 | 5.98% | 11 | -8.33% | 3 | -25.00% |
| Jun 30, 2025 | 23 | - | 1,181,046 | 46.85% | 17 | 12.54% | 12 | 50.00% | 4 | -50.00% |
| Mar 31, 2025 | 24 | 4.35% | 1,380,130 | -6.13% | 20 | 4.33% | 9 | 12.50% | 9 | 12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 198.07K | 2.88% | - |
| Vanguard Total Stock Mkt Idx Inv | 182.58K | 2.63% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 69.18K | 1.00% | - |
| Fidelity Extended Market Index | 31.69K | 0.46% | 1.69K |
| DFA US Micro Cap I | 25.33K | 0.37% | - |
| Fidelity Total Market Index | 12.48K | 0.18% | - |
| Fondcoyuntura FI | 12.00K | 0.17% | - |
| iShares Micro-Cap ETF | 10.42K | 0.15% | - |
| Spartan Extended Market Index Pool F | 8.89K | 0.13% | 3.02K |
| DFA US Small Cap I | 8.21K | 0.12% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 20, 2024 | NIELSEN RAYMOND A | No longer a reporting person | Sell | $7.43K |
| Aug 21, 2024 | NIELSEN RAYMOND A | No longer a reporting person | Sell | $7.56K |
| Aug 23, 2024 | NIELSEN RAYMOND A | No longer a reporting person | Sell | $7.72K |
| Aug 20, 2024 | NIELSEN RAYMOND A | No longer a reporting person | Sell | $3.66K |
| Apr 02, 2024 | AFRICK ANDREW | - | Buy | $234.77K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | 2 | - |
| 2023 Q4 | 4 | - |
| 2023 Q3 | 3 | - |
| 2023 Q1 | 2 | - |
| 2022 Q4 | 4 | - |
CVV Ownership FAQ
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