CMTV · Community Bancorp /Vt

$40.76 +0.43 (+1.07%) At close · Aug 25

Market Cap

$228.29M

5.60M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 47

Total Value: $73,960,709

Total Shares: 1,891,579

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 47 13F filers · Δ vs Mar 31, 2026

Top Holder

36.8%

+5.9 pts

Top 5

76.4%

+11.4 pts

Top 10

89.7%

+3.0 pts

HHI

1,905

Moderately concentrated+522

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +23

Institutional value: +213.2%

Shares held: +149.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+259,754	330,212
Mega GEODE CAPITAL MANAGEMENT, LLC	+65,689	129,566
Mega STATE STREET CORP	+46,603	56,153
Mega NORTHERN TRUST CORP	+28,316	38,959
Mega UBS Group AG	+4,613	4,783

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega VANGUARD CAPITAL MANAGEMENT LLC	−9,464	225,036
Mega ALLIANCEBERNSTEIN L.P.	−1,755	60,380
Mega Vanguard Global Advisers, LLC	−1,481	1,794
Small SILVERLAKE WEALTH MANAGEMENT LLC	−327	62,351
Large Kestra Advisory Services, LLC	−221	6,275

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Community Financial Services Group, LLC	696,493	$27,232,876
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	34,517	$1,349,614
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC	16,234	$634,749
Mega Bank of New York Mellon Corp	11,940	$466,853
Mega Nuveen, LLC	9,967	$389,708

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega MILLENNIUM MANAGEMENT LLC	40,935	$1,273,078
Small Hanson & Doremus Investment Management	14,322	$445,414
Mega BANK OF AMERICA CORP /DE/	13,374	$415,931
Mega CITADEL ADVISORS LLC	10,127	$314,949
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	8,420	$261,862

Filter: New 28 Increased 10 Reduced 5 Sold out 5 Unchanged 4

Showing 47 of 47

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Community Financial Services Group, LLC

$27,232,876

36.82%

696,493

BlackRock, Inc.

$12,911,287

17.46%

330,212

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	329	$12,863	0.1%	Sole
BlackRock Investment Management, LLC	14,602	$570,938	4.4%	Sole
BLACKROCK ADVISORS LLC	11,198	$437,841	3.4%	Sole
BlackRock Fund Advisors	167,600	$6,553,160	50.8%	Sole
BlackRock Institutional Trust Company, N.A.	136,483	$5,336,485	41.3%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$8,798,907

11.90%

225,036

GEODE CAPITAL MANAGEMENT, LLC

$5,066,030

6.85%

129,566

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	17,913	$700,398	13.8%	Defined
Held directly	111,653	$4,365,632	86.2%	Defined

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$2,470,103

3.34%

63,174

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	63,174	$2,470,103	100.0%	Defined

SILVERLAKE WEALTH MANAGEMENT LLC

$2,437,924

3.30%

62,351

ALLIANCEBERNSTEIN L.P.

$2,360,858

3.19%

60,380

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	60,380	$2,360,858	100.0%	Defined

STATE STREET CORP

$2,195,582

2.97%

56,153

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	56,153	$2,195,582	100.0%	Defined

NORTHERN TRUST CORP

$1,523,296

2.06%

38,959

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	38,157	$1,491,938	97.9%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	802	$31,358	2.1%	Other

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,349,614

1.82%

34,517

VANGUARD FIDUCIARY TRUST CO

$1,305,197

1.76%

33,381

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$634,749

0.86%

16,234

BLAIR WILLIAM & CO/IL

$610,038

0.82%

15,602

WELLS FARGO & COMPANY/MN

$544,154

0.74%

13,917

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	4,332	$169,381	31.1%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	9,585	$374,773	68.9%	Defined

Savant Capital, LLC

$480,851

0.65%

12,298

Bank of New York Mellon Corp

$466,853

0.63%

11,940

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	4,133	$161,600	34.6%	Defined
The Bank of New York Mellon	7,806	$305,214	65.4%	Defined
Held directly	1	$39	0.0%	Defined

BANK OF MONTREAL /CAN/

$398,702

0.54%

10,197

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS INC.	10,197	$398,702	100.0%	Defined

Nuveen, LLC

$389,708

0.53%

9,967

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	3,219	$125,862	32.3%	Defined
TEACHERS ADVISORS, LLC joint	6,748	$263,846	67.7%	Defined

AMERICAN CENTURY COMPANIES INC

$331,177

0.45%

8,470

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	8,470	$331,177	100.0%	Defined

MORGAN STANLEY

$300,676

0.41%

7,690

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	5	$195	0.1%	Defined
MORGAN STANLEY & CO. LLC	1,439	$56,264	18.7%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	228	$8,914	3.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	5,961	$233,075	77.5%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	57	$2,228	0.7%	Defined

Kestra Advisory Services, LLC

$245,352

0.33%

6,275

Y-Intercept (Hong Kong) Ltd

$238,627

0.32%

6,103

GOLDMAN SACHS GROUP INC

$218,138

0.29%

5,579

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	5,579	$218,138	100.0%	Defined

DEUTSCHE BANK AG\

$194,639

0.26%

4,978

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	4,978	$194,639	100.0%	Defined

UBS Group AG

$187,014

0.25%

4,783

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,938	$75,775	40.5%	Defined
UBS AG	2,845	$111,239	59.5%	Defined

RHUMBLINE ADVISERS

$150,495

0.20%

3,849

MetLife Investment Management, LLC

$126,253

0.17%

3,229

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	3,229	$126,253	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$105,570

0.14%

2,700

CITIGROUP INC

$92,744

0.13%

2,372

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	2,372	$92,744	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$91,767

0.12%

2,347

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	2,347	$91,767	100.0%	Defined

JPMORGAN CHASE & CO

$82,618

0.11%

2,113

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	2,113	$82,618	100.0%	Defined

Vanguard Global Advisers, LLC

$70,145

0.09%

1,794

Police & Firemen's Retirement System of New Jersey

$58,767

0.08%

1,503

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	1,503	$58,767	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$48,171

0.07%

1,232

BARCLAYS PLC

$39,529

0.05%

1,011

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	822	$32,140	81.3%	Defined
BARCLAYS CAPITAL INC.	189	$7,389	18.7%	Defined

STRS OHIO

$39,100

0.05%

1,000

Addison Advisors LLC

$32,531

0.04%

832

JONES FINANCIAL COMPANIES LLLP

$31,905

0.04%

816

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	816	$31,905	100.0%	Sole

Tower Research Capital LLC (TRC)

$22,717

0.03%

581

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	581	$22,717	100.0%	Defined

Legal & General Group Plc

$19,471

0.03%

498

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	498	$19,471	100.0%	Defined

Ameritas Investment Partners, Inc.

$18,103

0.02%

463

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	463	$18,103	100.0%	Other

Russell Investments Group, Ltd.

$15,718

0.02%

402

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	402	$15,718	100.0%	Defined

EASTERN BANK

$9,462

0.01%

242

ROYAL BANK OF CANADA

$8,249

0.01%

211

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	158	$6,177	74.9%	Defined
RBC Capital Markets, LLC	53	$2,072	25.1%	Defined

Sterling Capital Management LLC

$3,479

0.00%

TOTH FINANCIAL ADVISORY CORP

$1,094

0.00%

FMR LLC

$469

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	12	$469	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BOFA SECURITIES, INC.	13,374	$415,931	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	10,127	$314,949	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	8,420	$261,862	100.0%	Other

Key facts CIK 718413 CUSIP 20343A101 13F (30d) 43 filings 42 filers Visit website Investor relations