Calvert Small Cap Fund-ICSVIX
13F holders, Q1 2025 (March 31)1holders
1new positions
0sold out
$35.60avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Calvert Small Cap Fund-I (CSVIX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holder was Ascentis Wealth Management, LLC ($303K).
- Company
- Calvert Small Cap Fund-I
- CUSIP
- 13161P862
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $303K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q1 2025: 8,521 shares bought, net +8,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ascentis Wealth Management, LLC | 0.10% | New | 8,521 | $303K |
"% of holder's portfolio" is CSVIX's weight in each manager's 13F, not the share of Calvert Small Cap Fund-I the manager owns.