Calvert US L-C CR Resp IndexCVLCETF
13F holders, Q2 2026 (June 30)90holders +15
22new positions
4sold out
1famous investor
$94.47avg. 13F price*
At the end of Q2 2026, 90 institutions reported holding Calvert US L-C CR Resp Index (CVLC) in their 13F filings, up 15 from Q1 2026. 22 opened new positions and 4 sold out. The largest holders were State Insurance Fund ($254.8M), Wealthspire Advisors, LLC ($74.0M) and Commonwealth Equity Services, LLC ($52.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Calvert US L-C CR Resp Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2026)
- CUSIP
- 61774R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $10.8M |
| Exits | 4 | $2.0M |
All 13F filers, Q1 2026 → Q2 2026: 407,970 shares bought and 182,329 shares sold, net +225,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| State Insurance Fund | 100.00% | No change | 2,697,658 | $254.8M |
| Wealthspire Advisors, LLC | 0.41% | Add +1.8% | 782,924 | $74.0M |
| Commonwealth Equity Services, LLC | 0.07% | Add +1.5% | 559,274 | $52.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.8% | 290,896 | $27.5M |
| Rossby Financial, LCC | 4.20% | Add +10.8% | 242,957 | $23.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +0.8% | 216,862 | $20.5M |
| Focus Partners Wealth | 0.02% | Add +49.3% | 166,892 | $15.8M |
| Ogorek Anthony Joseph /NY/ | 3.51% | Reduce -23.0% | 149,517 | $14.1M |
| EP Wealth Advisors, LLC | 0.05% | Add +2.8% | 128,417 | $12.1M |
| Joel Adams & Associates, Inc. | 7.68% | Add +29.6% | 126,566 | $12.0M |
| Raymond James Financial Inc. | 0.00% | Add +9.9% | 119,837 | $11.3M |
| North Berkeley Wealth Management, LLC | 3.91% | Add +20.7% | 102,411 | $9.7M |
| Modern Wealth Management, LLC | 0.10% | Add +47.2% | 91,211 | $8.6M |
| Global Endowment Management, LP | 0.73% | Add +23.8% | 76,392 | $7.2M |
| Riverwater Partners LLC | 1.75% | Add +7.2% | 62,483 | $5.9M |
| Fiduciary Trust Co | 0.05% | Reduce -0.6% | 50,735 | $4.8M |
| Westfuller Advisors, LLC | 1.73% | Add +574.1% | 50,220 | $4.7M |
| Creative Planning | 0.00% | No change | 49,887 | $4.7M |
| Atria Investments, Inc | 0.04% | Reduce -0.2% | 45,020 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +96.0% | 40,580 | $3.8M |
| Trillium Asset Management, LLC | 0.11% | Add +9.4% | 36,595 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 36,322 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Add +16.5% | 35,930 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.3% | 31,911 | $3.0M |
| Fulcrum Capital LLC | 0.52% | Reduce -1.3% | 27,019 | $2.6M |
| Sound Portfolio Advisors, LLC | 1.75% | Reduce -61.9% | 26,147 | $2.5M |
| Private Advisor Group, LLC | 0.01% | New | 22,695 | $2.1M |
| RW Investment Management LLC | 0.19% | Add +8.7% | 22,317 | $2.1M |
| Pathway Financial Advisors LLC | 0.24% | Add +10.1% | 22,103 | $2.1M |
| First Pacific Financial | 0.23% | Reduce -3.3% | 20,838 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.2% | 20,391 | $1.9M |
| Mountain Capital Investment Advisors Inc. | 0.27% | New | 20,289 | $1.9M |
| Evolve Private Wealth, LLC | 0.11% | Reduce -1.7% | 19,114 | $1.8M |
| Harbour Investments, Inc. | 0.02% | Add +24.6% | 14,784 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 13,727 | $1.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce -1.7% | 13,160 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.3% | 12,953 | $1.2M |
| Brighton Jones LLC | 0.02% | Add +0.2% | 11,068 | $1.0M |
| PFG Investments, LLC | 0.04% | New | 10,603 | $1.0M |
| Lincoln Capital Corp. | 0.30% | No change | 9,921 | $937K |
| Mariner, LLC | 0.00% | Add +0.0% | 9,638 | $911K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.7% | 9,588 | $906K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -3.6% | 9,395 | $888K |
| Regal Investment Advisors LLC | 0.04% | New | 8,794 | $831K |
| Cetera Investment Advisers | 0.00% | Add +17.3% | 8,516 | $805K |
| Envestnet Asset Management Inc. | 0.00% | Add +27.7% | 8,470 | $800K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +0.2% | 6,739 | $637K |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | Reduce -6.4% | 6,481 | $612K |
| Entrust Financial LLC | 0.39% | Reduce -57.3% | 6,427 | $607K |
| Kondo Wealth Advisors, Inc. | 0.17% | Reduce -31.7% | 5,501 | $520K |
| Montecito Bank & Trust | 0.07% | New | 4,960 | $469K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -31.3% | 4,842 | $457K |
| Gemmer Asset Management LLC | 0.03% | Add +0.2% | 4,504 | $425K |
| Bond & Devick Financial Network, Inc. | 0.10% | New | 4,429 | $418K |
| Betterment LLC | 0.00% | New | 4,399 | $416K |
| Citadel Advisors | 0.00% | New | 4,388 | $415K |
| TFC Financial Management, Inc. | 0.04% | Add +19.0% | 4,109 | $388K |
| Heritage Wealth Advisors | 0.01% | Reduce -8.5% | 4,083 | $386K |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 3,710 | $350K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 3,606 | $341K |
| Aaron Wealth Advisors LLC | 0.02% | No change | 3,517 | $332K |
| Collaborative Wealth Managment Inc. | 0.14% | No change | 3,455 | $326K |
| Perigon Wealth Management, LLC | 0.00% | New | 3,287 | $311K |
| Valtinson Bruner Financial Planning LLC | 0.08% | No change | 3,172 | $300K |
| Natural Investments, LLC | 0.06% | Reduce -20.1% | 3,101 | $292K |
| Silverlake Wealth Management LLC | 0.05% | Add +0.0% | 3,029 | $286K |
| Wealth Alliance Advisory Group, LLC | 0.04% | New | 2,786 | $263K |
| Wealth Effects LLC | 0.07% | New | 2,725 | $257K |
| Belpointe Asset Management LLC | 0.01% | Add +0.7% | 2,721 | $257K |
| Morgan Stanley | 0.00% | No change | 2,716 | $257K |
| Skyline Advisors, Inc. | 0.07% | Reduce -53.0% | 2,463 | $233K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 2,446 | $231K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,220 | $210K |
| Plum Street Advisors, LLC | 0.07% | New | 2,176 | $206K |
| Arbor Investment Advisors, LLC | 0.02% | New | 2,174 | $205K |
| Evermay Wealth Management LLC | 0.02% | No change | 2,009 | $190K |
| CDKV Holdings LLC | 0.13% | Reduce -18.6% | 1,800 | $170K |
| Triumph Capital Management | 0.02% | No change | 1,220 | $115K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,089 | $103K |
| IFG Advisory, LLC | 0.00% | New | 711 | $67K |
| AE Wealth Management LLC | 0.00% | No change | 330 | $31K |
| FMR LLC | 0.00% | Reduce -11.7% | 316 | $30K |
| Godfrey Financial Associates, Inc. | 0.02% | New | 260 | $25K |
| Farther Finance Advisors, LLC | 0.00% | No change | 250 | $24K |
| JPMorgan Chase & Co. | 0.00% | Add +107.8% | 212 | $20K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 109 | $10K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 100 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 90 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 60 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | New | 22 | $2K |
"% of holder's portfolio" is CVLC's weight in each manager's 13F, not the share of Calvert US L-C CR Resp Index the manager owns.