Calvert US L-C CR Resp IndexCVLCETF
13F holders, Q1 2025 (March 31)50holders +2
5new positions
3sold out
1famous investor
$68.92avg. 13F price*
At the end of Q1 2025, 50 institutions reported holding Calvert US L-C CR Resp Index (CVLC) in their 13F filings, up 2 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were State Insurance Fund ($186.0M), Commonwealth Equity Services, LLC ($36.5M) and Ameriprise Financial Inc. ($23.2M). 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 (Q1 2025)
- CUSIP
- 61774R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.4M |
| Exits | 3 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 242,220 shares bought and 59,260 shares sold, net +182,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| State Insurance Fund | 100.00% | No change | 2,697,658 | $186.0M |
| Commonwealth Equity Services, LLC | 0.05% | Add +3.8% | 529,898 | $36.5M |
| Ameriprise Financial Inc. | 0.01% | Add +32.7% | 336,816 | $23.2M |
| Ogorek Anthony Joseph /NY/ | 6.31% | Add +1.1% | 278,164 | $19.2M |
| O'Brien Wealth Partners LLC | 3.56% | Reduce -0.8% | 277,410 | $19.1M |
| Global Endowment Management, LP | 1.59% | Add +4.3% | 177,349 | $12.2M |
| Rossby Financial, LCC | 3.98% | Add +37.4% | 135,368 | $9.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.2% | 108,508 | $7.5M |
| WCG Wealth Advisors LLC | 0.25% | Reduce -6.5% | 47,239 | $3.3M |
| LongView Asset Management LLC | 2.45% | Add +36.2% | 41,379 | $2.9M |
| Creative Planning | 0.00% | No change | 40,880 | $2.8M |
| Sandbox Financial Partners, LLC | 0.96% | Reduce -0.8% | 39,632 | $2.7M |
| Citadel Advisors | 0.00% | Add +1005.6% | 37,291 | $2.6M |
| Focus Partners Wealth | 0.00% | Add +1.1% | 27,168 | $1.9M |
| Kondo Wealth Advisors, Inc. | 0.84% | Reduce -21.4% | 24,661 | $1.7M |
| Trillium Asset Management, LLC | 0.05% | Add +6.4% | 23,249 | $1.6M |
| Fulcrum Capital LLC | 0.34% | Add +43.5% | 22,548 | $1.6M |
| RW Investment Management LLC | 0.18% | No change | 20,695 | $1.4M |
| Skyline Advisors, Inc. | 0.49% | Add +15.0% | 17,944 | $1.2M |
| Riverwater Partners LLC | 0.55% | Add +26.4% | 15,561 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -14.3% | 15,525 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -14.3% | 15,525 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +61.1% | 13,816 | $952K |
| Pathway Financial Advisors LLC | 0.15% | No change | 11,984 | $826K |
| Mariner, LLC | 0.00% | Add +35.7% | 9,859 | $680K |
| Susquehanna International Group, LLP | 0.00% | New | 9,229 | $636K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 8,345 | $575K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.0% | 8,000 | $552K |
| Perigon Wealth Management, LLC | 0.01% | No change | 7,528 | $519K |
| First Pacific Financial | 0.09% | Reduce -35.6% | 6,188 | $427K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +0.1% | 6,146 | $424K |
| Natural Investments, LLC | 0.11% | Reduce -33.0% | 5,434 | $374K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.6% | 4,821 | $332K |
| Osaic Holdings, Inc. | 0.00% | Add +76.8% | 4,758 | $328K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,536 | $313K |
| Gemmer Asset Management LLC | 0.03% | Add +0.3% | 4,447 | $307K |
| Bank of America Corp. | 0.00% | Add +0.6% | 4,335 | $299K |
| Journey Strategic Wealth LLC | 0.01% | Add +31.4% | 4,301 | $297K |
| Collaborative Wealth Managment Inc. | 0.13% | Reduce -6.5% | 4,062 | $280K |
| Harbour Investments, Inc. | 0.01% | Add +48.9% | 4,012 | $277K |
| Heritage Wealth Advisors | 0.01% | New | 3,804 | $262K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 3,517 | $242K |
| Jane Street Group, LLC | 0.00% | New | 3,220 | $222K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 2,784 | $192K |
| TFC Financial Management, Inc. | 0.03% | Add +16.9% | 2,589 | $178K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,689 | $116K |
| Cwm, LLC | 0.00% | No change | 137 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 100 | $7K |
| Allworth Financial LP | 0.00% | No change | 40 | $3K |
| FMR LLC | 0.00% | New | 1 | $69 |
"% 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.