Calvert US L-C CR Resp IndexCVLCETF
13F holders, Q2 2025 (June 30)50holders
6new positions
5sold out
1famous investor
$76.54avg. 13F price*
At the end of Q2 2025, 50 institutions reported holding Calvert US L-C CR Resp Index (CVLC) in their 13F filings, unchanged from Q1 2025. 6 opened new positions and 5 sold out. The largest holders were State Insurance Fund ($206.5M), Commonwealth Equity Services, LLC ($40.9M) and Ameriprise Financial Inc. ($25.7M). 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 2025)
- CUSIP
- 61774R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $18.3M |
| Exits | 5 | $16.9M |
All 13F filers, Q1 2025 → Q2 2025: 399,188 shares bought and 409,570 shares sold, net −10,382 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 | $206.5M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.9% | 534,710 | $40.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.3% | 335,705 | $25.7M |
| O'Brien Wealth Partners LLC | 3.38% | Add +1.5% | 281,546 | $21.5M |
| Wealthspire Advisors, LLC | 0.08% | New | 197,213 | $15.1M |
| Ogorek Anthony Joseph /NY/ | 4.55% | Reduce -30.9% | 192,331 | $14.7M |
| Rossby Financial, LCC | 4.19% | Add +7.6% | 145,608 | $11.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -21.9% | 84,701 | $6.5M |
| LongView Asset Management LLC | 4.17% | Add +74.1% | 72,041 | $5.5M |
| Cwm, LLC | 0.01% | Add +35358.4% | 48,578 | $3.7M |
| Creative Planning | 0.00% | No change | 40,880 | $3.1M |
| Sandbox Financial Partners, LLC | 0.95% | Reduce -1.0% | 39,242 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +340.0% | 36,715 | $2.8M |
| Riverwater Partners LLC | 1.08% | Add +93.0% | 30,038 | $2.3M |
| Focus Partners Wealth | 0.00% | Add +1.0% | 27,432 | $2.1M |
| Trillium Asset Management, LLC | 0.05% | Add +6.7% | 24,808 | $1.9M |
| Fulcrum Capital LLC | 0.40% | Add +9.9% | 24,792 | $1.9M |
| Modern Wealth Management, LLC | 0.04% | New | 21,526 | $1.6M |
| RW Investment Management LLC | 0.18% | Add +0.5% | 20,791 | $1.6M |
| Skyline Advisors, Inc. | 0.54% | Add +7.1% | 19,219 | $1.5M |
| Kondo Wealth Advisors, Inc. | 0.62% | Reduce -25.2% | 18,439 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -14.2% | 13,322 | $1.0M |
| Pathway Financial Advisors LLC | 0.13% | No change | 11,984 | $917K |
| Osaic Holdings, Inc. | 0.00% | Add +112.2% | 10,098 | $773K |
| Mariner, LLC | 0.00% | Reduce -0.3% | 9,825 | $752K |
| Valtinson Bruner Financial Planning LLC | 0.20% | New | 8,211 | $628K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.8% | 7,697 | $589K |
| First Pacific Financial | 0.09% | Add +23.6% | 7,648 | $585K |
| Harbour Investments, Inc. | 0.01% | Add +82.4% | 7,318 | $560K |
| Relyea Zuckerberg Hanson LLC | 0.06% | New | 6,671 | $511K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +2.1% | 6,273 | $480K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +9.8% | 5,291 | $405K |
| Heritage Wealth Advisors | 0.02% | Add +38.7% | 5,276 | $404K |
| Natural Investments, LLC | 0.09% | Reduce -13.0% | 4,730 | $362K |
| Journey Strategic Wealth LLC | 0.01% | Add +7.6% | 4,629 | $354K |
| Envestnet Asset Management Inc. | 0.00% | No change | 4,536 | $347K |
| Bank of America Corp. | 0.00% | Add +3.1% | 4,468 | $342K |
| Gemmer Asset Management LLC | 0.03% | Add +0.3% | 4,458 | $341K |
| Citadel Advisors | 0.00% | Reduce -88.9% | 4,151 | $318K |
| Collaborative Wealth Managment Inc. | 0.12% | Reduce -11.6% | 3,589 | $275K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 3,517 | $269K |
| HighTower Advisors, LLC | 0.00% | Reduce -77.7% | 3,085 | $236K |
| Cetera Investment Advisers | 0.00% | New | 2,731 | $209K |
| Morgan Stanley | 0.00% | Reduce -1.9% | 2,730 | $209K |
| TFC Financial Management, Inc. | 0.03% | Add +4.5% | 2,705 | $207K |
| Belpointe Asset Management LLC | 0.01% | New | 2,643 | $202K |
| Evermay Wealth Management LLC | 0.02% | Add +24.4% | 2,102 | $161K |
| FMR LLC | 0.00% | Add +44100.0% | 442 | $34K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 100 | $8K |
| Allworth Financial LP | 0.00% | No change | 40 | $3K |
"% 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.