Calvert US L-C CR Resp IndexCVLCETF
13F holders, Q3 2025 (September 30)57holders +7
9new positions
2sold out
$81.88avg. 13F price*
At the end of Q3 2025, 57 institutions reported holding Calvert US L-C CR Resp Index (CVLC) in their 13F filings, up 7 from Q2 2025. 9 opened new positions and 2 sold out. The largest holders were State Insurance Fund ($220.9M), Wealthspire Advisors, LLC ($58.6M) and Commonwealth Equity Services, LLC ($45.2M).
- Company
- Calvert US L-C CR Resp Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q3 2025)
- CUSIP
- 61774R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $32.5M |
| Exits | 2 | $680K |
All 13F filers, Q2 2025 → Q3 2025: 1,036,310 shares bought and 25,758 shares sold, net +1,010,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| State Insurance Fund | 100.00% | No change | 2,697,658 | $220.9M |
| Wealthspire Advisors, LLC | 0.31% | Add +263.2% | 716,309 | $58.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +3.3% | 552,527 | $45.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.6% | 326,913 | $26.8M |
| O'Brien Wealth Partners LLC | 3.09% | Reduce -1.1% | 278,341 | $22.8M |
| Mercer Global Advisors Inc. | 0.04% | New | 278,341 | $22.8M |
| Ogorek Anthony Joseph /NY/ | 4.51% | Add +0.1% | 192,577 | $15.8M |
| Rossby Financial, LCC | 4.43% | Add +11.3% | 162,100 | $13.3M |
| LongView Asset Management LLC | 5.18% | Add +27.1% | 91,588 | $7.5M |
| Raymond James Financial Inc. | 0.00% | Add +7.5% | 91,078 | $7.5M |
| Cwm, LLC | 0.02% | Add +33.3% | 64,739 | $5.3M |
| Joel Adams & Associates, Inc. | 3.57% | New | 54,042 | $4.4M |
| Sandbox Financial Partners, LLC | 1.03% | Add +11.8% | 43,888 | $3.6M |
| Global Endowment Management, LP | 0.44% | New | 42,446 | $3.5M |
| Creative Planning | 0.00% | No change | 40,880 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.9% | 39,626 | $3.2M |
| Riverwater Partners LLC | 1.26% | Add +23.5% | 37,110 | $3.0M |
| Focus Partners Wealth | 0.00% | Add +0.8% | 27,648 | $2.3M |
| Fulcrum Capital LLC | 0.42% | Add +1.2% | 25,099 | $2.1M |
| Trillium Asset Management, LLC | 0.05% | Reduce -8.1% | 22,790 | $1.9M |
| Modern Wealth Management, LLC | 0.04% | Add +4.8% | 22,568 | $1.8M |
| RW Investment Management LLC | 0.17% | Reduce -0.3% | 20,720 | $1.7M |
| Skyline Advisors, Inc. | 0.56% | Add +2.6% | 19,721 | $1.6M |
| Pathway Financial Advisors LLC | 0.21% | Add +62.9% | 19,527 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +450.1% | 16,970 | $1.4M |
| Kondo Wealth Advisors, Inc. | 0.56% | Reduce -8.6% | 16,856 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.2% | 13,351 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | New | 12,209 | $1000K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 9,877 | $805K |
| Mariner, LLC | 0.00% | Reduce -0.1% | 9,816 | $804K |
| Harbour Investments, Inc. | 0.02% | Add +24.1% | 9,084 | $744K |
| First Pacific Financial | 0.10% | Add +15.9% | 8,866 | $726K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.8% | 8,223 | $673K |
| Valtinson Bruner Financial Planning LLC | 0.20% | No change | 8,211 | $672K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +26.4% | 6,687 | $563K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.2% | 6,687 | $548K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +0.1% | 6,281 | $514K |
| JPMorgan Chase & Co. | 0.00% | New | 5,511 | $451K |
| Envestnet Asset Management Inc. | 0.00% | Add +17.4% | 5,326 | $436K |
| Heritage Wealth Advisors | 0.02% | Reduce -7.6% | 4,876 | $399K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.4% | 4,692 | $384K |
| Gemmer Asset Management LLC | 0.03% | Add +0.3% | 4,469 | $366K |
| Bank of America Corp. | 0.00% | Reduce -6.5% | 4,177 | $342K |
| Aaron Wealth Advisors LLC | 0.02% | No change | 3,517 | $288K |
| Collaborative Wealth Managment Inc. | 0.12% | Reduce -3.1% | 3,479 | $285K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 2,979 | $244K |
| TFC Financial Management, Inc. | 0.03% | Add +5.9% | 2,865 | $235K |
| Morgan Stanley | 0.00% | Add +0.4% | 2,742 | $224K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 2,735 | $224K |
| Belpointe Asset Management LLC | 0.01% | Add +0.7% | 2,661 | $218K |
| Evermay Wealth Management LLC | 0.02% | Reduce -4.4% | 2,009 | $164K |
| Principal Securities, Inc. | 0.00% | New | 790 | $65K |
| FMR LLC | 0.00% | Reduce -19.0% | 358 | $29K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 100 | $8K |
| Smartleaf Asset Management LLC | 0.00% | New | 65 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 50 | $4K |
| 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.