Calvert US L-C CR Resp IndexCVLCETF
13F holders, Q4 2025 (December 31)73holders +16
14new positions
1sold out
1famous investor
$84.24avg. 13F price*
At the end of Q4 2025, 73 institutions reported holding Calvert US L-C CR Resp Index (CVLC) in their 13F filings, up 16 from Q3 2025. 14 opened new positions and 1 sold out. The largest holders were State Insurance Fund ($227.3M), Wealthspire Advisors, LLC ($64.0M) and Commonwealth Equity Services, LLC ($46.3M). 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 (Q4 2025)
- CUSIP
- 61774R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $20.0M |
| Exits | 1 | $65K |
All 13F filers, Q3 2025 → Q4 2025: 411,081 shares bought and 39,611 shares sold, net +371,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| State Insurance Fund | 100.00% | No change | 2,697,658 | $227.3M |
| Wealthspire Advisors, LLC | 0.51% | Add +6.1% | 759,904 | $64.0M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.5% | 549,838 | $46.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.5% | 315,421 | $26.6M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -0.1% | 277,996 | $23.4M |
| O'Brien Wealth Partners LLC | 3.10% | Reduce -0.2% | 277,873 | $23.4M |
| Ogorek Anthony Joseph /NY/ | 4.49% | Add +0.6% | 193,760 | $16.3M |
| Rossby Financial, LCC | 4.61% | Add +7.3% | 174,021 | $14.7M |
| Legacy Advisors, LLC | 1.05% | New | 115,572 | $9.7M |
| Raymond James Financial Inc. | 0.00% | Add +5.4% | 96,002 | $8.1M |
| LongView Asset Management LLC | 5.57% | Add +3.5% | 94,828 | $8.0M |
| Joel Adams & Associates, Inc. | 5.19% | Add +51.6% | 81,926 | $6.9M |
| Cwm, LLC | 0.02% | Add +6.9% | 69,185 | $5.8M |
| Sound Portfolio Advisors, LLC | 4.85% | — | 68,556 | $5.8M |
| Riverwater Partners LLC | 1.64% | Add +35.5% | 50,270 | $4.2M |
| Sandbox Financial Partners, LLC | 1.05% | Add +2.4% | 44,959 | $3.8M |
| Focus Partners Wealth | 0.00% | Add +58.8% | 43,894 | $3.7M |
| Fiduciary Trust Co | 0.04% | New | 42,257 | $3.6M |
| Global Endowment Management, LP | 0.44% | Reduce -0.8% | 42,101 | $3.5M |
| Creative Planning | 0.00% | Reduce -3.9% | 39,275 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.7% | 35,386 | $3.0M |
| Trillium Asset Management, LLC | 0.08% | Add +44.6% | 32,946 | $2.8M |
| Modern Wealth Management, LLC | 0.04% | Add +24.7% | 28,142 | $2.4M |
| Fulcrum Capital LLC | 0.43% | Add +0.4% | 25,193 | $2.1M |
| North Berkeley Wealth Management, LLC | 1.18% | New | 23,730 | $2.0M |
| First Pacific Financial | 0.24% | Add +144.9% | 21,717 | $1.8M |
| Pathway Financial Advisors LLC | 0.22% | Add +2.8% | 20,079 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +61.4% | 19,708 | $1.7M |
| Skyline Advisors, Inc. | 0.55% | Reduce -1.2% | 19,487 | $1.6M |
| Evolve Private Wealth, LLC | 0.10% | — | 19,343 | $1.6M |
| HighTower Advisors, LLC | 0.00% | No change | 16,970 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.3% | 14,325 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 14,193 | $1.2M |
| Mariner, LLC | 0.00% | Add +8.0% | 10,599 | $893K |
| Lincoln Capital Corp. | 0.31% | New | 10,350 | $872K |
| Harbour Investments, Inc. | 0.02% | Add +8.4% | 9,851 | $830K |
| Kondo Wealth Advisors, Inc. | 0.31% | Reduce -43.5% | 9,521 | $802K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.8% | 9,507 | $801K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +50.1% | 9,431 | $794K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 8,500 | $716K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 8,244 | $694K |
| Westfuller Advisors, LLC | 0.25% | New | 7,435 | $626K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.3% | 6,710 | $565K |
| Envestnet Asset Management Inc. | 0.00% | Add +22.6% | 6,529 | $550K |
| Entrust Financial LLC | 0.37% | — | 5,863 | $494K |
| Citadel Advisors | 0.00% | New | 5,670 | $478K |
| Heritage Wealth Advisors | 0.02% | No change | 4,876 | $411K |
| Natural Investments, LLC | 0.10% | New | 4,615 | $388K |
| Gemmer Asset Management LLC | 0.03% | Add +0.3% | 4,484 | $378K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -5.8% | 4,420 | $372K |
| Bank of America Corp. | 0.00% | Add +2.7% | 4,288 | $361K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -36.1% | 4,274 | $360K |
| Cetera Investment Advisers | 0.00% | Add +35.8% | 3,715 | $313K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +20.9% | 3,600 | $303K |
| JPMorgan Chase & Co. | 0.00% | Reduce -35.5% | 3,553 | $299K |
| Aaron Wealth Advisors LLC | 0.02% | No change | 3,517 | $296K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -0.5% | 3,463 | $292K |
| TFC Financial Management, Inc. | 0.04% | Add +20.5% | 3,452 | $291K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Reduce -61.4% | 3,172 | $267K |
| Morgan Stanley | 0.00% | No change | 2,742 | $231K |
| Belpointe Asset Management LLC | 0.01% | Add +0.5% | 2,675 | $225K |
| Arbor Investment Advisors, LLC | 0.03% | New | 2,466 | $208K |
| CDKV Holdings LLC | 0.16% | — | 2,211 | $186K |
| Evermay Wealth Management LLC | 0.02% | No change | 2,009 | $169K |
| Triumph Capital Management | 0.02% | New | 1,220 | $103K |
| Farther Finance Advisors, LLC | 0.00% | New | 874 | $74K |
| FMR LLC | 0.00% | No change | 358 | $30K |
| Royal Bank of Canada | 0.00% | New | 344 | $29K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 200 | $17K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 100 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 65 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Add +20.0% | 60 | $5K |
| 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.