Calvert US L-C CR Resp IndexCVLCETF
13F holders, Q1 2026 (March 31)75holders +2
9new positions
6sold out
$79.61avg. 13F price*
At the end of Q1 2026, 75 institutions reported holding Calvert US L-C CR Resp Index (CVLC) in their 13F filings, up 2 from Q4 2025. 9 opened new positions and 6 sold out. The largest holders were State Insurance Fund ($216.0M), Wealthspire Advisors, LLC ($61.6M) and Commonwealth Equity Services, LLC ($44.1M).
- Company
- Calvert US L-C CR Resp Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2026)
- CUSIP
- 61774R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $19.4M |
| Exits | 6 | $10.4M |
All 13F filers, Q4 2025 → Q1 2026: 646,617 shares bought and 228,631 shares sold, net +417,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| State Insurance Fund | 100.00% | No change | 2,697,658 | $216.0M |
| Wealthspire Advisors, LLC | 0.48% | Add +1.3% | 769,423 | $61.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.3% | 551,224 | $44.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.1% | 299,244 | $24.0M |
| Rossby Financial, LCC | 3.70% | Add +26.0% | 219,195 | $17.7M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -22.6% | 215,133 | $17.2M |
| Ogorek Anthony Joseph /NY/ | 4.26% | Add +0.2% | 194,111 | $15.5M |
| EP Wealth Advisors, LLC | 0.05% | New | 124,951 | $10.0M |
| Focus Partners Wealth | 0.01% | Add +154.6% | 111,754 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Add +13.6% | 109,068 | $8.7M |
| Joel Adams & Associates, Inc. | 5.81% | Add +19.2% | 97,652 | $7.8M |
| North Berkeley Wealth Management, LLC | 3.59% | Add +257.4% | 84,823 | $6.8M |
| Cwm, LLC | 0.02% | Add +9.7% | 75,860 | $6.1M |
| Sound Portfolio Advisors, LLC | 4.47% | Add +0.2% | 68,670 | $5.5M |
| Modern Wealth Management, LLC | 0.09% | Add +120.2% | 61,965 | $5.0M |
| Global Endowment Management, LP | 0.55% | Add +46.5% | 61,692 | $4.9M |
| Riverwater Partners LLC | 1.56% | Add +16.0% | 58,304 | $4.7M |
| Fiduciary Trust Co | 0.05% | Add +20.8% | 51,060 | $4.1M |
| Creative Planning | 0.00% | Add +27.0% | 49,887 | $4.0M |
| Atria Investments, Inc | 0.04% | New | 45,094 | $3.6M |
| Sandbox Financial Partners, LLC | 0.99% | Reduce -1.8% | 44,150 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.8% | 37,439 | $3.0M |
| Trillium Asset Management, LLC | 0.09% | Add +1.5% | 33,439 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 30,904 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +81.8% | 30,847 | $2.5M |
| Fulcrum Capital LLC | 0.48% | Add +8.6% | 27,366 | $2.2M |
| First Pacific Financial | 0.22% | Reduce -0.8% | 21,539 | $1.7M |
| Journey Strategic Wealth LLC | 0.04% | Add +379.7% | 21,203 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +45.9% | 20,701 | $1.7M |
| RW Investment Management LLC | 0.16% | — | 20,540 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.7% | 20,441 | $1.6M |
| Pathway Financial Advisors LLC | 0.20% | No change | 20,079 | $1.6M |
| Evolve Private Wealth, LLC | 0.08% | Add +0.5% | 19,437 | $1.6M |
| Strategic Financial Planning, Inc. | 0.76% | New | 55,578 | $1.3M |
| Entrust Financial LLC | 0.84% | Add +156.5% | 15,041 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.5% | 13,829 | $1.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Add +57.5% | 13,390 | $1.1M |
| Harbour Investments, Inc. | 0.01% | Add +20.4% | 11,861 | $950K |
| Brighton Jones LLC | 0.02% | New | 11,047 | $884K |
| Osaic Holdings, Inc. | 0.00% | Add +5.8% | 10,057 | $805K |
| Lincoln Capital Corp. | 0.29% | Reduce -4.1% | 9,921 | $794K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +3.3% | 9,745 | $780K |
| Mariner, LLC | 0.00% | Reduce -9.1% | 9,637 | $772K |
| Kondo Wealth Advisors, Inc. | 0.24% | Reduce -15.4% | 8,050 | $644K |
| Westfuller Advisors, LLC | 0.26% | Add +0.2% | 7,450 | $596K |
| Cetera Investment Advisers | 0.00% | Add +95.4% | 7,260 | $581K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.5% | 7,049 | $564K |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | New | 6,925 | $554K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +0.2% | 6,724 | $538K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 6,633 | $531K |
| Skyline Advisors, Inc. | 0.15% | Reduce -73.1% | 5,244 | $420K |
| Gemmer Asset Management LLC | 0.03% | Add +0.2% | 4,494 | $360K |
| Heritage Wealth Advisors | 0.01% | Reduce -8.5% | 4,463 | $357K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -1.2% | 4,221 | $338K |
| Natural Investments, LLC | 0.08% | Reduce -15.9% | 3,883 | $310K |
| Bank of America Corp. | 0.00% | Reduce -11.4% | 3,800 | $304K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 3,603 | $288K |
| Aaron Wealth Advisors LLC | 0.02% | No change | 3,517 | $282K |
| Jane Street Group, LLC | 0.00% | New | 3,489 | $279K |
| Collaborative Wealth Managment Inc. | 0.13% | Reduce -0.2% | 3,455 | $277K |
| TFC Financial Management, Inc. | 0.03% | No change | 3,452 | $276K |
| Valtinson Bruner Financial Planning LLC | 0.07% | No change | 3,172 | $254K |
| Silverlake Wealth Management LLC | 0.05% | New | 3,028 | $242K |
| Morgan Stanley | 0.00% | Reduce -0.9% | 2,716 | $217K |
| Belpointe Asset Management LLC | 0.01% | Add +1.0% | 2,702 | $216K |
| CDKV Holdings LLC | 0.16% | No change | 2,211 | $177K |
| Evermay Wealth Management LLC | 0.02% | No change | 2,009 | $161K |
| Triumph Capital Management | 0.02% | No change | 1,220 | $98K |
| Royal Bank of Canada | 0.00% | Add +20.4% | 414 | $33K |
| FMR LLC | 0.00% | No change | 358 | $29K |
| AE Wealth Management LLC | 0.00% | New | 330 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -71.4% | 250 | $20K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 100 | $8K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.1% | 102 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 60 | $5K |
"% 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.