Calvert US Mcap Core RespCVMCETF
13F holders, Q2 2026 (June 30)51holders +7
13new positions
2sold out
$76.13avg. 13F price*
At the end of Q2 2026, 51 institutions reported holding Calvert US Mcap Core Resp (CVMC) in their 13F filings, up 7 from Q1 2026. 13 opened new positions and 2 sold out. The largest holders were First Pacific Financial ($19.5M), EP Wealth Advisors, LLC ($8.8M) and Financial Engines Advisors L.L.C. ($8.4M).
- Company
- Calvert US Mcap Core Resp
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2026)
- CUSIP
- 61774R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $12.3M |
| Exits | 2 | $428K |
All 13F filers, Q1 2026 → Q2 2026: 206,224 shares bought and 195,197 shares sold, net +11,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| First Pacific Financial | 2.32% | Add +2.3% | 255,950 | $19.5M |
| EP Wealth Advisors, LLC | 0.03% | Add +5.6% | 116,055 | $8.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.5% | 110,192 | $8.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 74,767 | $5.7M |
| TFC Financial Management, Inc. | 0.52% | New | 61,148 | $4.7M |
| North Berkeley Wealth Management, LLC | 1.63% | Add +38.0% | 52,819 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.0% | 37,798 | $2.9M |
| Natural Investments, LLC | 0.56% | Add +6.8% | 33,504 | $2.5M |
| Joel Adams & Associates, Inc. | 1.46% | Add +16.3% | 29,926 | $2.3M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +1.4% | 22,410 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +5.6% | 16,471 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.1% | 14,945 | $1.1M |
| Creative Planning | 0.00% | No change | 11,826 | $900K |
| Mason & Associates Inc | 0.15% | Add +2.9% | 11,798 | $898K |
| Archer Investment Management, LLC | 0.24% | Reduce -7.5% | 9,376 | $714K |
| Private Advisor Group, LLC | 0.00% | Add +51.2% | 9,087 | $692K |
| Morgan Stanley | 0.00% | Reduce -96.3% | 6,754 | $514K |
| Lincoln Capital Corp. | 0.13% | New | 5,355 | $408K |
| BSW Wealth Partners | 0.04% | Reduce -1.8% | 4,754 | $362K |
| Founders Financial Securities LLC | 0.02% | Reduce -15.4% | 4,697 | $358K |
| Horizon Investments, LLC | 0.00% | Reduce -57.6% | 4,697 | $358K |
| Mariner, LLC | 0.00% | Add +1.6% | 4,672 | $356K |
| Retirement Planning Group, LLC | 0.01% | New | 4,436 | $338K |
| Money Concepts Capital Corp. | 0.02% | Reduce -5.4% | 4,383 | $334K |
| Mission Wealth Management, LP | 0.00% | Add +10.9% | 4,263 | $325K |
| Per Stirling Capital Management, LLC. | 0.03% | Add +0.2% | 3,904 | $297K |
| Colorado Capital Management, Inc. | 0.10% | Reduce -25.9% | 3,736 | $284K |
| Summit Global Investments | 0.01% | New | 3,610 | $275K |
| HighTower Advisors, LLC | 0.00% | New | 3,568 | $272K |
| Collaborative Wealth Managment Inc. | 0.11% | No change | 3,544 | $270K |
| Gemmer Asset Management LLC | 0.02% | Reduce -0.2% | 3,213 | $245K |
| LPL Financial LLC | 0.00% | New | 2,905 | $221K |
| Principal Securities, Inc. | 0.00% | New | 2,682 | $204K |
| Osaic Holdings, Inc. | 0.00% | Add +11.3% | 2,500 | $190K |
| Valley National Advisers Inc. | 0.01% | Reduce -10.5% | 1,555 | $118K |
| AE Wealth Management LLC | 0.00% | New | 1,150 | $88K |
| Fiduciary Financial Advisors | 0.01% | New | 1,000 | $76K |
| Harbour Investments, Inc. | 0.00% | Reduce -21.9% | 833 | $63K |
| Triumph Capital Management | 0.01% | No change | 825 | $63K |
| Wells Fargo & Company | 0.00% | Reduce -64.7% | 621 | $47K |
| Millstone Evans Group, LLC | 0.02% | No change | 516 | $39K |
| CDKV Holdings LLC | 0.03% | No change | 476 | $36K |
| Milestone Investment Advisors LLC | 0.01% | New | 328 | $25K |
| Heritage Wealth Advisors | 0.00% | Reduce -11.3% | 220 | $17K |
| Godfrey Financial Associates, Inc. | 0.01% | New | 166 | $13K |
| Founders Financial Alliance, LLC | 0.00% | No change | 119 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 100 | $8K |
| Rossby Financial, LCC | 0.00% | No change | 78 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | New | 57 | $4K |
| UBS Group AG | 0.00% | Reduce -92.1% | 22 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 20 | $2K |
"% of holder's portfolio" is CVMC's weight in each manager's 13F, not the share of Calvert US Mcap Core Resp the manager owns.