Calvert US Mcap Core RespCVMCETF
13F holders, Q2 2025 (June 30)32holders
6new positions
7sold out
$60.70avg. 13F price*
At the end of Q2 2025, 32 institutions reported holding Calvert US Mcap Core Resp (CVMC) in their 13F filings, unchanged from Q1 2025. 6 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($21.6M), First Pacific Financial ($13.1M) and Financial Engines Advisors L.L.C. ($5.9M).
- Company
- Calvert US Mcap Core Resp
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2025)
- CUSIP
- 61774R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.1M |
| Exits | 7 | $3.3M |
All 13F filers, Q1 2025 → Q2 2025: 119,366 shares bought and 93,303 shares sold, net +26,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Morgan Stanley | 0.00% | Reduce -0.3% | 356,159 | $21.6M |
| First Pacific Financial | 1.93% | Add +14.3% | 215,462 | $13.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -6.6% | 97,492 | $5.9M |
| LongView Asset Management LLC | 3.70% | Add +14.6% | 80,580 | $4.9M |
| Archer Investment Management, LLC | 2.24% | Reduce -22.7% | 50,889 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 26,949 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.04% | New | 20,895 | $1.3M |
| Colorado Capital Management, Inc. | 0.47% | Reduce -18.0% | 17,966 | $1.1M |
| Cwm, LLC | 0.00% | Add +366.1% | 16,425 | $997K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.3% | 10,328 | $627K |
| Creative Planning | 0.00% | No change | 10,326 | $627K |
| BBR Partners, LLC | 0.03% | New | 8,796 | $534K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.1% | 7,777 | $472K |
| Sandbox Financial Partners, LLC | 0.12% | Add +0.3% | 6,326 | $384K |
| Natural Investments, LLC | 0.10% | Add +0.2% | 6,097 | $370K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.7% | 5,895 | $358K |
| LPL Financial LLC | 0.00% | New | 5,304 | $322K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -2.4% | 5,126 | $311K |
| Modern Wealth Management, LLC | 0.01% | New | 5,022 | $305K |
| Mariner, LLC | 0.00% | Reduce -0.0% | 4,530 | $275K |
| Money Concepts Capital Corp. | 0.02% | Add +12.5% | 4,440 | $270K |
| Collaborative Wealth Managment Inc. | 0.12% | Reduce -12.9% | 4,404 | $267K |
| RMG Wealth Management LLC | 0.03% | — | 3,318 | $204K |
| UBS Group AG | 0.00% | Reduce -29.7% | 2,923 | $177K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +27.9% | 1,953 | $119K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.7% | 1,554 | $94K |
| Harbour Investments, Inc. | 0.00% | Add +22.9% | 1,335 | $81K |
| Valley National Advisers Inc. | 0.01% | Add +3.2% | 774 | $46K |
| McIlrath & Eck, LLC | 0.01% | No change | 724 | $44K |
| Heritage Wealth Advisors | 0.00% | Add +39.7% | 299 | $18K |
| US Bancorp \de | 0.00% | No change | 150 | $9K |
| Ameritas Advisory Services, LLC | 0.00% | New | 56 | $3K |
"% 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.