Calvert US Mcap Core RespCVMCETF
13F holders, Q3 2025 (September 30)34holders +2
5new positions
3sold out
$63.49avg. 13F price*
At the end of Q3 2025, 34 institutions reported holding Calvert US Mcap Core Resp (CVMC) in their 13F filings, up 2 from Q2 2025. 5 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($21.0M), First Pacific Financial ($14.5M) and Financial Engines Advisors L.L.C. ($6.4M).
- Company
- Calvert US Mcap Core Resp
- Filed as
- MORGAN STANLEY ETF TRUST (Q3 2025)
- CUSIP
- 61774R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.8M |
| Exits | 3 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 73,754 shares bought and 53,602 shares sold, net +20,152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Morgan Stanley | 0.00% | Reduce -7.0% | 331,254 | $21.0M |
| First Pacific Financial | 2.02% | Add +6.2% | 228,862 | $14.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.0% | 101,402 | $6.4M |
| LongView Asset Management LLC | 4.38% | Add +24.0% | 99,910 | $6.3M |
| Archer Investment Management, LLC | 1.97% | Reduce -0.6% | 50,595 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 28,642 | $1.8M |
| Joel Adams & Associates, Inc. | 1.17% | New | 22,869 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +0.6% | 21,028 | $1.3M |
| Cwm, LLC | 0.00% | Add +13.4% | 18,620 | $1.2M |
| Colorado Capital Management, Inc. | 0.28% | Reduce -36.6% | 11,381 | $723K |
| Commonwealth Equity Services, LLC | 0.00% | Add +37.0% | 10,652 | $676K |
| Creative Planning | 0.00% | No change | 10,326 | $656K |
| BBR Partners, LLC | 0.03% | No change | 8,796 | $558K |
| Sandbox Financial Partners, LLC | 0.12% | Add +7.5% | 6,798 | $432K |
| Private Advisor Group, LLC | 0.00% | Add +6.0% | 6,251 | $397K |
| Journey Strategic Wealth LLC | 0.01% | Add +7.8% | 5,528 | $351K |
| LPL Financial LLC | 0.00% | Reduce -0.8% | 5,262 | $334K |
| BSW Wealth Partners | 0.04% | New | 4,747 | $301K |
| Mariner, LLC | 0.00% | Add +0.0% | 4,531 | $288K |
| Modern Wealth Management, LLC | 0.01% | Reduce -10.7% | 4,483 | $285K |
| Money Concepts Capital Corp. | 0.02% | No change | 4,440 | $282K |
| Collaborative Wealth Managment Inc. | 0.09% | Reduce -20.6% | 3,498 | $222K |
| RMG Wealth Management LLC | 0.03% | Reduce -10.5% | 2,969 | $190K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,953 | $124K |
| Valley National Advisers Inc. | 0.02% | Add +106.6% | 1,599 | $101K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.1% | 1,412 | $89K |
| Harbour Investments, Inc. | 0.00% | Reduce -36.9% | 843 | $54K |
| McIlrath & Eck, LLC | 0.00% | No change | 724 | $46K |
| Principal Securities, Inc. | 0.00% | New | 407 | $26K |
| Heritage Wealth Advisors | 0.00% | No change | 299 | $19K |
| US Bancorp \de | 0.00% | No change | 150 | $10K |
| Founders Financial Alliance, LLC | 0.00% | New | 119 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 56 | $4K |
| Geneos Wealth Management Inc. | 0.00% | New | 20 | $1K |
"% 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.