Calvert US Mcap Core RespCVMCETF
13F holders, Q4 2025 (December 31)43holders +9
12new positions
4sold out
1famous investor
$64.13avg. 13F price*
At the end of Q4 2025, 43 institutions reported holding Calvert US Mcap Core Resp (CVMC) in their 13F filings, up 9 from Q3 2025. 12 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($15.7M), First Pacific Financial ($15.6M) and Financial Engines Advisors L.L.C. ($7.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Calvert US Mcap Core Resp
- Filed as
- MORGAN STANLEY ETF TRUST (Q4 2025)
- CUSIP
- 61774R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.4M |
| Exits | 4 | $343K |
All 13F filers, Q3 2025 → Q4 2025: 153,443 shares bought and 111,641 shares sold, net +41,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Morgan Stanley | 0.00% | Reduce -26.1% | 244,927 | $15.7M |
| First Pacific Financial | 2.03% | Add +6.0% | 242,692 | $15.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +9.0% | 110,531 | $7.1M |
| LongView Asset Management LLC | 4.51% | Add +1.0% | 100,879 | $6.5M |
| Citadel Advisors | 0.00% | New | 42,831 | $2.7M |
| Archer Investment Management, LLC | 1.37% | Reduce -21.7% | 39,608 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.2% | 32,997 | $2.1M |
| Joel Adams & Associates, Inc. | 1.20% | Add +9.1% | 24,940 | $1.6M |
| Natural Investments, LLC | 0.36% | New | 22,318 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +6.1% | 22,310 | $1.4M |
| Cwm, LLC | 0.00% | Add +5.4% | 19,633 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.03% | New | 15,273 | $979K |
| Commonwealth Equity Services, LLC | 0.00% | Add +30.9% | 13,939 | $894K |
| Creative Planning | 0.00% | Add +12.5% | 11,619 | $745K |
| Mason & Associates Inc | 0.13% | New | 11,128 | $714K |
| North Berkeley Wealth Management, LLC | 0.37% | New | 9,858 | $632K |
| BBR Partners, LLC | 0.03% | No change | 8,796 | $564K |
| Montecito Bank & Trust | 0.08% | New | 7,345 | $471K |
| Sandbox Financial Partners, LLC | 0.12% | Reduce -4.7% | 6,481 | $416K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 6,293 | $404K |
| Journey Strategic Wealth LLC | 0.01% | Add +5.0% | 5,807 | $372K |
| Colorado Capital Management, Inc. | 0.13% | Reduce -54.0% | 5,239 | $336K |
| Mariner, LLC | 0.00% | Add +8.9% | 4,934 | $316K |
| BSW Wealth Partners | 0.04% | Reduce -1.4% | 4,678 | $300K |
| Money Concepts Capital Corp. | 0.02% | Add +4.3% | 4,633 | $297K |
| Modern Wealth Management, LLC | 0.01% | No change | 4,483 | $287K |
| Per Stirling Capital Management, LLC. | 0.03% | New | 3,807 | $244K |
| Collaborative Wealth Managment Inc. | 0.08% | Reduce -0.1% | 3,496 | $224K |
| LPL Financial LLC | 0.00% | Reduce -40.4% | 3,136 | $201K |
| Valley National Advisers Inc. | 0.02% | Add +7.6% | 1,720 | $110K |
| Osaic Holdings, Inc. | 0.00% | Add +15.5% | 1,631 | $105K |
| Kestra Advisory Services, LLC | 0.00% | New | 945 | $61K |
| Triumph Capital Management | 0.01% | New | 825 | $53K |
| McIlrath & Eck, LLC | 0.00% | No change | 724 | $46K |
| Harbour Investments, Inc. | 0.00% | Reduce -29.8% | 592 | $38K |
| Millstone Evans Group, LLC | 0.02% | New | 516 | $33K |
| CDKV Holdings LLC | 0.03% | — | 476 | $31K |
| Heritage Wealth Advisors | 0.00% | Reduce -11.7% | 264 | $17K |
| US Bancorp \de | 0.00% | No change | 150 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 119 | $8K |
| Rossby Financial, LCC | 0.00% | New | 77 | $5K |
| Elyxium Wealth, LLC | 0.00% | New | 34 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 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.