Calvert US Mcap Core RespCVMCETF
13F holders, Q1 2026 (March 31)44holders +1
10new positions
8sold out
$64.06avg. 13F price*
At the end of Q1 2026, 44 institutions reported holding Calvert US Mcap Core Resp (CVMC) in their 13F filings, up 1 from Q4 2025. 10 opened new positions and 8 sold out. The largest holders were First Pacific Financial ($16.0M), Morgan Stanley ($11.6M) and Financial Engines Advisors L.L.C. ($7.3M).
- Company
- Calvert US Mcap Core Resp
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2026)
- CUSIP
- 61774R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $9.1M |
| Exits | 8 | $4.3M |
All 13F filers, Q4 2025 → Q1 2026: 203,238 shares bought and 164,222 shares sold, net +39,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| First Pacific Financial | 2.06% | Add +3.1% | 250,140 | $16.0M |
| Morgan Stanley | 0.00% | Reduce -26.3% | 180,433 | $11.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +3.3% | 114,156 | $7.3M |
| EP Wealth Advisors, LLC | 0.03% | New | 109,884 | $7.0M |
| North Berkeley Wealth Management, LLC | 1.29% | Add +288.1% | 38,261 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 33,459 | $2.1M |
| Natural Investments, LLC | 0.50% | Add +40.6% | 31,380 | $2.0M |
| Joel Adams & Associates, Inc. | 1.22% | Add +3.2% | 25,728 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -1.0% | 22,096 | $1.4M |
| Cwm, LLC | 0.00% | Add +1.1% | 19,855 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +2.1% | 15,593 | $998K |
| Sandbox Financial Partners, LLC | 0.27% | Add +134.3% | 15,186 | $972K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.7% | 12,448 | $797K |
| Creative Planning | 0.00% | Add +1.8% | 11,826 | $757K |
| Mason & Associates Inc | 0.14% | Add +3.0% | 11,467 | $714K |
| Horizon Investments, LLC | 0.01% | New | 11,076 | $709K |
| Archer Investment Management, LLC | 0.27% | Reduce -74.4% | 10,140 | $649K |
| RMG Wealth Management LLC | 0.05% | New | 5,703 | $405K |
| Journey Strategic Wealth LLC | 0.01% | Add +5.4% | 6,123 | $392K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.5% | 6,010 | $385K |
| Founders Financial Securities LLC | 0.02% | New | 5,552 | $374K |
| Colorado Capital Management, Inc. | 0.12% | Reduce -3.8% | 5,039 | $323K |
| BSW Wealth Partners | 0.04% | Add +3.5% | 4,840 | $310K |
| Money Concepts Capital Corp. | 0.02% | No change | 4,633 | $297K |
| Mariner, LLC | 0.00% | Reduce -6.8% | 4,598 | $294K |
| Per Stirling Capital Management, LLC. | 0.03% | Add +2.3% | 3,896 | $249K |
| Mission Wealth Management, LP | 0.01% | New | 3,843 | $246K |
| Collaborative Wealth Managment Inc. | 0.10% | Add +1.4% | 3,544 | $227K |
| Gemmer Asset Management LLC | 0.02% | New | 3,220 | $206K |
| Osaic Holdings, Inc. | 0.00% | Add +37.8% | 2,247 | $144K |
| Wells Fargo & Company | 0.00% | New | 1,761 | $113K |
| Valley National Advisers Inc. | 0.01% | Add +1.1% | 1,738 | $111K |
| Harbour Investments, Inc. | 0.00% | Add +80.1% | 1,066 | $68K |
| McIlrath & Eck, LLC | 0.00% | Add +20.6% | 873 | $56K |
| Triumph Capital Management | 0.01% | No change | 825 | $53K |
| Millstone Evans Group, LLC | 0.02% | No change | 516 | $33K |
| CDKV Holdings LLC | 0.03% | No change | 476 | $30K |
| Royal Bank of Canada | 0.00% | New | 366 | $23K |
| UBS Group AG | 0.00% | New | 279 | $18K |
| Heritage Wealth Advisors | 0.00% | Reduce -6.1% | 248 | $16K |
| Founders Financial Alliance, LLC | 0.00% | No change | 119 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | New | 100 | $6K |
| Rossby Financial, LCC | 0.00% | Add +1.3% | 78 | $5K |
| 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.