Calvert Ult-SHRT Inv GRD ETFCVSBETF
13F holders, Q2 2026 (June 30)49holders +8
11new positions
3sold out
1famous investor
$50.64avg. 13F price*
At the end of Q2 2026, 49 institutions reported holding Calvert Ult-SHRT Inv GRD ETF (CVSB) in their 13F filings, up 8 from Q1 2026. 11 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($114.7M), LPL Financial LLC ($13.9M) and Pathstone Holdings, LLC ($6.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Calvert Ult-SHRT Inv GRD ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2026)
- CUSIP
- 61774R601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $8.7M |
| Exits | 3 | $2.8M |
All 13F filers, Q1 2026 → Q2 2026: 274,014 shares bought and 321,676 shares sold, net −47,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Morgan Stanley | 0.01% | Add +2.5% | 2,265,063 | $114.7M |
| LPL Financial LLC | 0.00% | Add +4.2% | 274,024 | $13.9M |
| Pathstone Holdings, LLC | 0.02% | No change | 126,194 | $6.4M |
| Moran Wealth Management, LLC | 0.15% | New | 106,784 | $5.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -53.2% | 75,202 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.5% | 65,514 | $3.3M |
| Valley Financial Group, Inc. | 1.38% | Reduce -3.9% | 55,066 | $2.8M |
| Perigon Wealth Management, LLC | 0.03% | New | 35,131 | $1.8M |
| Betterment LLC | 0.00% | Add +2.6% | 33,537 | $1.7M |
| Rossby Financial, LCC | 0.29% | Add +35.1% | 31,179 | $1.6M |
| PFG Investments, LLC | 0.05% | Add +123.6% | 27,986 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +12.6% | 25,403 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +5.8% | 25,370 | $1.3M |
| Mason & Associates Inc | 0.16% | Reduce -20.7% | 19,445 | $985K |
| Prism Advisors, Inc. | 0.22% | Add +1.9% | 17,652 | $894K |
| DeDora Capital, Inc. | 0.14% | Add +3.1% | 12,912 | $654K |
| Cetera Investment Advisers | 0.00% | Add +16.7% | 12,268 | $621K |
| Natural Investments, LLC | 0.13% | Add +11.6% | 11,242 | $569K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.2% | 10,928 | $553K |
| Robinson Smith Wealth Advisors LLC | 0.31% | Reduce -2.0% | 10,116 | $512K |
| Sunrise Financial Services, LLC | 0.30% | Reduce -4.4% | 10,108 | $512K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +7.5% | 9,531 | $483K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -48.6% | 8,987 | $455K |
| Arkadios Wealth Advisors | 0.01% | Add +0.6% | 8,374 | $424K |
| RW Investment Management LLC | 0.04% | Reduce -39.7% | 8,131 | $412K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,968 | $403K |
| Secure Asset Management, LLC | 0.05% | Reduce -1.6% | 7,292 | $369K |
| Global Retirement Partners, LLC | 0.01% | — | 7,179 | $364K |
| Gemmer Asset Management LLC | 0.02% | Add +1.0% | 7,023 | $356K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -95.0% | 7,003 | $355K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.1% | 6,927 | $351K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.6% | 6,502 | $329K |
| Focus Partners Wealth | 0.00% | Reduce -3.4% | 5,633 | $285K |
| Citadel Advisors | 0.00% | New | 5,424 | $275K |
| Brookwood Investment Group LLC | 0.03% | No change | 4,644 | $235K |
| Riverwater Partners LLC | 0.07% | Reduce -5.3% | 4,602 | $233K |
| Professional Financial Solutions LLC | 0.17% | New | 4,430 | $224K |
| Ethos Financial Group, LLC | 0.01% | New | 4,398 | $223K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 4,332 | $219K |
| Tectonic Advisors LLC | 0.01% | New | 4,078 | $207K |
| Harbour Investments, Inc. | 0.00% | Add +5.3% | 2,975 | $151K |
| NewEdge Advisors, LLC | 0.00% | New | 2,052 | $104K |
| Fiduciary Financial Advisors | 0.01% | New | 1,962 | $99K |
| TFC Financial Management, Inc. | 0.00% | Reduce -14.3% | 781 | $40K |
| Smartleaf Asset Management LLC | 0.00% | No change | 305 | $16K |
| Ameritas Advisory Services, LLC | 0.00% | New | 276 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 200 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 151 | $8K |
| UBS Group AG | 0.00% | New | 118 | $6K |
"% of holder's portfolio" is CVSB's weight in each manager's 13F, not the share of Calvert Ult-SHRT Inv GRD ETF the manager owns.