Calvert Ult-SHRT Inv GRD ETFCVSBETF
13F holders, Q3 2025 (September 30)38holders +2
8new positions
5sold out
1famous investor
$50.72avg. 13F price*
At the end of Q3 2025, 38 institutions reported holding Calvert Ult-SHRT Inv GRD ETF (CVSB) in their 13F filings, up 2 from Q2 2025. 8 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($109.7M), Valley Financial Group, Inc. ($18.3M) and LPL Financial LLC ($9.4M). 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 (Q3 2025)
- CUSIP
- 61774R601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.8M |
| Exits | 5 | $778K |
All 13F filers, Q2 2025 → Q3 2025: 245,601 shares bought and 33,849 shares sold, net +211,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Morgan Stanley | 0.01% | Add +5.3% | 2,164,021 | $109.7M |
| Valley Financial Group, Inc. | 10.37% | Add +4.2% | 360,774 | $18.3M |
| LPL Financial LLC | 0.00% | Add +3.5% | 185,577 | $9.4M |
| Pathstone Holdings, LLC | 0.02% | Add +23.2% | 104,704 | $5.3M |
| Fig Financial Advisory Services Inc. | 1.93% | Add +74.4% | 60,726 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.4% | 56,171 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +21.6% | 35,571 | $1.8M |
| Betterment LLC | 0.00% | Add +30.6% | 26,421 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.5% | 16,140 | $819K |
| Prism Advisors, Inc. | 0.21% | Add +33.7% | 15,498 | $786K |
| Osaic Holdings, Inc. | 0.00% | Add +29.3% | 14,885 | $755K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,661 | $693K |
| PFG Investments, LLC | 0.03% | Add +11.2% | 12,205 | $619K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +26.1% | 11,761 | $596K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.0% | 9,654 | $490K |
| Jane Street Group, LLC | 0.00% | Add +125.3% | 9,649 | $489K |
| Rossby Financial, LCC | 0.14% | Add +39.9% | 8,206 | $416K |
| Secure Asset Management, LLC | 0.06% | No change | 7,366 | $374K |
| Arkadios Wealth Advisors | 0.01% | New | 7,264 | $368K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +1.0% | 7,037 | $357K |
| Citadel Advisors | 0.00% | Reduce -45.3% | 6,920 | $351K |
| Cetera Investment Advisers | 0.00% | Add +13.6% | 6,360 | $323K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -12.5% | 5,233 | $265K |
| Gemmer Asset Management LLC | 0.02% | Add +25.2% | 5,125 | $260K |
| Riverwater Partners LLC | 0.10% | New | 4,935 | $250K |
| Robinson Smith Wealth Advisors LLC | 0.18% | New | 4,921 | $250K |
| Brookwood Investment Group LLC | 0.03% | Add +0.6% | 4,468 | $227K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 4,332 | $220K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,292 | $218K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -31.8% | 3,388 | $172K |
| Comerica Bank | 0.00% | Add +1.1% | 2,893 | $147K |
| Harbour Investments, Inc. | 0.00% | Add +7.4% | 2,002 | $102K |
| IFP Advisors, Inc | 0.00% | No change | 592 | $30K |
| TFC Financial Management, Inc. | 0.00% | Add +15.1% | 563 | $29K |
| Principal Securities, Inc. | 0.00% | New | 502 | $25K |
| Cwm, LLC | 0.00% | No change | 397 | $20K |
| UBS Group AG | 0.00% | New | 87 | $4K |
| HM Payson & Co. | 0.00% | New | 33 | $2K |
"% 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.