Calvert Ult-SHRT Inv GRD ETFCVSBETF
13F holders, Q4 2025 (December 31)38holders
7new positions
9sold out
$50.75avg. 13F price*
At the end of Q4 2025, 38 institutions reported holding Calvert Ult-SHRT Inv GRD ETF (CVSB) in their 13F filings, unchanged from Q3 2025. 7 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($113.1M), LPL Financial LLC ($10.7M) and Private Advisor Group, LLC ($3.7M).
- Company
- Calvert Ult-SHRT Inv GRD ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q4 2025)
- CUSIP
- 61774R601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.5M |
| Exits | 9 | $4.3M |
All 13F filers, Q3 2025 → Q4 2025: 245,932 shares bought and 420,901 shares sold, net −174,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Morgan Stanley | 0.01% | Add +3.0% | 2,228,020 | $113.1M |
| LPL Financial LLC | 0.00% | Add +14.0% | 211,629 | $10.7M |
| Private Advisor Group, LLC | 0.02% | Add +105.2% | 72,994 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -31.1% | 72,179 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.7% | 62,187 | $3.2M |
| Valley Financial Group, Inc. | 1.68% | Reduce -83.7% | 58,837 | $3.0M |
| Betterment LLC | 0.00% | Add +16.9% | 30,885 | $1.6M |
| Mason & Associates Inc | 0.24% | New | 24,724 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +55.8% | 23,185 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +95.7% | 23,010 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 20,980 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.4% | 17,170 | $871K |
| Prism Advisors, Inc. | 0.23% | Add +7.5% | 16,657 | $845K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.5% | 13,456 | $683K |
| Rossby Financial, LCC | 0.21% | Add +59.1% | 13,056 | $663K |
| PFG Investments, LLC | 0.03% | Add +1.2% | 12,352 | $627K |
| Natural Investments, LLC | 0.13% | New | 10,166 | $515K |
| Cetera Investment Advisers | 0.00% | Add +41.7% | 9,010 | $457K |
| Global Retirement Partners, LLC | 0.01% | Reduce -10.2% | 8,665 | $440K |
| Robinson Smith Wealth Advisors LLC | 0.29% | Add +72.8% | 8,501 | $431K |
| Sunrise Financial Services, LLC | 0.32% | — | 8,412 | $427K |
| Arkadios Wealth Advisors | 0.01% | Add +14.1% | 8,287 | $421K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +12.9% | 7,948 | $403K |
| Secure Asset Management, LLC | 0.06% | Add +0.6% | 7,407 | $376K |
| Gemmer Asset Management LLC | 0.03% | Add +34.7% | 6,904 | $350K |
| HRT Financial LP | 0.00% | New | 6,534 | $331K |
| Apollon Wealth Management, LLC | 0.01% | New | 6,462 | $328K |
| Kestra Advisory Services, LLC | 0.00% | Add +18.5% | 5,085 | $258K |
| Riverwater Partners LLC | 0.10% | Reduce -1.6% | 4,855 | $246K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -7.2% | 4,858 | $246K |
| Brookwood Investment Group LLC | 0.03% | Add +2.2% | 4,565 | $232K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 4,332 | $220K |
| Harbour Investments, Inc. | 0.00% | Add +16.0% | 2,322 | $118K |
| TFC Financial Management, Inc. | 0.01% | Add +59.5% | 898 | $46K |
| Royal Bank of Canada | 0.00% | New | 780 | $40K |
| Cwm, LLC | 0.00% | No change | 397 | $20K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 151 | $8K |
| Rockefeller Capital Management L.P. | 0.00% | New | 68 | $3K |
"% 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.