Calvert Ult-SHRT Inv GRD ETFCVSBETF
13F holders, Q1 2026 (March 31)41holders +3
9new positions
6sold out
$50.25avg. 13F price*
At the end of Q1 2026, 41 institutions reported holding Calvert Ult-SHRT Inv GRD ETF (CVSB) in their 13F filings, up 3 from Q4 2025. 9 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($111.8M), LPL Financial LLC ($13.3M) and Private Advisor Group, LLC ($8.1M).
- Company
- Calvert Ult-SHRT Inv GRD ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2026)
- CUSIP
- 61774R601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.7M |
| Exits | 6 | $1.9M |
All 13F filers, Q4 2025 → Q1 2026: 459,142 shares bought and 58,602 shares sold, net +400,540 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Morgan Stanley | 0.01% | Reduce -0.8% | 2,210,158 | $111.8M |
| LPL Financial LLC | 0.00% | Add +24.3% | 262,983 | $13.3M |
| Private Advisor Group, LLC | 0.04% | Add +120.2% | 160,700 | $8.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +945.0% | 140,617 | $7.1M |
| Pathstone Holdings, LLC | 0.03% | Add +74.8% | 126,194 | $6.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.8% | 63,918 | $3.2M |
| Valley Financial Group, Inc. | 1.56% | Reduce -2.6% | 57,308 | $2.9M |
| Betterment LLC | 0.00% | Add +5.8% | 32,678 | $1.7M |
| Strategic Financial Planning, Inc. | 0.79% | New | 50,704 | $1.3M |
| Mason & Associates Inc | 0.24% | Reduce -0.8% | 24,522 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +4.2% | 23,973 | $1.2M |
| Rossby Financial, LCC | 0.24% | Add +76.8% | 23,076 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.6% | 22,570 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.8% | 17,486 | $885K |
| Prism Advisors, Inc. | 0.23% | Add +4.0% | 17,330 | $877K |
| Jane Street Group, LLC | 0.00% | New | 16,707 | $845K |
| RW Investment Management LLC | 0.07% | — | 13,479 | $682K |
| DeDora Capital, Inc. | 0.16% | New | 12,522 | $634K |
| PFG Investments, LLC | 0.03% | Add +1.3% | 12,516 | $633K |
| Regal Investment Advisors LLC | 0.04% | New | 12,258 | $620K |
| Kingsview Wealth Management, LLC | 0.01% | New | 11,290 | $571K |
| Sunrise Financial Services, LLC | 0.38% | Add +25.6% | 10,570 | $535K |
| Cetera Investment Advisers | 0.00% | Add +16.6% | 10,510 | $532K |
| Robinson Smith Wealth Advisors LLC | 0.35% | Add +21.4% | 10,323 | $522K |
| Natural Investments, LLC | 0.13% | Reduce -0.9% | 10,077 | $509K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +11.6% | 8,868 | $449K |
| Arkadios Wealth Advisors | 0.01% | Add +0.4% | 8,321 | $421K |
| Secure Asset Management, LLC | 0.06% | No change | 7,407 | $375K |
| Gemmer Asset Management LLC | 0.03% | Add +0.7% | 6,951 | $352K |
| Apollon Wealth Management, LLC | 0.01% | No change | 6,462 | $327K |
| Envestnet Asset Management Inc. | 0.00% | New | 6,350 | $321K |
| Focus Partners Wealth | 0.00% | New | 5,831 | $295K |
| Riverwater Partners LLC | 0.08% | Add +0.0% | 4,857 | $246K |
| Brookwood Investment Group LLC | 0.03% | Add +1.7% | 4,644 | $235K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 4,332 | $219K |
| Harbour Investments, Inc. | 0.00% | Add +21.7% | 2,826 | $143K |
| TFC Financial Management, Inc. | 0.01% | Add +1.4% | 911 | $46K |
| Cwm, LLC | 0.00% | No change | 397 | $20K |
| Smartleaf Asset Management LLC | 0.00% | New | 305 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | New | 200 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 151 | $8K |
"% 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.