CVIE Institutional Ownership
Calvert International Responsible Index ETF
1W: -0.9%
1M: -1.1%
3M: -1.7%
YTD: +16.1%
1Y: +21.9%
3Y: +83.6%
$83.94
+1.48 (+1.79%)
Weekly Expected Move ±2.5%
$80
$82
$84
$86
$88
Overview
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Holdings
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Institutional Ownership — CVIE
100
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
339M
Total Invested
25
New Positions
31
Increased
29
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (103 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 797,392 | $67M | +7,344 | +0.9% | 14Q | SEC ↗ |
| 2 | Wealthspire Advisors, LLC | 464,924 | $39M | +13,774 | +3.1% | 5Q | SEC ↗ |
| 3 | Rossby Financial, LCC | 395,225 | $33M | +34,505 | +9.6% | 6Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 369,688 | $31M | +978 | +0.3% | 8Q | SEC ↗ |
| 5 | World Investment Advisors | 241,077 | $20M | — | +0.0% | 6Q | SEC ↗ |
| 6 | EP Wealth Advisors, LLC | 171,263 | $14M | +204 | +0.1% | 3Q | SEC ↗ |
| 7 | MORGAN STANLEY | 146,612 | $12M | +50,889 | +53.2% | 14Q | SEC ↗ |
| 8 | North Berkeley Wealth Management, LLC | 116,086 | $10M | +24,543 | +26.8% | 3Q | SEC ↗ |
| 9 | ST GERMAIN D J CO INC | 105,970 | $9M | +230 | +0.2% | 9Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 94,816 | $8M | +9,860 | +11.6% | 7Q | SEC ↗ |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | 88,043 | $7M | -833 | -0.9% | 4Q | SEC ↗ |
| 12 | Modern Wealth Management, LLC | 80,620 | $7M | +19,911 | +32.8% | 5Q | SEC ↗ |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 78,162 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 14 | TOMPKINS FINANCIAL CORP NEW | 69,588 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Gateway Wealth Partners, LLC | 68,233 | $6M | -58,659 | -46.2% | 5Q | SEC ↗ |
| 16 | MGO ONE SEVEN LLC | 60,733 | $5M | -1,618 | -2.6% | 3Q | SEC ↗ |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 55,532 | $5M | +4,062 | +7.9% | 7Q | SEC ↗ |
| 18 | Focus Partners Wealth | 50,630 | $4M | +23,442 | +86.2% | 6Q | SEC ↗ |
| 19 | SEEDS INVESTOR LLC | 45,308 | $4M | +12,776 | +39.3% | 2Q | SEC ↗ |
| 20 | Financial Insights, Inc. | 31,990 | $3M | -233 | -0.7% | 5Q | SEC ↗ |
| 21 | Beacon Pointe Advisors, LLC | 30,568 | $3M | +609 | +2.0% | 2Q | SEC ↗ |
| 22 | PFG Investments, LLC | 26,622 | $2M | +21,088 | +381.1% | 3Q | SEC ↗ |
| 23 | EVOLVE PRIVATE WEALTH, LLC | 25,304 | $2M | -412 | -1.6% | 3Q | SEC ↗ |
| 24 | Mountain Capital Investment Advisors I NEW | 22,323 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | WEALTHGARDEN F.S. LLC | 22,274 | $2M | +547 | +2.5% | 9Q | SEC ↗ |
| 26 | Private Advisor Group, LLC | 20,250 | $2M | +5,508 | +37.4% | 2Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 19,413 | $2M | +15,714 | +424.8% | 3Q | SEC ↗ |
| 28 | A&I FINANCIAL SERVICES, LLC | 19,287 | $2M | -660 | -3.3% | 7Q | SEC ↗ |
| 29 | Orion Porfolio Solutions, LLC | 18,983 | $2M | -356 | -1.8% | 4Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 17,409 | $1M | -3,200 | -15.5% | 6Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 16,978 | $1M | +1,020 | +6.4% | 4Q | SEC ↗ |
| 32 | Plum Street Advisors, LLC | 16,363 | $1M | +653 | +4.2% | 7Q | SEC ↗ |
| 33 | Cetera Investment Advisers | 15,948 | $1M | +11,095 | +228.6% | 4Q | SEC ↗ |
| 34 | Creative Planning | 15,829 | $1M | -2,032 | -11.4% | 7Q | SEC ↗ |
| 35 | CWM, LLC | 14,362 | $1M | +1,502 | +11.7% | 3Q | SEC ↗ |
| 36 | HARBOUR INVESTMENTS, INC. | 12,863 | $1M | +394 | +3.2% | 9Q | SEC ↗ |
| 37 | Sandbox Financial Partners, LLC | 12,174 | $1M | +3,331 | +37.7% | 7Q | SEC ↗ |
| 38 | Sigma Planning Corp NEW | 11,984 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | OSAIC HOLDINGS, INC. | 11,661 | $979K | -779 | -6.3% | 9Q | SEC ↗ |
| 40 | JANE STREET GROUP, LLC | 10,505 | $882K | -189,495 | -94.7% | 3Q | SEC ↗ |
| 41 | Financial Engines Advisors L.L.C. | 9,579 | $804K | +210 | +2.2% | 10Q | SEC ↗ |
| 42 | BASSO CAPITAL MANAGEMENT, L.P. NEW | 8,168 | $686K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Kondo Wealth Advisors, Inc. | 8,039 | $675K | -1,393 | -14.8% | 7Q | SEC ↗ |
| 44 | Mutual Advisors, LLC | 7,649 | $642K | +1,440 | +23.2% | 3Q | SEC ↗ |
| 45 | Sequoia Financial Advisors, LLC NEW | 7,581 | $636K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Per Stirling Capital Management, LLC. | 7,384 | $620K | -476 | -6.1% | 9Q | SEC ↗ |
| 47 | STIFEL FINANCIAL CORP | 7,239 | $608K | +96 | +1.3% | 2Q | SEC ↗ |
| 48 | Mariner, LLC | 7,097 | $596K | -280 | -3.8% | 7Q | SEC ↗ |
| 49 | Archer Investment Management, LLC | 7,035 | $591K | -1,232 | -14.9% | 7Q | SEC ↗ |
| 50 | Bensler, LLC NEW | 6,389 | $536K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 78,162 | $7M |
| TOMPKINS FINANCIAL CORP | 69,588 | $6M |
| Mountain Capital Investment Advisor | 22,323 | $2M |
| Sigma Planning Corp | 11,984 | $1M |
| BASSO CAPITAL MANAGEMENT, L.P. | 8,168 | $686K |
| Sequoia Financial Advisors, LLC | 7,581 | $636K |
| Bensler, LLC | 6,389 | $536K |
| Betterment LLC | 5,835 | $490K |
| Bond & Devick Financial Network, In | 4,368 | $367K |
| Scott Capital Advisors, LLC | 2,986 | $251K |
| Atria Investments, Inc | 2,801 | $235K |
| Paradigm, Strategies in Wealth Mana | 2,624 | $220K |
| PRINCIPAL SECURITIES, INC. | 2,582 | $217K |
| Perigon Wealth Management, LLC | 2,539 | $213K |
| Gibson Capital, LLC | 2,512 | $211K |
| Montecito Bank & Trust | 2,467 | $207K |
| Westview Management dba Westview In | 2,432 | $204K |
| Aaron Wealth Advisors LLC | 2,414 | $203K |
| Ashton Thomas Private Wealth, LLC | 1,074 | $90K |
| Cornerstone Planning Group LLC | 236 | $20K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 75,787 | $6M |
| Strategic Financial Planning, Inc. | 66,143 | $6M |
| GOLDMAN SACHS GROUP INC | 19,197 | $2M |
| FLOW TRADERS U.S. LLC | 18,482 | $2M |
| GTS SECURITIES LLC | 5,203 | $437K |
| Focus Partners Advisor Solutions, L | 2,971 | $249K |
| Ascentis Independent Advisors | 1,596 | $134K |
| BANK OF AMERICA CORP /DE | 395 | $33K |
| ROYAL BANK OF CANADA | 367 | $31K |
| Western Wealth Management, LLC | 120 | $10K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +50,889 | +53.2% | 146,612 |
| Rossby Financial, LCC | +34,505 | +9.6% | 395,225 |
| North Berkeley Wealth Management, L | +24,543 | +26.8% | 116,086 |
| Focus Partners Wealth | +23,442 | +86.2% | 50,630 |
| PFG Investments, LLC | +21,088 | +381.1% | 26,622 |
| Modern Wealth Management, LLC | +19,911 | +32.8% | 80,620 |
| ENVESTNET ASSET MANAGEMENT INC | +15,714 | +424.8% | 19,413 |
| Wealthspire Advisors, LLC | +13,774 | +3.1% | 464,924 |
| SEEDS INVESTOR LLC | +12,776 | +39.3% | 45,308 |
| Cetera Investment Advisers | +11,095 | +228.6% | 15,948 |
| RAYMOND JAMES FINANCIAL INC | +9,860 | +11.6% | 94,816 |
| COMMONWEALTH EQUITY SERVICES, LLC | +7,344 | +0.9% | 797,392 |
| Private Advisor Group, LLC | +5,508 | +37.4% | 20,250 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +4,062 | +7.9% | 55,532 |
| Sandbox Financial Partners, LLC | +3,331 | +37.7% | 12,174 |
| CWM, LLC | +1,502 | +11.7% | 14,362 |
| Mutual Advisors, LLC | +1,440 | +23.2% | 7,649 |
| Kestra Advisory Services, LLC | +1,020 | +6.4% | 16,978 |
| First Pacific Financial | +987 | +80.0% | 2,221 |
| AMERIPRISE FINANCIAL INC | +978 | +0.3% | 369,688 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -189,495 | -94.7% | 10,505 |
| Gateway Wealth Partners, LLC | -58,659 | -46.2% | 68,233 |
| Cambridge Investment Research Advis | -3,200 | -15.5% | 17,409 |
| Creative Planning | -2,032 | -11.4% | 15,829 |
| Sanctuary Advisors, LLC | -1,923 | -37.5% | 3,210 |
| MGO ONE SEVEN LLC | -1,618 | -2.6% | 60,733 |
| Kondo Wealth Advisors, Inc. | -1,393 | -14.8% | 8,039 |
| Archer Investment Management, LLC | -1,232 | -14.9% | 7,035 |
| NATURAL INVESTMENTS, LLC | -1,154 | -32.5% | 2,402 |
| MERCER GLOBAL ADVISORS INC /ADV | -833 | -0.9% | 88,043 |
| OSAIC HOLDINGS, INC. | -779 | -6.3% | 11,661 |
| A&I FINANCIAL SERVICES, LLC | -660 | -3.3% | 19,287 |
| Per Stirling Capital Management, LL | -476 | -6.1% | 7,384 |
| EVOLVE PRIVATE WEALTH, LLC | -412 | -1.6% | 25,304 |
| Orion Porfolio Solutions, LLC | -356 | -1.8% | 18,983 |
| Mariner, LLC | -280 | -3.8% | 7,097 |
| Financial Insights, Inc. | -233 | -0.7% | 31,990 |
| Conrad Siegel Investment Advisors, | -208 | -5.8% | 3,361 |
| LPL Financial LLC | -154 | -3.3% | 4,507 |
| FMR LLC | -8 | -2.8% | 280 |