CVLC Institutional Ownership
Calvert US Large-Cap Core Responsible Index ETF
1W: -0.2%
1M: +0.1%
3M: +1.0%
YTD: +12.9%
1Y: +16.1%
3Y: +84.9%
$95.59
+0.79 (+0.83%)
Weekly Expected Move ±1.6%
$92
$94
$95
$97
$98
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — CVLC
94
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
628M
Total Invested
22
New Positions
31
Increased
28
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (101 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | State Insurance Fund | 2,697,658 | $258M | — | +0.0% | 11Q | SEC ↗ |
| 2 | Wealthspire Advisors, LLC | 782,924 | $75M | +13,501 | +1.8% | 5Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 559,274 | $53M | +8,050 | +1.5% | 14Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 290,896 | $28M | -8,348 | -2.8% | 10Q | SEC ↗ |
| 5 | Rossby Financial, LCC | 242,957 | $23M | +23,762 | +10.8% | 7Q | SEC ↗ |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | 216,862 | $21M | +1,729 | +0.8% | 4Q | SEC ↗ |
| 7 | Focus Partners Wealth | 166,892 | $16M | +55,138 | +49.3% | 7Q | SEC ↗ |
| 8 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 149,517 | $14M | -44,594 | -23.0% | 8Q | SEC ↗ |
| 9 | EP Wealth Advisors, LLC | 128,417 | $12M | +3,466 | +2.8% | 2Q | SEC ↗ |
| 10 | Joel Adams & Associates, Inc. | 126,566 | $12M | +28,914 | +29.6% | 4Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 119,837 | $11M | +10,769 | +9.9% | 7Q | SEC ↗ |
| 12 | North Berkeley Wealth Management, LLC | 102,411 | $10M | +17,588 | +20.7% | 3Q | SEC ↗ |
| 13 | Modern Wealth Management, LLC | 91,211 | $9M | +29,246 | +47.2% | 5Q | SEC ↗ |
| 14 | Global Endowment Management, LP | 76,392 | $7M | +14,700 | +23.8% | 4Q | SEC ↗ |
| 15 | CWM, LLC | 75,860 | $7M | +6,675 | +9.6% | 6Q | SEC ↗ |
| 16 | Riverwater Partners LLC | 62,483 | $6M | +4,179 | +7.2% | 7Q | SEC ↗ |
| 17 | Fiduciary Trust Co | 50,735 | $5M | -325 | -0.6% | 3Q | SEC ↗ |
| 18 | Westfuller Advisors, LLC | 50,220 | $5M | +42,770 | +574.1% | 3Q | SEC ↗ |
| 19 | Creative Planning | 49,887 | $5M | — | +0.0% | 7Q | SEC ↗ |
| 20 | Atria Investments, Inc | 45,020 | $4M | -74 | -0.2% | 2Q | SEC ↗ |
| 21 | Sandbox Financial Partners, LLC | 44,150 | $4M | -809 | -1.8% | 13Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 40,580 | $4M | +19,879 | +96.0% | 3Q | SEC ↗ |
| 23 | TRILLIUM ASSET MANAGEMENT, LLC | 36,595 | $3M | +3,156 | +9.4% | 7Q | SEC ↗ |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 36,322 | $3M | -1,117 | -3.0% | 8Q | SEC ↗ |
| 25 | HighTower Advisors, LLC | 35,930 | $3M | +5,083 | +16.5% | 7Q | SEC ↗ |
| 26 | Beacon Pointe Advisors, LLC | 31,911 | $3M | +1,007 | +3.3% | 2Q | SEC ↗ |
| 27 | Fulcrum Capital LLC | 27,019 | $3M | -347 | -1.3% | 10Q | SEC ↗ |
| 28 | Sound Portfolio Advisors, LLC | 26,147 | $2M | -42,523 | -61.9% | 3Q | SEC ↗ |
| 29 | Private Advisor Group, LLC NEW | 22,695 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 30 | RW Investment Management LLC | 22,317 | $2M | +1,777 | +8.7% | 2Q | SEC ↗ |
| 31 | Pathway Financial Advisors LLC | 22,103 | $2M | +2,024 | +10.1% | 8Q | SEC ↗ |
| 32 | JOURNEY STRATEGIC WEALTH LLC | 21,203 | $2M | +16,783 | +379.7% | 6Q | SEC ↗ |
| 33 | First Pacific Financial | 20,838 | $2M | -701 | -3.3% | 11Q | SEC ↗ |
| 34 | Kestra Advisory Services, LLC | 20,391 | $2M | -50 | -0.2% | 4Q | SEC ↗ |
| 35 | Mountain Capital Investment Advisors I NEW | 20,289 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 36 | EVOLVE PRIVATE WEALTH, LLC | 19,114 | $2M | -323 | -1.7% | 3Q | SEC ↗ |
| 37 | HARBOUR INVESTMENTS, INC. | 14,784 | $1M | +2,923 | +24.6% | 11Q | SEC ↗ |
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 13,727 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Laird Norton Wetherby Trust Company, L | 13,160 | $1M | -230 | -1.7% | 3Q | SEC ↗ |
| 40 | Orion Porfolio Solutions, LLC | 12,953 | $1M | -876 | -6.3% | 12Q | SEC ↗ |
| 41 | BRIGHTON JONES LLC | 11,068 | $1M | +21 | +0.2% | 2Q | SEC ↗ |
| 42 | PFG Investments, LLC NEW | 10,603 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 43 | LINCOLN CAPITAL CORP | 9,921 | $948K | — | +0.0% | 3Q | SEC ↗ |
| 44 | Mariner, LLC | 9,638 | $921K | +1 | +0.0% | 7Q | SEC ↗ |
| 45 | OSAIC HOLDINGS, INC. | 9,588 | $917K | -469 | -4.7% | 9Q | SEC ↗ |
| 46 | Per Stirling Capital Management, LLC. | 9,395 | $898K | -350 | -3.6% | 11Q | SEC ↗ |
| 47 | Regal Investment Advisors LLC NEW | 8,794 | $841K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Cetera Investment Advisers | 8,516 | $814K | +1,256 | +17.3% | 5Q | SEC ↗ |
| 49 | ENVESTNET ASSET MANAGEMENT INC | 8,470 | $810K | +1,837 | +27.7% | 6Q | SEC ↗ |
| 50 | Relyea Zuckerberg Hanson LLC | 6,739 | $644K | +15 | +0.2% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Private Advisor Group, LLC | 22,695 | $2M |
| Mountain Capital Investment Advisor | 20,289 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,727 | $1M |
| PFG Investments, LLC | 10,603 | $1M |
| Regal Investment Advisors LLC | 8,794 | $841K |
| Montecito Bank & Trust | 4,960 | $474K |
| Bond & Devick Financial Network, In | 4,429 | $423K |
| Betterment LLC | 4,399 | $421K |
| CITADEL ADVISORS LLC | 4,388 | $419K |
| Perigon Wealth Management, LLC | 3,287 | $314K |
| Wealth Alliance Advisory Group, LLC | 2,786 | $266K |
| WEALTH EFFECTS LLC | 2,725 | $260K |
| Mesirow Financial Investment Manage | 2,446 | $234K |
| Ashton Thomas Private Wealth, LLC | 2,220 | $212K |
| Plum Street Advisors, LLC | 2,176 | $208K |
| Arbor Investment Advisors, LLC | 2,174 | $208K |
| PNC Financial Services Group, Inc. | 1,089 | $104K |
| IFG Advisory, LLC | 711 | $68K |
| Godfrey Financial Associates, Inc. | 260 | $25K |
| Silver Grove Financial Group, Inc. | 109 | $10K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Legacy Advisors, LLC | 115,572 | $11M |
| Strategic Financial Planning, Inc. | 55,578 | $5M |
| Focus Partners Advisor Solutions, L | 4,221 | $403K |
| JANE STREET GROUP, LLC | 3,489 | $334K |
| ROYAL BANK OF CANADA | 414 | $40K |
| FLAGSHIP HARBOR ADVISORS, LLC | 200 | $19K |
| Smartleaf Asset Management LLC | 65 | $6K |
| Allworth Financial LP | 40 | $4K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | -44,594 | -23.0% | 149,517 |
| Sound Portfolio Advisors, LLC | -42,523 | -61.9% | 26,147 |
| ENTRUST FINANCIAL LLC | -8,614 | -57.3% | 6,427 |
| AMERIPRISE FINANCIAL INC | -8,348 | -2.8% | 290,896 |
| Skyline Advisors, Inc. | -2,781 | -53.0% | 2,463 |
| Kondo Wealth Advisors, Inc. | -2,549 | -31.7% | 5,501 |
| Cambridge Investment Research Advis | -2,207 | -31.3% | 4,842 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -1,117 | -3.0% | 36,322 |
| Orion Porfolio Solutions, LLC | -876 | -6.3% | 12,953 |
| Sandbox Financial Partners, LLC | -809 | -1.8% | 44,150 |
| NATURAL INVESTMENTS, LLC | -782 | -20.1% | 3,101 |
| First Pacific Financial | -701 | -3.3% | 20,838 |
| OSAIC HOLDINGS, INC. | -469 | -4.7% | 9,588 |
| Conrad Siegel Investment Advisors, | -444 | -6.4% | 6,481 |
| CDKV HOLDINGS LLC | -411 | -18.6% | 1,800 |
| Heritage Wealth Advisors | -380 | -8.5% | 4,083 |
| Per Stirling Capital Management, LL | -350 | -3.6% | 9,395 |
| Fulcrum Capital LLC | -347 | -1.3% | 27,019 |
| Fiduciary Trust Co | -325 | -0.6% | 50,735 |
| EVOLVE PRIVATE WEALTH, LLC | -323 | -1.7% | 19,114 |