CVMC Institutional Ownership
Calvert US Mid-Cap Core Responsible Index ETF
1W: -0.3%
1M: -3.2%
3M: -3.5%
YTD: +14.1%
1Y: +16.2%
3Y: +60.5%
$73.88
+0.49 (+0.67%)
Weekly Expected Move ±1.5%
$72
$73
$74
$75
$76
Overview
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Holdings
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Institutional Ownership — CVMC
54
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
72M
Total Invested
14
New Positions
15
Increased
16
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (65 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | First Pacific Financial | 255,950 | $19M | +5,810 | +2.3% | 11Q | SEC ↗ |
| 2 | EP Wealth Advisors, LLC | 116,055 | $9M | +6,171 | +5.6% | 2Q | SEC ↗ |
| 3 | Financial Engines Advisors L.L.C. | 110,192 | $8M | -3,964 | -3.5% | 10Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC NEW | 74,767 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 5 | TFC Financial Management, Inc. NEW | 61,148 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 6 | North Berkeley Wealth Management, LLC | 52,819 | $4M | +14,558 | +38.0% | 3Q | SEC ↗ |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 37,798 | $3M | +4,339 | +13.0% | 5Q | SEC ↗ |
| 8 | NATURAL INVESTMENTS, LLC | 33,504 | $2M | +2,124 | +6.8% | 3Q | SEC ↗ |
| 9 | Joel Adams & Associates, Inc. | 29,926 | $2M | +4,198 | +16.3% | 4Q | SEC ↗ |
| 10 | Ameritas Investment Partners, Inc. | 22,410 | $2M | +314 | +1.4% | 5Q | SEC ↗ |
| 11 | CWM, LLC | 19,855 | $1M | +222 | +1.1% | 6Q | SEC ↗ |
| 12 | Dynamic Advisor Solutions LLC | 16,471 | $1M | +878 | +5.6% | 3Q | SEC ↗ |
| 13 | Sandbox Financial Partners, LLC | 15,186 | $1M | +8,705 | +134.3% | 12Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 14,945 | $1M | +2,497 | +20.1% | 8Q | SEC ↗ |
| 15 | Creative Planning | 11,826 | $874K | — | +0.0% | 7Q | SEC ↗ |
| 16 | Mason & Associates Inc | 11,798 | $872K | +331 | +2.9% | 3Q | SEC ↗ |
| 17 | Archer Investment Management, LLC | 9,376 | $693K | -764 | -7.5% | 7Q | SEC ↗ |
| 18 | Private Advisor Group, LLC | 9,087 | $671K | +3,077 | +51.2% | 9Q | SEC ↗ |
| 19 | MORGAN STANLEY | 6,754 | $499K | -173,679 | -96.3% | 14Q | SEC ↗ |
| 20 | JOURNEY STRATEGIC WEALTH LLC | 6,123 | $452K | +316 | +5.4% | 7Q | SEC ↗ |
| 21 | LINCOLN CAPITAL CORP NEW | 5,355 | $396K | — | +0.0% | 1Q | SEC ↗ |
| 22 | BSW Wealth Partners | 4,754 | $351K | -86 | -1.8% | 4Q | SEC ↗ |
| 23 | FOUNDERS FINANCIAL SECURITIES LLC | 4,697 | $347K | -855 | -15.4% | 2Q | SEC ↗ |
| 24 | Horizon Investments, LLC | 4,697 | $347K | -6,379 | -57.6% | 2Q | SEC ↗ |
| 25 | Mariner, LLC | 4,672 | $345K | +74 | +1.6% | 6Q | SEC ↗ |
| 26 | Retirement Planning Group, LLC NEW | 4,436 | $328K | — | +0.0% | 1Q | SEC ↗ |
| 27 | MONEY CONCEPTS CAPITAL CORP | 4,383 | $324K | -250 | -5.4% | 6Q | SEC ↗ |
| 28 | MISSION WEALTH MANAGEMENT, LP | 4,263 | $315K | +420 | +10.9% | 2Q | SEC ↗ |
| 29 | Per Stirling Capital Management, LLC. | 3,904 | $288K | +8 | +0.2% | 3Q | SEC ↗ |
| 30 | Colorado Capital Management, Inc. | 3,736 | $276K | -1,303 | -25.9% | 12Q | SEC ↗ |
| 31 | Summit Global Investments NEW | 3,610 | $267K | — | +0.0% | 1Q | SEC ↗ |
| 32 | HighTower Advisors, LLC NEW | 3,568 | $264K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Collaborative Wealth Managment Inc. | 3,544 | $262K | — | +0.0% | 6Q | SEC ↗ |
| 34 | Gemmer Asset Management LLC | 3,213 | $237K | -7 | -0.2% | 2Q | SEC ↗ |
| 35 | LPL Financial LLC NEW | 2,905 | $215K | — | +0.0% | 1Q | SEC ↗ |
| 36 | PRINCIPAL SECURITIES, INC. NEW | 2,682 | $198K | — | +0.0% | 1Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 2,500 | $185K | +253 | +11.3% | 11Q | SEC ↗ |
| 38 | VALLEY NATIONAL ADVISERS INC | 1,555 | $115K | -183 | -10.5% | 6Q | SEC ↗ |
| 39 | AE Wealth Management LLC NEW | 1,150 | $85K | — | +0.0% | 1Q | SEC ↗ |
| 40 | FIDUCIARY FINANCIAL ADVISORS NEW | 1,000 | $74K | — | +0.0% | 1Q | SEC ↗ |
| 41 | McIlrath & Eck, LLC | 873 | $64K | +149 | +20.6% | 5Q | SEC ↗ |
| 42 | HARBOUR INVESTMENTS, INC. | 833 | $62K | -233 | -21.9% | 11Q | SEC ↗ |
| 43 | Triumph Capital Management | 825 | $61K | — | +0.0% | 4Q | SEC ↗ |
| 44 | WELLS FARGO & COMPANY/MN | 621 | $46K | -1,140 | -64.7% | 2Q | SEC ↗ |
| 45 | Millstone Evans Group, LLC | 516 | $38K | — | +0.0% | 3Q | SEC ↗ |
| 46 | CDKV HOLDINGS LLC | 476 | $35K | — | +0.0% | 3Q | SEC ↗ |
| 47 | Milestone Investment Advisors LLC NEW | 328 | $24K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Heritage Wealth Advisors | 220 | $16K | -28 | -11.3% | 6Q | SEC ↗ |
| 49 | Godfrey Financial Associates, Inc. NEW | 166 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Founders Financial Alliance, LLC | 119 | $9K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 74,767 | $6M |
| TFC Financial Management, Inc. | 61,148 | $5M |
| LINCOLN CAPITAL CORP | 5,355 | $396K |
| Retirement Planning Group, LLC | 4,436 | $328K |
| Summit Global Investments | 3,610 | $267K |
| HighTower Advisors, LLC | 3,568 | $264K |
| LPL Financial LLC | 2,905 | $215K |
| PRINCIPAL SECURITIES, INC. | 2,682 | $198K |
| AE Wealth Management LLC | 1,150 | $85K |
| FIDUCIARY FINANCIAL ADVISORS | 1,000 | $74K |
| Milestone Investment Advisors LLC | 328 | $24K |
| Godfrey Financial Associates, Inc. | 166 | $12K |
| Integrated Wealth Concepts LLC | 79 | $6K |
| Ameritas Advisory Services, LLC | 57 | $4K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 42,831 | $3M |
| BBR PARTNERS, LLC | 8,796 | $650K |
| Montecito Bank & Trust | 7,345 | $543K |
| RMG Wealth Management LLC | 5,703 | $421K |
| Modern Wealth Management, LLC | 4,483 | $331K |
| Kestra Advisory Services, LLC | 945 | $70K |
| ROYAL BANK OF CANADA | 366 | $27K |
| US BANCORP \DE | 150 | $11K |
| Elyxium Wealth, LLC | 34 | $3K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| North Berkeley Wealth Management, L | +14,558 | +38.0% | 52,819 |
| Sandbox Financial Partners, LLC | +8,705 | +134.3% | 15,186 |
| EP Wealth Advisors, LLC | +6,171 | +5.6% | 116,055 |
| First Pacific Financial | +5,810 | +2.3% | 255,950 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +4,339 | +13.0% | 37,798 |
| Joel Adams & Associates, Inc. | +4,198 | +16.3% | 29,926 |
| Private Advisor Group, LLC | +3,077 | +51.2% | 9,087 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,497 | +20.1% | 14,945 |
| NATURAL INVESTMENTS, LLC | +2,124 | +6.8% | 33,504 |
| Dynamic Advisor Solutions LLC | +878 | +5.6% | 16,471 |
| MISSION WEALTH MANAGEMENT, LP | +420 | +10.9% | 4,263 |
| Mason & Associates Inc | +331 | +2.9% | 11,798 |
| JOURNEY STRATEGIC WEALTH LLC | +316 | +5.4% | 6,123 |
| Ameritas Investment Partners, Inc. | +314 | +1.4% | 22,410 |
| OSAIC HOLDINGS, INC. | +253 | +11.3% | 2,500 |
| CWM, LLC | +222 | +1.1% | 19,855 |
| McIlrath & Eck, LLC | +149 | +20.6% | 873 |
| Mariner, LLC | +74 | +1.6% | 4,672 |
| Per Stirling Capital Management, LL | +8 | +0.2% | 3,904 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -173,679 | -96.3% | 6,754 |
| Horizon Investments, LLC | -6,379 | -57.6% | 4,697 |
| Financial Engines Advisors L.L.C. | -3,964 | -3.5% | 110,192 |
| Colorado Capital Management, Inc. | -1,303 | -25.9% | 3,736 |
| WELLS FARGO & COMPANY/MN | -1,140 | -64.7% | 621 |
| FOUNDERS FINANCIAL SECURITIES LLC | -855 | -15.4% | 4,697 |
| Archer Investment Management, LLC | -764 | -7.5% | 9,376 |
| UBS Group AG | -257 | -92.1% | 22 |
| MONEY CONCEPTS CAPITAL CORP | -250 | -5.4% | 4,383 |
| HARBOUR INVESTMENTS, INC. | -233 | -21.9% | 833 |
| VALLEY NATIONAL ADVISERS INC | -183 | -10.5% | 1,555 |
| BSW Wealth Partners | -86 | -1.8% | 4,754 |
| Heritage Wealth Advisors | -28 | -11.3% | 220 |
| Gemmer Asset Management LLC | -7 | -0.2% | 3,213 |