CVSB Institutional Ownership
Calvert Ultra-Short Investment Grade ETF
1W: +0.1%
1M: -0.3%
3M: -0.4%
YTD: +0.1%
1Y: +0.2%
3Y: +12.7%
$50.45
+0.01 (+0.02%)
Weekly Expected Move ±0.2%
$50
$50
$50
$51
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CVSB
53
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
170M
Total Invested
12
New Positions
18
Increased
17
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,265,063 | $114M | +54,905 | +2.5% | 14Q | SEC ↗ |
| 2 | LPL Financial LLC | 274,024 | $14M | +11,041 | +4.2% | 9Q | SEC ↗ |
| 3 | Pathstone Holdings, LLC | 126,194 | $6M | — | +0.0% | 7Q | SEC ↗ |
| 4 | Moran Wealth Management, LLC NEW | 106,784 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Private Advisor Group, LLC | 75,202 | $4M | -85,498 | -53.2% | 7Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 65,514 | $3M | +1,596 | +2.5% | 12Q | SEC ↗ |
| 7 | Valley Financial Group, Inc. | 55,066 | $3M | -2,242 | -3.9% | 11Q | SEC ↗ |
| 8 | Perigon Wealth Management, LLC NEW | 35,131 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Betterment LLC | 33,537 | $2M | +859 | +2.6% | 6Q | SEC ↗ |
| 10 | Rossby Financial, LCC | 31,179 | $2M | +8,103 | +35.1% | 6Q | SEC ↗ |
| 11 | PFG Investments, LLC | 27,986 | $1M | +15,470 | +123.6% | 6Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 25,403 | $1M | +2,833 | +12.6% | 6Q | SEC ↗ |
| 13 | Dynamic Advisor Solutions LLC | 25,370 | $1M | +1,397 | +5.8% | 7Q | SEC ↗ |
| 14 | Mason & Associates Inc | 19,445 | $981K | -5,077 | -20.7% | 3Q | SEC ↗ |
| 15 | Prism Advisors, Inc. | 17,652 | $891K | +322 | +1.9% | 12Q | SEC ↗ |
| 16 | DeDora Capital, Inc. | 12,912 | $651K | +390 | +3.1% | 2Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 12,268 | $619K | +1,758 | +16.7% | 10Q | SEC ↗ |
| 18 | NATURAL INVESTMENTS, LLC | 11,242 | $567K | +1,165 | +11.6% | 3Q | SEC ↗ |
| 19 | Kingsview Wealth Management, LLC | 10,928 | $551K | -362 | -3.2% | 2Q | SEC ↗ |
| 20 | ROBINSON SMITH WEALTH ADVISORS LLC | 10,116 | $510K | -207 | -2.0% | 4Q | SEC ↗ |
| 21 | Sunrise Financial Services, LLC | 10,108 | $510K | -462 | -4.4% | 3Q | SEC ↗ |
| 22 | Ameritas Investment Partners, Inc. | 9,531 | $481K | +663 | +7.5% | 5Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 8,987 | $453K | -8,499 | -48.6% | 8Q | SEC ↗ |
| 24 | Arkadios Wealth Advisors | 8,374 | $422K | +53 | +0.6% | 4Q | SEC ↗ |
| 25 | RW Investment Management LLC | 8,131 | $410K | -5,348 | -39.7% | 2Q | SEC ↗ |
| 26 | Kestra Advisory Services, LLC NEW | 7,968 | $402K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Secure Asset Management, LLC | 7,292 | $368K | -115 | -1.6% | 6Q | SEC ↗ |
| 28 | Global Retirement Partners, LLC NEW | 7,179 | $362K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Gemmer Asset Management LLC | 7,023 | $354K | +72 | +1.0% | 5Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 7,003 | $353K | -133,614 | -95.0% | 4Q | SEC ↗ |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 6,927 | $349K | +577 | +9.1% | 2Q | SEC ↗ |
| 32 | Apollon Wealth Management, LLC | 6,502 | $328K | +40 | +0.6% | 3Q | SEC ↗ |
| 33 | Focus Partners Wealth | 5,633 | $284K | -198 | -3.4% | 2Q | SEC ↗ |
| 34 | CITADEL ADVISORS LLC NEW | 5,424 | $274K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Brookwood Investment Group LLC | 4,644 | $234K | — | +0.0% | 6Q | SEC ↗ |
| 36 | Riverwater Partners LLC | 4,602 | $232K | -255 | -5.3% | 4Q | SEC ↗ |
| 37 | PROFESSIONAL FINANCIAL SOLUTIONS LLC NEW | 4,430 | $223K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Ethos Financial Group, LLC NEW | 4,398 | $222K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Gladstone Institutional Advisory LLC | 4,332 | $219K | — | +0.0% | 7Q | SEC ↗ |
| 40 | TECTONIC ADVISORS LLC NEW | 4,078 | $206K | — | +0.0% | 1Q | SEC ↗ |
| 41 | HARBOUR INVESTMENTS, INC. | 2,975 | $150K | +149 | +5.3% | 7Q | SEC ↗ |
| 42 | NewEdge Advisors, LLC NEW | 2,052 | $104K | — | +0.0% | 1Q | SEC ↗ |
| 43 | FIDUCIARY FINANCIAL ADVISORS NEW | 1,962 | $99K | — | +0.0% | 1Q | SEC ↗ |
| 44 | TFC Financial Management, Inc. | 781 | $39K | -130 | -14.3% | 7Q | SEC ↗ |
| 45 | CWM, LLC | 397 | $20K | — | +0.0% | 9Q | SEC ↗ |
| 46 | Smartleaf Asset Management LLC | 305 | $15K | — | +0.0% | 2Q | SEC ↗ |
| 47 | Ameritas Advisory Services, LLC NEW | 276 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Aptus Capital Advisors, LLC | 200 | $10K | — | +0.0% | 2Q | SEC ↗ |
| 49 | Godfrey Financial Associates, Inc. | 151 | $8K | — | +0.0% | 3Q | SEC ↗ |
| 50 | UBS Group AG NEW | 118 | $6K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Moran Wealth Management, LLC | 106,784 | $5M |
| Perigon Wealth Management, LLC | 35,131 | $2M |
| Kestra Advisory Services, LLC | 7,968 | $402K |
| Global Retirement Partners, LLC | 7,179 | $362K |
| CITADEL ADVISORS LLC | 5,424 | $274K |
| PROFESSIONAL FINANCIAL SOLUTIONS LL | 4,430 | $223K |
| Ethos Financial Group, LLC | 4,398 | $222K |
| TECTONIC ADVISORS LLC | 4,078 | $206K |
| NewEdge Advisors, LLC | 2,052 | $104K |
| FIDUCIARY FINANCIAL ADVISORS | 1,962 | $99K |
| Ameritas Advisory Services, LLC | 276 | $14K |
| UBS Group AG | 118 | $6K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Strategic Financial Planning, Inc. | 50,704 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 20,980 | $1M |
| JANE STREET GROUP, LLC | 16,707 | $843K |
| Regal Investment Advisors LLC | 12,258 | $618K |
| HRT FINANCIAL LP | 6,534 | $330K |
| GREAT VALLEY ADVISOR GROUP, INC. | 4,858 | $245K |
| Western Wealth Management, LLC | 788 | $40K |
| ROYAL BANK OF CANADA | 780 | $39K |
| Rockefeller Capital Management L.P. | 68 | $3K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +54,905 | +2.5% | 2,265,063 |
| PFG Investments, LLC | +15,470 | +123.6% | 27,986 |
| LPL Financial LLC | +11,041 | +4.2% | 274,024 |
| Rossby Financial, LCC | +8,103 | +35.1% | 31,179 |
| OSAIC HOLDINGS, INC. | +2,833 | +12.6% | 25,403 |
| Cetera Investment Advisers | +1,758 | +16.7% | 12,268 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,596 | +2.5% | 65,514 |
| Dynamic Advisor Solutions LLC | +1,397 | +5.8% | 25,370 |
| NATURAL INVESTMENTS, LLC | +1,165 | +11.6% | 11,242 |
| Betterment LLC | +859 | +2.6% | 33,537 |
| Ameritas Investment Partners, Inc. | +663 | +7.5% | 9,531 |
| ENVESTNET ASSET MANAGEMENT INC | +577 | +9.1% | 6,927 |
| DeDora Capital, Inc. | +390 | +3.1% | 12,912 |
| Prism Advisors, Inc. | +322 | +1.9% | 17,652 |
| HARBOUR INVESTMENTS, INC. | +149 | +5.3% | 2,975 |
| Gemmer Asset Management LLC | +72 | +1.0% | 7,023 |
| Arkadios Wealth Advisors | +53 | +0.6% | 8,374 |
| Apollon Wealth Management, LLC | +40 | +0.6% | 6,502 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -133,614 | -95.0% | 7,003 |
| Private Advisor Group, LLC | -85,498 | -53.2% | 75,202 |
| Cambridge Investment Research Advis | -8,499 | -48.6% | 8,987 |
| RW Investment Management LLC | -5,348 | -39.7% | 8,131 |
| Mason & Associates Inc | -5,077 | -20.7% | 19,445 |
| Valley Financial Group, Inc. | -2,242 | -3.9% | 55,066 |
| Sunrise Financial Services, LLC | -462 | -4.4% | 10,108 |
| Kingsview Wealth Management, LLC | -362 | -3.2% | 10,928 |
| Riverwater Partners LLC | -255 | -5.3% | 4,602 |
| ROBINSON SMITH WEALTH ADVISORS LLC | -207 | -2.0% | 10,116 |
| Focus Partners Wealth | -198 | -3.4% | 5,633 |
| TFC Financial Management, Inc. | -130 | -14.3% | 781 |
| Secure Asset Management, LLC | -115 | -1.6% | 7,292 |