Who owns CVIE?
Calvert International Responsible Index ETF · Calvert
91 institutions reported holding CVIE, worth $341.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CVIE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | Waltham, MA | $67.8M | 797,392 | +7,344 shares |
| Wealthspire Advisors, LLC | New York, NY | $39.5M | 464,924 | +13,774 shares |
| Rossby Financial, LCC | Melbourne, FL | $33.6M | 395,225 | +34,505 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $31.4M | 369,688 | +978 shares |
| World Investment Advisors | Lincroft, NJ | $17.5M | 241,077 | No change |
| EP Wealth Advisors, LLC | Torrance, CA | $14.6M | 171,263 | +204 shares |
| Morgan Stanley | New York, NY | $12.5M | 146,612 | +50,889 shares |
| North Berkeley Wealth Management, LLC | Berkeley, CA | $9.9M | 116,086 | +24,543 shares |
| St Germain D J Co Inc. | Springfield, MA | $9.0M | 105,970 | +230 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $8.1M | 94,816 | +9,860 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CVIE?
91 institutional managers reported holding CVIE in Form 13F filings for June 30, 2026, worth $341.4M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $67.8M.
Did institutions buy or sell CVIE last quarter?
Reported 13F value rose 18.8% from March 31, 2026, which includes price moves as well as buying and selling. 25 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CVIE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.