Who owns CVLC?
Calvert US Large-Cap Core Responsible Index ETF · Calvert
90 institutions reported holding CVLC, worth $628.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CVLC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| State Insurance Fund | New York, NY | $254.8M | 2,697,658 | No change |
| Wealthspire Advisors, LLC | New York, NY | $74.0M | 782,924 | +13,501 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $52.8M | 559,274 | +8,050 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $27.5M | 290,896 | −8,348 shares |
| Rossby Financial, LCC | Melbourne, FL | $23.0M | 242,957 | +23,762 shares |
| Mercer Global Advisors Inc. | Denver, CO | $20.5M | 216,862 | +1,729 shares |
| Focus Partners Wealth | St Louis, MO | $15.8M | 166,892 | +55,138 shares |
| Ogorek Anthony Joseph /NY/ | Williamsville, NY | $14.1M | 149,517 | −44,594 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $12.1M | 128,417 | +3,466 shares |
| Joel Adams & Associates, Inc. | Asheville, NC | $12.0M | 126,566 | +28,914 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 CVLC?
90 institutional managers reported holding CVLC in Form 13F filings for June 30, 2026, worth $628.8M in total. The largest reported position was held by State Insurance Fund, at $254.8M.
Did institutions buy or sell CVLC last quarter?
Reported 13F value rose 23.1% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 4 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 CVLC 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.