Who owns CVMC?
Calvert US Mid-Cap Core Responsible Index ETF · Calvert
52 institutions reported holding CVMC, worth $72.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CVMC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| First Pacific Financial | Vancouver, WA | $19.5M | 255,950 | +5,810 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $8.8M | 116,055 | +6,171 shares |
| Financial Engines Advisors L.L.C. | Santa Clara, CA | $8.4M | 110,192 | −3,964 shares |
| Goldman Sachs Group Inc. | New York, NY | $5.7M | 74,767 | New position |
| TFC Financial Management, Inc. | Boston, MA | $4.7M | 61,148 | New position |
| North Berkeley Wealth Management, LLC | Berkeley, CA | $4.0M | 52,819 | +14,558 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $2.9M | 37,798 | +4,339 shares |
| Natural Investments, LLC | Windsor, CA | $2.5M | 33,504 | +2,124 shares |
| Joel Adams & Associates, Inc. | Asheville, NC | $2.3M | 29,926 | +4,198 shares |
| Ameritas Investment Partners, Inc. | Lincoln, NE | $1.7M | 22,410 | +314 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 CVMC?
52 institutional managers reported holding CVMC in Form 13F filings for June 30, 2026, worth $72.3M in total. The largest reported position was held by First Pacific Financial, at $19.5M.
Did institutions buy or sell CVMC last quarter?
Reported 13F value rose 20.2% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 2 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 CVMC 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.