Who owns CVSB?
Calvert Ultra-Short Investment Grade ETF · Calvert
49 institutions reported holding CVSB, worth $171.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CVSB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $114.7M | 2,265,063 | +54,905 shares |
| LPL Financial LLC | Fort Mill, SC | $13.9M | 274,024 | +11,041 shares |
| Pathstone Holdings, LLC | Englewood, NJ | $6.4M | 126,194 | No change |
| Moran Wealth Management, LLC | Naples, FL | $5.4M | 106,784 | New position |
| Private Advisor Group, LLC | Morristown, NJ | $3.8M | 75,202 | −85,498 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $3.3M | 65,514 | +1,596 shares |
| Valley Financial Group, Inc. | Ambler, PA | $2.8M | 55,066 | −2,242 shares |
| Perigon Wealth Management, LLC | San Francisco, CA | $1.8M | 35,131 | New position |
| Betterment LLC | New York, NY | $1.7M | 33,537 | +859 shares |
| Rossby Financial, LCC | Melbourne, FL | $1.6M | 31,179 | +8,103 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 CVSB?
49 institutional managers reported holding CVSB in Form 13F filings for June 30, 2026, worth $171.7M in total. The largest reported position was held by Morgan Stanley, at $114.7M.
Did institutions buy or sell CVSB last quarter?
Reported 13F value fell 0.2% from March 31, 2026, which includes price moves as well as buying and selling. 12 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 CVSB 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.