CVIE · Calvert International Responsible Index ETF ETF

Alerts for CVIE

$86.38 +0.43 (+0.50%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $2,719,565

Total Shares: 31,990

Institutional Ownership Trend

14 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+80.3 pts

Top 5

100.0%

+44.8 pts

Top 10

100.0%

+27.4 pts

HHI

10,000

Highly concentrated+9,184

Quarterly Activity

vs Mar 31, 2026

New

0

Increased

0

Decreased

1

Sold Out

76

Unchanged

0

Holder count: -76

Institutional value: -99.1%

Shares held: -99.2%

Top Buyers

vs Mar 31, 2026

No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Small Financial Insights, Inc.	−233	31,990

Top New Positions

vs Mar 31, 2026

No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Large COMMONWEALTH EQUITY SERVICES, LLC	790,048	$57,428,589
Mid Wealthspire Advisors, LLC	451,150	$32,794,093
Mega AMERIPRISE FINANCIAL INC	368,710	$26,801,529
Small Rossby Financial, LCC	360,720	$26,220,736
Mid World Investment Advisors	241,077	$17,523,887

Filter: New 0 Increased 0 Reduced 1 Sold out 76 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

Financial Insights, Inc. CVIE

$2,719,565

100.00%

31,990

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	368,710	$26,801,529	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	200,000	$14,538,000	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	95,723	$6,958,104	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	46,763	$3,399,202	55.0%	Defined
Raymond James Financial Services Advisors, Inc.	38,193	$2,776,249	45.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	75,787	$5,508,957	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	19,197	$1,395,429	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	8,562	$622,371	68.8%	Defined
Osaic Advisory Services, LLC	3,878	$281,891	31.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	7,377	$536,234	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	7,143	$519,224	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CITY NATIONAL ROCHDALE, LLC	367	$26,677	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	288	$20,934	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	121	$8,795	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	26	$1,889	100.0%	Other