CVLC · Calvert US Large-Cap Core Responsible Index ETF ETF

Alerts for CVLC

$96.21 -0.15 (-0.15%) 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: $414,534

Total Shares: 4,388

Institutional Ownership Trend

14 quarters

Holder Concentration

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

Top Holder

100.0%

+58.9 pts

Top 5

100.0%

+30.8 pts

Top 10

100.0%

+19.3 pts

HHI

10,000

Highly concentrated+8,024

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

0

Decreased

0

Sold Out

74

Unchanged

0

Holder count: -73

Institutional value: -99.9%

Shares held: -99.9%

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	4,388	$414,534

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Small State Insurance Fund	2,697,658	$215,974,499
Mid Wealthspire Advisors, LLC	769,423	$61,600,005
Large COMMONWEALTH EQUITY SERVICES, LLC	551,224	$44,130,993
Mega AMERIPRISE FINANCIAL INC	299,244	$23,957,474
Small Rossby Financial, LCC	219,195	$17,548,751

Filter: New 1 Increased 0 Reduced 0 Sold out 74 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC CVLC

$414,534

100.00%

4,388

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	4,388	$414,534	100.0%	Defined

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	299,244	$23,957,474	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	32,081	$2,568,404	29.4%	Defined
Raymond James Financial Services Advisors, Inc.	76,987	$6,163,579	70.6%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Fiduciary Trust Co of New England	6,130	$490,767	12.0%	Defined
Held directly	44,930	$3,597,095	88.0%	Sole

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	20,701	$1,657,322	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.	6,362	$509,341	63.3%	Defined
Osaic Advisory Services, LLC	3,695	$295,821	36.7%	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	9,637	$771,538	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	3,800	$304,228	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	3,489	$279,329	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 INVESTMENT MANAGEMENT INC	2,000	$160,120	73.6%	Defined
MORGAN STANLEY SMITH BARNEY LLC	126	$10,087	4.6%	Defined
Calvert Research & Management	590	$47,235	21.7%	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	414	$33,144	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	358	$28,661	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	102	$8,166	100.0%	Other