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Disclosery

CVLC MORGAN STANLEY ETF TRUST

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CALVERT US LARCP (fund)

90 managers (90 13F filers) reported a position in CVLC shares at 2026-06-30, 6,651,771 shares in all. 22 filers opened a position and 4 filers sold out during the quarter.

Managers
90
13F filers
90
New
22
Added
31
Reduced
24
Sold out
4
Shares held by filers
6,651,771

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
State Insurance Fund2,697,658$255M100%013F-HRTimeline
Wealthspire Advisors, LLC782,924$74M0.41%+13,50113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC559,274$52.8M0.07%+8,05013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC290,896$27.5M0.01%-8,34813F-HRTimelineGroup
Rossby Financial, LCC242,957$23M4.2%+23,76213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV216,862$20.5M0.03%+1,72913F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding166,892$15.8M+50,917Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV149,517$14.1M3.51%-44,59413F-HRTimeline
EP Wealth Advisors, LLC128,417$12.1M0.05%+3,46613F-HRTimeline
Joel Adams & Associates, Inc.126,566$12M7.68%+28,91413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC119,837$11.3M<0.01%+10,76913F-HRTimelineGroup
North Berkeley Wealth Management, LLC102,411$9.67M3.91%+17,58813F-HRTimeline
Modern Wealth Management, LLC91,211$8.62M0.1%+29,24613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …76,392$7.22M0.73%+14,70013F-HRTimelineGroup
Riverwater Partners LLC62,483$5.9M1.75%+4,17913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co50,735$4.79M0.05%-32513F-HRTimelineGroup
Westfuller Advisors, LLC50,220$4.74M1.73%+42,77013F-HRTimeline
Creative Planningin group Creative Planning49,887$4.71M<0.01%013F-HRTimelineGroup
Atria Investments, Inc45,020$4.25M0.04%-7413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,580$3.83M<0.01%+19,87913F-HRTimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC36,595$3.46M0.11%+3,15613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…36,322$3.43M<0.01%-1,11713F-HRTimelineGroup
HighTower Advisors, LLC35,930$3.39M<0.01%+5,08313F-HRTimeline
Beacon Pointe Advisors, LLC31,911$3.01M0.01%+1,00713F-HRTimeline
Fulcrum Capital LLC27,019$2.55M0.52%-34713F-HRTimeline
Sound Portfolio Advisors, LLC26,147$2.47M1.75%-42,52313F-HRTimeline
Private Advisor Group, LLC22,695$2.14M0.01%new13F-HRTimeline
RW Investment Management LLC22,317$2.11M0.19%+1,77713F-HRTimeline
Pathway Financial Advisors LLC22,103$2.08M0.24%+2,02413F-HRTimeline
First Pacific Financial20,838$1.97M0.23%-70113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,391$1.93M0.01%-5013F-HRTimelineGroup
Mountain Capital Investment Advisors In…20,289$1.92M0.27%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC19,114$1.81M0.11%-32313F-HRTimeline
HARBOUR INVESTMENTS, INC.14,784$1.4M0.02%+2,92313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,727$1.3M<0.01%new13F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…13,160$1.24M0.02%-23013F-HRTimelineGroup
Orion Porfolio Solutions, LLC12,953$1.22M0.01%-87613F-HRTimeline
BRIGHTON JONES LLC11,068$1.05M0.02%+2113F-HRTimeline
PFG Investments, LLC10,603$1M0.04%new13F-HRTimeline
LINCOLN CAPITAL CORP9,921$937K0.3%013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,638$911K<0.01%+113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,588$906K<0.01%-46913F-HRTimelineGroup
Per Stirling Capital Management, LLC.9,395$888K0.08%-35013F-HRTimeline
Regal Investment Advisors LLC8,794$831K0.04%new13F-HRTimeline
Cetera Investment Advisers8,516$805K<0.01%+1,25613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,470$800K<0.01%+1,83713F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC6,739$637K0.05%+1513F-HR/ATimeline
Conrad Siegel Investment Advisors, Inc.6,481$612K0.1%-44413F-HRTimeline
ENTRUST FINANCIAL LLC6,427$607K0.39%-8,61413F-HRTimeline
Kondo Wealth Advisors, Inc.5,501$520K0.17%-2,54913F-HRTimeline
Montecito Bank & Trust4,960$469K0.07%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,842$457K<0.01%-2,20713F-HR/ATimeline
Gemmer Asset Management LLC4,504$425K0.03%+1013F-HRTimeline
Bond & Devick Financial Network, Inc.4,429$418K0.1%new13F-HRTimeline
Betterment LLC4,399$416K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,388$415K<0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.4,109$388K0.04%+65713F-HRTimeline
Heritage Wealth Advisors4,083$386K0.01%-38013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,710$350K<0.01%-9013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,606$341K0.01%+313F-HRTimeline
Aaron Wealth Advisors LLC3,517$332K0.02%013F-HRTimeline
Collaborative Wealth Managment Inc.3,455$326K0.14%013F-HRTimeline
Perigon Wealth Management, LLC3,287$311K<0.01%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC3,172$300K0.08%013F-HRTimeline
NATURAL INVESTMENTS, LLC3,101$292K0.06%-78213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,029$286K0.05%+113F-HRTimeline
Wealth Alliance Advisory Group, LLC2,786$263K0.04%new13F-HRTimeline
WEALTH EFFECTS LLC2,725$257K0.07%new13F-HRTimeline
Belpointe Asset Management LLC2,721$257K0.01%+1913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,716$257K<0.01%013F-HRTimelineGroup
Skyline Advisors, Inc.2,463$233K0.07%-2,78113F-HRTimeline
Mesirow Financial Investment Management…2,446$231K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC2,220$210K<0.01%new13F-HRTimeline
Plum Street Advisors, LLC2,176$206K0.07%new13F-HRTimeline
Arbor Investment Advisors, LLC2,174$205K0.02%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,009$190K0.02%013F-HRTimeline
CDKV HOLDINGS LLC1,800$170K0.13%-41113F-HRTimeline
Triumph Capital Management1,220$115K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,089$103K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC711$67.2K<0.01%new13F-HRTimeline
AE Wealth Management LLC330$31.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC316$29.9K<0.01%-4213F-HRTimelineGroup
Godfrey Financial Associates, Inc.260$24.6K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC250$23.6K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO212$19.9K<0.01%+11013F-HRTimelineGroup
Silver Grove Financial Group, Inc.109$10.3K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC100$9.45K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.90$9K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.60$5.67K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…22$2.08K<0.01%new13F-HRTimelineGroup