Skip to content
Disclosery

CVLC MORGAN STANLEY ETF TRUST

Follow

CALVERT US LARCP (fund)

48 managers (49 13F filers) reported a position in CVLC shares at 2024-12-31, 4,887,190 shares in all. 14 filers opened a position and 2 filers sold out during the quarter.

Managers
48
13F filers
49
New
14
Added
16
Reduced
8
Sold out
2
Shares held by filers
4,887,190

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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$198M100%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC510,439$37.4M0.05%+22,54913F-HRTimeline
O'Brien Wealth Partners LLC279,735$20.5M3.7%+17,95413F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV275,066$20.2M6.42%+273,83313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC253,849$18.6M<0.01%-5,63513F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …169,980$12.5M1.59%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC112,142$8.22M<0.01%13F-HR/ATimelineGroup
Rossby Financial, LCC98,536$7.23M4.58%13F-HRTimeline
WCG Wealth Advisors LLC50,526$3.71M0.24%+43413F-HRTimeline
Creative Planningin group Creative Planning40,880$3M<0.01%new13F-HRTimelineGroup
Sandbox Financial Partners, LLC39,936$2.93M0.98%+5513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding31,721$2.33M+26,799Timeline
Kondo Wealth Advisors, Inc.31,377$2.3M1.17%13F-HRTimeline
LongView Asset Management LLC30,386$2.23M1.94%13F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC21,848$1.6M0.04%new13F-HRTimeline
RW Investment Management LLC20,695$1.52M0.18%-4,49513F-HRTimeline
Sanctuary Advisors, LLC19,438$1.47M0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC18,124$1.33M0.01%-90613F-HRTimeline
Orion Portfolio Solutions, LLC18,124$1.33M0.01%-90613F-HRTimeline
Fulcrum Capital LLC15,718$1.15M0.24%+23513F-HRTimeline
Skyline Advisors, Inc.15,599$1.14M0.44%new13F-HRTimeline
Riverwater Partners LLC12,311$903K0.44%new13F-HRTimeline
Pathway Financial Advisors LLC11,984$879K0.2%-1,80713F-HRTimeline
First Pacific Financial9,616$705K0.16%+85213F-HRTimeline
HighTower Advisors, LLC8,576$629K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,345$612K<0.01%+7,74513F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,252$605K<0.01%-9,68613F-HRTimeline
NATURAL INVESTMENTS, LLC8,109$594K0.16%13F-HRTimeline
Perigon Wealth Management, LLC7,528$559K0.01%+1,01013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,265$533K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,040$516K<0.01%-43,04413F-HRTimelineGroup
Per Stirling Capital Management, LLC.6,137$450K0.06%+1013F-HRTimeline
OneDigital Investment Advisors LLC4,637$340K<0.01%013F-HRTimeline
Gemmer Asset Management LLC4,435$325K0.03%+1213F-HRTimeline
Collaborative Wealth Managment Inc.4,344$319K0.14%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,308$316K<0.01%+2,68713F-HRTimelineGroup
Aaron Wealth Advisors LLC3,517$258K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,373$247K<0.01%new13F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC3,273$240K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,798$205K<0.01%+8713F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.2,694$198K0.01%+1,87413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,691$197K<0.01%+27313F-HR/ATimelineGroup
TFC Financial Management, Inc.2,214$162K0.03%+91513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,689$124K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC137$10K<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC100$7.38K0.01%013F-HRTimeline
Allworth Financial LP40$3.05K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.