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Disclosery

CVLC MORGAN STANLEY ETF TRUST

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CALVERT US LARCP (fund)

50 managers (51 13F filers) reported a position in CVLC shares at 2025-03-31, 5,070,150 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
50
13F filers
51
New
5
Added
21
Reduced
13
Sold out
3
Shares held by filers
5,070,150

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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$186M100%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC529,898$36.5M0.05%+19,45913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC336,816$23.2M0.01%+82,96713F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV278,164$19.2M6.31%+3,09813F-HRTimeline
O'Brien Wealth Partners LLC277,410$19.1M3.56%-2,32513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …177,349$12.2M1.59%+7,36913F-HRTimelineGroup
Rossby Financial, LCC135,368$9.21M3.98%+36,83213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC108,508$7.48M<0.01%-3,63413F-HRTimelineGroup
WCG Wealth Advisors LLC47,239$3.26M0.25%-3,28713F-HR/ATimeline
LongView Asset Management LLC41,379$2.85M2.45%+10,99313F-HRTimeline
Creative Planningin group Creative Planning40,880$2.82M<0.01%013F-HRTimelineGroup
Sandbox Financial Partners, LLC39,632$2.73M0.96%-30413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,291$2.57M<0.01%+33,91813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding31,989$2.21M+268Timeline
Kondo Wealth Advisors, Inc.24,661$1.7M0.84%-6,71613F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC23,249$1.6M0.05%+1,40113F-HRTimeline
Fulcrum Capital LLC22,548$1.55M0.34%+6,83013F-HRTimeline
RW Investment Management LLC20,695$1.43M0.18%013F-HRTimeline
Skyline Advisors, Inc.17,944$1.24M0.49%+2,34513F-HRTimeline
Riverwater Partners LLC15,561$1.07M0.55%+3,25013F-HRTimeline
Orion Porfolio Solutions, LLC15,525$1.07M0.01%-2,59913F-HRTimeline
Orion Portfolio Solutions, LLC15,525$1.07M0.01%-2,59913F-HR/ATimeline
HighTower Advisors, LLC13,816$952K<0.01%+5,24013F-HRTimeline
Pathway Financial Advisors LLC11,984$826K0.15%013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,859$680K<0.01%+2,59413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,229$636K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,345$575K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,000$552K<0.01%-25213F-HRTimeline
Perigon Wealth Management, LLC7,528$519K0.01%013F-HRTimeline
First Pacific Financial6,188$427K0.09%-3,42813F-HRTimeline
Per Stirling Capital Management, LLC.6,146$424K0.06%+913F-HRTimeline
NATURAL INVESTMENTS, LLC5,434$374K0.11%-2,67513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,758$328K<0.01%+2,06713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,536$313K<0.01%new13F-HRTimelineGroup
Gemmer Asset Management LLC4,447$307K0.03%+1213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,335$299K<0.01%+2713F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC4,301$297K0.01%+1,02813F-HRTimeline
Collaborative Wealth Managment Inc.4,062$280K0.13%-28213F-HRTimeline
HARBOUR INVESTMENTS, INC.4,012$277K0.01%+1,31813F-HRTimeline
Heritage Wealth Advisors3,804$262K0.01%new13F-HRTimeline
Aaron Wealth Advisors LLC3,517$242K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,220$222K<0.01%new13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,784$192K<0.01%-1413F-HRTimelineGroup
TFC Financial Management, Inc.2,589$178K0.03%+37513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,689$116K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC137$9K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC100$6.89K0.01%013F-HRTimeline
Allworth Financial LP40$2.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$69<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.