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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 2025-06-30, 5,044,243 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
50
13F filers
51
New
6
Added
24
Reduced
13
Sold out
5
Shares held by filers
5,044,243

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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$206M100%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC534,710$40.9M0.05%+4,81213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC335,705$25.7M0.01%-1,11113F-HRTimelineGroup
O'Brien Wealth Partners LLC281,546$21.5M3.38%+4,13613F-HRTimeline
Wealthspire Advisors, LLC197,213$15.1M0.08%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV192,331$14.7M4.55%-85,83313F-HRTimeline
Rossby Financial, LCC145,608$11.1M4.19%+10,24013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,701$6.48M<0.01%-23,80713F-HRTimelineGroup
LongView Asset Management LLC72,041$5.51M4.17%+30,66213F-HRTimeline
CWM, LLCin group CWM, LLC48,578$3.72M0.01%+48,44113F-HRTimelineGroup
Creative Planningin group Creative Planning40,880$3.13M<0.01%013F-HRTimelineGroup
Sandbox Financial Partners, LLC39,242$3M0.95%-39013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…36,715$2.81M<0.01%+28,37013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding32,723$2.5M+734Timeline
Riverwater Partners LLC30,038$2.3M1.08%+14,47713F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC24,808$1.9M0.05%+1,55913F-HRTimeline
Fulcrum Capital LLC24,792$1.9M0.4%+2,24413F-HRTimeline
Modern Wealth Management, LLC21,526$1.65M0.04%new13F-HR/ATimeline
RW Investment Management LLC20,791$1.59M0.18%+9613F-HRTimeline
Skyline Advisors, Inc.19,219$1.47M0.54%+1,27513F-HRTimeline
Kondo Wealth Advisors, Inc.18,439$1.41M0.62%-6,22213F-HRTimeline
Orion Porfolio Solutions, LLC13,322$1.02M0.01%-2,20313F-HR/ATimeline
Pathway Financial Advisors LLC11,984$917K0.13%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,098$773K<0.01%+5,34013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC9,825$752K<0.01%-3413F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC8,211$628K0.2%new13F-HRTimeline
Cambridge Investment Research Advisors,…7,697$589K<0.01%-30313F-HRTimeline
First Pacific Financial7,648$585K0.09%+1,46013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,318$560K0.01%+3,30613F-HRTimeline
Relyea Zuckerberg Hanson LLC6,671$511K0.06%new13F-HRTimeline
Per Stirling Capital Management, LLC.6,273$480K0.06%+12713F-HRTimeline
Heritage Wealth Advisors5,276$404K0.02%+1,47213F-HRTimeline
NATURAL INVESTMENTS, LLC4,730$362K0.09%-70413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,629$354K0.01%+32813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,536$347K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,468$342K<0.01%+13313F-HRTimelineGroup
Gemmer Asset Management LLC4,458$341K0.03%+1113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,151$318K<0.01%-33,14013F-HRTimelineGroup
Collaborative Wealth Managment Inc.3,589$275K0.12%-47313F-HRTimeline
Aaron Wealth Advisors LLC3,517$269K0.03%013F-HRTimeline
HighTower Advisors, LLC3,085$236K<0.01%-10,73113F-HRTimeline
Cetera Investment Advisers2,731$209K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,730$209K<0.01%-5413F-HRTimelineGroup
TFC Financial Management, Inc.2,705$207K0.03%+11613F-HRTimeline
Belpointe Asset Management LLC2,643$202K0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,102$161K0.02%+41313F-HRTimeline
FMR LLCin group FMR LLC442$33.8K<0.01%+44113F-HRTimelineGroup
Frazier Financial Advisors, LLC100$7.65K0.01%013F-HRTimeline
Allworth Financial LP40$3.06K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.