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Disclosery

CVLC MORGAN STANLEY ETF TRUST

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CALVERT US LARCP (fund)

56 managers (57 13F filers) reported a position in CVLC shares at 2025-09-30, 6,054,795 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
56
13F filers
57
New
9
Added
30
Reduced
12
Sold out
2
Shares held by filers
6,054,795

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$221M100%013F-HRTimeline
Wealthspire Advisors, LLC716,309$58.6M0.31%+519,09613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC552,527$45.2M0.06%+17,81713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC326,913$26.8M0.01%-8,79213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV278,341$22.8M0.04%new13F-HRTimeline
O'Brien Wealth Partners LLC278,341$22.8M3.09%-3,20513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV192,577$15.8M4.51%+24613F-HRTimeline
Rossby Financial, LCC162,100$13.3M4.42%+16,49213F-HRTimeline
LongView Asset Management LLC91,588$7.5M5.18%+19,54713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,078$7.46M<0.01%+6,37713F-HRTimelineGroup
CWM, LLCin group CWM, LLC64,739$5.3M0.02%+16,16113F-HRTimelineGroup
Joel Adams & Associates, Inc.54,042$4.42M3.57%new13F-HRTimeline
Sandbox Financial Partners, LLC43,888$3.59M1.03%+4,64613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …42,446$3.48M0.44%new13F-HRTimelineGroup
Creative Planningin group Creative Planning40,880$3.35M<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,626$3.24M<0.01%+2,91113F-HRTimelineGroup
Riverwater Partners LLC37,110$3.04M1.26%+7,07213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding34,335$2.83M+1,612Timeline
Fulcrum Capital LLC25,099$2.05M0.42%+30713F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC22,790$1.87M0.05%-2,01813F-HRTimeline
Modern Wealth Management, LLC22,568$1.85M0.04%+1,04213F-HRTimeline
RW Investment Management LLC20,720$1.7M0.17%-7113F-HRTimeline
Skyline Advisors, Inc.19,721$1.61M0.56%+50213F-HRTimeline
Pathway Financial Advisors LLC19,527$1.6M0.21%+7,54313F-HRTimeline
HighTower Advisors, LLC16,970$1.39M<0.01%+13,88513F-HRTimeline
Kondo Wealth Advisors, Inc.16,856$1.38M0.56%-1,58313F-HRTimeline
Orion Porfolio Solutions, LLC13,351$1.09M0.01%+2913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,209$1000K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,877$805K<0.01%-22113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,816$804K<0.01%-913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,084$744K0.02%+1,76613F-HRTimeline
First Pacific Financial8,866$726K0.1%+1,21813F-HRTimeline
Cambridge Investment Research Advisors,…8,223$673K<0.01%+52613F-HRTimeline
Valtinson Bruner Financial Planning LLC8,211$672K0.2%013F-HRTimeline
Relyea Zuckerberg Hanson LLC6,687$548K0.06%+1613F-HRTimeline
Per Stirling Capital Management, LLC.6,281$514K0.06%+813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,511$451K<0.01%new13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,326$436K<0.01%+79013F-HRTimelineGroup
Heritage Wealth Advisors4,876$399K0.02%-40013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,692$384K0.01%+6313F-HRTimeline
Gemmer Asset Management LLC4,469$366K0.03%+1113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,177$342K<0.01%-29113F-HR/ATimelineGroup
Aaron Wealth Advisors LLC3,517$288K0.02%013F-HRTimeline
Collaborative Wealth Managment Inc.3,479$285K0.12%-11013F-HRTimeline
J.W. COLE ADVISORS, INC.2,979$244K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.2,865$235K0.03%+16013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,742$224K<0.01%+1213F-HR/ATimelineGroup
Cetera Investment Advisers2,735$224K<0.01%+413F-HRTimeline
Belpointe Asset Management LLC2,661$218K0.01%+1813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,009$164K0.02%-9313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC790$64.7K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC358$29.3K<0.01%-8413F-HRTimelineGroup
Frazier Financial Advisors, LLC100$8.19K0.01%013F-HRTimeline
Smartleaf Asset Management LLC65$5.33K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.50$4.09K<0.01%new13F-HRTimeline
Allworth Financial LP40$3.27K<0.01%013F-HRTimeline