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Disclosery

CVLC MORGAN STANLEY ETF TRUST

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CALVERT US LARCP (fund)

72 managers (73 13F filers) reported a position in CVLC shares at 2025-12-31, 6,501,518 shares in all. 14 filers opened a position and 1 filer sold out during the quarter.

Managers
72
13F filers
73
New
14
Added
30
Reduced
15
Sold out
1
Shares held by filers
6,501,518

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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$227M100%013F-HRTimeline
Wealthspire Advisors, LLC759,904$64M0.51%+43,59513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC549,838$46.3M0.06%-2,68913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC315,421$26.6M0.01%-11,49213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV277,996$23.4M0.04%-34513F-HRTimeline
O'Brien Wealth Partners LLC277,873$23.4M3.1%-46813F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV193,760$16.3M4.49%+1,18313F-HRTimeline
Rossby Financial, LCC174,021$14.7M4.61%+11,92113F-HRTimeline
Legacy Advisors, LLC115,572$9.74M1.05%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC96,002$8.09M<0.01%+4,92413F-HRTimelineGroup
LongView Asset Management LLC94,828$7.99M5.57%+3,24013F-HRTimeline
Joel Adams & Associates, Inc.81,926$6.9M5.19%+27,88413F-HRTimeline
CWM, LLCin group CWM, LLC69,185$5.83M0.02%+4,44613F-HRTimelineGroup
Sound Portfolio Advisors, LLC68,556$5.78M4.85%13F-HRTimeline
Riverwater Partners LLC50,270$4.23M1.64%+13,16013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding48,168$4.06M+13,833Timeline
Sandbox Financial Partners, LLC44,959$3.79M1.05%+1,07113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co42,257$3.56M0.04%new13F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …42,101$3.55M0.44%-34513F-HRTimelineGroup
Creative Planningin group Creative Planning39,275$3.31M<0.01%-1,60513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35,386$2.98M<0.01%-4,24013F-HR/ATimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC32,946$2.77M0.08%+10,15613F-HRTimeline
Modern Wealth Management, LLC28,142$2.37M0.04%+5,57413F-HRTimeline
Fulcrum Capital LLC25,193$2.12M0.43%+9413F-HRTimeline
North Berkeley Wealth Management, LLC23,730$2M1.18%new13F-HRTimeline
First Pacific Financial21,717$1.83M0.24%+12,85113F-HRTimeline
Pathway Financial Advisors LLC20,079$1.72M0.22%+55213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,708$1.66M0.01%+7,49913F-HRTimelineGroup
Skyline Advisors, Inc.19,487$1.64M0.55%-23413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC19,343$1.63M0.1%13F-HRTimeline
HighTower Advisors, LLC16,970$1.43M<0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC14,325$1.21M0.01%+97413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,193$1.2M<0.01%new13F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC10,599$893K<0.01%+78313F-HRTimelineGroup
LINCOLN CAPITAL CORP10,350$872K0.31%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.9,851$830K0.02%+76713F-HRTimeline
Kondo Wealth Advisors, Inc.9,521$802K0.31%-7,33513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,507$801K<0.01%-37013F-HRTimelineGroup
Per Stirling Capital Management, LLC.9,431$794K0.09%+3,15013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…8,500$716K0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,244$694K<0.01%+2113F-HRTimeline
Westfuller Advisors, LLC7,435$626K0.25%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC6,710$565K0.06%+2313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,529$550K<0.01%+1,20313F-HRTimelineGroup
ENTRUST FINANCIAL LLC5,863$494K0.37%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,670$478K<0.01%new13F-HRTimelineGroup
Heritage Wealth Advisors4,876$411K0.02%013F-HRTimeline
NATURAL INVESTMENTS, LLC4,615$388K0.1%new13F-HRTimeline
Gemmer Asset Management LLC4,484$378K0.03%+1513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,420$372K0.01%-27213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,288$361K<0.01%+11113F-HRTimelineGroup
Cetera Investment Advisers3,715$313K<0.01%+98013F-HRTimeline
J.W. COLE ADVISORS, INC.3,600$303K0.01%+62113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,553$299K<0.01%-1,95813F-HRTimelineGroup
Aaron Wealth Advisors LLC3,517$296K0.02%013F-HRTimeline
Collaborative Wealth Managment Inc.3,463$292K0.1%-1613F-HRTimeline
TFC Financial Management, Inc.3,452$291K0.04%+58713F-HRTimeline
Valtinson Bruner Financial Planning LLC3,172$267K0.08%-5,03913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,742$231K<0.01%013F-HR/ATimelineGroup
Belpointe Asset Management LLC2,675$225K0.01%+1413F-HRTimeline
Arbor Investment Advisors, LLC2,466$208K0.03%new13F-HRTimeline
CDKV HOLDINGS LLC2,211$186K0.16%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,009$169K0.02%013F-HRTimeline
Triumph Capital Management1,220$103K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC874$73.6K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC358$30.1K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA344$29K<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC200$16.8K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC100$8.42K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC65$5.55K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.60$5.05K<0.01%+1013F-HRTimeline
Allworth Financial LP40$3.37K<0.01%013F-HRTimeline