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Disclosery

CVLC MORGAN STANLEY ETF TRUST

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CALVERT US LARCP (fund)

74 managers (75 13F filers) reported a position in CVLC shares at 2026-03-31, 6,567,343 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
74
13F filers
75
New
9
Added
36
Reduced
18
Sold out
6
Shares held by filers
6,567,343

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$216M100%013F-HRTimeline
Wealthspire Advisors, LLC769,423$61.6M0.48%+9,51913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC551,224$44.1M0.06%+1,38613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC299,244$24M0.01%-16,17713F-HR/ATimelineGroup
Rossby Financial, LCC219,195$17.7M3.7%+45,17413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV215,133$17.2M0.03%-62,86313F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV194,111$15.5M4.26%+35113F-HR/ATimeline
EP Wealth Advisors, LLC124,951$10M0.05%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding115,975$9.28M+67,807Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC109,068$8.73M<0.01%+13,06613F-HRTimelineGroup
Joel Adams & Associates, Inc.97,652$7.82M5.81%+15,72613F-HRTimeline
North Berkeley Wealth Management, LLC84,823$6.79M3.59%+61,09313F-HRTimeline
CWM, LLCin group CWM, LLC75,860$6.07M0.02%+6,67513F-HRTimelineGroup
Sound Portfolio Advisors, LLC68,670$5.5M4.47%+11413F-HRTimeline
Modern Wealth Management, LLC61,965$5M0.09%+33,82313F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …61,692$4.94M0.55%+19,59113F-HRTimelineGroup
Riverwater Partners LLC58,304$4.67M1.56%+8,03413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co51,060$4.09M0.05%+8,80313F-HRTimelineGroup
Creative Planningin group Creative Planning49,887$3.99M<0.01%+10,61213F-HRTimelineGroup
Atria Investments, Inc45,094$3.61M0.04%new13F-HRTimeline
Sandbox Financial Partners, LLC44,150$3.53M0.99%-80913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37,439$3M<0.01%+2,05313F-HRTimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC33,439$2.68M0.09%+49313F-HRTimeline
Beacon Pointe Advisors, LLC30,904$2.47M0.01%new13F-HRTimeline
HighTower Advisors, LLC30,847$2.47M<0.01%+13,87713F-HRTimeline
Fulcrum Capital LLC27,366$2.19M0.48%+2,17313F-HRTimeline
First Pacific Financial21,539$1.72M0.22%-17813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC21,203$1.7M0.04%+16,78313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,701$1.66M<0.01%+6,50813F-HRTimelineGroup
RW Investment Management LLC20,540$1.64M0.16%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,441$1.64M0.01%+73313F-HRTimelineGroup
Pathway Financial Advisors LLC20,079$1.62M0.2%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC19,437$1.56M0.08%+9413F-HRTimeline
Strategic Financial Planning, Inc.55,578$1.31M0.76%new13F-HRTimeline
ENTRUST FINANCIAL LLC15,041$1.2M0.84%+9,17813F-HRTimeline
Orion Porfolio Solutions, LLC13,829$1.11M0.01%-49613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…13,390$1.07M0.02%+4,89013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.11,861$950K0.01%+2,01013F-HRTimeline
BRIGHTON JONES LLC11,047$884K0.02%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,057$805K<0.01%+55013F-HRTimelineGroup
LINCOLN CAPITAL CORP9,921$794K0.29%-42913F-HRTimeline
Per Stirling Capital Management, LLC.9,745$780K0.09%+31413F-HRTimeline
Mariner, LLCin group Mariner, LLC9,637$772K<0.01%-96213F-HRTimelineGroup
Kondo Wealth Advisors, Inc.8,050$644K0.24%-1,47113F-HRTimeline
Westfuller Advisors, LLC7,450$596K0.26%+1513F-HRTimeline
Cetera Investment Advisers7,260$581K<0.01%+3,54513F-HRTimeline
Cambridge Investment Research Advisors,…7,049$564K<0.01%-1,19513F-HRTimeline
Conrad Siegel Investment Advisors, Inc.6,925$554K0.1%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC6,724$538K0.05%+1413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,633$531K<0.01%+10413F-HRTimelineGroup
Skyline Advisors, Inc.5,244$420K0.15%-14,24313F-HRTimeline
Gemmer Asset Management LLC4,494$360K0.03%+1013F-HRTimeline
Heritage Wealth Advisors4,463$357K0.01%-41313F-HRTimeline
NATURAL INVESTMENTS, LLC3,883$310K0.08%-73213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,800$304K<0.01%-48813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,603$288K0.01%+313F-HRTimeline
Aaron Wealth Advisors LLC3,517$282K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,489$279K<0.01%new13F-HRTimelineGroup
Collaborative Wealth Managment Inc.3,455$277K0.13%-813F-HRTimeline
TFC Financial Management, Inc.3,452$276K0.03%013F-HRTimeline
Valtinson Bruner Financial Planning LLC3,172$254K0.07%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,028$242K0.05%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,716$217K<0.01%-2613F-HRTimelineGroup
Belpointe Asset Management LLC2,702$216K0.01%+2713F-HRTimeline
CDKV HOLDINGS LLC2,211$177K0.16%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,009$161K0.02%013F-HRTimeline
Triumph Capital Management1,220$97.7K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA414$33K<0.01%+7013F-HRTimelineGroup
FMR LLCin group FMR LLC358$28.6K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC330$26.4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC250$20.2K<0.01%-62413F-HRTimeline
Frazier Financial Advisors, LLC100$8.01K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO102$7.92K<0.01%-3,45113F-HR/ATimelineGroup
Geneos Wealth Management Inc.60$4.8K<0.01%013F-HRTimeline