CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF

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CVLC·61774R205·US·ETF·Unknown - Unknown

CVLC (CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF) is held by 27 institutional investors as of Q2 2026. Largest holders: Wealthspire Advisors, LLC ($74M), COMMONWEALTH EQUITY SERVICES, LLC ($52.8M), AMERIPRISE FINANCIAL INC ($27.5M). Net institutional sentiment: Mixed.

27

Holders

(6 Elite)

$240.6M

Total Value

64% (25)

Consensus

16 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)31

Insider (Form 4)49

Activist (13D/13G)30

Congressional (STOCK Act)55

Holder Quality

15

★★★★★

Elite

15

★★★★

Strong

23

★★★

Solid

61

★★

Below

80

★

Weak

Held by 27 funds

6 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CVLC.

Top Holders

Top Holders (27)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WAWealthspire Advisors, LLC	Increased	782,924(+1.8%)	$74M	0.4%	+19.65%	36
COMMONWEALTH EQUITY SERVICES, LLC	Increased	559,274(+1.5%)	$52.8M	0.1%	+63.51%	30
AMERIPRISE FINANCIAL INC	Decreased	290,896(-2.8%)	$27.5M	0.0%	+41.05%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	216,862(+0.8%)	$20.5M	0.0%	+18.12%	29
FWFocus Partners Wealth	Increased	166,892(+49.3%)	$15.8M	0.0%	+12.12%	39
EP Wealth Advisors, LLC	Increased	128,417(+2.8%)	$12.1M	0.0%	+14.17%	29
RAYMOND JAMES FINANCIAL INC	Increased	119,837(+9.9%)	$11.3M	0.0%	+24.71%	31
Creative Planning	Unchanged	49,887	$4.7M	0.0%	+27.58%	0
GOLDMAN SACHS GROUP INC	Increased	40,580(+96.0%)	$3.8M	0.0%	+7.43%	43
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	36,322(-3.0%)	$3.4M	0.0%	+26.51%	0
HighTower Advisors, LLC	Increased	35,930(+16.5%)	$3.4M	0.0%	+15.40%	31
Private Advisor Group, LLC	New	22,695	$2.1M	0.0%	+1.68%	36
Kestra Advisory Services, LLC	Decreased	20,391(-0.2%)	$1.9M	0.0%	+16.20%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	13,727	$1.3M	0.0%	+1.68%	35
OPOrion Porfolio Solutions, LLC	Decreased	12,953(-6.3%)	$1.2M	0.0%	+75.59%	0
Mariner, LLC	Increased	9,638(+0.0%)	$910,544	0.0%	+32.20%	25
OSAIC HOLDINGS, INC.	Decreased	9,588(-4.7%)	$905,773	0.0%	+31.60%	0
Cetera Investment Advisers	Increased	8,516(+17.3%)	$804,520	0.0%	+15.86%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	8,470(+27.7%)	$800,130	0.0%	+23.80%	31
CITADEL ADVISORS LLC	New	4,388	$414,534	0.0%	+1.68%	37

Showing 1-20 of 29

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CVLCCALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer