Who Owns Calvert US Large-Cap Core Responsible Index ETF (CVLC)?Hedge Fund & Institutional Holders

$81.09-0.47 (-0.57%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.272506400046e+183T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$61.09$67.35$73.62$79.88$86.14Sep 24Jun 25Mar 26

CVLC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+550K+$46.0M
O'Brien Wealth Partners LLCNew Position+278K+$23.4M
OGOREK ANTHONY JOSEPH /NY/ /ADVNew Position+194K+$16.3M
Legacy Advisors, LLCNew Position+116K+$9.7M
Joel Adams & Associates, Inc.New Position+82K+$6.9M
CWM, LLCNew Position+69K+$5.8M
Sound Portfolio Advisors, LLCNew Position+69K+$5.8M
Riverwater Partners LLCNew Position+50K+$4.0M
Sandbox Financial Partners, LLCNew Position+45K+$3.8M
FIDUCIARY TRUST CONew Position+42K+$3.0M
Fulcrum Capital LLCNew Position+25K+$2.1M
North Berkeley Wealth Management, LLCNew Position+24K+$2.0M
First Pacific FinancialNew Position+22K+$1.8M
EVOLVE PRIVATE WEALTH, LLCNew Position+19K+$1.0M
GOLDMAN SACHS GROUP INCNew Position+14K+$1.0M

CVLC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
AMERIPRISE FINANCIAL INCDecreased-11K-$26.7B
MERCER GLOBAL ADVISORS INC /ADVDecreased-345-$22.8B
Global Endowment Management, LPDecreased-345-$3.5B
Creative PlanningDecreased-2K-$3.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-11K-$3.2B
RW Investment Management LLCClosed Position-21K-$1.7B
Skyline Advisors, Inc.Decreased-234-$1.6B
OSAIC HOLDINGS, INC.Decreased-370-$805.0M
Focus Partners Advisor Solutions, LLCDecreased-2K-$562.8M
JPMORGAN CHASE & CODecreased-2K-$451.2M
JOURNEY STRATEGIC WEALTH LLCDecreased-272-$384.1M
Collaborative Wealth Managment Inc.Decreased-16-$284.5M
PRINCIPAL SECURITIES, INC.Closed Position-790-$64.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1State Insurance Fund2,697,658$227.3M100.00%Share
2Wealthspire Advisors, LLC759,904$64.0M0.51%Share
3COMMONWEALTH EQUITY SERVICES, LLC549,838$46.0M0.06%Share
4AMERIPRISE FINANCIAL INC315,421$26.0M0.01%Share
5O'Brien Wealth Partners LLC277,873$23.4M3.10%Share
6MERCER GLOBAL ADVISORS INC /ADV277,996$23.0M0.04%Share
7OGOREK ANTHONY JOSEPH /NY/ /ADV193,760$16.3M4.49%Share
8Rossby Financial, LCC174,021$14.7M4.52%Share
9Legacy Advisors, LLC115,572$9.7M1.05%Share
10LongView Asset Management LLC94,828$8.0M5.57%Share
11Joel Adams & Associates, Inc.81,926$6.9M5.19%Share
12RAYMOND JAMES FINANCIAL INC74,365$6.0M0.00%Share
13CWM, LLC69,185$5.8M0.02%Share
14Sound Portfolio Advisors, LLC68,556$5.8M4.85%Share
15Riverwater Partners LLC50,270$4.0M1.55%Share
16Sandbox Financial Partners, LLC44,959$3.8M1.05%Share
17Global Endowment Management, LP42,101$3.5M0.44%Share
18Focus Partners Wealth43,894$3.0M0.00%Share
19Creative Planning39,275$3.0M0.00%Share
20FIDUCIARY TRUST CO36,127$3.0M0.03%Share
21Modern Wealth Management, LLC28,142$2.4M0.04%Share
22Fulcrum Capital LLC25,193$2.1M0.43%Share
23NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO29,083$2.1M0.00%Share
24TRILLIUM ASSET MANAGEMENT, LLC32,946$2.0M0.06%Share
25North Berkeley Wealth Management, LLC23,730$2.0M1.18%Share
26First Pacific Financial21,717$1.8M0.24%Share
27Pathway Financial Advisors LLC20,079$1.7M0.22%Share
28Skyline Advisors, Inc.19,487$1.6M0.55%Share
29GOLDMAN SACHS GROUP INC14,193$1.0M0.00%Share
30Kestra Advisory Services, LLC19,708$1.0M0.00%Share
31Orion Porfolio Solutions, LLC14,325$1.0M0.01%Share
32EVOLVE PRIVATE WEALTH, LLC19,343$1.0M0.06%Share
33RAYMOND JAMES FINANCIAL INC21,637$1.0M0.00%Share
34HighTower Advisors, LLC16,970$1.0M0.00%Share
35LINCOLN CAPITAL CORP10,350$871K0.31%Share
36HARBOUR INVESTMENTS, INC.9,851$829K0.02%Share
37Kondo Wealth Advisors, Inc.9,521$802K0.31%Share
38Per Stirling Capital Management, LLC.9,431$794K0.09%Share
39Westfuller Advisors, LLC7,435$626K0.25%Share
40Relyea Zuckerberg Hanson LLC6,710$565K0.06%Share
41ENTRUST FINANCIAL LLC5,863$493K0.37%Share
42Heritage Wealth Advisors4,876$410K0.02%Share
43NATURAL INVESTMENTS, LLC4,615$388K0.10%Share
44Gemmer Asset Management LLC4,484$377K0.03%Share
45J.W. COLE ADVISORS, INC.3,600$303K0.01%Share
46Aaron Wealth Advisors LLC3,517$296K0.02%Share
47Collaborative Wealth Managment Inc.3,463$291K0.10%Share
48TFC Financial Management, Inc.3,452$290K0.04%Share
49Valtinson Bruner Financial Planning LLC3,172$267K0.08%Share
50Belpointe Asset Management LLC2,675$225K0.01%Share

CVLC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202573$533.6M+35
Q3 202538$388.4B-8
Q2 202546$332.7B-2
Q1 202548$291.1B+5
Q4 202443$1.1T+18
Q3 202425$25.5T+6
Q2 202419$28.9T+7
Q1 202412$29.4T—

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As of Q4 2025, 50 institutional investors hold CVLC (Calvert US Large-Cap Core Responsible Index ETF). The largest holder is State Insurance Fund with $227.3M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CVLC?

As of Q4 2025, 50 institutional investors report holding CVLC (Calvert US Large-Cap Core Responsible Index ETF) in their 13F filings.

Who is the largest institutional holder of CVLC?

The largest institutional holder of CVLC is State Insurance Fund with $227.3M in shares.

Is institutional ownership of CVLC increasing or decreasing?

This quarter, 15 institutions opened new positions in CVLC and 2 closed their positions.