Who Owns CVLC?
Calvert US Large-Cap Core Responsible Index ETF — Institutional Ownership & 13F Holdings
$88.08
-0.73 (-0.82%)
Market Cap
$720.5M
Shares Outstanding
7,839,444
Institutional Holders
48
Total Inst. Value
$876.9M
% of Float Held
—
QoQ Holder Change
+36
Institutional data as of Q1 2025
New Positions
10
Closed Positions
5
Increased
19
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $575.3M | 8,345 |
| 2 | State Insurance FundNew | $186.0M | 2,697,658 |
| 3 | AMERIPRISE FINANCIAL INC | $23.2M | 336,816 |
| 4 | OGOREK ANTHONY JOSEPH /NY/ /ADVNew | $19.2M | 278,164 |
| 5 | O'Brien Wealth Partners LLC | $19.1M | 277,410 |
| 6 | Global Endowment Management, LP | $12.2M | 177,349 |
| 7 | Rossby Financial, LCC | $9.2M | 135,368 |
| 8 | RAYMOND JAMES FINANCIAL INC | $7.5M | 108,508 |
| 9 | LongView Asset Management LLC | $2.9M | 41,379 |
| 10 | Sandbox Financial Partners, LLCNew | $2.7M | 39,632 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| State Insurance FundNew | +2.7M | $186.0M |
| AMERIPRISE FINANCIAL INC | +83K | $23.2M |
| OGOREK ANTHONY JOSEPH /NY/ /ADVNew | +278K | $19.2M |
| Global Endowment Management, LP | +7K | $12.2M |
| Rossby Financial, LCC | +37K | $9.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -4K | $7.5M |
| First Pacific Financial | -3K | $427K |
| NATURAL INVESTMENTS, LLC | -3K | $374K |
| O'Brien Wealth Partners LLC | -2K | $19.1M |
| Collaborative Wealth Managment Inc. | -282 | $280K |
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Frequently Asked Questions
How many institutional investors hold CVLC?
As of Q1 2025, 48 institutional investors report holding CVLC (Calvert US Large-Cap Core Responsible Index ETF) in their 13F filings.
Which hedge fund owns the most CVLC?
The largest institutional holder of CVLC is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $575.3M in shares.
Are institutions buying or selling CVLC?
This quarter, 10 institutions opened new positions in CVLC and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.