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

$82.08+0.99 (+1.22%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.2725000063999998e+284T

% of Float Held

—

QoQ Change in Holders

+11 / -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+$46.0B
Joel Adams & Associates, Inc.New Position+82K+$6.9B
Wealthspire Advisors, LLCIncreased+44K+$5.4B
Riverwater Partners LLCNew Position+50K+$4.0B
Sandbox Financial Partners, LLCNew Position+45K+$3.8B
FIDUCIARY TRUST CONew Position+42K+$3.0B
Fulcrum Capital LLCNew Position+25K+$2.1B
First Pacific FinancialNew Position+22K+$1.8B
Rossby Financial, LCCIncreased+12K+$1.3B
GOLDMAN SACHS GROUP INCNew Position+14K+$1.0B
LINCOLN CAPITAL CORPNew Position+10K+$871.0M
Kondo Wealth Advisors, Inc.New Position+10K+$802.0M
Focus Partners WealthIncreased+16K+$736.4M
Westfuller Advisors, LLCNew Position+7K+$626.0M
Modern Wealth Management, LLCIncreased+6K+$522.4M

CVLC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Creative PlanningDecreased-2K-$3.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-11K-$3.2B
RW Investment Management LLCClosed Position-21K-$1.7B
OSAIC HOLDINGS, INC.Decreased-370-$805.0M
AMERIPRISE FINANCIAL INCDecreased-11K-$759.6M
JPMORGAN CHASE & CODecreased-2K-$451.0M
JOURNEY STRATEGIC WEALTH LLCDecreased-272-$384.1M
Focus Partners Advisor Solutions, LLCDecreased-2K-$562K
PRINCIPAL SECURITIES, INC.Closed Position-790-$64K
Global Endowment Management, LPDecreased-345-$-72K
Collaborative Wealth Managment Inc.Decreased-16-$-6.2M
Skyline Advisors, Inc.Decreased-234-$-26.5M
MERCER GLOBAL ADVISORS INC /ADVDecreased-345-$-212.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1State Insurance Fund2,697,658$227.3B100.00%Share
2Wealthspire Advisors, LLC759,904$64.0B509.35%Share
3COMMONWEALTH EQUITY SERVICES, LLC549,838$46.0B61.32%Share
4AMERIPRISE FINANCIAL INC315,421$26.0B5.88%Share
5MERCER GLOBAL ADVISORS INC /ADV277,996$23.0B35.06%Share
6Rossby Financial, LCC174,021$14.7B4.52%Share
7LongView Asset Management LLC94,828$8.0B5.57%Share
8Joel Adams & Associates, Inc.81,926$6.9B5.19%Share
9RAYMOND JAMES FINANCIAL INC74,365$6.0B1.87%Share
10Riverwater Partners LLC50,270$4.0B1.55%Share
11Sandbox Financial Partners, LLC44,959$3.8B1.05%Share
12Focus Partners Wealth43,894$3.0B3.42%Share
13FIDUCIARY TRUST CO36,127$3.0B34.11%Share
14Modern Wealth Management, LLC28,142$2.4B43.22%Share
15Fulcrum Capital LLC25,193$2.1B0.43%Share
16TRILLIUM ASSET MANAGEMENT, LLC32,946$2.0B0.06%Share
17First Pacific Financial21,717$1.8B0.24%Share
18Skyline Advisors, Inc.19,487$1.6B0.55%Share
19Orion Porfolio Solutions, LLC14,325$1.0B7.33%Share
20GOLDMAN SACHS GROUP INC14,193$1.0B0.12%Share
21RAYMOND JAMES FINANCIAL INC21,637$1.0B0.31%Share
22LINCOLN CAPITAL CORP10,350$871.0M0.31%Share
23Kondo Wealth Advisors, Inc.9,521$802.0M0.31%Share
24Per Stirling Capital Management, LLC.9,431$794.0M0.09%Share
25Westfuller Advisors, LLC7,435$626.0M0.25%Share
26J.W. COLE ADVISORS, INC.3,600$303.0M0.01%Share
27Aaron Wealth Advisors LLC3,517$296.0M0.02%Share
28Collaborative Wealth Managment Inc.3,463$291.0M0.10%Share
29TFC Financial Management, Inc.3,452$290.0M0.04%Share
30Valtinson Bruner Financial Planning LLC3,172$267.0M0.08%Share
31Belpointe Asset Management LLC2,675$225.0M0.01%Share
32Triumph Capital Management1,220$102.0M0.02%Share
33Farther Finance Advisors, LLC874$73.0M0.78%Share
34O'Brien Wealth Partners LLC277,873$23.4M3.10%Share
35OGOREK ANTHONY JOSEPH /NY/ /ADV193,760$16.3M4.49%Share
36FLAGSHIP HARBOR ADVISORS, LLC200$16.0M0.00%Share
37Legacy Advisors, LLC115,572$9.7M1.05%Share
38Frazier Financial Advisors, LLC100$8.0M0.00%Share
39CWM, LLC69,185$5.8M0.02%Share
40Sound Portfolio Advisors, LLC68,556$5.8M4.85%Share
41Geneos Wealth Management Inc.60$5.0M0.00%Share
42Global Endowment Management, LP42,101$3.5M0.44%Share
43NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO29,083$2.1M0.00%Share
44North Berkeley Wealth Management, LLC23,730$2.0M1.18%Share
45Pathway Financial Advisors LLC20,079$1.7M0.22%Share
46Kestra Advisory Services, LLC19,708$1.0M0.00%Share
47HighTower Advisors, LLC16,970$1.0M0.00%Share
48EVOLVE PRIVATE WEALTH, LLC19,343$1.0M0.06%Share
49HARBOUR INVESTMENTS, INC.9,851$829K0.02%Share
50Relyea Zuckerberg Hanson LLC6,710$565K0.06%Share

CVLC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202573$453.6B+35
Q3 202538$380.7B-7
Q2 202545$336.0B-3
Q1 202548$292.4B+5
Q4 202443$653.0B+18
Q3 202425$904.6B+6
Q2 202419$421.6B+7
Q1 202412$28.7B—

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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 $227.3B in shares. This quarter, 11 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 $227.3B in shares.

Is institutional ownership of CVLC increasing or decreasing?

This quarter, 11 institutions opened new positions in CVLC and 2 closed their positions.