Who owns Calvert International Responsible Index ETF?
Institutional ownership of CVIE from SEC Form 13F filings across 57 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
57
13F holders
$295.9M
value, 2026 filers
70.1%
of shares outstanding (3.6M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CVIE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 797,392 | $67.8M | 0.1% | 15.7% | +0.9% |
| 2 | Wealthspire Advisors, LLC | 464,924 | $39.5M | 0.2% | 9.2% | +3.1% |
| 3 | Rossby Financial, LCC | 395,225 | $33.6M | 6.1% | 7.8% | +9.6% |
| 4 | AMERIPRISE FINANCIAL INC | 369,688 | $31.4M | 0.0% | 7.3% | +0.3% |
| 5 | World Investment Advisors | 241,077 | $17.5M | 0.3% | 4.8% | 0.0% |
| 6 | EP Wealth Advisors, LLC | 171,263 | $14.6M | 0.1% | 3.4% | +0.1% |
| 7 | MORGAN STANLEY | 146,612 | $12.5M | 0.0% | 2.9% | +53.2% |
| 8 | ST GERMAIN D J CO INC | 105,970 | $9.0M | 0.3% | 2.1% | +0.2% |
| 9 | RAYMOND JAMES FINANCIAL INC | 94,816 | $8.1M | 0.0% | 1.9% | +11.6% |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | 88,043 | $7.5M | 0.0% | 1.7% | -0.9% |
| 11 | Modern Wealth Management, LLC | 80,620 | $6.9M | 0.1% | 1.6% | +32.8% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 78,162 | $6.6M | 0.0% | 1.5% | new |
| 13 | Gateway Wealth Partners, LLC | 68,233 | $5.8M | 0.3% | 1.3% | -46.2% |
| 14 | MGO ONE SEVEN LLC | 60,733 | $5.2M | 0.1% | 1.2% | -2.6% |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 55,532 | $4.7M | 0.0% | 1.1% | +7.9% |
| 16 | Focus Partners Wealth | 50,630 | $4.3M | 0.0% | 1% | +86.2% |
| 17 | Cambridge Investment Research Advisors, Inc. | 34,818 | $2,960 | 0.0% | 0.7% | +68.9% |
| 18 | PFG Investments, LLC | 26,622 | $2.3M | 0.1% | 0.5% | +381.1% |
| 19 | Mountain Capital Investment Advisors Inc.NEW | 22,323 | $1.9M | 0.3% | 0.4% | new |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 19,413 | $1.7M | 0.0% | 0.4% | +424.8% |
| 21 | Orion Porfolio Solutions, LLC | 18,983 | $1.6M | 0.0% | 0.4% | -1.8% |
| 22 | Kestra Advisory Services, LLC | 16,978 | $1.4M | 0.0% | 0.3% | +6.4% |
| 23 | Cetera Investment Advisers | 15,948 | $1.4M | 0.0% | 0.3% | +228.6% |
| 24 | Creative Planning | 15,829 | $1.3M | 0.0% | 0.3% | -11.4% |
| 25 | HARBOUR INVESTMENTS, INC. | 12,863 | $1.1M | 0.0% | 0.3% | +3.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.