Who owns Calvert US Large-Cap Core Responsible Index ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CVLC from SEC Form 13F filings across 90 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.
As of the 2026-06-30 reporting period, 90 institutions disclosed 6.7M shares of Calvert US Large-Cap Core Responsible Index ETF worth $628.4M — about 72.9% of shares outstanding; the largest disclosed holder is State Insurance Fund. Source: SEC Form 13F filings, parsed by EvidInvest.
90
13F holders
$628.4M
value, 2026 filers
72.9%
of shares outstanding (6.7M sh)
23
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 CVLC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | State Insurance Fund | 2.7M | $254.8M | 100.0% | 29.6% | 0.0% |
| 2 | Wealthspire Advisors, LLC | 782,924 | $74.0M | 0.4% | 8.6% | +1.8% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 559,274 | $52.8M | 0.1% | 6.1% | +1.5% |
| 4 | AMERIPRISE FINANCIAL INC | 290,896 | $27.5M | 0.0% | 3.2% | -2.8% |
| 5 | Rossby Financial, LCC | 242,957 | $23.0M | 4.2% | 2.7% | +10.8% |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | 216,862 | $20.5M | 0.0% | 2.4% | +0.8% |
| 7 | Focus Partners Wealth | 166,892 | $15.8M | 0.0% | 1.8% | +49.3% |
| 8 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 149,517 | $14.1M | 3.5% | 1.6% | -23.0% |
| 9 | EP Wealth Advisors, LLC | 128,417 | $12.1M | 0.0% | 1.4% | +2.8% |
| 10 | Joel Adams & Associates, Inc. | 126,566 | $12.0M | 7.7% | 1.4% | +29.6% |
| 11 | RAYMOND JAMES FINANCIAL INC | 119,837 | $11.3M | 0.0% | 1.3% | +9.9% |
| 12 | North Berkeley Wealth Management, LLC | 102,411 | $9.7M | 3.9% | 1.1% | +20.7% |
| 13 | Modern Wealth Management, LLC | 91,211 | $8.6M | 0.1% | 1% | +47.2% |
| 14 | Global Endowment Management, LP | 76,392 | $7.2M | 0.7% | 0.8% | +23.8% |
| 15 | Riverwater Partners LLC | 62,483 | $5.9M | 1.8% | 0.7% | +7.2% |
| 16 | Fiduciary Trust Co | 50,735 | $4.8M | 0.1% | 0.6% | -0.6% |
| 17 | Westfuller Advisors, LLC | 50,220 | $4.7M | 1.7% | 0.6% | +574.1% |
| 18 | Creative Planning | 49,887 | $4.7M | 0.0% | 0.5% | 0.0% |
| 19 | Atria Investments, Inc | 45,020 | $4.3M | 0.0% | 0.5% | -0.2% |
| 20 | GOLDMAN SACHS GROUP INC | 40,580 | $3.8M | 0.0% | 0.4% | +96.0% |
| 21 | TRILLIUM ASSET MANAGEMENT, LLC | 36,595 | $3.5M | 0.1% | 0.4% | +9.4% |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 36,322 | $3.4M | 0.0% | 0.4% | -3.0% |
| 23 | HighTower Advisors, LLC | 35,930 | $3.4M | 0.0% | 0.4% | +16.5% |
| 24 | Beacon Pointe Advisors, LLC | 31,911 | $3.0M | 0.0% | 0.3% | +3.3% |
| 25 | Fulcrum Capital LLC | 27,019 | $2.6M | 0.5% | 0.3% | -1.3% |
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.