Who owns Calvert US Mid-Cap Core Responsible Index ETF?
Institutional ownership of CVMC from SEC Form 13F filings across 37 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.
37
13F holders
$53.1M
value, 2026 filers
52%
of shares outstanding (697,717 sh)
10
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 CVMC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | First Pacific Financial | 255,950 | $19.5M | 2.3% | 19.1% | +2.3% |
| 2 | EP Wealth Advisors, LLC | 116,055 | $8.8M | 0.0% | 8.6% | +5.6% |
| 3 | GOLDMAN SACHS GROUP INCNEW | 74,767 | $5.7M | 0.0% | 5.6% | new |
| 4 | TFC Financial Management, Inc.NEW | 61,148 | $4.7M | 0.5% | 4.6% | new |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37,798 | $2.9M | 0.0% | 2.8% | +13.0% |
| 6 | Joel Adams & Associates, Inc. | 29,926 | $2.3M | 1.5% | 2.2% | +16.3% |
| 7 | Ameritas Investment Partners, Inc. | 22,410 | $1.7M | 0.0% | 1.7% | +1.4% |
| 8 | Dynamic Advisor Solutions LLC | 16,471 | $1.3M | 0.0% | 1.2% | +5.6% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 14,945 | $1.1M | 0.0% | 1.1% | +20.1% |
| 10 | Creative Planning | 11,826 | $900,313 | 0.0% | 0.9% | 0.0% |
| 11 | MORGAN STANLEY | 6,754 | $514,234 | 0.0% | 0.5% | -96.3% |
| 12 | FOUNDERS FINANCIAL SECURITIES LLC | 4,697 | $357,583 | 0.0% | 0.4% | -57.7% |
| 13 | Horizon Investments, LLC | 4,697 | $357,583 | 0.0% | 0.4% | -57.6% |
| 14 | Mariner, LLC | 4,672 | $355,669 | 0.0% | 0.3% | +1.6% |
| 15 | Retirement Planning Group, LLCNEW | 4,436 | $337,713 | 0.0% | 0.3% | new |
| 16 | MONEY CONCEPTS CAPITAL CORP | 4,383 | $333,678 | 0.0% | 0.3% | -5.4% |
| 17 | MISSION WEALTH MANAGEMENT, LP | 4,263 | $324,549 | 0.0% | 0.3% | +10.9% |
| 18 | HighTower Advisors, LLCNEW | 3,568 | $271,624 | 0.0% | 0.3% | new |
| 19 | Gemmer Asset Management LLC | 3,213 | $244,623 | 0.0% | 0.2% | -0.2% |
| 20 | LPL Financial LLCNEW | 2,905 | $221,158 | 0.0% | 0.2% | new |
| 21 | PRINCIPAL SECURITIES, INC.NEW | 2,682 | $204,187 | 0.0% | 0.2% | new |
| 22 | OSAIC HOLDINGS, INC. | 2,500 | $190,292 | 0.0% | 0.2% | +11.3% |
| 23 | VALLEY NATIONAL ADVISERS INC | 1,555 | $118,402 | 0.0% | 0.1% | -10.5% |
| 24 | AE Wealth Management LLCNEW | 1,150 | $87,550 | 0.0% | 0.1% | new |
| 25 | FIDUCIARY FINANCIAL ADVISORSNEW | 1,000 | $76,131 | 0.0% | 0.1% | new |
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.