Who owns Calvert US Mid-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 CVMC from SEC Form 13F filings across 51 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, 51 institutions disclosed 949,831 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $72.3M — about 70.8% of shares outstanding; the largest disclosed holder is First Pacific Financial. Source: SEC Form 13F filings, parsed by EvidInvest.
51
13F holders
$72.3M
value, 2026 filers
70.8%
of shares outstanding (949,831 sh)
13
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 | Financial Engines Advisors L.L.C. | 110,192 | $8.4M | 0.0% | 8.2% | -3.5% |
| 4 | GOLDMAN SACHS GROUP INCNEW | 74,767 | $5.7M | 0.0% | 5.6% | new |
| 5 | TFC Financial Management, Inc.NEW | 61,148 | $4.7M | 0.5% | 4.6% | new |
| 6 | North Berkeley Wealth Management, LLC | 52,819 | $4.0M | 1.6% | 3.9% | +38.0% |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37,798 | $2.9M | 0.0% | 2.8% | +13.0% |
| 8 | NATURAL INVESTMENTS, LLC | 33,504 | $2.5M | 0.6% | 2.5% | +6.8% |
| 9 | Joel Adams & Associates, Inc. | 29,926 | $2.3M | 1.5% | 2.2% | +16.3% |
| 10 | Ameritas Investment Partners, Inc. | 22,410 | $1.7M | 0.0% | 1.7% | +1.4% |
| 11 | Dynamic Advisor Solutions LLC | 16,471 | $1.3M | 0.0% | 1.2% | +5.6% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 14,945 | $1.1M | 0.0% | 1.1% | +20.1% |
| 13 | Creative Planning | 11,826 | $900,313 | 0.0% | 0.9% | 0.0% |
| 14 | Mason & Associates Inc | 11,798 | $898,182 | 0.1% | 0.9% | +2.9% |
| 15 | Archer Investment Management, LLC | 9,376 | $713,795 | 0.2% | 0.7% | -7.5% |
| 16 | Private Advisor Group, LLC | 9,087 | $691,794 | 0.0% | 0.7% | +51.2% |
| 17 | MORGAN STANLEY | 6,754 | $514,234 | 0.0% | 0.5% | -96.3% |
| 18 | LINCOLN CAPITAL CORPNEW | 5,355 | $407,676 | 0.1% | 0.4% | new |
| 19 | BSW Wealth Partners | 4,754 | $361,923 | 0.0% | 0.4% | -1.8% |
| 20 | FOUNDERS FINANCIAL SECURITIES LLC | 4,697 | $357,583 | 0.0% | 0.4% | -15.4% |
| 21 | Horizon Investments, LLC | 4,697 | $357,583 | 0.0% | 0.4% | -57.6% |
| 22 | Mariner, LLC | 4,672 | $355,669 | 0.0% | 0.3% | +1.6% |
| 23 | Retirement Planning Group, LLCNEW | 4,436 | $337,713 | 0.0% | 0.3% | new |
| 24 | MONEY CONCEPTS CAPITAL CORP | 4,383 | $333,678 | 0.0% | 0.3% | -5.4% |
| 25 | MISSION WEALTH MANAGEMENT, LP | 4,263 | $324,549 | 0.0% | 0.3% | +10.9% |
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.