Who owns Calvert Ultra-Short Investment Grade ETF?
Institutional ownership of CVSB from SEC Form 13F filings across 35 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.
35
13F holders
$160.1M
value, 2026 filers
76.5%
of shares outstanding (3.2M 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 CVSB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.3M | $114.7M | 0.0% | 53.9% | +2.5% |
| 2 | LPL Financial LLC | 274,024 | $13.9M | 0.0% | 6.5% | +4.2% |
| 3 | Pathstone Holdings, LLC | 126,194 | $6.4M | 0.0% | 3% | 0.0% |
| 4 | Moran Wealth Management, LLCNEW | 106,784 | $5.4M | 0.2% | 2.5% | new |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 65,514 | $3.3M | 0.0% | 1.6% | +2.5% |
| 6 | Valley Financial Group, Inc. | 55,066 | $2.8M | 1.4% | 1.3% | -3.9% |
| 7 | Perigon Wealth Management, LLCNEW | 35,131 | $1.8M | 0.0% | 0.8% | new |
| 8 | Betterment LLC | 33,537 | $1,698 | 0.0% | 0.8% | +2.6% |
| 9 | Rossby Financial, LCC | 31,179 | $1.6M | 0.3% | 0.7% | +35.1% |
| 10 | PFG Investments, LLC | 27,986 | $1.4M | 0.1% | 0.7% | +123.6% |
| 11 | OSAIC HOLDINGS, INC. | 25,403 | $1.3M | 0.0% | 0.6% | +12.6% |
| 12 | Dynamic Advisor Solutions LLC | 25,370 | $1.3M | 0.0% | 0.6% | +5.8% |
| 13 | Cambridge Investment Research Advisors, Inc. | 17,974 | $910 | 0.0% | 0.4% | +2.8% |
| 14 | Prism Advisors, Inc. | 17,652 | $893,897 | 0.2% | 0.4% | +1.9% |
| 15 | Cetera Investment Advisers | 12,268 | $621,252 | 0.0% | 0.3% | +16.7% |
| 16 | Ameritas Investment Partners, Inc. | 9,531 | $482,665 | 0.0% | 0.2% | +7.5% |
| 17 | Arkadios Wealth Advisors | 8,374 | $424,052 | 0.0% | 0.2% | +0.6% |
| 18 | Kestra Advisory Services, LLCNEW | 7,968 | $403,493 | 0.0% | 0.2% | new |
| 19 | Global Retirement Partners, LLCNEW | 7,179 | $363,545 | 0.0% | 0.2% | new |
| 20 | Gemmer Asset Management LLC | 7,023 | $355,637 | 0.0% | 0.2% | +1.0% |
| 21 | GOLDMAN SACHS GROUP INC | 7,003 | $354,632 | 0.0% | 0.2% | -95.0% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 6,927 | $350,793 | 0.0% | 0.2% | +9.1% |
| 23 | Apollon Wealth Management, LLC | 6,502 | $329,261 | 0.0% | 0.2% | +0.6% |
| 24 | Focus Partners Wealth | 5,633 | $285,255 | 0.0% | 0.1% | -3.4% |
| 25 | CITADEL ADVISORS LLCNEW | 5,424 | $274,671 | 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.