Who owns Calvert Ultra-Short Investment Grade ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CVSB from SEC Form 13F filings across 49 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, 49 institutions disclosed 3.4M shares of Calvert Ultra-Short Investment Grade ETF worth $171.3M — about 80.5% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
49
13F holders
$171.3M
value, 2026 filers
80.5%
of shares outstanding (3.4M sh)
12
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 | 0.1% | 2.5% | new |
| 5 | Private Advisor Group, LLC | 75,202 | $3.8M | 0.0% | 1.8% | -53.2% |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 65,514 | $3.3M | 0.0% | 1.6% | +2.5% |
| 7 | Valley Financial Group, Inc. | 55,066 | $2.8M | 1.4% | 1.3% | -3.9% |
| 8 | Perigon Wealth Management, LLCNEW | 35,131 | $1.8M | 0.0% | 0.8% | new |
| 9 | Betterment LLC | 33,537 | $1.7M | 0.0% | 0.8% | +2.6% |
| 10 | Rossby Financial, LCC | 31,179 | $1.6M | 0.3% | 0.7% | +35.1% |
| 11 | PFG Investments, LLC | 27,986 | $1.4M | 0.1% | 0.7% | +123.6% |
| 12 | OSAIC HOLDINGS, INC. | 25,403 | $1.3M | 0.0% | 0.6% | +12.6% |
| 13 | Dynamic Advisor Solutions LLC | 25,370 | $1.3M | 0.0% | 0.6% | +5.8% |
| 14 | Mason & Associates Inc | 19,445 | $984,695 | 0.2% | 0.5% | -20.7% |
| 15 | Prism Advisors, Inc. | 17,652 | $893,897 | 0.2% | 0.4% | +1.9% |
| 16 | DeDora Capital, Inc. | 12,912 | $653,864 | 0.1% | 0.3% | +3.1% |
| 17 | Cetera Investment Advisers | 12,268 | $621,252 | 0.0% | 0.3% | +16.7% |
| 18 | NATURAL INVESTMENTS, LLC | 11,242 | $569,000 | 0.1% | 0.3% | +11.6% |
| 19 | Kingsview Wealth Management, LLC | 10,928 | $553,394 | 0.0% | 0.3% | -3.2% |
| 20 | ROBINSON SMITH WEALTH ADVISORS LLC | 10,116 | $512,274 | 0.3% | 0.2% | -2.0% |
| 21 | Sunrise Financial Services, LLC | 10,108 | $511,869 | 0.3% | 0.2% | -4.4% |
| 22 | Ameritas Investment Partners, Inc. | 9,531 | $482,665 | 0.0% | 0.2% | +7.5% |
| 23 | Cambridge Investment Research Advisors, Inc. | 8,987 | $455,000 | 0.0% | 0.2% | -48.6% |
| 24 | Arkadios Wealth Advisors | 8,374 | $424,052 | 0.0% | 0.2% | +0.6% |
| 25 | RW Investment Management LLC | 8,131 | $411,754 | 0.0% | 0.2% | -39.7% |
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.