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Calvert US Large-Cap Core Responsible Index ETF (CVLC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Calvert US Large-Cap Core Responsible Index ETF (NYSEARCA:CVLC)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$26.02M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$498.31K
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CVLC Institutional Buying and Selling by Quarter

Calvert US Large-Cap Core Responsible Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Ameriprise Financial Inc.335,705$25.70M0.0%-0.3%5.125%
8/11/2025 Heritage Wealth Advisors5,276$404K0.0%+38.7%0.082%
8/11/2025 Wealthspire Advisors LLC197,213$15.10M0.1%N/A3.057%
8/1/2025 Rossby Financial LCC145,608$11.15M4.1%+7.6%2.257%
5/8/2025 Heritage Wealth Advisors3,804$262K0.0%N/A0.062%
4/28/2025 Rossby Financial LCC135,368$9.21M3.9%+37.4%2.219%
2/17/2025 Ameriprise Financial Inc.253,849$18.62M0.0%-2.2%5.641%
2/13/2025 Rossby Financial LCC98,536$7.23M4.5%N/A2.190%
(Data available from 1/1/2016 forward)

CVLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CVLC shares?

During the previous two years, the following institutional investors and hedge funds held shares of Calvert US Large-Cap Core Responsible Index ETF shares: Ameriprise Financial Inc. ($25.70M), Wealthspire Advisors LLC ($15.10M), and Rossby Financial LCC ($11.15M), Heritage Wealth Advisors ($404K).Learn more on Calvert US Large-Cap Core Responsible Index ETF's institutional investors.

Which institutional investors have been buying Calvert US Large-Cap Core Responsible Index ETF's stock?

The following institutional investors have purchased Calvert US Large-Cap Core Responsible Index ETF's stock in the last 24 months: Wealthspire Advisors LLC ($197.21K), Rossby Financial LCC ($145.61K), and Heritage Wealth Advisors ($5.28K).

How much institutional buying is happening at Calvert US Large-Cap Core Responsible Index ETF?

Institutional investors have bought a total of 348,097 shares in the last 24 months. This purchase volume represents approximately $26.02M in transactions.

Which of Calvert US Large-Cap Core Responsible Index ETF's major shareholders have been selling company stock?

The following institutional investors have sold Calvert US Large-Cap Core Responsible Index ETF stock in the last 24 months: Ameriprise Financial Inc. ($6.75K).

How much institutional selling is happening at Calvert US Large-Cap Core Responsible Index ETF?

Institutional investors have sold a total of 6,746 shares in the last 24 months. This volume of shares sold represents approximately $498.31K in transactions.



This page (NYSEARCA:CVLC) was last updated on 8/15/2025 by MarketBeat.com Staff
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