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

$90.21 +1.01 (+1.13%)
As of 04:10 PM Eastern
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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)
7
Total
Institutional Inflows
(last 12 months)
$19.99M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$837.58K
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CVLC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/12/2026Rossby Financial LCC174,021$14.66M4.5%+7.4%2.084%
1/23/2026 Farther Finance Advisors LLC874$74K0.0%N/A0.011%
1/23/2026 Arbor Investment Advisors LLC2,466$208K0.0%N/A0.030%
1/1/2026JPMorgan Chase & Co.5,511$451K0.0%N/A0.072%
12/23/2025Triumph Capital Management1,220$100K0.0%N/A0.016%
11/17/2025Triumph Capital Management1,220$100K0.0%N/A0.016%
11/17/2025Ameriprise Financial Inc.326,913$26.76M0.0%-2.6%4.246%
11/13/2025Heritage Wealth Advisors4,876$399K0.0%-7.6%0.063%
11/10/2025Rossby Financial LCC162,100$13.33M4.3%+11.3%2.105%
11/7/2025JPMorgan Chase & Co.5,511$451K0.0%N/A0.072%
8/15/2025Ameriprise Financial Inc.335,705$25.70M0.0%-0.3%5.125%
8/11/2025Heritage Wealth Advisors5,276$404K0.0%+38.7%0.082%
8/11/2025 Wealthspire Advisors LLC197,213$15.10M0.1%N/A3.057%
8/1/2025Rossby Financial LCC145,608$11.15M4.1%+7.6%2.257%
5/8/2025Heritage Wealth Advisors3,804$262K0.0%N/A0.062%
4/28/2025Rossby Financial LCC135,368$9.21M3.9%+37.4%2.219%
2/17/2025Ameriprise Financial Inc.253,849$18.62M0.0%-2.2%5.641%
2/13/2025Rossby Financial LCC98,536$7.23M4.5%N/A2.190%


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. ($26.76M), Wealthspire Advisors LLC ($15.10M), Rossby Financial LCC ($14.66M), JPMorgan Chase & Co. ($451K), Heritage Wealth Advisors ($399K), Arbor Investment Advisors LLC ($208K), and Triumph Capital Management ($100K).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 ($174.02K), JPMorgan Chase & Co. ($11.02K), Heritage Wealth Advisors ($5.28K), Arbor Investment Advisors LLC ($2.47K), Triumph Capital Management ($2.44K), and Farther Finance Advisors LLC ($874.00).

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

Institutional investors have bought a total of 257,944 shares in the last 24 months. This purchase volume represents approximately $19.99M 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. ($9.90K), and Heritage Wealth Advisors ($400.00).

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

Institutional investors have sold a total of 10,303 shares in the last 24 months. This volume of shares sold represents approximately $837.58K in transactions.


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This page (NYSEARCA:CVLC) was last updated on 5/5/2026 by MarketBeat.com Staff.
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