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Public ownership evidence

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

Read CVLC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20216,862$20,486,971None
Beacon Pointe Advisors, LLC2026-06-302026-08-1931,911$3,014,632None
Modern Wealth Management, LLC2026-06-302026-08-1591,211$8,616,720None
Riverwater Partners LLC2026-06-302026-08-1562,483$5,902,757None
Ameritas Advisory Services, LLC2026-06-302026-08-1522$2,078None
IFG Advisory, LLC2026-06-302026-08-15711$67,168None
Per Stirling Capital Management, LLC.2026-06-302026-08-159,395$887,509None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,696$349,119None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,892$556,654None
Betterment LLC2026-06-302026-08-154,399$416,000None
Heritage Wealth Advisors2026-06-302026-08-154,083$385,721None
Orion Porfolio Solutions, LLC2026-06-302026-08-1512,953$1,223,681None
Regal Investment Advisors LLC2026-06-302026-08-158,794$830,729None
Global Endowment Management, LP2026-06-302026-08-1576,392$7,217,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,727$1,296,790None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15290,896$27,485,109None
Laird Norton Wetherby Trust Company, LLC2026-06-302026-08-1513,160$1,243,225None
CITADEL ADVISORS LLC2026-06-302026-08-154,388$414,534None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1540,580$3,833,593None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1585,758$8,101,558None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1534,079$3,219,443None
BANK OF AMERICA CORP /DE/2026-06-302026-08-153,710$350,484None
Silver Grove Financial Group, Inc.2026-06-302026-08-14109$10,297None
Plum Street Advisors, LLC2026-06-302026-08-142,176$205,567None
Mariner, LLC2026-06-302026-08-149,638$910,544None
Creative Planning2026-06-302026-08-1449,887$4,712,825None
Fiduciary Trust Co2026-06-302026-08-146,130$579,101None
Fiduciary Trust Co2026-06-302026-08-1444,605$4,213,834None
MORGAN STANLEY2026-06-302026-08-14590$55,737None
MORGAN STANLEY2026-06-302026-08-14125$11,809None
MORGAN STANLEY2026-06-302026-08-142,000$188,940None
MORGAN STANLEY2026-06-302026-08-141$142None
FMR LLC2026-06-302026-08-14316$29,894None
EVOLVE PRIVATE WEALTH, LLC2026-06-302026-08-1319,114$1,805,700None
Cetera Investment Advisers2026-06-302026-08-138,516$804,520None
Focus Partners Wealth2026-06-302026-08-13166,892$15,766,364None
EP Wealth Advisors, LLC2026-06-302026-08-13128,417$12,131,534None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1336,322$3,431,357None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1314,784$1,396,691None
JPMORGAN CHASE & CO2026-06-302026-08-13212$19,867None
Godfrey Financial Associates, Inc.2026-06-302026-08-12260$24,562None
Wealthspire Advisors, LLC2026-06-302026-08-12782,924$73,962,827None
BRIGHTON JONES LLC2026-06-302026-08-1211,068$1,045,615None
TRILLIUM ASSET MANAGEMENT, LLC2026-06-302026-08-1236,595$3,457,130None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12216,862$20,486,971None
Frazier Financial Advisors, LLC2026-06-302026-08-11100$9,447None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Modern Wealth Management, LLC ↗Riverwater Partners LLC ↗Ameritas Advisory Services, LLC ↗IFG Advisory, LLC ↗Per Stirling Capital Management, LLC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Betterment LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.