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Public ownership evidence

Calvert US Mid-Cap Core Responsible Index ETF (CVMC) Ownership Disclosures

Read CVMC 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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Milestone Investment Advisors LLC2026-06-302026-08-15328$24,971None
Ameritas Advisory Services, LLC2026-06-302026-08-1557$4,335None
Per Stirling Capital Management, LLC.2026-06-302026-08-153,904$297,213None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,669$127,029None
OSAIC HOLDINGS, INC.2026-06-302026-08-15831$63,263None
Heritage Wealth Advisors2026-06-302026-08-15220$16,749None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15190$14,480None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15191$14,541None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1542$3,231None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1538$2,817None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15191$14,556None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155$384None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15343$26,122None
Financial Engines Advisors L.L.C.2026-06-302026-08-15110,192$8,388,910None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1574,767$5,692,012None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15621$47,277None
UBS Group AG2026-06-302026-08-1422$1,675None
Mariner, LLC2026-06-302026-08-144,672$355,669None
Horizon Investments, LLC2026-06-302026-08-144,697$357,583None
Creative Planning2026-06-302026-08-1411,826$900,313None
Ameritas Investment Partners, Inc.2026-06-302026-08-1422,410$1,706,048None
MORGAN STANLEY2026-06-302026-08-146,753$514,106None
MORGAN STANLEY2026-06-302026-08-141$128None
Integrated Wealth Concepts LLC2026-06-302026-08-1379$6,032None
Aptus Capital Advisors, LLC2026-06-302026-08-13100$7,613None
EP Wealth Advisors, LLC2026-06-302026-08-13116,055$8,835,296None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1337,798$2,877,589None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13833$63,427None
Godfrey Financial Associates, Inc.2026-06-302026-08-12166$12,638None
Millstone Evans Group, LLC2026-06-302026-08-12516$39,283None

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

Milestone Investment Advisors LLC ↗Ameritas Advisory Services, LLC ↗Per Stirling Capital Management, LLC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Heritage Wealth Advisors ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗

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.