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Public ownership evidence

Calvert Ultra-Short Investment Grade ETF (CVSB) Ownership Disclosures

Read CVSB 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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Kingsview Wealth Management, LLC2026-06-302026-08-2010,928$553,394None
Valley Financial Group, Inc.2026-06-302026-08-1555,066$2,788,524None
Riverwater Partners LLC2026-06-302026-08-154,602$233,045None
Ameritas Advisory Services, LLC2026-06-302026-08-15276$13,975None
OSAIC HOLDINGS, INC.2026-06-302026-08-1525,403$1,286,403None
Betterment LLC2026-06-302026-08-1533,537$1,698,000None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,962$99,356None
CITADEL ADVISORS LLC2026-06-302026-08-155,424$274,671None
GOLDMAN SACHS GROUP INC2026-06-302026-08-157,003$354,632None
Pathstone Holdings, LLC2026-06-302026-08-14126,194$6,390,464None
UBS Group AG2026-06-302026-08-14118$5,976None
Ameritas Investment Partners, Inc.2026-06-302026-08-149,531$482,665None
MORGAN STANLEY2026-06-302026-08-141,633,561$82,723,530None
MORGAN STANLEY2026-06-302026-08-142$112None
MORGAN STANLEY2026-06-302026-08-14631,500$31,979,160None
Sunrise Financial Services, LLC2026-06-302026-08-1310,108$511,869None
Smartleaf Asset Management LLC2026-06-302026-08-13305$15,512None
Cetera Investment Advisers2026-06-302026-08-1312,268$621,252None
Focus Partners Wealth2026-06-302026-08-135,633$285,255None
Aptus Capital Advisors, LLC2026-06-302026-08-13200$10,128None
NewEdge Advisors, LLC2026-06-302026-08-132,052$103,913None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-132,975$150,658None
Godfrey Financial Associates, Inc.2026-06-302026-08-12151$7,647None
Arkadios Wealth Advisors2026-06-302026-08-118,374$424,052None
FIG FINANCIAL ADVISORY SERVICES INC /ADV2025-09-302026-08-1160,726$3,079,704None
FIG FINANCIAL ADVISORY SERVICES INC /ADV2025-06-302026-08-1134,818$1,763,873None

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

Kingsview Wealth Management, LLC ↗Valley Financial Group, Inc. ↗Riverwater Partners LLC ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗Betterment LLC ↗FIDUCIARY FINANCIAL ADVISORS ↗CITADEL ADVISORS LLC ↗GOLDMAN SACHS GROUP INC ↗Pathstone Holdings, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

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.