CVMC institutional holders

Calvert US Mid-Cap Core Responsible Index ETF · 57 reporting institutions · $78.4M reported value

Funds that can replace CVMC · CVMC return decomposition

Institutional holdings

Institutions reporting CVMC, largest first
InstitutionReported positionAdvisors at firmReport period
First Pacific Financial, Inc.$19.5M192026-06-30
Ep Wealth Advisors, LLC$8.8M3382026-06-30
Edelman Financial Engines$8.4M7222026-06-30
Longview Asset Management LLC$6.5M02025-12-31
Goldman Sachs Group Inc$5.7M02026-06-30
Tfc Financial Management, Inc.$4.7M122026-06-30
North Berkeley Wealth Management, LLC$4M122026-06-30
Northwestern Mutual Wealth Management Co$2.9M02026-06-30
Joel Adams and Associates Inc.$2.3M32026-06-30
Ameritas Investment Partners, Inc.$1.7M72026-06-30
Cwm, LLC$1.3M6672026-03-31
Dynamic$1.3M752026-06-30
Commonwealth Equity Services, LLC$1.1M2,8632026-06-30
Sandbox Financial Partners, LLC$972.2K12026-03-31
Creative Planning$900.3K1,1712026-06-30
Mason & Associates Inc$898.2K82026-06-30
Archer Investment Management, LLC$713.8K32026-06-30
Private Advisor Group, LLC$691.8K9272026-06-30
Morgan Stanley$514.2K23,1852026-06-30
Lincoln Capital Corp$407.7K32026-06-30
Journey Strategic Wealth LLC$392K02026-03-31
Bsw Wealth Partners$361.9K02026-06-30
Horizon Investments, LLC$357.6K272026-06-30
Founders Financial Securities LLC$357.6K1172026-06-30
Mariner, LLC$355.7K02026-06-30
Retirement Planning Group, LLC$337.7K02026-06-30
Money Concepts Capital Corp$333.7K3892026-06-30
Mission Wealth Management, LP$324.5K1382026-06-30
Per Stirling Capital Management, Llc.$297.2K312026-06-30
Hightower Advisors, LLC$271.6K1,0462026-06-30
Collaborative Wealth Managment Inc.$269.8K132026-06-30
Gemmer Asset Management LLC$244.6K82026-06-30
Lpl Financial LLC$221.2K23,4582026-06-30
Principal Securities, Inc.$204.2K1,4632026-06-30
Osaic Holdings, Inc.$190.3K02026-06-30
Valley National Advisers Inc$118.4K142026-06-30
Ae Wealth Management LLC$87.6K4712026-06-30
Fiduciary Financial Advisors$76.1K512026-06-30
Harbour Investments, Inc.$63.4K2472026-06-30
Triumph Capital Management$62.8K142026-06-30
McIlrath & Eck, LLC$55.9K62026-03-31
Wells Fargo & Company/mn$47.3K02026-06-30
Millstone Evans Group, LLC$39.3K72026-06-30
Steele Street Private Wealth Management$36.2K22026-06-30
Milestone Investment Advisors LLC$25K72026-06-30
Heritage Wealth Advisors$16.7K152026-06-30
Godfrey Financial Associates, Inc.$12.6K32026-06-30
Founders Financial Alliance, LLC$9.1K322026-06-30
Aptus Capital Advisors, LLC$7.6K212026-06-30
Integrated Wealth Concepts LLC$6K4802026-06-30
Rossby Financial, Lcc$5.9K312026-06-30
Ameritas Advisory Services, LLC$4.3K5502026-06-30
Natural Investments$2.6K232026-06-30
UBS Group AG$1.7K02026-06-30
Geneos Wealth Management, Inc.$1.5K1932026-06-30
Colorado Capital Management, Inc.$284102026-06-30
Summit Global Investments$275992026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30