Who Owns CAL INTL RESPONSIBLE INDEX (CVIE)? -- Institutional Holders (2026-06-30)

98 institutions reported holding $339.6M of CAL INTL RESPONSIBLE INDEX (CVIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($67.8M), Wealthspire Advisors, LLC ($39.5M), Rossby Financial, LCC ($33.6M), AMERIPRISE FINANCIAL INC ($31.4M), World Investment Advisors ($17.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$67.8M797,392Added
2Wealthspire Advisors, LLC$39.5M464,924Added
3Rossby Financial, LCC$33.6M395,225Added
4AMERIPRISE FINANCIAL INC$31.4M369,688Added
5World Investment Advisors$17.5M241,077Hold
6EP Wealth Advisors, LLC$14.6M171,263Added
7MORGAN STANLEY$12.5M146,612Added
8North Berkeley Wealth Management, LLC$9.9M116,086Added
9ST GERMAIN D J CO INC$9.0M105,970Added
10RAYMOND JAMES FINANCIAL INC$8.1M94,816Added
11MERCER GLOBAL ADVISORS INC /ADV$7.5M88,043Trimmed
12Modern Wealth Management, LLC$6.9M80,620Added
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.6M78,162New
14TOMPKINS FINANCIAL CORP$5.9M69,588New
15Gateway Wealth Partners, LLC$5.8M68,233Trimmed
16MGO ONE SEVEN LLC$5.2M60,733Trimmed
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.7M55,532Added
18Focus Partners Wealth$4.3M50,630Added
19SEEDS INVESTOR LLC$3.9M45,308Added
20Financial Insights, Inc.$2.7M31,990Trimmed
21Beacon Pointe Advisors, LLC$2.6M30,568Added
22PFG Investments, LLC$2.3M26,622Added
23EVOLVE PRIVATE WEALTH, LLC$2.2M25,304Trimmed
24Mountain Capital Investment Advisors Inc.$1.9M22,323New
25WEALTHGARDEN F.S. LLC$1.9M22,274Added

Source: SEC Form 13F filings · as of 2026-06-30