Who Owns CALVERT US L-C CR RESP INDEX (CVLC)? -- Institutional Holders (2026-06-30)

94 institutions reported holding $628.4M of CALVERT US L-C CR RESP INDEX (CVLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: State Insurance Fund ($254.8M), Wealthspire Advisors, LLC ($74.0M), COMMONWEALTH EQUITY SERVICES, LLC ($52.8M), AMERIPRISE FINANCIAL INC ($27.5M), Rossby Financial, LCC ($23.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1State Insurance Fund$254.8M2.7MHold
2Wealthspire Advisors, LLC$74.0M782,924Added
3COMMONWEALTH EQUITY SERVICES, LLC$52.8M559,274Added
4AMERIPRISE FINANCIAL INC$27.5M290,896Trimmed
5Rossby Financial, LCC$23.0M242,957Added
6MERCER GLOBAL ADVISORS INC /ADV$20.5M216,862Added
7Focus Partners Wealth$15.8M166,892Added
8OGOREK ANTHONY JOSEPH /NY/ /ADV$14.1M149,517Trimmed
9EP Wealth Advisors, LLC$12.1M128,417Added
10Joel Adams & Associates, Inc.$12.0M126,566Added
11RAYMOND JAMES FINANCIAL INC$11.3M119,837Added
12North Berkeley Wealth Management, LLC$9.7M102,411Added
13Modern Wealth Management, LLC$8.6M91,211Added
14Global Endowment Management, LP$7.2M76,392Added
15Riverwater Partners LLC$5.9M62,483Added
16Fiduciary Trust Co$4.8M50,735Trimmed
17Westfuller Advisors, LLC$4.7M50,220Added
18Creative Planning$4.7M49,887Hold
19Atria Investments, Inc$4.3M45,020Trimmed
20GOLDMAN SACHS GROUP INC$3.8M40,580Added
21TRILLIUM ASSET MANAGEMENT, LLC$3.5M36,595Added
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.4M36,322Trimmed
23HighTower Advisors, LLC$3.4M35,930Added
24Beacon Pointe Advisors, LLC$3.0M31,911Added
25Fulcrum Capital LLC$2.6M27,019Trimmed

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