Who Owns CALVERT US MID CR RESPON INDX ETF (CVMC)? -- Institutional Holders (2026-06-30)

53 institutions reported holding $72.3M of CALVERT US MID CR RESPON INDX ETF (CVMC) in SEC 13F filings for 2026-06-30. Largest institutional holders: First Pacific Financial ($19.5M), EP Wealth Advisors, LLC ($8.8M), Financial Engines Advisors L.L.C. ($8.4M), GOLDMAN SACHS GROUP INC ($5.7M), TFC Financial Management, Inc. ($4.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	First Pacific Financial	$19.5M	255,950	Added
2	EP Wealth Advisors, LLC	$8.8M	116,055	Added
3	Financial Engines Advisors L.L.C.	$8.4M	110,192	Trimmed
4	GOLDMAN SACHS GROUP INC	$5.7M	74,767	New
5	TFC Financial Management, Inc.	$4.7M	61,148	New
6	North Berkeley Wealth Management, LLC	$4.0M	52,819	Added
7	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.9M	37,798	Added
8	NATURAL INVESTMENTS, LLC	$2.5M	33,504	Added
9	Joel Adams & Associates, Inc.	$2.3M	29,926	Added
10	Ameritas Investment Partners, Inc.	$1.7M	22,410	Added
11	Dynamic Advisor Solutions LLC	$1.3M	16,471	Added
12	COMMONWEALTH EQUITY SERVICES, LLC	$1.1M	14,945	Added
13	Creative Planning	$900,313	11,826	Hold
14	Mason & Associates Inc	$898,182	11,798	Added
15	Archer Investment Management, LLC	$713,795	9,376	Trimmed
16	Private Advisor Group, LLC	$691,794	9,087	Added
17	MORGAN STANLEY	$514,234	6,754	Trimmed
18	LINCOLN CAPITAL CORP	$407,676	5,355	New
19	BSW Wealth Partners	$361,923	4,754	Trimmed
20	FOUNDERS FINANCIAL SECURITIES LLC	$357,583	4,697	Trimmed
21	Horizon Investments, LLC	$357,583	4,697	Trimmed
22	Mariner, LLC	$355,669	4,672	Added
23	Retirement Planning Group, LLC	$337,713	4,436	New
24	MONEY CONCEPTS CAPITAL CORP	$333,678	4,383	Trimmed
25	MISSION WEALTH MANAGEMENT, LP	$324,549	4,263	Added

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