Who Owns CALVERT ULTRA (CVSB)? -- Institutional Holders (2026-06-30)

52 institutions reported holding $171.3M of CALVERT ULTRA (CVSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($114.7M), LPL Financial LLC ($13.9M), Pathstone Holdings, LLC ($6.4M), Moran Wealth Management, LLC ($5.4M), Private Advisor Group, LLC ($3.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$114.7M2.3MAdded
2LPL Financial LLC$13.9M274,024Added
3Pathstone Holdings, LLC$6.4M126,194Hold
4Moran Wealth Management, LLC$5.4M106,784New
5Private Advisor Group, LLC$3.8M75,202Trimmed
6COMMONWEALTH EQUITY SERVICES, LLC$3.3M65,514Added
7Valley Financial Group, Inc.$2.8M55,066Trimmed
8Perigon Wealth Management, LLC$1.8M35,131New
9Betterment LLC$1.7M33,537Added
10Rossby Financial, LCC$1.6M31,179Added
11PFG Investments, LLC$1.4M27,986Added
12OSAIC HOLDINGS, INC.$1.3M25,403Added
13Dynamic Advisor Solutions LLC$1.3M25,370Added
14Mason & Associates Inc$984,69519,445Trimmed
15Prism Advisors, Inc.$893,89717,652Added
16DeDora Capital, Inc.$653,86412,912Added
17Cetera Investment Advisers$621,25212,268Added
18NATURAL INVESTMENTS, LLC$569,00011,242Added
19Kingsview Wealth Management, LLC$553,39410,928Trimmed
20ROBINSON SMITH WEALTH ADVISORS LLC$512,27410,116Trimmed
21Sunrise Financial Services, LLC$511,86910,108Trimmed
22Ameritas Investment Partners, Inc.$482,6659,531Added
23Cambridge Investment Research Advisors, Inc.$455,0008,987Trimmed
24Arkadios Wealth Advisors$424,0528,374Added
25RW Investment Management LLC$411,7548,131Trimmed

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