Who owns ETF CALVERT US MID-CAP CORE?
- Ticker: CVMC
- CUSIP Number: 61774r403
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Analyze quarterly positions in Etf Calvert Us Mid-cap Core with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold ETF CALVERT US MID-CAP CORE this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 356k | $22M | 100% | Jun 2025 |
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| First Pacific Financial | 229k | $15M | 6% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 101k | $6.4M | 4% | Sep 2025 |
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| LongView Asset Management | 100k | $6.3M | 24% | Sep 2025 |
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| Archer Investment Management | 51k | $3.2M | -1% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 29k | $1.8M | 6% | Sep 2025 |
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| Joel Adams & Associates | 23k | $1.5M | 100% | Sep 2025 |
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| Summit Investment Advisors | 21k | $1.3M | 1% | Sep 2025 |
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| CWM | 19k | $1.2M | 13% | Sep 2025 |
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| Colorado Capital Management | 11k | $723k | -37% | Sep 2025 |
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| Commonwealth Equity Services | 11k | $676k | 37% | Sep 2025 |
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| Creative Planning | 10k | $656k | 0% | Sep 2025 |
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| BBR Partners | 8.8k | $559k | 0% | Sep 2025 |
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| Sandbox Financial Partners | 6.8k | $432k | 7% | Sep 2025 |
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| Private Advisor | 6.3k | $397k | 6% | Sep 2025 |
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| Journey Strategic Wealth | 5.5k | $351k | 8% | Sep 2025 |
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| LPL Financial | 5.3k | $334k | -1% | Sep 2025 |
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| BSW Wealth Partners | 4.7k | $301k | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 4.5k | $288k | 0% | Sep 2025 |
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| Modern Wealth Management | 4.5k | $285k | -11% | Sep 2025 |
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| Money Concepts Capital Corp | 4.4k | $282k | 0% | Sep 2025 |
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| Collaborative Wealth Managment | 3.5k | $222k | -21% | Sep 2025 |
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| RMG Wealth Management | 3.0k | $190k | -11% | Sep 2025 |
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| GPS Wealth Strategies Group | 2.0k | $124k | 0% | Sep 2025 |
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| Valley National Advisers | 1.6k | $101k | 107% | Sep 2025 |
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| Advisor Group Holdings | 1.4k | $90k | -9% | Sep 2025 |
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| Harbour Investments | 843.00 | $54k | -37% | Sep 2025 |
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| Triumph Capital Management | 825.00 | $52k | 100% | Sep 2025 |
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| McIlrath & Eck | 724.00 | $46k | 0% | Sep 2025 |
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| Principal Securities | 407.00 | $26k | 100% | Sep 2025 |
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| Heritage Wealth Advisors | 299.00 | $19k | 0% | Sep 2025 |
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| Us Bancorp | 150.00 | $9.5k | 0% | Sep 2025 |
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| Founders Financial Alliance | 119.00 | $7.6k | 100% | Sep 2025 |
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| Ameritas Advisory Services | 56.00 | $3.6k | 0% | Sep 2025 |
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| Geneos Wealth Management | 20.00 | $1.3k | 100% | Sep 2025 |
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Who sold out of Etf Calvert Us Mid-cap Core?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2025 | 16k | $892k |
| Natural Investments | Jun 2025 | 6.1k | $370k |
| UBS Group | Jun 2025 | 2.9k | $177k |