Who owns ETF CALVERT US MID-CAP CORE?
- Ticker: CVMC
- CUSIP Number: 61774r403
Tip: Access positions for across all investors
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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Top investors of Etf Calvert Us Mid-cap Core stock
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 |
|---|---|---|---|---|---|
| First Pacific Financial | 250k | $16M | 3% | Mar 2026 |
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| Morgan Stanley | 180k | $12M | 100% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 111k | $7.1M | 9% | Dec 2025 |
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| EP Wealth Advisors | 110k | $7.0M | 100% | Mar 2026 |
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| LongView Asset Management | 101k | $6.5M | 1% | Dec 2025 |
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| North Berkeley Wealth Management | 38k | $2.4M | 288% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 34k | $2.1M | 1% | Mar 2026 |
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| Natural Investments | 31k | $2.0M | 41% | Mar 2026 |
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| Joel Adams & Associates | 26k | $1.6M | 3% | Mar 2026 |
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| Summit Investment Advisors | 22k | $1.4M | -1% | Mar 2026 |
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| CWM | 20k | $1.3M | 5% | Dec 2025 |
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| Dynamic Advisors Solutions | 16k | $998k | 2% | Mar 2026 |
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| Sandbox Financial Partners | 15k | $972k | 134% | Mar 2026 |
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| Commonwealth Equity Services | 12k | $797k | -11% | Mar 2026 |
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| Creative Planning | 12k | $757k | 2% | Mar 2026 |
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| Mason & Associates | 12k | $714k | 3% | Mar 2026 |
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| Archer Investment Management | 10k | $649k | -74% | Mar 2026 |
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| Journey Strategic Wealth | 6.1k | $392k | 5% | Mar 2026 |
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| Private Advisor | 6.0k | $385k | -4% | Mar 2026 |
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| RMG Wealth Management | 5.7k | $406k | 100% | Mar 2026 |
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| Founders Financial Securities | 5.6k | $374k | 100% | Mar 2026 |
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| Colorado Capital Management | 5.0k | $323k | -4% | Mar 2026 |
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| BSW Wealth Partners | 4.8k | $310k | 3% | Mar 2026 |
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| Money Concepts Capital Corp | 4.6k | $297k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 4.6k | $294k | -7% | Mar 2026 |
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| Modern Wealth Management | 4.5k | $288k | 0% | Dec 2025 |
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| Per Stirling Capital Management | 3.9k | $249k | 2% | Mar 2026 |
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| Mission Wealth Management | 3.8k | $246k | 100% | Mar 2026 |
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| Collaborative Wealth Managment | 3.5k | $227k | 1% | Mar 2026 |
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| Gemmer Asset Management | 3.2k | $206k | 100% | Mar 2026 |
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| Wells Fargo & Company | 1.8k | $113k | 100% | Mar 2026 |
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| Valley National Advisers | 1.7k | $111k | 1% | Mar 2026 |
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| Advisor Group Holdings | 1.6k | $105k | 16% | Dec 2025 |
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| Harbour Investments | 1.1k | $68k | 80% | Mar 2026 |
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| McIlrath & Eck | 873.00 | $56k | 21% | Mar 2026 |
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| Triumph Capital Management | 825.00 | $53k | 0% | Mar 2026 |
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| Millstone Evans Group | 516.00 | $33k | 0% | Mar 2026 |
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| Cdkv Holdings | 476.00 | $31k | 100% | Mar 2026 |
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| Royal Bank of Canada | 366.00 | $23k | 100% | Mar 2026 |
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| UBS Group | 279.00 | $18k | 100% | Mar 2026 |
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| Heritage Wealth Advisors | 248.00 | $16k | -6% | Mar 2026 |
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| Us Bancorp | 150.00 | $9.6k | 0% | Dec 2025 |
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| Founders Financial Alliance | 119.00 | $7.6k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 100.00 | $6.4k | 100% | Mar 2026 |
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| Rossby Financial, LCC | 78.00 | $5.0k | 1% | Mar 2026 |
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| Geneos Wealth Management | 20.00 | $1.3k | 0% | Mar 2026 |
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Who sold out of Etf Calvert Us Mid-cap Core?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Dec 2025 | 43k | $2.7M |
| BBR Partners | Dec 2025 | 8.8k | $564k |
| Montecito Bank & Trust | Dec 2025 | 7.3k | $471k |
| LPL Financial | Dec 2025 | 3.1k | $201k |
| GPS Wealth Strategies Group | Sep 2025 | 2.0k | $124k |
| Kestra Advisory Services | Dec 2025 | 945.00 | $61k |
| Elyxium Wealth | Dec 2025 | 34.00 | $2.2k |