CAL INTL RESPONSIBLE INDEX CVIE
$83.87
+0.2% 52w: $61.04 – $86.22
Latest 13F among current holders filed 44 days ago (May 22, 2026)
Price — last 12 months
research preview data61.0473.6386.22
Jun 20, 2025 Jul 2, 2026
Institutional holders
76
+16 QoQ
13F value
$289.3M
+19.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CVIE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 790.0K | $57.4M | 0.1% | +4.5% |
| Wealthspire Advisors, LLC | Wealth advisor | 451.1K | $32.8M | 0.3% | +1.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 368.7K | $26.8M | 0.0% | -0.1% |
| Rossby Financial, LCC | Wealth advisor | 360.7K | $26.7M | 5.6% | +16.3% |
| World Investment Advisors | Wealth advisor | 241.1K | $17.5M | 0.3% | +2.4% |
| JANE STREET GROUP, LLC | Market maker | 200.0K | $14.5M | 0.0% | +222.5% |
| EP Wealth Advisors, LLC | Wealth advisor | 171.1K | $12.4M | 0.1% | +373.6% |
| Gateway Wealth Partners, LLC | Wealth advisor | 126.9K | $9.2M | 0.4% | +116.9% |
| ST GERMAIN D J CO INC | Other | 105.7K | $7.7M | 0.3% | +1.7% |
| MORGAN STANLEY | Bank broker | 95.7K | $7.0M | 0.0% | +306.8% |
| North Berkeley Wealth Management, LLC | Wealth advisor | 91.5K | $6.7M | 3.5% | +121.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 88.9K | $6.5M | 0.0% | -25.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 85.0K | $6.2M | 0.0% | +87.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 75.8K | $5.5M | 0.0% | +645.1% |
| MGO ONE SEVEN LLC | Wealth advisor | 62.4K | $4.5M | 0.1% | -3.0% |
| Modern Wealth Management, LLC | Wealth advisor | 60.7K | $4.5M | 0.1% | +75.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 51.5K | $3.7M | 0.0% | +16.5% |
| SEEDS INVESTOR LLC | Wealth advisor | 32.5K | $2.6M | 0.3% | New |
| Financial Insights, Inc. | Wealth advisor | 32.2K | $2.3M | 0.8% | +0.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 30.0K | $2.2M | 0.0% | New |
| Strategic Financial Planning, Inc. | Wealth advisor | 66.1K | $2.0M | 1.2% | New |
| Focus Partners Wealth | Wealth advisor | 27.2K | $2.0M | 0.0% | +84.9% |
| EVOLVE PRIVATE WEALTH, LLC | Other | 25.7K | $1.9M | 0.1% | +0.3% |
| WEALTHGARDEN F.S. LLC | Wealth advisor | 21.7K | $1.6M | 1.1% | +6.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 20.6K | $1.5M | 0.0% | +19.6% |
| A&I FINANCIAL SERVICES, LLC | Wealth advisor | 19.9K | $1.4M | 0.7% | -7.2% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 19.3K | $1.4M | 0.0% | -6.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 19.2K | $1.4M | 0.0% | New |
| FLOW TRADERS U.S. LLC | Market maker | 18.5K | $1.3M | 0.0% | New |
| Creative Planning | Wealth advisor | 17.9K | $1.3M | 0.0% | +20.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 16.0K | $1.2M | 0.0% | +0.6% |
| Plum Street Advisors, LLC | Wealth advisor | 15.7K | $1.1M | 0.4% | +8.5% |
| Private Advisor Group, LLC | Wealth advisor | 14.7K | $1.1M | 0.0% | New |
| CWM, LLC | Wealth advisor | 14.4K | $1.0M | 0.0% | +11.7% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 12.5K | $906K | 0.0% | +10.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 12.4K | $904K | 0.0% | -10.2% |
| Sandbox Financial Partners, LLC | Wealth advisor | 12.2K | $885K | 0.2% | +37.7% |
| Kondo Wealth Advisors, Inc. | Wealth advisor | 9.4K | $686K | 0.3% | -8.0% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 9.4K | $681K | 0.0% | -6.0% |
| Archer Investment Management, LLC | Wealth advisor | 8.3K | $601K | 0.3% | -76.6% |
| Per Stirling Capital Management, LLC. | Wealth advisor | 7.9K | $571K | 0.1% | +3.0% |
| Mariner, LLC | Diversified mechanical | 7.4K | $536K | 0.0% | -18.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 7.1K | $519K | 0.0% | New |
| Mutual Advisors, LLC | Wealth advisor | 6.2K | $451K | 0.0% | +63.9% |
| PFG Investments, LLC | Diversified mechanical | 5.5K | $402K | 0.0% | +44.5% |
| WNY Asset Management, LLC | Wealth advisor | 5.4K | $393K | 0.0% | — |
| GTS SECURITIES LLC | Market maker | 5.2K | $378K | 0.0% | +11.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 5.1K | $373K | 0.0% | New |
| RW Investment Management LLC | Wealth advisor | 5.1K | $373K | 0.0% | — |
| Cetera Investment Advisers | Wealth advisor | 4.9K | $353K | 0.0% | +46.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.