CALVERT US L-C CR RESP INDEX CVLC
$93.91
-0.1% 52w: $72.69 – $94.93
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data72.6983.8194.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
74
+1 QoQ
13F value
$522.0M
-4.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CVLC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| State Insurance Fund | Wealth advisor | 2.7M | $216.0M | 100.0% | Held |
| Wealthspire Advisors, LLC | Wealth advisor | 769.4K | $61.6M | 0.5% | +1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 551.2K | $44.1M | 0.1% | +0.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 299.2K | $24.0M | 0.0% | -5.1% |
| Rossby Financial, LCC | Wealth advisor | 219.2K | $17.7M | 3.7% | +26.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 215.1K | $17.2M | 0.0% | -22.6% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | Wealth advisor | 194.1K | $15.5M | 4.3% | +0.2% |
| EP Wealth Advisors, LLC | Wealth advisor | 125.0K | $10.0M | 0.0% | New |
| Focus Partners Wealth | Wealth advisor | 111.8K | $8.9M | 0.0% | +154.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 109.1K | $8.7M | 0.0% | +13.6% |
| Joel Adams & Associates, Inc. | Wealth advisor | 97.7K | $7.8M | 5.8% | +19.2% |
| North Berkeley Wealth Management, LLC | Wealth advisor | 84.8K | $6.8M | 3.6% | +257.5% |
| CWM, LLC | Wealth advisor | 75.9K | $6.1M | 0.0% | +9.6% |
| Sound Portfolio Advisors, LLC | Wealth advisor | 68.7K | $5.5M | 4.5% | +0.2% |
| Modern Wealth Management, LLC | Wealth advisor | 62.0K | $5.0M | 0.1% | +120.2% |
| Global Endowment Management, LP | Wealth advisor | 61.7K | $4.9M | 0.6% | +46.5% |
| Riverwater Partners LLC | Other | 58.3K | $4.7M | 1.6% | +16.0% |
| Fiduciary Trust Co | Other | 51.1K | $4.1M | 0.0% | +20.8% |
| Creative Planning | Wealth advisor | 49.9K | $4.0M | 0.0% | +27.0% |
| Atria Investments, Inc | Wealth advisor | 45.1K | $3.6M | 0.0% | New |
| Sandbox Financial Partners, LLC | Wealth advisor | 44.1K | $3.5M | 1.0% | -1.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 37.4K | $3.0M | 0.0% | +5.8% |
| TRILLIUM ASSET MANAGEMENT, LLC | Other | 33.4K | $2.7M | 0.1% | +1.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 30.9K | $2.5M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 30.8K | $2.5M | 0.0% | +81.8% |
| Fulcrum Capital LLC ★2 | Fundamental diversified | 27.4K | $2.2M | 0.5% | +8.6% |
| First Pacific Financial | Wealth advisor | 21.5K | $1.7M | 0.2% | -0.8% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 21.2K | $1.7M | 0.0% | +379.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 20.7K | $1.7M | 0.0% | +45.9% |
| RW Investment Management LLC | Wealth advisor | 20.5K | $1.6M | 0.2% | — |
| Kestra Advisory Services, LLC | Wealth advisor | 20.4K | $1.6M | 0.0% | +3.7% |
| Pathway Financial Advisors LLC | Wealth advisor | 20.1K | $1.6M | 0.2% | Held |
| EVOLVE PRIVATE WEALTH, LLC | Other | 19.4K | $1.6M | 0.1% | +0.5% |
| Strategic Financial Planning, Inc. | Wealth advisor | 55.6K | $1.3M | 0.8% | New |
| ENTRUST FINANCIAL LLC | Wealth advisor | 15.0K | $1.2M | 0.8% | +156.5% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 13.8K | $1.1M | 0.0% | -3.5% |
| Laird Norton Wetherby Trust Company, LLC | Other | 13.4K | $1.1M | 0.0% | +57.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 11.9K | $950K | 0.0% | +20.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 10.1K | $805K | 0.0% | +5.8% |
| LINCOLN CAPITAL CORP | Wealth advisor | 9.9K | $794K | 0.3% | -4.1% |
| Per Stirling Capital Management, LLC. | Wealth advisor | 9.7K | $780K | 0.1% | +3.3% |
| Mariner, LLC | Diversified mechanical | 9.6K | $772K | 0.0% | -9.1% |
| Kondo Wealth Advisors, Inc. | Wealth advisor | 8.1K | $644K | 0.2% | -15.5% |
| Westfuller Advisors, LLC | Wealth advisor | 7.5K | $596K | 0.3% | +0.2% |
| Cetera Investment Advisers | Wealth advisor | 7.3K | $581K | 0.0% | +95.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 7.0K | $564K | 0.0% | -14.5% |
| Conrad Siegel Investment Advisors, Inc. | Wealth advisor | 6.9K | $554K | 0.1% | New |
| Relyea Zuckerberg Hanson LLC | Wealth advisor | 6.7K | $538K | 0.1% | +0.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 6.6K | $531K | 0.0% | +1.6% |
| Skyline Advisors, Inc. | Wealth advisor | 5.2K | $420K | 0.1% | -73.1% |
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.