CALVERT ULT-SHRT INV GRD ETF CVSB
$50.62
-0.0% 52w: $48.45 – $50.69
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data48.4549.5750.69
Jun 20, 2025 Jul 2, 2026
Institutional holders
41
+3 QoQ
13F value
$172.0M
+12.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CVSB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 2.2M | $111.8M | 0.0% | -0.8% |
| LPL Financial LLC | Bank broker | 263.0K | $13.3M | 0.0% | +24.3% |
| Private Advisor Group, LLC | Wealth advisor | 160.7K | $8.1M | 0.0% | +120.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 140.6K | $7.1M | 0.0% | +945.0% |
| Pathstone Holdings, LLC | Diversified mechanical | 126.2K | $6.4M | 0.0% | +74.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 63.9K | $3.2M | 0.0% | +2.8% |
| Valley Financial Group, Inc. | Wealth advisor | 57.3K | $2.9M | 1.6% | -2.6% |
| Betterment LLC | Wealth advisor | 32.7K | $1.7M | 0.0% | +5.8% |
| Strategic Financial Planning, Inc. | Wealth advisor | 50.7K | $1.3M | 0.8% | New |
| Mason & Associates Inc | Wealth advisor | 24.5K | $1.2M | 0.2% | -0.8% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 24.0K | $1.2M | 0.0% | +4.2% |
| Rossby Financial, LCC | Wealth advisor | 23.1K | $1.2M | 0.2% | +76.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 22.6K | $1.1M | 0.0% | -2.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 17.5K | $885K | 0.0% | +1.8% |
| Prism Advisors, Inc. | Wealth advisor | 17.3K | $877K | 0.2% | +4.0% |
| JANE STREET GROUP, LLC | Market maker | 16.7K | $845K | 0.0% | New |
| RW Investment Management LLC | Wealth advisor | 13.5K | $682K | 0.1% | — |
| DeDora Capital, Inc. | Wealth advisor | 12.5K | $634K | 0.2% | New |
| PFG Investments, LLC | Diversified mechanical | 12.5K | $633K | 0.0% | +1.3% |
| Regal Investment Advisors LLC | Wealth advisor | 12.3K | $620K | 0.0% | New |
| Kingsview Wealth Management, LLC | Wealth advisor | 11.3K | $571K | 0.0% | New |
| Sunrise Financial Services, LLC | Wealth advisor | 10.6K | $535K | 0.4% | +25.7% |
| Cetera Investment Advisers | Wealth advisor | 10.5K | $532K | 0.0% | +16.6% |
| ROBINSON SMITH WEALTH ADVISORS LLC | Wealth advisor | 10.3K | $522K | 0.4% | +21.4% |
| NATURAL INVESTMENTS, LLC | Other | 10.1K | $509K | 0.1% | -0.9% |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 8.9K | $449K | 0.0% | +11.6% |
| Arkadios Wealth Advisors | Wealth advisor | 8.3K | $421K | 0.0% | +0.4% |
| Secure Asset Management, LLC | Other | 7.4K | $375K | 0.1% | Held |
| Gemmer Asset Management LLC | Wealth advisor | 7.0K | $352K | 0.0% | +0.7% |
| Apollon Wealth Management, LLC | Diversified mechanical | 6.5K | $327K | 0.0% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 6.3K | $321K | 0.0% | New |
| Focus Partners Wealth | Wealth advisor | 5.8K | $295K | 0.0% | New |
| Riverwater Partners LLC | Other | 4.9K | $246K | 0.1% | 0.0% |
| Brookwood Investment Group LLC | Wealth advisor | 4.6K | $235K | 0.0% | +1.7% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 4.3K | $219K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 2.8K | $143K | 0.0% | +21.7% |
| TFC Financial Management, Inc. | Wealth advisor | 911 | $46K | 0.0% | +1.4% |
| CWM, LLC | Wealth advisor | 397 | $20K | 0.0% | Held |
| Smartleaf Asset Management LLC | Wealth advisor | 305 | $15K | 0.0% | New |
| Aptus Capital Advisors, LLC | Wealth advisor | 200 | $10K | 0.0% | New |
| Godfrey Financial Associates, Inc. | Wealth advisor | 151 | $8K | 0.0% | Held |
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.