CALVERT US L-C CR RESP INDEX (CVLC) Institutional Ownership Changes & 13F Activity
CALVERT US L-C CR RESP INDEX (CVLC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Focus Partners Wealth, Modern Wealth Management, Llc, Goldman Sachs Group Inc, and Global Endowment Management, Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +4,388 | — | 4,388 | $414.53K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +1,729 | +0.8% | 216,862 | $20.49M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,007 | +3.3% | 31,911 | $3.01M | Q2 2026 | Aug 18, 2026 |
| Ameriprise Financial Inc | Buy | +290,896 | — | 290,896 | $27.49M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +29,246 | +47.2% | 91,211 | $8.62M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +19,879 | +96.0% | 40,580 | $3.83M | Q2 2026 | Aug 14, 2026 |
| Global Endowment Management, Lp | Buy | +14,700 | +23.8% | 76,392 | $7.22M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +13,727 | — | 13,727 | $1.30M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +10,769 | +9.9% | 119,837 | $11.32M | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +8,794 | — | 8,794 | $830.73K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +4,399 | — | 4,399 | $416.00K | Q2 2026 | Aug 14, 2026 |
| Riverwater Partners Llc | Buy | +4,179 | +7.2% | 62,483 | $5.90M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -876 | -6.3% | 12,953 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +711 | — | 711 | $67.17K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -469 | -4.7% | 9,588 | $905.77K | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Advisors | Sell | -380 | -8.5% | 4,083 | $385.72K | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, Llc. | Sell | -350 | -3.6% | 9,395 | $887.51K | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, Llc | Sell | -230 | -1.7% | 13,160 | $1.24M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -90 | -2.4% | 3,710 | $350.48K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +22 | — | 22 | $2.08K | Q2 2026 | Aug 14, 2026 |
| Plum Street Advisors, Llc | Buy | +2,176 | — | 2,176 | $205.57K | Q2 2026 | Aug 13, 2026 |
| Fiduciary Trust Co | Sell | -325 | -0.6% | 50,735 | $4.79M | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +109 | — | 109 | $10.30K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -42 | -11.7% | 316 | $29.89K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +1 | +0.0% | 9,638 | $910.54K | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Buy | +55,138 | +49.3% | 166,892 | $15.77M | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +3,466 | +2.8% | 128,417 | $12.13M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +2,923 | +24.6% | 14,784 | $1.40M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +1,256 | +17.3% | 8,516 | $804.52K | Q2 2026 | Aug 12, 2026 |
| Evolve Private Wealth, Llc | Sell | -323 | -1.7% | 19,114 | $1.81M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about CVLC activity
Which institutional owners are buying CVLC?
Institutional owners buying CVLC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CVLC activity?
"Buy" means an investor increased their reported position in CVLC compared to the prior reporting period. This reflects growing exposure to CALVERT US L-C CR RESP INDEX (CVLC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CVLC increasing?
Institutional interest in CVLC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.