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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+4,3884,388$414.53KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+1,729+0.8%216,862$20.49MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+1,007+3.3%31,911$3.01MQ2 2026Aug 18, 2026
Ameriprise Financial IncBuy+290,896290,896$27.49MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+29,246+47.2%91,211$8.62MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+19,879+96.0%40,580$3.83MQ2 2026Aug 14, 2026
Global Endowment Management, LpBuy+14,700+23.8%76,392$7.22MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+13,72713,727$1.30MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+10,769+9.9%119,837$11.32MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+8,7948,794$830.73KQ2 2026Aug 14, 2026
Betterment LlcBuy+4,3994,399$416.00KQ2 2026Aug 14, 2026
Riverwater Partners LlcBuy+4,179+7.2%62,483$5.90MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-876-6.3%12,953$1.22MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+711711$67.17KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-469-4.7%9,588$905.77KQ2 2026Aug 14, 2026
Heritage Wealth AdvisorsSell-380-8.5%4,083$385.72KQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Sell-350-3.6%9,395$887.51KQ2 2026Aug 14, 2026
Laird Norton Wetherby Trust Company, LlcSell-230-1.7%13,160$1.24MQ2 2026Aug 14, 2026
Bank Of America CorpSell-90-2.4%3,710$350.48KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+2222$2.08KQ2 2026Aug 14, 2026
Plum Street Advisors, LlcBuy+2,1762,176$205.57KQ2 2026Aug 13, 2026
Fiduciary Trust CoSell-325-0.6%50,735$4.79MQ2 2026Aug 13, 2026
Silver Grove Financial Group, Inc.Buy+109109$10.30KQ2 2026Aug 13, 2026
Fmr LlcSell-42-11.7%316$29.89KQ2 2026Aug 13, 2026
Mariner, LlcBuy+1+0.0%9,638$910.54KQ2 2026Aug 13, 2026
Focus Partners WealthBuy+55,138+49.3%166,892$15.77MQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+3,466+2.8%128,417$12.13MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+2,923+24.6%14,784$1.40MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+1,256+17.3%8,516$804.52KQ2 2026Aug 12, 2026
Evolve Private Wealth, LlcSell-323-1.7%19,114$1.81MQ2 2026Aug 12, 2026
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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.