CALVERT US MCAP CORE RESP (CVMC) Institutional Ownership Changes & 13F Activity
CALVERT US MCAP CORE RESP (CVMC). 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 Morgan Stanley, Goldman Sachs Group Inc, Tfc Financial Management, Inc., North Berkeley Wealth Management, Llc, and Horizon Investments, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group Inc | Buy | +74,767 | — | 74,767 | $5.69M | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -3,964 | -3.5% | 110,192 | $8.39M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,140 | -64.7% | 621 | $47.28K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +1,000 | — | 1,000 | $76.13K | Q2 2026 | Aug 14, 2026 |
| Milestone Investment Advisors Llc | Buy | +328 | — | 328 | $24.97K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +253 | +11.3% | 2,500 | $190.29K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +57 | — | 57 | $4.33K | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Advisors | Sell | -28 | -11.3% | 220 | $16.75K | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, Llc. | Buy | +8 | +0.2% | 3,904 | $297.21K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -173,679 | -96.3% | 6,754 | $514.23K | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, Llc | Sell | -6,379 | -57.6% | 4,697 | $357.58K | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | Buy | +314 | +1.4% | 22,410 | $1.71M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -257 | -92.1% | 22 | $1.68K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +74 | +1.6% | 4,672 | $355.67K | Q2 2026 | Aug 13, 2026 |
| Ep Wealth Advisors, Llc | Buy | +6,171 | +5.6% | 116,055 | $8.84M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -233 | -21.9% | 833 | $63.43K | Q2 2026 | Aug 12, 2026 |
| Godfrey Financial Associates, Inc. | Buy | +166 | — | 166 | $12.64K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +2,905 | — | 2,905 | $221.16K | Q2 2026 | Aug 07, 2026 |
| Joel Adams & Associates, Inc. | Buy | +4,198 | +16.3% | 29,926 | $2.28M | Q2 2026 | Aug 06, 2026 |
| Retirement Planning Group, Llc | Buy | +4,436 | — | 4,436 | $337.71K | Q2 2026 | Aug 05, 2026 |
| Principal Securities, Inc. | Buy | +2,682 | — | 2,682 | $204.19K | Q2 2026 | Aug 04, 2026 |
| Summit Global Investments | Buy | +3,610 | — | 3,610 | $275.00K | Q2 2026 | Aug 03, 2026 |
| Natural Investments, Llc | Buy | +2,124 | +6.8% | 33,504 | $2.55M | Q2 2026 | Jul 31, 2026 |
| Founders Financial Securities Llc | Sell | -855 | -15.4% | 4,697 | $357.58K | Q2 2026 | Jul 31, 2026 |
| Commonwealth Equity Services, Llc | Buy | +2,497 | +20.1% | 14,945 | $1.14M | Q2 2026 | Jul 29, 2026 |
| Valley National Advisers Inc | Sell | -183 | -10.5% | 1,555 | $118.40K | Q2 2026 | Jul 29, 2026 |
| North Berkeley Wealth Management, Llc | Buy | +14,558 | +38.0% | 52,819 | $4.02M | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +3,077 | +51.2% | 9,087 | $691.79K | Q2 2026 | Jul 27, 2026 |
| Tfc Financial Management, Inc. | Buy | +61,148 | — | 61,148 | $4.66M | Q2 2026 | Jul 23, 2026 |
| Mason & Associates Inc | Buy | +331 | +2.9% | 11,798 | $898.18K | Q2 2026 | Jul 23, 2026 |
Frequently asked questions about CVMC activity
Which institutional owners are buying CVMC?
Institutional owners buying CVMC 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 CVMC activity?
"Buy" means an investor increased their reported position in CVMC compared to the prior reporting period. This reflects growing exposure to CALVERT US MCAP CORE RESP (CVMC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CVMC increasing?
Institutional interest in CVMC 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.