CVIE Institutional Ownership & Shareholders
CAL INTL RESPONSIBLE INDEX (CVIE) is currently held by 93 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $349.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of CVIE tracked by InsiderSet, reporting ownership valued at approximately $67.79M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $64.09M, representing an estimated loss of -5.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed CVIE value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Wealthspire Advisors, Llc, Rossby Financial, Lcc, and several other long-term asset managers with concentrated positions in CAL INTL RESPONSIBLE INDEX (CVIE).
This page ranks the largest institutional CVIE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
93
Total Reported Value
$349.75M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$67.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
109
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.09% | 797,392 | $67,788,420 | $64,091,419 | -$3,697,001 | -5.45% | |
| Wealthspire Advisors, Llc | 0.22% | 464,924 | $39,524,468 | $37,368,871 | -$2,155,597 | -5.45% | |
| Rossby Financial, Lcc | 6.14% | 395,225 | $33,599,144 | $31,766,723 | -$1,832,421 | -5.45% | |
| Ameriprise Financial Inc | 0.01% | 369,688 | $31,429,084 | $29,714,154 | -$1,714,930 | -5.46% | |
| World Investment Advisors | 0.29% | 241,077 | $17,523,888 | $19,376,877 | +$1,852,989 | +10.57% | |
| Ep Wealth Advisors, Llc | 0.06% | 171,263 | $14,559,552 | $13,765,486 | -$794,066 | -5.45% | |
| Apollon Wealth Management, Llc | 0.15% | 154,014 | $12,802,668 | $12,379,075 | -$423,593 | -3.31% | |
| Morgan Stanley | 0.00% | 146,612 | $12,463,942 | $11,784,130 | -$679,812 | -5.45% | |
| North Berkeley Wealth Management, Llc | 3.99% | 116,086 | $9,868,785 | $9,330,563 | -$538,222 | -5.45% | |
| St Germain D J Co Inc | 0.32% | 105,970 | $9,008,796 | $8,517,477 | -$491,319 | -5.45% | |
| Raymond James Financial Inc | 0.00% | 94,816 | $8,060,564 | $7,620,959 | -$439,605 | -5.45% | |
| Mercer Global Advisors Inc | 0.01% | 88,043 | $7,484,766 | $7,076,571 | -$408,195 | -5.45% | |
| Modern Wealth Management, Llc | 0.08% | 80,620 | $6,853,758 | $6,479,937 | -$373,821 | -5.45% | |
| Susquehanna International Group, Llp | 0.01% | 78,162 | $6,644,763 | $6,282,372 | -$362,391 | -5.45% | |
| Tompkins Financial Corp | 0.41% | 70,805 | $5,885,800 | $5,691,044 | -$194,756 | -3.31% | |
| Gateway Wealth Partners, Llc | 0.35% | 68,233 | $5,800,672 | $5,484,316 | -$316,356 | -5.45% | |
| Mgo One Seven Llc | 0.08% | 58,035 | $4,824,250 | $4,664,639 | -$159,611 | -3.31% | |
| Focus Partners Wealth | 0.00% | 50,630 | $4,304,220 | $4,069,452 | -$234,768 | -5.45% | |
| Seeds Investor Llc | 0.40% | 45,308 | $3,851,750 | $3,641,689 | -$210,061 | -5.45% | |
| Financial Insights, Inc. | 0.78% | 36,998 | $3,075,530 | $2,973,762 | -$101,768 | -3.31% | |
| Beacon Pointe Advisors, Llc | 0.01% | 30,568 | $2,598,669 | $2,456,943 | -$141,726 | -5.45% | |
| A&I Financial Services, Llc | 0.96% | 27,309 | $2,270,132 | $2,194,996 | -$75,136 | -3.31% | |
| Pfg Investments, Llc | 0.09% | 26,622 | $2,263,174 | $2,139,778 | -$123,396 | -5.45% | |
| Evolve Private Wealth, Llc | 0.13% | 25,304 | $2,151,161 | $2,033,842 | -$117,319 | -5.45% | |
| Mountain Capital Investment Advisors Inc. | 0.27% | 22,323 | $1,897,739 | $1,794,240 | -$103,499 | -5.45% | |
| Wealthgarden F.S. Llc | 1.07% | 22,274 | $1,893,573 | $1,790,302 | -$103,271 | -5.45% | |
| Private Advisor Group, Llc | 0.01% | 20,250 | $1,721,508 | $1,627,620 | -$93,888 | -5.45% | |
| Envestnet Asset Management Inc | 0.00% | 19,413 | $1,650,361 | $1,560,345 | -$90,016 | -5.45% | |
| Orion Porfolio Solutions, Llc | 0.01% | 18,983 | $1,613,763 | $1,525,783 | -$87,980 | -5.45% | |
| Kestra Advisory Services, Llc | 0.00% | 16,978 | $1,443,363 | $1,364,629 | -$78,734 | -5.45% | |
| Plum Street Advisors, Llc | 0.44% | 16,363 | $1,391,063 | $1,315,197 | -$75,866 | -5.45% | |
| Cetera Investment Advisers | 0.00% | 15,948 | $1,355,835 | $1,281,841 | -$73,994 | -5.46% | |
| Harbour Investments, Inc. | 0.01% | 12,863 | $1,093,498 | $1,033,880 | -$59,618 | -5.45% | |
| Cwm, Llc | 0.00% | 14,362 | $1,043,974 | $1,154,364 | +$110,390 | +10.57% | |
| Osaic Holdings, Inc. | 0.00% | 11,661 | $991,415 | $937,268 | -$54,147 | -5.46% | |
| Prism Advisors, Inc. | 0.24% | 11,830 | $970,153 | $950,852 | -$19,301 | -1.99% | |
| Jane Street Group, Llc | 0.00% | 10,505 | $893,058 | $844,353 | -$48,705 | -5.45% | |
| Sandbox Financial Partners, Llc | 0.25% | 12,174 | $884,944 | $978,501 | +$93,557 | +10.57% | |
| Financial Engines Advisors L.L.C. | 0.00% | 9,579 | $814,337 | $769,925 | -$44,412 | -5.45% | |
| Basso Capital Management, L.P. | 0.16% | 8,168 | $678,981 | $656,514 | -$22,467 | -3.31% | |
| Kondo Wealth Advisors, Inc. | 0.22% | 7,897 | $656,488 | $634,732 | -$21,756 | -3.31% | |
| Midwest Financial Network, Llc | 0.44% | 7,839 | $651,635 | $630,070 | -$21,565 | -3.31% | |
| Mutual Advisors, Llc | 0.01% | 7,649 | $650,262 | $614,798 | -$35,464 | -5.45% | |
| Sequoia Financial Advisors | 0.00% | 7,581 | $644,482 | $609,333 | -$35,149 | -5.45% | |
| Per Stirling Capital Management, Llc. | 0.06% | 7,384 | $627,738 | $593,499 | -$34,239 | -5.45% | |
| Stifel Financial Corp | 0.00% | 7,239 | $615,407 | $581,844 | -$33,563 | -5.45% | |
| Mariner, Llc | 0.00% | 7,097 | $603,342 | $570,431 | -$32,911 | -5.45% | |
| Archer Investment Management, Llc | 0.18% | 7,001 | $581,971 | $562,714 | -$19,257 | -3.31% | |
| Montecito Bank & Trust | 0.08% | 6,687 | $555,870 | $537,476 | -$18,394 | -3.31% | |
| Bensler, Llc | 0.05% | 6,389 | $543,146 | $513,524 | -$29,622 | -5.45% |
Frequently asked questions about CVIE
Who are the largest institutional holders of CVIE?
The largest institutional holders of CVIE reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Wealthspire Advisors, Llc, Rossby Financial, Lcc, Ameriprise Financial Inc, and World Investment Advisors. InsiderSet ranks institutional holders by their latest reported CVIE position.
What is CVIE institutional ownership?
This page tracks CVIE positions reported by institutional investment managers through SEC Form 13F. CAL INTL RESPONSIBLE INDEX (CVIE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CVIE?
InsiderSet currently tracks 93 institutional managers reporting CVIE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CVIE shareholders.
How much CVIE stock do institutions own?
Institutional investment managers disclosed approximately $349.75M in CVIE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CVIE institutional ownership last updated?
The latest CVIE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CVIE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CVIE position after the reporting date.
Are institutions buying or selling CVIE?
Institutional buying and selling can be analyzed by comparing CVIE positions across consecutive 13F reporting periods. InsiderSet's CVIE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CVIE ownership changes.
How has CVIE institutional ownership changed over time?
InsiderSet tracks CVIE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.