CAL INTL RESPONSIBLE INDEX (CVIE) Institutional Shareholders
CAL INTL RESPONSIBLE INDEX (CVIE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $316.41M in CVIE holdings during the latest filing period.
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 $65.99M, representing an estimated loss of -2.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed CVIE value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Wealthspire Advisors, Llc, Ameriprise Financial Inc, 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
90
Total Reported Value
$316.41M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$67.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
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 | $65,989,849 | -$1,798,571 | -2.65% | |
| Wealthspire Advisors, Llc | 0.26% | 451,150 | $32,794,095 | $37,335,866 | +$4,541,771 | +13.85% | |
| Ameriprise Financial Inc | 0.01% | 368,710 | $26,791,119 | $30,513,370 | +$3,722,251 | +13.89% | |
| Rossby Financial, Lcc | 5.57% | 360,720 | $26,660,815 | $29,852,141 | +$3,191,326 | +11.97% | |
| World Investment Advisors | 0.28% | 241,077 | $17,523,888 | $19,950,833 | +$2,426,945 | +13.85% | |
| Jane Street Group, Llc | 0.02% | 200,000 | $14,538,000 | $16,551,420 | +$2,013,420 | +13.85% | |
| Ep Wealth Advisors, Llc | 0.06% | 171,059 | $12,434,282 | $14,156,347 | +$1,722,065 | +13.85% | |
| North Berkeley Wealth Management, Llc | 3.99% | 116,086 | $9,868,785 | $9,606,941 | -$261,844 | -2.65% | |
| Gateway Wealth Partners, Llc | 0.36% | 126,892 | $9,223,774 | $10,501,214 | +$1,277,440 | +13.85% | |
| St Germain D J Co Inc | 0.32% | 105,970 | $9,008,796 | $8,769,770 | -$239,026 | -2.65% | |
| Morgan Stanley | 0.00% | 95,723 | $6,958,161 | $7,921,758 | +$963,597 | +13.85% | |
| Mercer Global Advisors Inc | 0.01% | 88,876 | $6,460,398 | $7,355,120 | +$894,722 | +13.85% | |
| Raymond James Financial Inc | 0.00% | 84,956 | $6,175,451 | $7,030,712 | +$855,261 | +13.85% | |
| Tompkins Financial Corp | 0.41% | 69,588 | $5,915,864 | $5,758,901 | -$156,963 | -2.65% | |
| Citadel Advisors Llc | 0.00% | 75,787 | $5,508,957 | $6,271,912 | +$762,955 | +13.85% | |
| Mgo One Seven Llc | 0.09% | 60,733 | $5,163,076 | $5,026,087 | -$136,989 | -2.65% | |
| Modern Wealth Management, Llc | 0.08% | 60,709 | $4,487,002 | $5,024,101 | +$537,099 | +11.97% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 51,470 | $3,741,331 | $4,259,508 | +$518,177 | +13.85% | |
| Seeds Investor Llc | 0.35% | 32,532 | $2,557,230 | $2,692,254 | +$135,024 | +5.28% | |
| Financial Insights, Inc. | 0.76% | 32,223 | $2,342,295 | $2,666,682 | +$324,387 | +13.85% | |
| Pfg Investments, Llc | 0.09% | 26,622 | $2,263,174 | $2,203,160 | -$60,014 | -2.65% | |
| Beacon Pointe Advisors, Llc | 0.01% | 29,959 | $2,177,720 | $2,479,320 | +$301,600 | +13.85% | |
| Strategic Financial Planning, Inc. | 1.20% | 66,143 | $2,047,306 | $5,473,803 | +$3,426,497 | +167.37% | |
| Focus Partners Wealth | 0.00% | 27,188 | $1,976,288 | $2,250,000 | +$273,712 | +13.85% | |
| Mountain Capital Investment Advisors Inc. | 0.27% | 22,323 | $1,897,739 | $1,847,387 | -$50,352 | -2.65% | |
| Wealthgarden F.S. Llc | 1.07% | 22,274 | $1,893,573 | $1,843,332 | -$50,241 | -2.65% | |
| Evolve Private Wealth, Llc | 0.10% | 25,716 | $1,869,296 | $2,128,182 | +$258,886 | +13.85% | |
| Private Advisor Group, Llc | 0.01% | 20,250 | $1,721,508 | $1,675,831 | -$45,677 | -2.65% | |
| A&I Financial Services, Llc | 0.71% | 19,287 | $1,639,668 | $1,596,136 | -$43,532 | -2.65% | |
| Kestra Advisory Services, Llc | 0.00% | 16,978 | $1,443,363 | $1,405,050 | -$38,313 | -2.65% | |
| Orion Porfolio Solutions, Llc | 0.01% | 19,339 | $1,405,768 | $1,600,440 | +$194,672 | +13.85% | |
| Goldman Sachs Group Inc | 0.00% | 19,197 | $1,395,430 | $1,588,688 | +$193,258 | +13.85% | |
| Creative Planning | 0.00% | 17,861 | $1,298,317 | $1,478,125 | +$179,808 | +13.85% | |
| Plum Street Advisors, Llc | 0.40% | 15,710 | $1,141,960 | $1,300,114 | +$158,154 | +13.85% | |
| Cwm, Llc | 0.00% | 14,362 | $1,043,974 | $1,188,557 | +$144,583 | +13.85% | |
| Harbour Investments, Inc. | 0.01% | 12,469 | $906,389 | $1,031,898 | +$125,509 | +13.85% | |
| Osaic Holdings, Inc. | 0.00% | 12,440 | $904,294 | $1,029,498 | +$125,204 | +13.85% | |
| Sandbox Financial Partners, Llc | 0.25% | 12,174 | $884,944 | $1,007,485 | +$122,541 | +13.85% | |
| Basso Capital Management, L.P. | 0.17% | 8,168 | $694,384 | $675,960 | -$18,424 | -2.65% | |
| Kondo Wealth Advisors, Inc. | 0.23% | 8,039 | $683,487 | $665,284 | -$18,203 | -2.66% | |
| Financial Engines Advisors L.L.C. | 0.00% | 9,369 | $681,033 | $775,351 | +$94,318 | +13.85% | |
| Sequoia Financial Advisors | 0.00% | 7,581 | $644,482 | $627,382 | -$17,100 | -2.65% | |
| Archer Investment Management, Llc | 0.20% | 7,035 | $598,064 | $582,196 | -$15,868 | -2.65% | |
| Per Stirling Capital Management, Llc. | 0.06% | 7,860 | $571,354 | $650,471 | +$79,117 | +13.85% | |
| Bensler, Llc | 0.05% | 6,389 | $543,146 | $528,735 | -$14,411 | -2.65% | |
| Mariner, Llc | 0.00% | 7,377 | $536,252 | $610,499 | +$74,247 | +13.85% | |
| Stifel Financial Corp | 0.00% | 7,143 | $519,224 | $591,134 | +$71,910 | +13.85% | |
| Mutual Advisors, Llc | 0.01% | 6,209 | $451,332 | $513,839 | +$62,507 | +13.85% | |
| Gts Securities Llc | 0.01% | 5,203 | $378,206 | $430,585 | +$52,379 | +13.85% | |
| Sanctuary Advisors, Llc | 0.00% | 5,133 | $373,118 | $424,792 | +$51,674 | +13.85% |
Frequently asked questions about CVIE
Who owns the most CVIE stock?
The largest holders of CVIE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAL INTL RESPONSIBLE INDEX (CVIE).
Is CVIE widely held by superinvestors?
Many widely followed stocks like CVIE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CVIE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.