CALVERT US L-C CR RESP INDEX (CVLC) Institutional Shareholders
CALVERT US L-C CR RESP INDEX (CVLC) 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 $627.66M in CVLC holdings during the latest filing period.
State Insurance Fund is currently the largest disclosed institutional shareholder of CVLC tracked by InsiderSet, reporting ownership valued at approximately $254.85M 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 $255.39M, representing an estimated gain of +0.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed CVLC value among the investors covered in this analysis. Major shareholders include State Insurance Fund, Wealthspire Advisors, Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in CALVERT US L-C CR RESP INDEX (CVLC).
This page ranks the largest institutional CVLC 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
89
Total Reported Value
$627.66M
Largest Holder
State Insurance Fund
Largest Position
$254.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| State Insurance Fund | 100.00% | 2,697,658 | $254,847,751 | $255,387,283 | +$539,532 | +0.21% | |
| Wealthspire Advisors, Llc | 0.41% | 782,924 | $73,962,827 | $74,119,415 | +$156,588 | +0.21% | |
| Commonwealth Equity Services, Llc | 0.07% | 559,274 | $52,834,580 | $52,946,470 | +$111,890 | +0.21% | |
| Ameriprise Financial Inc | 0.01% | 290,896 | $27,485,109 | $27,539,124 | +$54,015 | +0.20% | |
| Rossby Financial, Lcc | 4.20% | 242,957 | $22,952,148 | $23,000,739 | +$48,591 | +0.21% | |
| Mercer Global Advisors Inc | 0.03% | 216,862 | $20,486,971 | $20,530,326 | +$43,355 | +0.21% | |
| Focus Partners Wealth | 0.02% | 166,892 | $15,766,364 | $15,799,666 | +$33,302 | +0.21% | |
| Ogorek Anthony Joseph | 3.51% | 149,517 | $14,124,000 | $14,154,774 | +$30,774 | +0.22% | |
| Ep Wealth Advisors, Llc | 0.05% | 128,417 | $12,131,534 | $12,157,237 | +$25,703 | +0.21% | |
| Joel Adams & Associates, Inc. | 7.68% | 126,566 | $11,956,690 | $11,982,003 | +$25,313 | +0.21% | |
| Raymond James Financial Inc | 0.00% | 119,837 | $11,321,001 | $11,344,969 | +$23,968 | +0.21% | |
| North Berkeley Wealth Management, Llc | 3.91% | 102,411 | $9,674,768 | $9,695,249 | +$20,481 | +0.21% | |
| Modern Wealth Management, Llc | 0.10% | 91,211 | $8,616,720 | $8,634,945 | +$18,225 | +0.21% | |
| Global Endowment Management, Lp | 0.73% | 76,392 | $7,217,000 | $7,232,031 | +$15,031 | +0.21% | |
| Cwm, Llc | 0.02% | 75,860 | $6,073,352 | $7,181,666 | +$1,108,314 | +18.25% | |
| Riverwater Partners Llc | 1.75% | 62,483 | $5,902,757 | $5,915,266 | +$12,509 | +0.21% | |
| Fiduciary Trust Co | 0.05% | 50,735 | $4,792,935 | $4,803,082 | +$10,147 | +0.21% | |
| Westfuller Advisors, Llc | 1.73% | 50,220 | $4,744,285 | $4,754,327 | +$10,042 | +0.21% | |
| Atria Investments, Inc | 0.04% | 45,020 | $4,253,039 | $4,262,043 | +$9,004 | +0.21% | |
| Goldman Sachs Group Inc | 0.00% | 40,580 | $3,833,593 | $3,841,709 | +$8,116 | +0.21% | |
| Sandbox Financial Partners, Llc | 0.99% | 44,150 | $3,534,628 | $4,179,681 | +$645,053 | +18.25% | |
| Trillium Asset Management, Llc | 0.11% | 36,595 | $3,457,130 | $3,464,449 | +$7,319 | +0.21% | |
| Beacon Pointe Advisors, Llc | 0.01% | 31,911 | $3,014,632 | $3,021,014 | +$6,382 | +0.21% | |
| Fulcrum Capital Llc | 0.52% | 27,019 | $2,552,485 | $2,557,889 | +$5,404 | +0.21% | |
| Sound Portfolio Advisors, Llc | 1.75% | 26,147 | $2,470,107 | $2,475,336 | +$5,229 | +0.21% | |
| Private Advisor Group, Llc | 0.01% | 22,695 | $2,143,998 | $2,148,536 | +$4,538 | +0.21% | |
| Rw Investment Management Llc | 0.19% | 22,317 | $2,108,287 | $2,112,750 | +$4,463 | +0.21% | |
| Pathway Financial Advisors Llc | 0.24% | 22,103 | $2,075,693 | $2,092,491 | +$16,798 | +0.81% | |
| First Pacific Financial | 0.23% | 20,838 | $1,968,543 | $1,972,733 | +$4,190 | +0.21% | |
| Kestra Advisory Services, Llc | 0.01% | 20,391 | $1,926,298 | $1,930,416 | +$4,118 | +0.21% | |
| Mountain Capital Investment Advisors Inc. | 0.27% | 20,289 | $1,916,702 | $1,920,760 | +$4,058 | +0.21% | |
| Evolve Private Wealth, Llc | 0.11% | 19,114 | $1,805,700 | $1,809,522 | +$3,822 | +0.21% | |
| Journey Strategic Wealth Llc | 0.04% | 21,203 | $1,697,512 | $2,007,288 | +$309,776 | +18.25% | |
| Harbour Investments, Inc. | 0.02% | 14,784 | $1,396,691 | $1,399,601 | +$2,910 | +0.21% | |
| Susquehanna International Group, Llp | 0.00% | 13,727 | $1,296,790 | $1,299,535 | +$2,745 | +0.21% | |
| Laird Norton Wetherby Trust Company, Llc | 0.02% | 13,160 | $1,243,225 | $1,245,857 | +$2,632 | +0.21% | |
| Orion Porfolio Solutions, Llc | 0.01% | 12,953 | $1,223,681 | $1,226,261 | +$2,580 | +0.21% | |
| Brighton Jones Llc | 0.02% | 11,068 | $1,045,615 | $1,047,808 | +$2,193 | +0.21% | |
| Pfg Investments, Llc | 0.04% | 10,603 | $1,001,683 | $1,003,786 | +$2,103 | +0.21% | |
| Lincoln Capital Corp | 0.30% | 9,921 | $937,237 | $939,221 | +$1,984 | +0.21% | |
| Mariner, Llc | 0.00% | 9,638 | $910,544 | $912,429 | +$1,885 | +0.21% | |
| Osaic Holdings, Inc. | 0.00% | 9,588 | $905,773 | $907,696 | +$1,923 | +0.21% | |
| Per Stirling Capital Management, Llc. | 0.08% | 9,395 | $887,509 | $889,425 | +$1,916 | +0.22% | |
| Regal Investment Advisors Llc | 0.04% | 8,794 | $830,729 | $832,528 | +$1,799 | +0.22% | |
| Cetera Investment Advisers | 0.00% | 8,516 | $804,520 | $806,210 | +$1,690 | +0.21% | |
| Envestnet Asset Management Inc | 0.00% | 8,470 | $800,130 | $801,855 | +$1,725 | +0.22% | |
| Relyea Zuckerberg Hanson Llc | 0.05% | 6,739 | $636,644 | $637,981 | +$1,337 | +0.21% | |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | 6,481 | $612,303 | $613,556 | +$1,253 | +0.20% | |
| Entrust Financial Llc | 0.39% | 6,427 | $607,140 | $608,444 | +$1,304 | +0.21% | |
| Kondo Wealth Advisors, Inc. | 0.17% | 5,501 | $519,762 | $520,780 | +$1,018 | +0.20% |
Frequently asked questions about CVLC
Who owns the most CVLC stock?
The largest holders of CVLC 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 CALVERT US L-C CR RESP INDEX (CVLC).
Is CVLC widely held by superinvestors?
Many widely followed stocks like CVLC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CVLC 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.