CVLC Institutional Ownership & Shareholders
CALVERT US L-C CR RESP INDEX (CVLC) is currently held by 91 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $638.12M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
State Insurance Fund is currently the largest disclosed institutional shareholder of CVLC tracked by InsiderSet, reporting ownership valued at approximately $255.31M in its September 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 $251.91M, representing an estimated loss of -1.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% 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
91
Total Reported Value
$638.12M
Largest Holder
State Insurance Fund
Largest Position
$255.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
103
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 | $255,306,353 | $251,907,304 | -$3,399,049 | -1.33% | |
| Wealthspire Advisors, Llc | 0.41% | 782,924 | $73,962,827 | $73,109,443 | -$853,384 | -1.15% | |
| Commonwealth Equity Services, Llc | 0.07% | 559,274 | $52,834,580 | $52,225,006 | -$609,574 | -1.15% | |
| Ameriprise Financial Inc | 0.01% | 290,896 | $27,485,109 | $27,163,868 | -$321,241 | -1.17% | |
| Rossby Financial, Lcc | 4.20% | 242,957 | $22,952,148 | $22,687,325 | -$264,823 | -1.15% | |
| Mercer Global Advisors Inc | 0.03% | 216,862 | $20,486,971 | $20,250,574 | -$236,397 | -1.15% | |
| Focus Partners Wealth | 0.02% | 166,892 | $15,766,364 | $15,584,375 | -$181,989 | -1.15% | |
| Ogorek Anthony Joseph | 3.51% | 149,517 | $14,124,000 | $13,961,897 | -$162,103 | -1.15% | |
| Ep Wealth Advisors, Llc | 0.05% | 128,417 | $12,131,534 | $11,991,579 | -$139,955 | -1.15% | |
| Joel Adams & Associates, Inc. | 7.68% | 126,566 | $11,956,690 | $11,818,733 | -$137,957 | -1.15% | |
| Raymond James Financial Inc | 0.00% | 119,837 | $11,321,001 | $11,190,379 | -$130,622 | -1.15% | |
| North Berkeley Wealth Management, Llc | 3.91% | 102,411 | $9,674,768 | $9,563,139 | -$111,629 | -1.15% | |
| Modern Wealth Management, Llc | 0.10% | 91,211 | $8,616,720 | $8,517,283 | -$99,437 | -1.15% | |
| Global Endowment Management, Lp | 0.73% | 76,392 | $7,217,000 | $7,133,485 | -$83,515 | -1.16% | |
| Cwm, Llc | 0.02% | 75,860 | $6,073,352 | $7,083,807 | +$1,010,455 | +16.64% | |
| Riverwater Partners Llc | 1.75% | 62,483 | $5,902,757 | $5,834,663 | -$68,094 | -1.15% | |
| Fiduciary Trust Co | 0.05% | 50,735 | $4,792,935 | $4,737,634 | -$55,301 | -1.15% | |
| Westfuller Advisors, Llc | 1.73% | 50,220 | $4,744,285 | $4,689,544 | -$54,741 | -1.15% | |
| Atria Investments, Inc | 0.04% | 40,672 | $3,849,198 | $3,797,951 | -$51,247 | -1.33% | |
| Goldman Sachs Group Inc | 0.00% | 40,580 | $3,833,593 | $3,789,360 | -$44,233 | -1.15% | |
| Sandbox Financial Partners, Llc | 0.99% | 44,150 | $3,534,628 | $4,122,727 | +$588,099 | +16.64% | |
| Trillium Asset Management, Llc | 0.11% | 36,595 | $3,457,130 | $3,417,241 | -$39,889 | -1.15% | |
| Beacon Pointe Advisors, Llc | 0.01% | 31,911 | $3,014,632 | $2,979,849 | -$34,783 | -1.15% | |
| Pathway Financial Advisors Llc | 0.28% | 26,635 | $2,520,736 | $2,487,176 | -$33,560 | -1.33% | |
| Fulcrum Capital Llc | 0.47% | 26,247 | $2,484,016 | $2,450,945 | -$33,071 | -1.33% | |
| Sound Portfolio Advisors, Llc | 1.75% | 26,147 | $2,470,107 | $2,441,607 | -$28,500 | -1.15% | |
| Private Advisor Group, Llc | 0.01% | 22,695 | $2,143,998 | $2,119,259 | -$24,739 | -1.15% | |
| Rw Investment Management Llc | 0.19% | 22,317 | $2,108,287 | $2,083,961 | -$24,326 | -1.15% | |
| First Pacific Financial | 0.20% | 20,579 | $1,947,580 | $1,921,667 | -$25,913 | -1.33% | |
| Kestra Advisory Services, Llc | 0.01% | 20,391 | $1,926,298 | $1,904,112 | -$22,186 | -1.15% | |
| Mountain Capital Investment Advisors Inc. | 0.27% | 20,289 | $1,916,702 | $1,894,587 | -$22,115 | -1.15% | |
| Evolve Private Wealth, Llc | 0.11% | 19,114 | $1,805,700 | $1,784,865 | -$20,835 | -1.15% | |
| Journey Strategic Wealth Llc | 0.04% | 21,203 | $1,697,512 | $1,979,936 | +$282,424 | +16.64% | |
| Harbour Investments, Inc. | 0.02% | 14,784 | $1,396,691 | $1,380,530 | -$16,161 | -1.16% | |
| Susquehanna International Group, Llp | 0.00% | 13,727 | $1,296,790 | $1,281,827 | -$14,963 | -1.15% | |
| Laird Norton Wetherby Trust Company, Llc | 0.02% | 13,160 | $1,243,225 | $1,228,881 | -$14,344 | -1.15% | |
| Orion Porfolio Solutions, Llc | 0.01% | 12,953 | $1,223,681 | $1,209,551 | -$14,130 | -1.15% | |
| Brighton Jones Llc | 0.02% | 11,068 | $1,045,615 | $1,033,530 | -$12,085 | -1.16% | |
| Pfg Investments, Llc | 0.04% | 10,603 | $1,001,683 | $990,108 | -$11,575 | -1.16% | |
| Lincoln Capital Corp | 0.31% | 9,921 | $938,923 | $926,423 | -$12,500 | -1.33% | |
| Mariner, Llc | 0.00% | 9,638 | $910,544 | $899,996 | -$10,548 | -1.16% | |
| Osaic Holdings, Inc. | 0.00% | 9,588 | $905,773 | $895,327 | -$10,446 | -1.15% | |
| Per Stirling Capital Management, Llc. | 0.08% | 9,395 | $887,509 | $877,305 | -$10,204 | -1.15% | |
| Regal Investment Advisors Llc | 0.04% | 8,794 | $830,729 | $821,184 | -$9,545 | -1.15% | |
| Cetera Investment Advisers | 0.00% | 8,516 | $804,520 | $795,224 | -$9,296 | -1.16% | |
| Envestnet Asset Management Inc | 0.00% | 8,470 | $800,130 | $790,929 | -$9,201 | -1.15% | |
| First Affirmative Financial Network | 0.14% | 6,956 | $658,286 | $649,551 | -$8,735 | -1.33% | |
| Relyea Zuckerberg Hanson Llc | 0.05% | 6,710 | $634,997 | $626,580 | -$8,417 | -1.33% | |
| Entrust Financial Llc | 0.39% | 6,427 | $607,140 | $600,153 | -$6,987 | -1.15% | |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | 6,411 | $606,751 | $598,659 | -$8,092 | -1.33% |
Frequently asked questions about CVLC
Who are the largest institutional holders of CVLC?
The largest institutional holders of CVLC reported in the latest SEC Form 13F filings include State Insurance Fund, Wealthspire Advisors, Llc, Commonwealth Equity Services, Llc, Ameriprise Financial Inc, and Rossby Financial, Lcc. InsiderSet ranks institutional holders by their latest reported CVLC position.
What is CVLC institutional ownership?
This page tracks CVLC positions reported by institutional investment managers through SEC Form 13F. CALVERT US L-C CR RESP INDEX (CVLC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CVLC?
InsiderSet currently tracks 91 institutional managers reporting CVLC 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 CVLC shareholders.
How much CVLC stock do institutions own?
Institutional investment managers disclosed approximately $638.12M in CVLC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CVLC institutional ownership last updated?
The latest CVLC 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 CVLC 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 CVLC position after the reporting date.
Are institutions buying or selling CVLC?
Institutional buying and selling can be analyzed by comparing CVLC positions across consecutive 13F reporting periods. InsiderSet's CVLC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CVLC ownership changes.
How has CVLC institutional ownership changed over time?
InsiderSet tracks CVLC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.