CALVERT US MCAP CORE RESP (CVMC) Institutional Shareholders
CALVERT US MCAP CORE RESP (CVMC) 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 $70.53M in CVMC holdings during the latest filing period.
First Pacific Financial is currently the largest disclosed institutional shareholder of CVMC tracked by InsiderSet, reporting ownership valued at approximately $19.49M 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 $18.78M, representing an estimated loss of -3.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed CVMC value among the investors covered in this analysis. Major shareholders include First Pacific Financial, Ep Wealth Advisors, Llc, Financial Engines Advisors L.L.C., and several other long-term asset managers with concentrated positions in CALVERT US MCAP CORE RESP (CVMC).
This page ranks the largest institutional CVMC 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
50
Total Reported Value
$70.53M
Largest Holder
First Pacific Financial
Largest Position
$19.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Pacific Financial | 2.32% | 255,950 | $19,485,448 | $18,784,401 | -$701,047 | -3.60% | |
| Ep Wealth Advisors, Llc | 0.03% | 116,055 | $8,835,296 | $8,517,381 | -$317,915 | -3.60% | |
| Financial Engines Advisors L.L.C. | 0.01% | 110,192 | $8,388,910 | $8,087,090 | -$301,820 | -3.60% | |
| Goldman Sachs Group Inc | 0.00% | 74,767 | $5,692,012 | $5,487,217 | -$204,795 | -3.60% | |
| Tfc Financial Management, Inc. | 0.52% | 61,148 | $4,655,204 | $4,487,707 | -$167,497 | -3.60% | |
| North Berkeley Wealth Management, Llc | 1.63% | 52,819 | $4,021,111 | $3,876,434 | -$144,677 | -3.60% | |
| Natural Investments, Llc | 0.56% | 33,504 | $2,550,000 | $2,458,889 | -$91,111 | -3.57% | |
| Joel Adams & Associates, Inc. | 1.46% | 29,926 | $2,278,266 | $2,196,296 | -$81,970 | -3.60% | |
| Ameritas Investment Partners, Inc. | 0.05% | 22,410 | $1,706,048 | $1,644,690 | -$61,358 | -3.60% | |
| Cwm, Llc | 0.00% | 19,855 | $1,271,117 | $1,457,176 | +$186,059 | +14.64% | |
| Dynamic Advisor Solutions Llc | 0.04% | 16,471 | $1,253,937 | $1,208,822 | -$45,115 | -3.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,945 | $1,137,740 | $1,096,827 | -$40,913 | -3.60% | |
| Sandbox Financial Partners, Llc | 0.27% | 15,186 | $972,200 | $1,114,514 | +$142,314 | +14.64% | |
| Mason & Associates Inc | 0.15% | 11,798 | $898,182 | $865,866 | -$32,316 | -3.60% | |
| Archer Investment Management, Llc | 0.24% | 9,376 | $713,795 | $688,113 | -$25,682 | -3.60% | |
| Private Advisor Group, Llc | 0.00% | 9,087 | $691,794 | $666,903 | -$24,891 | -3.60% | |
| Morgan Stanley | 0.00% | 6,754 | $514,234 | $495,682 | -$18,552 | -3.61% | |
| Lincoln Capital Corp | 0.13% | 5,355 | $407,676 | $393,008 | -$14,668 | -3.60% | |
| Journey Strategic Wealth Llc | 0.01% | 6,123 | $391,994 | $449,372 | +$57,378 | +14.64% | |
| Bsw Wealth Partners | 0.04% | 4,754 | $361,923 | $348,900 | -$13,023 | -3.60% | |
| Founders Financial Securities Llc | 0.02% | 4,697 | $357,583 | $344,717 | -$12,866 | -3.60% | |
| Horizon Investments, Llc | 0.00% | 4,697 | $357,583 | $344,717 | -$12,866 | -3.60% | |
| Mariner, Llc | 0.00% | 4,672 | $355,669 | $342,882 | -$12,787 | -3.60% | |
| Retirement Planning Group, Llc | 0.01% | 4,436 | $337,713 | $325,562 | -$12,151 | -3.60% | |
| Mission Wealth Management, Lp | 0.00% | 4,263 | $324,549 | $312,865 | -$11,684 | -3.60% | |
| Per Stirling Capital Management, Llc. | 0.03% | 3,904 | $297,213 | $286,518 | -$10,695 | -3.60% | |
| Colorado Capital Management, Inc. | 0.10% | 3,736 | $284,000 | $274,188 | -$9,812 | -3.45% | |
| Summit Global Investments | 0.02% | 3,610 | $275,000 | $264,941 | -$10,059 | -3.66% | |
| Collaborative Wealth Managment Inc. | 0.11% | 3,544 | $269,805 | $260,097 | -$9,708 | -3.60% | |
| Gemmer Asset Management Llc | 0.02% | 3,213 | $244,623 | $235,805 | -$8,818 | -3.60% | |
| Lpl Financial Llc | 0.00% | 2,905 | $221,158 | $213,201 | -$7,957 | -3.60% | |
| Principal Securities, Inc. | 0.00% | 2,682 | $204,187 | $196,834 | -$7,353 | -3.60% | |
| Osaic Holdings, Inc. | 0.00% | 2,500 | $190,292 | $183,477 | -$6,815 | -3.58% | |
| Valley National Advisers Inc | 0.01% | 1,555 | $118,402 | $114,123 | -$4,279 | -3.61% | |
| Action Point Financial Planning, Llc | 0.01% | 1,000 | $76,131 | $73,391 | -$2,740 | -3.60% | |
| Harbour Investments, Inc. | 0.00% | 833 | $63,427 | $61,135 | -$2,292 | -3.61% | |
| Triumph Capital Management | 0.01% | 825 | $62,807 | $60,547 | -$2,260 | -3.60% | |
| Mcilrath & Eck, Llc | 0.00% | 873 | $55,889 | $64,070 | +$8,181 | +14.64% | |
| Wells Fargo & Company/Mn | 0.00% | 621 | $47,277 | $45,576 | -$1,701 | -3.60% | |
| Millstone Evans Group, Llc | 0.02% | 516 | $39,283 | $37,870 | -$1,413 | -3.60% | |
| Cdkv Holdings Llc | 0.03% | 476 | $36,238 | $34,934 | -$1,304 | -3.60% | |
| Milestone Investment Advisors Llc | 0.01% | 328 | $24,971 | $24,072 | -$899 | -3.60% | |
| Heritage Wealth Advisors | 0.00% | 220 | $16,749 | $16,146 | -$603 | -3.60% | |
| Godfrey Financial Associates, Inc. | 0.01% | 166 | $12,638 | $12,183 | -$455 | -3.60% | |
| Founders Financial Alliance, Llc | 0.00% | 119 | $9,059 | $8,734 | -$325 | -3.59% | |
| Aptus Capital Advisors, Llc | 0.00% | 100 | $7,613 | $7,339 | -$274 | -3.60% | |
| Rossby Financial, Lcc | 0.00% | 78 | $5,920 | $5,724 | -$196 | -3.30% | |
| Ameritas Advisory Services, Llc | 0.00% | 57 | $4,335 | $4,183 | -$152 | -3.50% | |
| Ubs Group Ag | 0.00% | 22 | $1,675 | $1,615 | -$60 | -3.61% | |
| Geneos Wealth Management Inc. | 0.00% | 20 | $1,523 | $1,468 | -$55 | -3.62% |
Frequently asked questions about CVMC
Who are the largest institutional holders of CVMC?
The largest institutional holders of CVMC reported in the latest SEC Form 13F filings include First Pacific Financial, Ep Wealth Advisors, Llc, Financial Engines Advisors L.L.C., Goldman Sachs Group Inc, and Tfc Financial Management, Inc.. InsiderSet ranks institutional holders by their latest reported CVMC position.
What is CVMC institutional ownership?
This page tracks CVMC positions reported by institutional investment managers through SEC Form 13F. CALVERT US MCAP CORE RESP (CVMC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CVMC?
InsiderSet currently tracks 50 institutional managers reporting CVMC 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 CVMC shareholders.
How much CVMC stock do institutions own?
Institutional investment managers disclosed approximately $70.53M in CVMC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CVMC institutional ownership last updated?
The latest CVMC 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 CVMC 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 CVMC position after the reporting date.
Are institutions buying or selling CVMC?
Institutional buying and selling can be analyzed by comparing CVMC positions across consecutive 13F reporting periods. InsiderSet's CVMC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CVMC ownership changes.
How has CVMC institutional ownership changed over time?
InsiderSet tracks CVMC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.