CVSB Institutional Ownership & Shareholders
CALVERT ULT-SHRT INV GRD ETF (CVSB) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $167.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of CVSB tracked by InsiderSet, reporting ownership valued at approximately $114.70M 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 $114.30M, representing an estimated loss of -0.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed CVSB value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Pathstone Holdings, Llc, and several other long-term asset managers with concentrated positions in CALVERT ULT-SHRT INV GRD ETF (CVSB).
This page ranks the largest institutional CVSB 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
49
Total Reported Value
$167.06M
Largest Holder
Morgan Stanley
Largest Position
$114.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 2,265,063 | $114,702,802 | $114,295,079 | -$407,723 | -0.36% | |
| Lpl Financial Llc | 0.00% | 274,024 | $13,876,562 | $13,827,251 | -$49,311 | -0.36% | |
| Pathstone Holdings, Llc | 0.03% | 126,194 | $6,386,047 | $6,367,749 | -$18,298 | -0.29% | |
| Private Advisor Group, Llc | 0.02% | 75,202 | $3,808,230 | $3,794,693 | -$13,537 | -0.36% | |
| Moran Wealth Management, Llc | 0.09% | 67,409 | $3,400,110 | $3,401,458 | +$1,348 | +0.04% | |
| Commonwealth Equity Services, Llc | 0.00% | 64,191 | $3,237,780 | $3,239,078 | +$1,298 | +0.04% | |
| Valley Financial Group, Inc. | 1.38% | 55,066 | $2,788,524 | $2,778,630 | -$9,894 | -0.35% | |
| Perigon Wealth Management, Llc | 0.03% | 35,578 | $1,794,532 | $1,795,266 | +$734 | +0.04% | |
| Betterment Llc | 0.00% | 33,537 | $1,698,000 | $1,692,277 | -$5,723 | -0.34% | |
| Rossby Financial, Lcc | 0.29% | 31,179 | $1,578,905 | $1,573,292 | -$5,613 | -0.36% | |
| Pfg Investments, Llc | 0.05% | 27,986 | $1,417,207 | $1,412,174 | -$5,033 | -0.36% | |
| Osaic Holdings, Inc. | 0.00% | 25,403 | $1,286,403 | $1,281,835 | -$4,568 | -0.36% | |
| Prism Advisors, Inc. | 0.25% | 19,972 | $1,008,486 | $1,007,787 | -$699 | -0.07% | |
| Mason & Associates Inc | 0.16% | 19,445 | $984,695 | $981,195 | -$3,500 | -0.36% | |
| Cetera Investment Advisers | 0.00% | 12,268 | $621,252 | $619,043 | -$2,209 | -0.36% | |
| Natural Investments, Llc | 0.12% | 11,242 | $569,000 | $567,271 | -$1,729 | -0.30% | |
| Kingsview Wealth Management, Llc | 0.01% | 10,928 | $553,394 | $551,427 | -$1,967 | -0.36% | |
| Robinson Smith Wealth Advisors Llc | 0.34% | 10,914 | $550,502 | $550,720 | +$218 | +0.04% | |
| Kestra Advisory Services, Llc | 0.00% | 10,727 | $541,047 | $541,284 | +$237 | +0.04% | |
| Sunrise Financial Services, Llc | 0.27% | 9,749 | $491,740 | $491,935 | +$195 | +0.04% | |
| First Affirmative Financial Network | 0.11% | 9,744 | $491,487 | $491,682 | +$195 | +0.04% | |
| Ameritas Investment Partners, Inc. | 0.01% | 9,531 | $482,665 | $480,934 | -$1,731 | -0.36% | |
| Arkadios Wealth Advisors | 0.01% | 8,374 | $424,052 | $422,552 | -$1,500 | -0.35% | |
| Rw Investment Management Llc | 0.04% | 8,131 | $411,754 | $410,290 | -$1,464 | -0.36% | |
| Gemmer Asset Management Llc | 0.02% | 7,093 | $357,750 | $357,913 | +$163 | +0.05% | |
| Goldman Sachs Group Inc | 0.00% | 7,003 | $354,632 | $353,371 | -$1,261 | -0.36% | |
| Envestnet Asset Management Inc | 0.00% | 6,927 | $350,793 | $349,536 | -$1,257 | -0.36% | |
| Apollon Wealth Management, Llc | 0.00% | 6,543 | $330,029 | $330,160 | +$131 | +0.04% | |
| Secure Asset Management, Llc | 0.04% | 6,383 | $321,943 | $322,086 | +$143 | +0.04% | |
| Focus Partners Wealth | 0.00% | 5,633 | $285,255 | $284,241 | -$1,014 | -0.36% | |
| Citadel Advisors Llc | 0.00% | 5,424 | $274,671 | $273,695 | -$976 | -0.36% | |
| Brookwood Investment Group Llc | 0.03% | 4,644 | $235,172 | $234,336 | -$836 | -0.36% | |
| Riverwater Partners Llc | 0.07% | 4,602 | $233,045 | $232,217 | -$828 | -0.36% | |
| Professional Financial Solutions Llc | 0.17% | 4,430 | $224,335 | $223,538 | -$797 | -0.36% | |
| Ethos Financial Group, Llc | 0.01% | 4,398 | $223,440 | $221,923 | -$1,517 | -0.68% | |
| Gladstone Institutional Advisory Llc | 0.01% | 4,332 | $219,372 | $218,593 | -$779 | -0.36% | |
| Harbour Investments, Inc. | 0.00% | 2,975 | $150,658 | $150,119 | -$540 | -0.36% | |
| Newedge Advisors, Llc | 0.00% | 2,052 | $103,913 | $103,544 | -$369 | -0.36% | |
| Action Point Financial Planning, Llc | 0.01% | 1,962 | $99,356 | $99,003 | -$353 | -0.36% | |
| Dedora Capital, Inc. | 0.02% | 1,572 | $79,292 | $79,323 | +$31 | +0.04% | |
| Tfc Financial Management, Inc. | 0.00% | 781 | $39,394 | $39,409 | +$15 | +0.04% | |
| Cwm, Llc | 0.00% | 397 | $20,090 | $20,033 | -$57 | -0.29% | |
| Smartleaf Asset Management Llc | 0.00% | 305 | $15,512 | $15,390 | -$122 | -0.78% | |
| Ameritas Advisory Services, Llc | 0.00% | 276 | $13,975 | $13,927 | -$48 | -0.34% | |
| Aptus Capital Advisors, Llc | 0.00% | 200 | $10,128 | $10,092 | -$36 | -0.36% | |
| Godfrey Financial Associates, Inc. | 0.01% | 151 | $7,647 | $7,619 | -$28 | -0.36% | |
| Ubs Group Ag | 0.00% | 118 | $5,976 | $5,954 | -$22 | -0.36% | |
| Farther Finance Advisors, Llc | 0.00% | 34 | $1,715 | $1,716 | +$1 | +0.04% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 10,395 | $524 | $524,532 | +$524,008 | +100001.47% |
Frequently asked questions about CVSB
Who are the largest institutional holders of CVSB?
The largest institutional holders of CVSB reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Pathstone Holdings, Llc, Private Advisor Group, Llc, and Moran Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported CVSB position.
What is CVSB institutional ownership?
This page tracks CVSB positions reported by institutional investment managers through SEC Form 13F. CALVERT ULT-SHRT INV GRD ETF (CVSB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CVSB?
InsiderSet currently tracks 49 institutional managers reporting CVSB 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 CVSB shareholders.
How much CVSB stock do institutions own?
Institutional investment managers disclosed approximately $167.06M in CVSB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CVSB institutional ownership last updated?
The latest CVSB 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 CVSB 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 CVSB position after the reporting date.
Are institutions buying or selling CVSB?
Institutional buying and selling can be analyzed by comparing CVSB positions across consecutive 13F reporting periods. InsiderSet's CVSB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CVSB ownership changes.
How has CVSB institutional ownership changed over time?
InsiderSet tracks CVSB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.