Calvert US Large-Cap Core Responsible Index
CVLC • ARCA
Calvert US Large-Cap Core Responsible Index is an exchange-traded fund on ARCA. As of Q3 2025, 58 institutional investors hold shares in this ETF, with total holdings valued at $495.9M. State Insurance Fund is the largest holder with a position valued at $220.9M.
Overview
Overview of institutional ownership in CVLC as of Q3 2025
All Institutions
- Institutions
- 58
- Value Held
- $495.9M
- Shares Held
- 6.1M
- Avg Position
- $8.5M
- Median Position
- $804.3K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in CVLC as of Q3 2025
| Institution | Position Value |
|---|---|
S State Insurance Fund Institution | $220.9M 100.00% of portfolio |
 Sontag Advisory, LLC RIA/Wealth | $58.6M 0.31% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $45.2M 0.06% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $26.8M 0.01% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $22.8M 0.04% of portfolio |
 O'Brien Wealth Partners LLC RIA/Wealth | $22.8M 3.30% of portfolio |
 OGOREK ANTHONY JOSEPH /NY/ /ADV RIA/Wealth | $15.8M 4.65% of portfolio |
R Rossby Financial, LCC RIA/Wealth | $13.3M 4.44% of portfolio |
 LongView Asset Management LLC RIA/Wealth | $7.5M 5.18% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $7.5M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CVLC in Q3 2025
- Net Flow
- +$53.8M
- Buyers
- 31
- Sellers
- 14
- Total Bought
- +$55.9M
- Total Sold
- −$2.1M
- Avg Position
- $9.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Sontag Advisory, LLC RIA/Wealth | +$42.5M +519.1K shares |
 Global Endowment Management, LP Fund of Funds | +$3.5M +42.4K shares |
LongView Asset Management LLC RIA/Wealth | +$1.6M +19.5K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$1.5M +17.8K shares |
R Rossby Financial, LCC RIA/Wealth | +$1.4M +16.5K shares |
 CWM, LLC RIA/Wealth | +$1.3M +16.2K shares |
 HighTower Advisors, LLC RIA/Wealth | +$1.1M +13.9K shares |
 Pathway Financial Advisors LLC RIA/Wealth | +$617.5K +7.5K shares |
 Riverwater Partners LLC RIA/Wealth | +$579.0K +7.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$522.1K +6.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
AMERIPRISE FINANCIAL INC Institution | −$719.7K −8.8K shares |
 NATURAL INVESTMENTS, LLC RIA/Wealth | −$362.0K −4.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$317.7K −4.2K shares |
O'Brien Wealth Partners LLC RIA/Wealth | −$262.4K −3.2K shares |
 TRILLIUM ASSET MANAGEMENT CORP Long Only Manager | −$165.2K −2.0K shares |
 Kondo Wealth Advisors, Inc. RIA/Wealth | −$129.6K −1.6K shares |
 Heritage Wealth Advisors RIA/Wealth | −$32.7K −400.0 shares |
 BANK OF AMERICA CORP /DE/ Institution | −$23.8K −291.0 shares |
A Advisor Group Holdings, Inc. Institution | −$18.0K −221.0 shares |
 Collaborative Wealth Managment Inc. RIA/Wealth | −$9.0K −110.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CVLC in Q3 2025
- New Positions
- 9
- New Value
- $29.1M
- Exited Positions
- 2
- Exited Value
- $679.8K
New Positions
| Institution | Position Value |
|---|---|
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $22.8M 278.3K shares |
J Joel Adams & Associates, Inc. Institution | $4.4M 54.0K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $999.6K 12.2K shares |
 JPMORGAN CHASE & CO Institution | $451.2K 5.5K shares |
J J.W. COLE ADVISORS, INC. Institution | $243.9K 3.0K shares |
 Triumph Capital Management RIA/Wealth | $99.9K 1.2K shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $64.7K 790.0 shares |
 Smartleaf Asset Management LLC Long Only Manager | $5.3K 65.0 shares |
 Geneos Wealth Management Inc. RIA/Wealth | $4.1K 50.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
NATURAL INVESTMENTS, LLC RIA/Wealth | $362.0K 4.7K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $317.7K 4.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in CVLC as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CVLC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
S State Insurance Fund Institution | 100.00% $220.9M |
LongView Asset Management LLC RIA/Wealth | 5.18% $7.5M |
OGOREK ANTHONY JOSEPH /NY/ /ADV RIA/Wealth | 4.65% $15.8M |
R Rossby Financial, LCC RIA/Wealth | 4.44% $13.3M |
J Joel Adams & Associates, Inc. Institution | 3.57% $4.4M |
O'Brien Wealth Partners LLC RIA/Wealth | 3.30% $22.8M |
Riverwater Partners LLC RIA/Wealth | 1.26% $3.0M |
 Sandbox Financial Partners, LLC RIA/Wealth | 1.03% $3.6M |
Kondo Wealth Advisors, Inc. RIA/Wealth | 0.56% $1.4M |
 Skyline Advisors, Inc. RIA/Wealth | 0.56% $1.6M |