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CAL Intl Responsible Index (CVIE)

CUSIP: 61774R106 | NYSE | 124 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC657,284
0.1% of portfolio›$54.6M
Rossby Financial, LCC426,825
5.3% of portfolio›$35.5M
Apollon Wealth Management, LLC154,014
0.1% of portfolio›$12.8M
North Berkeley Wealth Management, LLC138,168
4.5% of portfolio›$11.5M
Tompkins Financial Corp70,805
0.4% of portfolio›$5.9M
MGO One Seven LLC58,035
0.1% of portfolio›$4.8M
Financial Insights, Inc.36,998
0.8% of portfolio›$3.1M
Kestra Advisory Services, LLC32,807
0.0% of portfolio›$2.7M
A&I Financial Services, LLC27,309
1.0% of portfolio›$2.3M
Mountain Capital Investment Advisors Inc.22,645
0.3% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.16,061
0.0% of portfolio›$1.3K
Creative Planning15,924
0.0% of portfolio›$1.3M
Prism Advisors, Inc.11,830
0.2% of portfolio›$970.2K
Ascentis Independent Advisors9,800
0.0% of portfolio›$814.6K
Basso Capital Management, L.P.8,168
0.1% of portfolio›$679.0K
Kondo Wealth Advisors, Inc.7,897
0.2% of portfolio›$656.5K
Midwest Financial Network, LLC7,839
0.4% of portfolio›$651.6K
Archer Investment Management, LLC7,001
0.2% of portfolio›$582.0K
Montecito Bank & Trust6,687
0.1% of portfolio›$555.9K
Bensler, LLC6,388
0.0% of portfolio›$531.0K
LPL Financial LLC6,361
0.0% of portfolio›$528.8K
Kingswood Wealth Advisors, LLC6,087
0.0% of portfolio›$506.0K
RW Investment Management LLC6,077
0.0% of portfolio›$505.2K
Perigon Wealth Management, LLC6,014
0.0% of portfolio›$499.9K
Focus Financial Network, Inc.5,973
0.0% of portfolio›$496.5K
Bond & Devick Financial Network, Inc.4,450
0.1% of portfolio›$369.9K
Scott Capital Advisors, LLC3,897
0.0% of portfolio›$323.4K
First Affirmative Financial Network3,601
0.1% of portfolio›$299.4K
Conrad Siegel Investment Advisors, Inc.3,371
0.0% of portfolio›$280.2K
Lincoln Capital Corp3,298
0.1% of portfolio›$274.2K
Hunter Associates Investment Management LLC2,861
0.0% of portfolio›$238
Collaborative Wealth Managment Inc.2,826
0.1% of portfolio›$234.9K
Paradigm, Strategies in Wealth Management, LLC2,625
0.1% of portfolio›$218.2K
PNC Financial Services Group, Inc.2,436
0.0% of portfolio›$202.5K
Aaron Wealth Advisors LLC2,414
0.0% of portfolio›$200.7K
First Pacific Financial2,227
0.0% of portfolio›$185.2K
TFC Financial Management, Inc.2,147
0.0% of portfolio›$178.5K
Evermay Wealth Management LLC1,340
0.0% of portfolio›$111.4K
Spire Wealth Management805
0.0% of portfolio›$66.9K
Harbor Investment Advisory, LLC799
0.0% of portfolio›$66.4K
Ashton Thomas Private Wealth, LLC702
0.0% of portfolio›$58.4K
Sunrise Financial Services, LLC396
0.0% of portfolio›$32.9K
Creative Financial Designs Inc290
0.0% of portfolio›$24.1K
Silver Grove Financial Group, Inc.146
0.0% of portfolio›$12.1K
Fifth Third Bancorp121
0.0% of portfolio›$10.1K
Key FInancial Inc32
0.0% of portfolio›$2.7K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
657,284$54.6M0.1%ETFLowWaltham, MA2026-11-02
Rossby Financial, LCC
426,825$35.5M5.3%ETFMediumMelbourne, FL2026-11-05
Apollon Wealth Management, LLC
154,014$12.8M0.1%GrowthLowMount Pleasant, SC2026-10-23
North Berkeley Wealth Management, LLC
138,168$11.5M4.5%ETFMediumBerkeley, CA2026-11-02
Tompkins Financial Corp
70,805$5.9M0.4%CoreLowIthaca, NY2026-10-05
MGO One Seven LLC
58,035$4.8M0.1%GrowthLowBeachwood, OH2026-10-28
Financial Insights, Inc.
36,998$3.1M0.8%ETFLowTacoma, WA2026-10-27
Kestra Advisory Services, LLC
32,807$2.7M0.0%CoreLowAustin, TX2026-11-02
A&I Financial Services, LLC
27,309$2.3M1.0%ETFHighLone Tree, CO2026-10-15
Mountain Capital Investment Advisors Inc.
22,645$1.9M0.3%ETFMediumWestminster, CO2026-11-06
Cambridge Investment Research Advisors, Inc.
16,061$1.3K0.0%ETFLowFairfield, IA2026-11-02
Creative Planning
15,924$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Prism Advisors, Inc.
11,830$970.2K0.2%ETFMediumStudio City, CA2026-10-09
Ascentis Independent Advisors
9,800$814.6K0.0%ETFLowDallas, TX2026-11-03
Basso Capital Management, L.P.
8,168$679.0K0.1%ETFMediumStamford, CT2026-10-30
Kondo Wealth Advisors, Inc.
7,897$656.5K0.2%ETFVery LowPasadena, CA2026-10-19
Midwest Financial Network, LLC
7,839$651.6K0.4%ETFHighTinley Park, IL2026-10-13
Archer Investment Management, LLC
7,001$582.0K0.2%ETFHighAustin, TX2026-10-13
Montecito Bank & Trust
6,687$555.9K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Bensler, LLC
6,388$531.0K0.0%MomentumMediumBellevue, WA2026-11-05
LPL Financial LLC
6,361$528.8K0.0%IndexVery LowFort Mill, SC2026-11-06
Kingswood Wealth Advisors, LLC
6,087$506.0K0.0%GrowthLowSan Diego, CA2026-10-23
RW Investment Management LLC
6,077$505.2K0.0%ETFLowEagle, ID2026-11-03
Perigon Wealth Management, LLC
6,014$499.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Focus Financial Network, Inc.
5,973$496.5K0.0%ETFLowMinneapolis, MN2026-10-14
Bond & Devick Financial Network, Inc.
4,450$369.9K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Scott Capital Advisors, LLC
3,897$323.4K0.0%ETFVery LowPortland, OR2026-10-13
First Affirmative Financial Network
3,601$299.4K0.1%CoreN/AColorado Springs, CO2026-10-21
Conrad Siegel Investment Advisors, Inc.
3,371$280.2K0.0%ETFLowHarrisburg, PA2026-10-08
Lincoln Capital Corp
3,298$274.2K0.1%ETFMediumEast Greenwich, RI2026-10-13
Hunter Associates Investment Management LLC
2,861$2380.0%CoreLowPittsburgh, PA2026-10-26
Collaborative Wealth Managment Inc.
2,826$234.9K0.1%ETFMediumLake Mary, FL2026-11-06
Paradigm, Strategies in Wealth Management, LLC
2,625$218.2K0.1%ETFLowMaple Grove, MN2026-10-16
PNC Financial Services Group, Inc.
2,436$202.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Aaron Wealth Advisors LLC
2,414$200.7K0.0%GrowthMediumChicago, IL2026-10-13
First Pacific Financial
2,227$185.2K0.0%ETFLowVancouver, WA2026-10-14
TFC Financial Management, Inc.
2,147$178.5K0.0%ETFVery LowBoston, MA2026-10-26
Evermay Wealth Management LLC
1,340$111.4K0.0%ETFLowArlington, VA2026-11-05
Spire Wealth Management
805$66.9K0.0%GrowthMediumMclean, VA2026-10-30
Harbor Investment Advisory, LLC
799$66.4K0.0%GrowthLowLutherville, MD2026-10-13
Ashton Thomas Private Wealth, LLC
702$58.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Sunrise Financial Services, LLC
396$32.9K0.0%ETFMediumBurien, WA2026-10-21
Creative Financial Designs Inc
290$24.1K0.0%ETFMediumKokomo, IN2026-11-04
Silver Grove Financial Group, Inc.
146$12.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Fifth Third Bancorp
121$10.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Key FInancial Inc
32$2.7K0.0%ETFLowWest Chester, PA2026-11-02