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Calvert US L-C CR Resp Index (CVLC)

CUSIP: 61774R205 | NYSE | 120 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

State Insurance Fund2,697,658
100.0% of portfolio›$255.3M
Commonwealth Equity Services, LLC562,544
0.1% of portfolio›$53.2M
Joel Adams & Associates, Inc.136,521
8.2% of portfolio›$12.9M
North Berkeley Wealth Management, LLC123,203
4.5% of portfolio›$11.7M
Riverwater Partners LLC74,840
2.0% of portfolio›$7.1M
Creative Planning49,887
0.0% of portfolio›$4.7M
Atria Investments, Inc40,672
0.0% of portfolio›$3.8M
Kestra Advisory Services, LLC29,622
0.0% of portfolio›$2.8M
Pathway Financial Advisors LLC26,635
0.3% of portfolio›$2.5M
Fulcrum Capital LLC26,247
0.5% of portfolio›$2.5M
RW Investment Management LLC23,964
0.2% of portfolio›$2.3M
First Pacific Financial20,579
0.2% of portfolio›$1.9M
Brighton Jones LLC11,090
0.0% of portfolio›$1.0M
Lincoln Capital Corp9,921
0.3% of portfolio›$938.9K
Entrust Financial LLC7,832
0.4% of portfolio›$741.2K
First Affirmative Financial Network6,956
0.1% of portfolio›$658.3K
Relyea Zuckerberg Hanson LLC6,710
0.1% of portfolio›$635.0K
Conrad Siegel Investment Advisors, Inc.6,411
0.1% of portfolio›$606.8K
Perigon Wealth Management, LLC6,187
0.0% of portfolio›$585.5K
Kondo Wealth Advisors, Inc.5,508
0.2% of portfolio›$521.3K
Bond & Devick Financial Network, Inc.5,314
0.1% of portfolio›$502.9K
Montecito Bank & Trust4,960
0.1% of portfolio›$469.4K
Gemmer Asset Management LLC4,514
0.0% of portfolio›$427.2K
TFC Financial Management, Inc.4,110
0.0% of portfolio›$388.9K
Kingswood Wealth Advisors, LLC3,566
0.0% of portfolio›$337.5K
Aaron Wealth Advisors LLC3,517
0.0% of portfolio›$332.8K
Valtinson Bruner Financial Planning LLC3,172
0.1% of portfolio›$300.2K
Silverlake Wealth Management LLC3,029
0.1% of portfolio›$286.7K
Wealth Effects LLC2,725
0.1% of portfolio›$257.9K
Cambridge Investment Research Advisors, Inc.2,359
0.0% of portfolio›$223
Arbor Investment Advisors, LLC2,174
0.0% of portfolio›$205.8K
Evermay Wealth Management LLC2,009
0.0% of portfolio›$190.1K
Cdkv Holdings LLC1,800
0.1% of portfolio›$170.4K
Ashton Thomas Private Wealth, LLC1,501
0.0% of portfolio›$142.1K
Creative Financial Designs Inc1,244
0.0% of portfolio›$117.7K
Triumph Capital Management1,220
0.0% of portfolio›$115.5K
Farther Finance Advisors, LLC250
0.0% of portfolio›$23.7K
Hazlett, Burt & Watson, Inc.94
0.0% of portfolio›$9
StyleTurnoverLocationFiled
State Insurance Fund
2,697,658$255.3M100.0%ETFN/ANew York, NY2026-10-22
Commonwealth Equity Services, LLC
562,544$53.2M0.1%ETFLowWaltham, MA2026-11-02
Joel Adams & Associates, Inc.
136,521$12.9M8.2%ETFLowAsheville, NC2026-11-02
North Berkeley Wealth Management, LLC
123,203$11.7M4.5%ETFMediumBerkeley, CA2026-11-02
Riverwater Partners LLC
74,840$7.1M2.0%ValueMediumMilwaukee, WI2026-11-03
Creative Planning
49,887$4.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Atria Investments, Inc
40,672$3.8M0.0%CoreMediumCharlotte, NC2026-10-15
Kestra Advisory Services, LLC
29,622$2.8M0.0%CoreLowAustin, TX2026-11-02
Pathway Financial Advisors LLC
26,635$2.5M0.3%ETFLowSouth Burlington, VT2026-10-07
Fulcrum Capital LLC
26,247$2.5M0.5%GrowthLowSeattle, WA2026-10-15
RW Investment Management LLC
23,964$2.3M0.2%ETFLowEagle, ID2026-11-03
First Pacific Financial
20,579$1.9M0.2%ETFLowVancouver, WA2026-10-14
Brighton Jones LLC
11,090$1.0M0.0%CoreVery LowSeattle, WA2026-11-03
Lincoln Capital Corp
9,921$938.9K0.3%ETFMediumEast Greenwich, RI2026-10-13
Entrust Financial LLC
7,832$741.2K0.4%ETFLowWayne, PA2026-11-04
First Affirmative Financial Network
6,956$658.3K0.1%CoreN/AColorado Springs, CO2026-10-21
Relyea Zuckerberg Hanson LLC
6,710$635.0K0.1%ETFLowStamford, CT2026-10-20
Conrad Siegel Investment Advisors, Inc.
6,411$606.8K0.1%ETFLowHarrisburg, PA2026-10-08
Perigon Wealth Management, LLC
6,187$585.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Kondo Wealth Advisors, Inc.
5,508$521.3K0.2%ETFVery LowPasadena, CA2026-10-19
Bond & Devick Financial Network, Inc.
5,314$502.9K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Montecito Bank & Trust
4,960$469.4K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Gemmer Asset Management LLC
4,514$427.2K0.0%ETFLowWalnut Creek, CA2026-10-16
TFC Financial Management, Inc.
4,110$388.9K0.0%ETFVery LowBoston, MA2026-10-26
Kingswood Wealth Advisors, LLC
3,566$337.5K0.0%GrowthLowSan Diego, CA2026-10-23
Aaron Wealth Advisors LLC
3,517$332.8K0.0%GrowthMediumChicago, IL2026-10-13
Valtinson Bruner Financial Planning LLC
3,172$300.2K0.1%ETFLowNew Brighton, MN2026-11-02
Silverlake Wealth Management LLC
3,029$286.7K0.1%ETFLowWilliston, VT2026-10-21
Wealth Effects LLC
2,725$257.9K0.1%GrowthLowBoston, MA2026-10-23
Cambridge Investment Research Advisors, Inc.
2,359$2230.0%ETFLowFairfield, IA2026-11-02
Arbor Investment Advisors, LLC
2,174$205.8K0.0%ETFVery LowWinston Salem, NC2026-10-26
Evermay Wealth Management LLC
2,009$190.1K0.0%ETFLowArlington, VA2026-11-05
Cdkv Holdings LLC
1,800$170.4K0.1%ETFMediumDenver, CO2026-10-28
Ashton Thomas Private Wealth, LLC
1,501$142.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Creative Financial Designs Inc
1,244$117.7K0.0%ETFMediumKokomo, IN2026-11-04
Triumph Capital Management
1,220$115.5K0.0%ETFMediumDenver, CO2026-10-14
Farther Finance Advisors, LLC
250$23.7K0.0%IndexLowSan Francisco, CA2026-10-08
Hazlett, Burt & Watson, Inc.
94$90.0%CoreVery LowWheeling, WV2026-11-04