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Calvert US Mcap Core Resp (CVMC)

CUSIP: 61774R403 | NYSE | 81 institutional holders

Quarters

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

First Pacific Financial257,537
1.9% of portfolio›$18.8M
North Berkeley Wealth Management, LLC68,461
1.9% of portfolio›$5.0M
TFC Financial Management, Inc.62,254
0.5% of portfolio›$4.5M
Joel Adams & Associates, Inc.30,866
1.4% of portfolio›$2.3M
Commonwealth Equity Services, LLC17,100
0.0% of portfolio›$1.2M
Dynamic Advisor Solutions LLC16,729
0.0% of portfolio›$1.2M
Creative Planning11,826
0.0% of portfolio›$863.2K
Archer Investment Management, LLC8,168
0.2% of portfolio›$596.2K
Bensler, LLC7,441
0.1% of portfolio›$543.2K
RMG Wealth Management LLC7,327
0.1% of portfolio›$550.7K
Summit Global Investments6,617
0.0% of portfolio›$483
Lincoln Capital Corp5,355
0.1% of portfolio›$390.9K
Founders Financial Securities LLC4,556
0.0% of portfolio›$332.6K
Retirement Planning Group, LLC4,436
0.0% of portfolio›$323.8K
Pathway Financial Advisors LLC3,966
0.0% of portfolio›$289.5K
Mission Wealth Management, LP3,740
0.0% of portfolio›$273.0K
Gemmer Asset Management LLC3,190
0.0% of portfolio›$232.9K
Colorado Capital Management, Inc.3,026
0.0% of portfolio›$221
Focus Financial Network, Inc.2,889
0.0% of portfolio›$210.9K
Perigon Wealth Management, LLC2,884
0.0% of portfolio›$210.5K
Valley National Advisers Inc1,577
0.0% of portfolio›$115.2K
Creative Financial Designs Inc1,164
0.0% of portfolio›$84.9K
Triumph Capital Management825
0.0% of portfolio›$60.2K
Cdkv Holdings LLC476
0.0% of portfolio›$34.7K
Ashton Thomas Private Wealth, LLC254
0.0% of portfolio›$18.5K
Elyxium Wealth, LLC47
0.0% of portfolio›$3.4K
StyleTurnoverLocationFiled
First Pacific Financial
257,537$18.8M1.9%ETFLowVancouver, WA2026-10-14
North Berkeley Wealth Management, LLC
68,461$5.0M1.9%ETFMediumBerkeley, CA2026-11-02
TFC Financial Management, Inc.
62,254$4.5M0.5%ETFVery LowBoston, MA2026-10-26
Joel Adams & Associates, Inc.
30,866$2.3M1.4%ETFLowAsheville, NC2026-11-02
Commonwealth Equity Services, LLC
17,100$1.2M0.0%ETFLowWaltham, MA2026-11-02
Dynamic Advisor Solutions LLC
16,729$1.2M0.0%ETFLowPhoenix, AZ2026-10-13
Creative Planning
11,826$863.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Archer Investment Management, LLC
8,168$596.2K0.2%ETFHighAustin, TX2026-10-13
Bensler, LLC
7,441$543.2K0.1%MomentumMediumBellevue, WA2026-11-05
RMG Wealth Management LLC
7,327$550.7K0.1%ETFVery HighPlatteville, WI2026-10-26
Summit Global Investments
6,617$4830.0%CoreMediumBountiful, UT2026-10-28
Lincoln Capital Corp
5,355$390.9K0.1%ETFMediumEast Greenwich, RI2026-10-13
Founders Financial Securities LLC
4,556$332.6K0.0%ETFMediumTowson, MD2026-10-28
Retirement Planning Group, LLC
4,436$323.8K0.0%ETFVery LowLeawood, KS2026-10-19
Pathway Financial Advisors LLC
3,966$289.5K0.0%ETFLowSouth Burlington, VT2026-10-07
Mission Wealth Management, LP
3,740$273.0K0.0%ETFLowSanta Barbara, CA2026-10-15
Gemmer Asset Management LLC
3,190$232.9K0.0%ETFLowWalnut Creek, CA2026-10-16
Colorado Capital Management, Inc.
3,026$2210.0%ETFVery LowBoulder, CO2026-10-15
Focus Financial Network, Inc.
2,889$210.9K0.0%ETFLowMinneapolis, MN2026-10-14
Perigon Wealth Management, LLC
2,884$210.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Valley National Advisers Inc
1,577$115.2K0.0%ETFLowBethlehem, PA2026-10-23
Creative Financial Designs Inc
1,164$84.9K0.0%ETFMediumKokomo, IN2026-11-04
Triumph Capital Management
825$60.2K0.0%ETFMediumDenver, CO2026-10-14
Cdkv Holdings LLC
476$34.7K0.0%ETFMediumDenver, CO2026-10-28
Ashton Thomas Private Wealth, LLC
254$18.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Elyxium Wealth, LLC
47$3.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27