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Calvert US Mcap Core Resp (CVMC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
First Pacific Financial
INCREASED
Shares257,537 from 255,950
Change+1,587 (+1%)
Value$18.8M (-$686.5K)
Filed 2026-10-14
North Berkeley Wealth Management, LLC
INCREASED
Shares68,461 from 52,819
Change+15,642 (+30%)
Value$5.0M (+$976.2K)
Filed 2026-11-02
TFC Financial Management, Inc.
INCREASED
Shares62,254 from 61,148
Change+1,106 (+2%)
Value$4.5M (-$110.9K)
Filed 2026-10-26
Joel Adams & Associates, Inc.
INCREASED
Shares30,866 from 29,926
Change+940 (+3%)
Value$2.3M (-$25.2K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares17,100 from 14,945
Change+2,155 (+14%)
Value$1.2M (+$110.5K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
INCREASED
Shares16,729 from 16,471
Change+258 (+2%)
Value$1.2M (-$32.8K)
Filed 2026-10-13
Creative Planning
UNCHANGED
Shares11,826 from 11,826
Change0 (0%)
Value$863.2K (-$37.1K)
Filed 2026-11-02
Archer Investment Management, LLC
DECREASED
Shares8,168 from 9,376
Change-1,208 (-13%)
Value$596.2K (-$117.6K)
Filed 2026-10-13
Bensler, LLC
NEW
Shares7,441
Change+7,441
Value$543.2K
Filed 2026-11-05
RMG Wealth Management LLC
NEW
Shares7,327
Change+7,327
Value$550.7K
Filed 2026-10-26
Summit Global Investments
INCREASED
Shares6,617 from 3,610
Change+3,007 (+83%)
Value$483 (-$274.5K)
Filed 2026-10-28
Lincoln Capital Corp
UNCHANGED
Shares5,355 from 5,355
Change0 (0%)
Value$390.9K (-$16.8K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares4,556 from 4,697
Change-141 (-3%)
Value$332.6K (-$25.0K)
Filed 2026-10-28
Retirement Planning Group, LLC
UNCHANGED
Shares4,436 from 4,436
Change0 (0%)
Value$323.8K (-$13.9K)
Filed 2026-10-19
Pathway Financial Advisors LLC
NEW
Shares3,966
Change+3,966
Value$289.5K
Filed 2026-10-07
Mission Wealth Management, LP
DECREASED
Shares3,740 from 4,263
Change-523 (-12%)
Value$273.0K (-$51.5K)
Filed 2026-10-15
Gemmer Asset Management LLC
DECREASED
Shares3,190 from 3,213
Change-23 (-1%)
Value$232.9K (-$11.7K)
Filed 2026-10-16
Colorado Capital Management, Inc.
DECREASED
Shares3,026 from 3,736
Change-710 (-19%)
Value$221 (-$63)
Filed 2026-10-15
Focus Financial Network, Inc.
NEW
Shares2,889
Change+2,889
Value$210.9K
Filed 2026-10-14
Perigon Wealth Management, LLC
NEW
Shares2,884
Change+2,884
Value$210.5K
Filed 2026-10-22
Valley National Advisers Inc
INCREASED
Shares1,577 from 1,555
Change+22 (+1%)
Value$115.2K (-$3.3K)
Filed 2026-10-23
Creative Financial Designs Inc
NEW
Shares1,164
Change+1,164
Value$84.9K
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$60.2K (-$2.6K)
Filed 2026-10-14
Milestone Investment Advisors LLC
INCREASED
Shares657 from 328
Change+329 (+100%)
Value$48.0K (+$23.0K)
Filed 2026-11-05
Cdkv Holdings LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$34.7K (-$1.5K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
NEW
Shares254
Change+254
Value$18.5K
Filed 2026-11-03
Rossby Financial, LCC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$5.7K (-$226)
Filed 2026-11-05
Elyxium Wealth, LLC
NEW
Shares47
Change+47
Value$3.4K
Filed 2026-10-27
EP Wealth Advisors, LLC
N/A
Shares— from 116,055
Change-116,055 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 110,192
Change-110,192 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 74,767
Change-74,767 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 37,798
Change-37,798 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 33,504
Change-33,504 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 22,410
Change-22,410 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 11,798
Change-11,798 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,087
Change-9,087 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 4,697
Change-4,697 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,672
Change-4,672 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 4,383
Change-4,383 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,904
Change-3,904 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,568
Change-3,568 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 3,544
Change-3,544 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 833
Change-833 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 621
Change-621 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 220
Change-220 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
UBS Group AG
N/A
Shares— from 22
Change-22 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
First Pacific Financial
INCREASED257,537255,950+1,587+1%$19.5M$18.8M-$686.5K2026-10-14
North Berkeley Wealth Management, LLC
INCREASED68,46152,819+15,642+30%$4.0M$5.0M+$976.2K2026-11-02
TFC Financial Management, Inc.
INCREASED62,25461,148+1,106+2%$4.7M$4.5M-$110.9K2026-10-26
Joel Adams & Associates, Inc.
INCREASED30,86629,926+940+3%$2.3M$2.3M-$25.2K2026-11-02
Commonwealth Equity Services, LLC
INCREASED17,10014,945+2,155+14%$1.1M$1.2M+$110.5K2026-11-02
Dynamic Advisor Solutions LLC
INCREASED16,72916,471+258+2%$1.3M$1.2M-$32.8K2026-10-13
Creative Planning
UNCHANGED11,82611,82600%$900.3K$863.2K-$37.1K2026-11-02
Archer Investment Management, LLC
DECREASED8,1689,376-1,208-13%$713.8K$596.2K-$117.6K2026-10-13
Bensler, LLC
NEW7,441—+7,441——$543.2K—2026-11-05
RMG Wealth Management LLC
NEW7,327—+7,327——$550.7K—2026-10-26
Summit Global Investments
INCREASED6,6173,610+3,007+83%$275.0K$483-$274.5K2026-10-28
Lincoln Capital Corp
UNCHANGED5,3555,35500%$407.7K$390.9K-$16.8K2026-10-13
Founders Financial Securities LLC
DECREASED4,5564,697-141-3%$357.6K$332.6K-$25.0K2026-10-28
Retirement Planning Group, LLC
UNCHANGED4,4364,43600%$337.7K$323.8K-$13.9K2026-10-19
Pathway Financial Advisors LLC
NEW3,966—+3,966——$289.5K—2026-10-07
Mission Wealth Management, LP
DECREASED3,7404,263-523-12%$324.5K$273.0K-$51.5K2026-10-15
Gemmer Asset Management LLC
DECREASED3,1903,213-23-1%$244.6K$232.9K-$11.7K2026-10-16
Colorado Capital Management, Inc.
DECREASED3,0263,736-710-19%$284$221-$632026-10-15
Focus Financial Network, Inc.
NEW2,889—+2,889——$210.9K—2026-10-14
Perigon Wealth Management, LLC
NEW2,884—+2,884——$210.5K—2026-10-22
Valley National Advisers Inc
INCREASED1,5771,555+22+1%$118.4K$115.2K-$3.3K2026-10-23
Creative Financial Designs Inc
NEW1,164—+1,164——$84.9K—2026-11-04
Triumph Capital Management
UNCHANGED82582500%$62.8K$60.2K-$2.6K2026-10-14
Milestone Investment Advisors LLC
INCREASED657328+329+100%$25.0K$48.0K+$23.0K2026-11-05
Cdkv Holdings LLC
UNCHANGED47647600%$36.2K$34.7K-$1.5K2026-10-28
Ashton Thomas Private Wealth, LLC
NEW254—+254——$18.5K—2026-11-03
Rossby Financial, LCC
UNCHANGED787800%$5.9K$5.7K-$2262026-11-05
Elyxium Wealth, LLC
NEW47—+47——$3.4K—2026-10-27
EP Wealth Advisors, LLC
N/A—116,055-116,055-100%$8.8M———
Financial Engines Advisors L.L.C.
N/A—110,192-110,192-100%$8.4M———
Goldman Sachs Group Inc
N/A—74,767-74,767-100%$5.7M———
Northwestern Mutual Wealth Management Co
N/A—37,798-37,798-100%$2.9M———
Natural Investments, LLC
N/A—33,504-33,504-100%$2.6M———
Ameritas Investment Partners, Inc.
N/A—22,410-22,410-100%$1.7M———
Mason & Associates Inc
N/A—11,798-11,798-100%$898.2K———
Private Advisor Group, LLC
N/A—9,087-9,087-100%$691.8K———
Morgan Stanley
N/A—6,754-6,754-100%$514.2K———
BSW Wealth Partners
N/A—4,754-4,754-100%$361.9K———
Horizon Investments, LLC
N/A—4,697-4,697-100%$357.6K———
Mariner, LLC
N/A—4,672-4,672-100%$355.7K———
Money Concepts Capital Corp
N/A—4,383-4,383-100%$333.7K———
Per Stirling Capital Management, Llc.
N/A—3,904-3,904-100%$297.2K———
HighTower Advisors, LLC
N/A—3,568-3,568-100%$271.6K———
Collaborative Wealth Managment Inc.
N/A—3,544-3,544-100%$269.8K———
LPL Financial LLC
N/A—2,905-2,905-100%$221.2K———
Principal Securities, Inc.
N/A—2,682-2,682-100%$204.2K———
Osaic Holdings, Inc.
N/A—2,500-2,500-100%$190.3K———
AE Wealth Management LLC
N/A—1,150-1,150-100%$87.6K———
Fiduciary Financial Advisors
N/A—1,000-1,000-100%$76.1K———
Harbour Investments, Inc.
N/A—833-833-100%$63.4K———
Wells Fargo & Company
N/A—621-621-100%$47.3K———
Millstone Evans Group, LLC
N/A—516-516-100%$39.3K———
Heritage Wealth Advisors
N/A—220-220-100%$16.7K———
Godfrey Financial Associates, Inc.
N/A—166-166-100%$12.6K———
Founders Financial Alliance, LLC
N/A—119-119-100%$9.1K———
Aptus Capital Advisors, LLC
N/A—100-100-100%$7.6K———
Ameritas Advisory Services, LLC
N/A—57-57-100%$4.3K———
UBS Group AG
N/A—22-22-100%$1.7K———
Geneos Wealth Management Inc.
N/A—20-20-100%$1.5K———
Showing 59 of 59 institutions