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Calvert Ult-Shrt INV GRD ETF (CVSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares334,695 from 274,024
Change+60,671 (+22%)
Value$16.9M (+$3.0M)
Filed 2026-11-06
Moran Wealth Management, LLC
DECREASED
Shares67,409 from 106,784
Change-39,375 (-37%)
Value$3.4M (-$2.0M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares64,191 from 65,514
Change-1,323 (-2%)
Value$3.2M (-$79.8K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares37,441 from 31,179
Change+6,262 (+20%)
Value$1.9M (+$309.6K)
Filed 2026-11-05
Bank of New York Mellon Corp
NEW
Shares35,689
Change+35,689
Value$1.8M
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares35,578 from 35,131
Change+447 (+1%)
Value$1.8M (+$15.5K)
Filed 2026-10-22
Natural Investments, LLC
INCREASED
Shares28,778 from 11,242
Change+17,536 (+156%)
Value$1.5M (+$882.6K)
Filed 2026-11-06
Prism Advisors, Inc.
INCREASED
Shares19,972 from 17,652
Change+2,320 (+13%)
Value$1.0M (+$114.6K)
Filed 2026-10-09
RW Investment Management LLC
INCREASED
Shares13,735 from 8,131
Change+5,604 (+69%)
Value$692.8K (+$281.0K)
Filed 2026-11-03
Robinson Smith Wealth Advisors LLC
INCREASED
Shares10,914 from 10,116
Change+798 (+8%)
Value$550.5K (+$38.2K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares10,727 from 7,968
Change+2,759 (+35%)
Value$541.0K (+$137.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,395 from 8,987
Change+1,408 (+16%)
Value$524 (-$454.5K)
Filed 2026-11-02
Sunrise Financial Services, LLC
DECREASED
Shares9,749 from 10,108
Change-359 (-4%)
Value$491.7K (-$20.1K)
Filed 2026-10-21
First Affirmative Financial Network
NEW
Shares9,744
Change+9,744
Value$491.5K
Filed 2026-10-21
Gemmer Asset Management LLC
INCREASED
Shares7,093 from 7,023
Change+70 (+1%)
Value$357.8K (+$2.1K)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares6,543 from 6,502
Change+41 (+1%)
Value$330.0K (+$768)
Filed 2026-10-23
Secure Asset Management, LLC
DECREASED
Shares6,383 from 7,292
Change-909 (-12%)
Value$321.9K (-$47.3K)
Filed 2026-10-19
Riverwater Partners LLC
DECREASED
Shares4,598 from 4,602
Change-4 (0%)
Value$231.9K (-$1.1K)
Filed 2026-11-03
FIG Financial Advisory Services Inc
NEW
Shares4,064
Change+4,064
Value$205.0K
Filed 2026-10-07
DeDora Capital, Inc.
DECREASED
Shares1,572 from 12,912
Change-11,340 (-88%)
Value$79.3K (-$574.6K)
Filed 2026-10-26
TFC Financial Management, Inc.
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$39.4K (-$156)
Filed 2026-10-26
Fifth Third Bancorp
NEW
Shares135
Change+135
Value$6.8K
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares34
Change+34
Value$1.7K
Filed 2026-10-08
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 25,370
Change-25,370 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Tectonic Advisors LLC
CLOSED
Shares0 from 4,078
Change-4,078 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-22
Morgan Stanley
N/A
Shares— from 2,265,063
Change-2,265,063 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 126,194
Change-126,194 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 75,202
Change-75,202 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 55,066
Change-55,066 (-100%)
Value—
Betterment LLC
N/A
Shares— from 33,537
Change-33,537 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 27,986
Change-27,986 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25,403
Change-25,403 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 19,445
Change-19,445 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,268
Change-12,268 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,928
Change-10,928 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 9,531
Change-9,531 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,374
Change-8,374 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,003
Change-7,003 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,927
Change-6,927 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,633
Change-5,633 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,424
Change-5,424 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,644
Change-4,644 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 4,430
Change-4,430 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 151
Change-151 (-100%)
Value—
UBS Group AG
N/A
Shares— from 118
Change-118 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Status
LPL Financial LLC
INCREASED334,695274,024+60,671+22%$13.9M$16.9M+$3.0M2026-11-06
Moran Wealth Management, LLC
DECREASED67,409106,784-39,375-37%$5.4M$3.4M-$2.0M2026-10-22
Commonwealth Equity Services, LLC
DECREASED64,19165,514-1,323-2%$3.3M$3.2M-$79.8K2026-11-02
Rossby Financial, LCC
INCREASED37,44131,179+6,262+20%$1.6M$1.9M+$309.6K2026-11-05
Bank of New York Mellon Corp
NEW35,689—+35,689——$1.8M—2026-11-05
Perigon Wealth Management, LLC
INCREASED35,57835,131+447+1%$1.8M$1.8M+$15.5K2026-10-22
Natural Investments, LLC
INCREASED28,77811,242+17,536+156%$569.0K$1.5M+$882.6K2026-11-06
Prism Advisors, Inc.
INCREASED19,97217,652+2,320+13%$893.9K$1.0M+$114.6K2026-10-09
RW Investment Management LLC
INCREASED13,7358,131+5,604+69%$411.8K$692.8K+$281.0K2026-11-03
Robinson Smith Wealth Advisors LLC
INCREASED10,91410,116+798+8%$512.3K$550.5K+$38.2K2026-10-22
Kestra Advisory Services, LLC
INCREASED10,7277,968+2,759+35%$403.5K$541.0K+$137.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED10,3958,987+1,408+16%$455.0K$524-$454.5K2026-11-02
Sunrise Financial Services, LLC
DECREASED9,74910,108-359-4%$511.9K$491.7K-$20.1K2026-10-21
First Affirmative Financial Network
NEW9,744—+9,744——$491.5K—2026-10-21
Gemmer Asset Management LLC
INCREASED7,0937,023+70+1%$355.6K$357.8K+$2.1K2026-10-16
Apollon Wealth Management, LLC
INCREASED6,5436,502+41+1%$329.3K$330.0K+$7682026-10-23
Secure Asset Management, LLC
DECREASED6,3837,292-909-12%$369.3K$321.9K-$47.3K2026-10-19
Riverwater Partners LLC
DECREASED4,5984,602-40%$233.0K$231.9K-$1.1K2026-11-03
FIG Financial Advisory Services Inc
NEW4,064—+4,064——$205.0K—2026-10-07
DeDora Capital, Inc.
DECREASED1,57212,912-11,340-88%$653.9K$79.3K-$574.6K2026-10-26
TFC Financial Management, Inc.
UNCHANGED78178100%$39.6K$39.4K-$1562026-10-26
Fifth Third Bancorp
NEW135—+135——$6.8K—2026-11-05
Farther Finance Advisors, LLC
NEW34—+34——$1.7K—2026-10-08
Dynamic Advisor Solutions LLC
CLOSED025,370-25,370-100%$1.3M$0-$1.3M2026-10-13
Tectonic Advisors LLC
CLOSED04,078-4,078-100%$206.5K$0-$206.5K2026-10-22
Morgan Stanley
N/A—2,265,063-2,265,063-100%$114.7M———
Pathstone Holdings, LLC
N/A—126,194-126,194-100%$6.4M———
Private Advisor Group, LLC
N/A—75,202-75,202-100%$3.8M———
Valley Financial Group, Inc.
N/A—55,066-55,066-100%$2.8M———
Betterment LLC
N/A—33,537-33,537-100%$1.7M———
PFG Investments, LLC
N/A—27,986-27,986-100%$1.4M———
Osaic Holdings, Inc.
N/A—25,403-25,403-100%$1.3M———
Mason & Associates Inc
N/A—19,445-19,445-100%$984.7K———
Cetera Investment Advisers
N/A—12,268-12,268-100%$621.3K———
Kingsview Wealth Management, LLC
N/A—10,928-10,928-100%$553.4K———
Ameritas Investment Partners, Inc.
N/A—9,531-9,531-100%$482.7K———
Arkadios Wealth Advisors
N/A—8,374-8,374-100%$424.1K———
Global Retirement Partners, LLC
N/A—7,179-7,179-100%$363.5K———
Goldman Sachs Group Inc
N/A—7,003-7,003-100%$354.6K———
Envestnet Asset Management Inc
N/A—6,927-6,927-100%$350.8K———
Focus Partners Wealth
N/A—5,633-5,633-100%$285.3K———
Citadel Advisors LLC
N/A—5,424-5,424-100%$274.7K———
Brookwood Investment Group LLC
N/A—4,644-4,644-100%$235.2K———
Professional Financial Solutions LLC
N/A—4,430-4,430-100%$224.3K———
Ethos Financial Group, LLC
N/A—4,398-4,398-100%$223.4K———
Gladstone Institutional Advisory LLC
N/A—4,332-4,332-100%$219.4K———
Harbour Investments, Inc.
N/A—2,975-2,975-100%$150.7K———
NewEdge Advisors, LLC
N/A—2,052-2,052-100%$103.9K———
Fiduciary Financial Advisors
N/A—1,962-1,962-100%$99.4K———
Smartleaf Asset Management LLC
N/A—305-305-100%$15.5K———
Ameritas Advisory Services, LLC
N/A—276-276-100%$14.0K———
Aptus Capital Advisors, LLC
N/A—200-200-100%$10.1K———
Godfrey Financial Associates, Inc.
N/A—151-151-100%$7.6K———
UBS Group AG
N/A—118-118-100%$6.0K———
BFC Planning, Inc.
N/A—35-35-100%$1.8K———
Showing 55 of 55 institutions