Public ownership evidence

Calvert US Large-Cap Core Responsible Index ETF (CVLC) Ownership Disclosures

Read CVLC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Calvert US Large-Cap Core Responsible Index ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
216,862
Value (USD)
$20,486,971
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CVLC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CVLC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20216,862$20,486,971None
Beacon Pointe Advisors, LLC2026-06-302026-08-1931,911$3,014,632None
Modern Wealth Management, LLC2026-06-302026-08-1591,211$8,616,720None
Riverwater Partners LLC2026-06-302026-08-1562,483$5,902,757None
Ameritas Advisory Services, LLC2026-06-302026-08-1522$2,078None
IFG Advisory, LLC2026-06-302026-08-15711$67,168None
Per Stirling Capital Management, LLC.2026-06-302026-08-159,395$887,509None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,696$349,119None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,892$556,654None
Betterment LLC2026-06-302026-08-154,399$416,000None
Heritage Wealth Advisors2026-06-302026-08-154,083$385,721None
Orion Porfolio Solutions, LLC2026-06-302026-08-1512,953$1,223,681None
Regal Investment Advisors LLC2026-06-302026-08-158,794$830,729None
Global Endowment Management, LP2026-06-302026-08-1576,392$7,217,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,727$1,296,790None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15290,896$27,485,109None
Laird Norton Wetherby Trust Company, LLC2026-06-302026-08-1513,160$1,243,225None
CITADEL ADVISORS LLC2026-06-302026-08-154,388$414,534None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1540,580$3,833,593None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1585,758$8,101,558None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1534,079$3,219,443None
BANK OF AMERICA CORP /DE/2026-06-302026-08-153,710$350,484None
Silver Grove Financial Group, Inc.2026-06-302026-08-14109$10,297None
Plum Street Advisors, LLC2026-06-302026-08-142,176$205,567None
Mariner, LLC2026-06-302026-08-149,638$910,544None
Creative Planning2026-06-302026-08-1449,887$4,712,825None
Fiduciary Trust Co2026-06-302026-08-146,130$579,101None
Fiduciary Trust Co2026-06-302026-08-1444,605$4,213,834None
MORGAN STANLEY2026-06-302026-08-14590$55,737None
MORGAN STANLEY2026-06-302026-08-14125$11,809None
MORGAN STANLEY2026-06-302026-08-142,000$188,940None
MORGAN STANLEY2026-06-302026-08-141$142None
FMR LLC2026-06-302026-08-14316$29,894None
EVOLVE PRIVATE WEALTH, LLC2026-06-302026-08-1319,114$1,805,700None
Cetera Investment Advisers2026-06-302026-08-138,516$804,520None
Focus Partners Wealth2026-06-302026-08-13166,892$15,766,364None
EP Wealth Advisors, LLC2026-06-302026-08-13128,417$12,131,534None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1336,322$3,431,357None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1314,784$1,396,691None
JPMORGAN CHASE & CO2026-06-302026-08-13212$19,867None
Godfrey Financial Associates, Inc.2026-06-302026-08-12260$24,562None
Wealthspire Advisors, LLC2026-06-302026-08-12782,924$73,962,827None
BRIGHTON JONES LLC2026-06-302026-08-1211,068$1,045,615None
TRILLIUM ASSET MANAGEMENT, LLC2026-06-302026-08-1236,595$3,457,130None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12216,862$20,486,971None
Frazier Financial Advisors, LLC2026-06-302026-08-11100$9,447None
Perigon Wealth Management, LLC2026-06-302026-08-083,287$310,523None
BRIGHTON JONES LLC2026-03-312026-08-0811,047$884,414None
PNC Financial Services Group, Inc.2026-06-302026-08-081,089$102,846None
OGOREK ANTHONY JOSEPH /NY/ /ADV2026-06-302026-08-08149,517$14,124,000None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Modern Wealth Management, LLC ↗Riverwater Partners LLC ↗Ameritas Advisory Services, LLC ↗IFG Advisory, LLC ↗Per Stirling Capital Management, LLC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Betterment LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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