Public ownership evidence

Calvert US Mid-Cap Core Responsible Index ETF (CVMC) Ownership Disclosures

Read CVMC 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 Mid-Cap Core Responsible Index ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Milestone Investment Advisors LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
328
Value (USD)
$24,971
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 0001967018-26-000003
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 CVMC fundamentals

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

Read CVMC 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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Milestone Investment Advisors LLC2026-06-302026-08-15328$24,971None
Ameritas Advisory Services, LLC2026-06-302026-08-1557$4,335None
Per Stirling Capital Management, LLC.2026-06-302026-08-153,904$297,213None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,669$127,029None
OSAIC HOLDINGS, INC.2026-06-302026-08-15831$63,263None
Heritage Wealth Advisors2026-06-302026-08-15220$16,749None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15190$14,480None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15191$14,541None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1542$3,231None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1538$2,817None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15191$14,556None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155$384None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15343$26,122None
Financial Engines Advisors L.L.C.2026-06-302026-08-15110,192$8,388,910None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1574,767$5,692,012None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15621$47,277None
UBS Group AG2026-06-302026-08-1422$1,675None
Mariner, LLC2026-06-302026-08-144,672$355,669None
Horizon Investments, LLC2026-06-302026-08-144,697$357,583None
Creative Planning2026-06-302026-08-1411,826$900,313None
Ameritas Investment Partners, Inc.2026-06-302026-08-1422,410$1,706,048None
MORGAN STANLEY2026-06-302026-08-146,753$514,106None
MORGAN STANLEY2026-06-302026-08-141$128None
Integrated Wealth Concepts LLC2026-06-302026-08-1379$6,032None
Aptus Capital Advisors, LLC2026-06-302026-08-13100$7,613None
EP Wealth Advisors, LLC2026-06-302026-08-13116,055$8,835,296None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1337,798$2,877,589None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13833$63,427None
Godfrey Financial Associates, Inc.2026-06-302026-08-12166$12,638None
Millstone Evans Group, LLC2026-06-302026-08-12516$39,283None
LPL Financial LLC2026-06-302026-08-082,905$221,158None
Joel Adams & Associates, Inc.2026-06-302026-08-0729,926$2,278,266None
Geneos Wealth Management Inc.2026-06-302026-08-0720$1,523None
Collaborative Wealth Managment Inc.2026-06-302026-08-063,544$269,805None
Retirement Planning Group, LLC2026-06-302026-08-064,436$337,713None
HighTower Advisors, LLC2026-06-302026-08-063,568$271,624None
Rossby Financial, LCC2026-06-302026-08-0578$5,920None
Founders Financial Alliance, LLC2026-06-302026-08-05119$9,059None
MONEY CONCEPTS CAPITAL CORP2026-06-302026-08-054,383$333,678None
PRINCIPAL SECURITIES, INC.2026-06-302026-08-052,682$204,187None
Summit Global Investments2026-06-302026-08-043,610$275,000None
AE Wealth Management LLC2026-06-302026-08-041,150$87,550None
CDKV HOLDINGS LLC2026-06-302026-08-01476$36,238None
NATURAL INVESTMENTS, LLC2026-06-302026-08-0133,504$2,550,000None
FOUNDERS FINANCIAL SECURITIES LLC2026-06-302026-08-014,697$357,583None
VALLEY NATIONAL ADVISERS INC2026-06-302026-07-301,555$118,402None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3014,945$1,137,740None
North Berkeley Wealth Management, LLC2026-06-302026-07-2952,819$4,021,111None
Private Advisor Group, LLC2026-06-302026-07-289,087$691,794None
Mason & Associates Inc2026-06-302026-07-2411,798$898,182None

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

Milestone Investment Advisors LLC ↗Ameritas Advisory Services, LLC ↗Per Stirling Capital Management, LLC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Heritage Wealth Advisors ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗

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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