CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF Stock - Stock Price, Institutional Ownership, Shareholders (ARCA)

Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
US ˙ ARCA

Basic Stats
Institutional Owners 51 total, 51 long only, 0 short only, 0 long/short - change of 4.08% MRQ
Average Portfolio Allocation 0.4212 % - change of -4.68% MRQ
Institutional Shares (Long) 5,059,768 (ex 13D/G) - change of 0.01MM shares 0.21% MRQ
Institutional Value (Long) $ 326,886 USD ($1000)
Institutional Ownership and Shareholders

Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF (US:CVLC) has 51 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 5,059,768 shares. Largest shareholders include State Insurance Fund, Commonwealth Equity Services, Llc, Ameriprise Financial Inc, O'Brien Wealth Partners LLC, Wealthspire Advisors, LLC, Ogorek Anthony Joseph /ny/ /adv, Rossby Financial, LCC, Raymond James Financial Inc, LongView Asset Management LLC, and Cwm, Llc .

Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF (ARCA:CVLC) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 5, 2025 is 79.98 / share. Previously, on September 9, 2024, the share price was 67.92 / share. This represents an increase of 17.76% over that period.

CVLC / Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF Institutional Ownership
Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

Institutional Put/Call Ratio

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

CVLC / Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF Historical Put/Call Ratio
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-11 13F HighTower Advisors, LLC 3,085 -77.67 236 -75.21
2025-08-08 13F Collaborative Wealth Managment Inc. 3,589 -11.64 275 -2.14
2025-08-11 13F Heritage Wealth Advisors 5,276 38.70 404 53.82
2025-08-13 13F WCG Wealth Advisors LLC 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc 4,151 -88.87 318 -87.67
2025-07-25 13F Natural Investments, Llc 4,730 -12.96 0
2025-08-13 13F RW Investment Management LLC 20,791 0.46 1,591 11.57
2025-08-01 13F Envestnet Asset Management Inc 4,536 0.00 347 11.22
2025-07-22 13F Gemmer Asset Management LLC 4,458 0.25 341 11.44
2025-08-06 13F Valtinson Bruner Financial Planning LLC 8,211 628
2025-07-09 13F O'Brien Wealth Partners LLC 281,546 1.49 21,550 12.68
2025-08-15 13F Morgan Stanley 2,730 -1.94 209 8.90
2025-07-22 13F Relyea Zuckerberg Hanson LLC 6,671 511
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 192,331 -30.86 15 -26.32
2025-07-30 13F Evermay Wealth Management Llc 2,102 24.45 161 37.93
2025-08-14 13F Fmr Llc 442 44,100.00 34
2025-08-27 13F/A Brinker Capital Investments, LLC 13,322 -14.19 1,020 -4.77
2025-07-16 13F Perigon Wealth Management, LLC 0 -100.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 534,710 0.91 41 11.11
2025-05-16 13F/A Goldman Sachs Group Inc 0 -100.00 0 -100.00
2025-08-07 13F Allworth Financial LP 40 0.00 3 50.00
2025-08-14 13F Mariner, LLC 9,825 -0.34 752 10.75
2025-07-31 13F LongView Asset Management LLC 72,041 74.10 5,514 93.34
2025-07-24 13F Fulcrum Capital LLC 24,792 9.95 1,898 22.07
2025-08-14 13F Colony Group, LLC 27,432 0.97 2,100 12.13
2025-08-13 13F Global Endowment Management, LP 0 -100.00 0
2025-08-01 13F Riverwater Partners LLC 30,038 93.03 2,299 114.46
2025-08-11 13F Wealthspire Advisors, LLC 197,213 15,095
2025-08-13 13F Per Stirling Capital Management, LLC. 6,273 2.07 480 13.48
2025-07-09 13F Sandbox Financial Partners, LLC 39,242 -0.98 3,004 9.92
2025-07-10 13F State Insurance Fund 2,697,658 0.00 206,479 11.02
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0
2025-07-09 13F Aaron Wealth Advisors LLC 3,517 0.00 269 11.16
2025-04-29 13F Resources Investment Advisors, LLC. 0 -100.00 0
2025-08-14 13F Raymond James Financial Inc 84,701 -21.94 6,483 -13.33
2025-07-22 13F Belpointe Asset Management LLC 2,643 202
2025-08-06 13F Trillium Asset Management, Llc 24,808 6.71 1,899 18.47
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 7,697 -3.79 1
2025-07-11 13F Skyline Advisors, Inc. 19,219 7.11 1,471 18.92
2025-08-08 13F Creative Planning 40,880 0.00 3,129 11.00
2025-07-29 13F Kondo Wealth Advisors, Inc. 18,439 -25.23 1,413 -16.88
2025-08-12 13F Proequities, Inc. 0 0
2025-07-25 13F Pathway Financial Advisors LLC 11,984 0.00 917 11.02
2025-08-14 13F Ameriprise Financial Inc 335,705 -0.33 25,702 10.67
2025-07-18 13F First Pacific Financial 7,648 23.59 585 37.32
2025-08-01 13F Rossby Financial, LCC 145,608 7.56 11,145 21.01
2025-08-12 13F Journey Strategic Wealth Llc 4,629 7.63 354 19.59
2025-08-13 13F Northwestern Mutual Wealth Management Co 36,715 339.96 2,810 388.70
2025-09-04 13F/A Advisor Group Holdings, Inc. 10,098 112.23 773 135.37
2025-08-14 13F Modern Wealth Management, LLC 21,526 1,648
2025-07-31 13F Buckingham Strategic Partners 5,291 9.75 405 21.69
2025-07-29 13F TFC Financial Management 2,705 4.48 207 16.29
2025-08-14 13F Bank Of America Corp /de/ 4,468 3.07 342 14.43
2025-05-15 13F/A Orion Portfolio Solutions, LLC 15,525 -14.34 1,070 -19.49
2025-07-28 13F Frazier Financial Advisors, LLC 100 0.00 8 16.67
2025-07-25 13F Cwm, Llc 48,578 35,358.39 4
2025-08-08 13F Cetera Investment Advisers 2,731 209
2025-07-28 13F Harbour Investments, Inc. 7,318 82.40 560 102.90
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