CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| First Pacific Financial | 2.32% | 2.06% | #1 | $19.5M | 255,950 | $16.0M | 250,140 | +5,810+2.32% | Add | |
| EP Wealth Advisors, LLC | 0.03% | 0.03% | #15 | $8.8M | 116,055 | $7.0M | 109,884 | +6,171+5.62% | Add | |
| Financial Engines Advisors L.L.C. | 0.01% | 0.01% | #23 | $8.4M | 110,192 | $7.3M | 114,156 | -3,964-3.47% | Reduce | |
| GOLDMAN SACHS GROUP INC | <0.01% | — | #41 | $5.7M | 74,767 | $0 | 0 | +74,767 | New Buy | |
| TFC Financial Management, Inc. | 0.52% | — | #5 | $4.7M | 61,148 | $0 | 0 | +61,148 | New Buy | |
| North Berkeley Wealth Management, LLC | 1.63% | 1.29% | #2 | $4.0M | 52,819 | $2.4M | 38,261 | +14,558+38.05% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | <0.01% | #34 | $2.9M | 37,798 | $2.1M | 33,459 | +4,339+12.97% | Add | |
| NATURAL INVESTMENTS, LLC | 0.56% | 0.5% | #4 | $2.6M | 33,504 | $2.0M | 31,380 | +2,124+6.77% | Add | |
| Joel Adams & Associates, Inc. | 1.46% | 1.22% | #3 | $2.3M | 29,926 | $1.6M | 25,728 | +4,198+16.32% | Add | |
| Ameritas Investment Partners, Inc. | 0.05% | 0.04% | #12 | $1.7M | 22,410 | $1.4M | 22,096 | +314+1.42% | Add | |
| Dynamic Advisor Solutions LLC | 0.04% | 0.03% | #14 | $1.3M | 16,471 | $998,281 | 15,593 | +878+5.63% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #35 | $1.1M | 14,945 | $796,940 | 12,448 | +2,497+20.06% | Add | |
| Creative Planning | <0.01% | <0.01% | #40 | $900,313 | 11,826 | $757,101 | 11,826 | 00.00% | Unchanged | |
| Mason & Associates Inc | 0.15% | 0.14% | #7 | $898,182 | 11,798 | $713,821 | 11,467 | +331+2.89% | Add | |
| Archer Investment Management, LLC | 0.24% | 0.27% | #6 | $713,795 | 9,376 | $649,163 | 10,140 | -764-7.53% | Reduce | |
| Private Advisor Group, LLC | <0.01% | <0.01% | #32 | $691,794 | 9,087 | $384,759 | 6,010 | +3,077+51.20% | Add | |
| RMG Wealth Management LLC | 0.06% | 0.05% | #11 | $573,625 | 7,324 | $405,499 | 5,703 | +1,621+28.42% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #51 | $514,234 | 6,754 | $21.0M | 331,254 | -324,500-97.96% | Reduce | |
| LINCOLN CAPITAL CORP | 0.13% | — | #8 | $407,676 | 5,355 | $0 | 0 | +5,355 | New Buy | |
| BSW Wealth Partners | 0.04% | 0.04% | #13 | $361,923 | 4,754 | $309,857 | 4,840 | -86-1.78% | Reduce | |
| Horizon Investments, LLC | <0.01% | 0.01% | #31 | $357,583 | 4,697 | $709,086 | 11,076 | -6,379-57.59% | Reduce | |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.02% | 0.02% | #19 | $357,583 | 4,697 | $373,594 | 5,552 | -855-15.40% | Reduce | |
| Mariner, LLC | <0.01% | <0.01% | #43 | $355,669 | 4,672 | $294,354 | 4,598 | +74+1.61% | Add | |
| Retirement Planning Group, LLC | 0.01% | — | #27 | $337,713 | 4,436 | $0 | 0 | +4,436 | New Buy | |
| MONEY CONCEPTS CAPITAL CORP | 0.02% | 0.02% | #22 | $333,678 | 4,383 | $296,605 | 4,633 | -250-5.40% | Reduce | |
| MISSION WEALTH MANAGEMENT, LP | <0.01% | 0.01% | #30 | $324,549 | 4,263 | $246,032 | 3,843 | +420+10.93% | Add | |
| Per Stirling Capital Management, LLC. | 0.03% | 0.03% | #17 | $297,213 | 3,904 | $249,432 | 3,896 | +8+0.21% | Add | |
| Colorado Capital Management, Inc. | 0.1% | 0.12% | #10 | $284,422 | 3,736 | $323,000 | 5,039 | -1,303-25.86% | Reduce | |
| Summit Global Investments | 0.02% | — | #21 | $274,830 | 3,610 | $0 | 0 | +3,610 | New Buy | |
| HighTower Advisors, LLC | <0.01% | — | #44 | $271,624 | 3,568 | $0 | 0 | +3,568 | New Buy | |
| Collaborative Wealth Managment Inc. | 0.11% | 0.1% | #9 | $269,805 | 3,544 | $226,887 | 3,544 | 00.00% | Unchanged | |
| Gemmer Asset Management LLC | 0.02% | 0.02% | #20 | $244,623 | 3,213 | $206,133 | 3,220 | -7-0.22% | Reduce | |
| LPL Financial LLC | <0.01% | — | #48 | $221,158 | 2,905 | $0 | 0 | +2,905 | New Buy | |
| PRINCIPAL SECURITIES, INC. | <0.01% | — | #33 | $204,187 | 2,682 | $0 | 0 | +2,682 | New Buy | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #45 | $190,292 | 2,500 | $143,839 | 2,247 | +253+11.26% | Add | |
| VALLEY NATIONAL ADVISERS INC | 0.01% | 0.01% | #24 | $118,402 | 1,555 | $111,000 | 1,738 | -183-10.53% | Reduce | |
| AE Wealth Management LLC | <0.01% | — | #42 | $87,550 | 1,150 | $0 | 0 | +1,150 | New Buy | |
| FIDUCIARY FINANCIAL ADVISORS | 0.01% | — | #28 | $76,131 | 1,000 | $0 | 0 | +1,000 | New Buy | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #38 | $63,427 | 833 | $68,290 | 1,066 | -233-21.86% | Reduce | |
| Triumph Capital Management | 0.01% | 0.01% | #25 | $62,807 | 825 | $52,816 | 825 | 00.00% | Unchanged | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #52 | $47,277 | 621 | $112,739 | 1,761 | -1,140-64.74% | Reduce | |
| Millstone Evans Group, LLC | 0.02% | 0.02% | #18 | $39,283 | 516 | $33,034 | 516 | 00.00% | Unchanged | |
| CDKV HOLDINGS LLC | 0.03% | 0.03% | #16 | $36,238 | 476 | $30,474 | 476 | 00.00% | Unchanged | |
| Milestone Investment Advisors LLC | 0.01% | — | #29 | $24,971 | 328 | $0 | 0 | +328 | New Buy | |
| Heritage Wealth Advisors | <0.01% | <0.01% | #39 | $16,749 | 220 | $15,877 | 248 | -28-11.29% | Reduce | |
| Godfrey Financial Associates, Inc. | 0.01% | — | #26 | $12,638 | 166 | $0 | 0 | +166 | New Buy | |
| Founders Financial Alliance, LLC | <0.01% | <0.01% | #36 | $9,059 | 119 | $7,618 | 119 | 00.00% | Unchanged | |
| Aptus Capital Advisors, LLC | <0.01% | <0.01% | #47 | $7,613 | 100 | $6,402 | 100 | 00.00% | Unchanged | |
| Integrated Wealth Concepts LLC | <0.01% | — | #50 | $6,032 | 79 | $0 | 0 | +79 | New Buy | |
| Rossby Financial, LCC | <0.01% | <0.01% | #37 | $5,920 | 78 | $5,012 | 78 | 00.00% | Unchanged |