Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CALVERT US MDCP
-
Number of holders
-
32
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Total 13F shares, excl. options
-
980,273
-
Shares change
-
+26,062
-
Total reported value, excl. options
-
$59,504,703
-
Value change
-
+$1,812,335
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Number of buys
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17
-
Number of sells
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-18
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Price
-
$60.70
Significant Holders of MORGAN STANLEY ETF TRUST - CALVERT US MDCP (CVMC) as of Q2 2025
39 filings reported holding CVMC - MORGAN STANLEY ETF TRUST - CALVERT US MDCP as of Q2 2025.
MORGAN STANLEY ETF TRUST - CALVERT US MDCP (CVMC) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 980,273 shares
.
Largest 10 shareholders include MORGAN STANLEY (356,158 shares), First Pacific Financial (215,462 shares), Financial Engines Advisors L.L.C. (97,492 shares), LongView Asset Management LLC (80,580 shares), Archer Investment Management, LLC (50,889 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (26,949 shares), Ameritas Investment Partners, Inc. (20,895 shares), Colorado Capital Management, Inc. (17,966 shares), CWM, LLC (16,425 shares), and GOLDMAN SACHS GROUP INC (10,328 shares).
This table shows the top 32 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.