CVLC — CALVERT US L-C CR RESP INDEX
As of Q2 2026, 7 SEC-registered investment managers reported holding CVLC (CALVERT US L-C CR RESP INDEX) in their latest 13F filings, with a combined reported value of $5.01M across 53.01K shares. That is +92.2% by share count (+25.44K shares) versus the previous quarter, while reported value moved +126.8%. Ownership is concentrated: the five largest holders account for 99.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 1 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Goldman Sachs Group history | Q2 2026 | 40.58K | $3.83M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 4.39K | $414.53K | 0.00% | New |
| Bank of America Corp history | Q2 2026 | 3.71K | $350.48K | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 2.72K | $256.63K | 0.00% | Hold |
| UBS Group AG history | Q3 2023 | 2.33K | $124.15K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 1.09K | $102.85K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 316 | $29.89K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 212 | $19.87K | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 4.39K sh · $414.53K
- PNC Financial Services 1.09K sh · $102.85K
- JPMorgan Chase & Co 212 sh · $19.87K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 40.91K | 15.28K | — | 26.73K | 16.91K | 35.11K | 50.08K | 7.04K | — | — | — | 14.19K | 20.70K | 40.58K |
| Citadel Advisors | — | 28.98K | 34.27K | 16.68K | — | — | — | 3.37K | 37.29K | 4.15K | — | 5.67K | — | 4.39K |
| Bank of America Corp | 9 | — | — | — | 575 | 1.56K | 1.62K | 4.31K | 4.33K | 4.47K | 4.18K | 4.29K | 3.80K | 3.71K |
| Morgan Stanley | 402.00K | 402.00K | 402.00K | 402.00K | 402.00K | 202.70K | 2.71K | 2.80K | 2.78K | 2.73K | 2.74K | 2.74K | 2.72K | 2.72K |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.09K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | 1 | 442 | 358 | 358 | 358 | 316 |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | 5.51K | 3.55K | — | 212 |
| UBS Group AG | 7 | — | 2.33K | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details