Funds holding Calvert Ultra-Short Investment Grade Etf
7 funds declare a position · 0 ETFs and 7 other funds · 29.8M $ · US61774R6018
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Calvert Flexible Bond Fund Calvert Management Series | 119,000 | 6M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 2 | Calvert Bond Fund Calvert Social Investment Fund | 100,000 | 5.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 3 | Calvert Income Fund Calvert Fund | 95,000 | 4.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 4 | Calvert Short Duration Income Fund Calvert Fund | 95,000 | 4.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 5 | Calvert Core Bond Fund Calvert Fund | 95,000 | 4.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 6 | Calvert Balanced Fund Calvert Social Investment Fund | 65,000 | 3.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 7 | Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. | 20,000 | 1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
Institutional managers
42 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 2,210,158 | 111.8M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 262,983 | 13.3M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 160,700 | 8.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 140,617 | 7.1M $ | as of Mar 31, 2026 |
| Pathstone Holdings, LLC | 126,194 | 6.4M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 63,918 | 3.2M $ | as of Mar 31, 2026 |
| Valley Financial Group, Inc. | 57,308 | 2.9M $ | as of Mar 31, 2026 |
| Strategic Financial Planning, Inc. | 50,704 | 1.3M $ | as of Mar 31, 2026 |
| Mason & Associates Inc | 24,522 | 1.2M $ | as of Mar 31, 2026 |
| Dynamic Advisor Solutions LLC | 23,973 | 1.2M $ | as of Mar 31, 2026 |
| Rossby Financial, LCC | 23,076 | 1.2M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 22,570 | 1.1M $ | as of Mar 31, 2026 |
| Prism Advisors, Inc. | 17,330 | 877K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 16,707 | 845.5K $ | as of Mar 31, 2026 |
| RW Investment Management LLC | 13,479 | 682.1K $ | as of Mar 31, 2026 |
| DeDora Capital, Inc. | 12,522 | 633.7K $ | as of Mar 31, 2026 |
| PFG Investments, LLC | 12,516 | 633.4K $ | as of Mar 31, 2026 |
| Regal Investment Advisors LLC | 12,258 | 620.3K $ | as of Mar 31, 2026 |
| Kingsview Wealth Management, LLC | 11,290 | 571.3K $ | as of Mar 31, 2026 |
| Sunrise Financial Services, LLC | 10,570 | 534.9K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 10,510 | 531.9K $ | as of Mar 31, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | 10,323 | 522.4K $ | as of Mar 31, 2026 |
| Ameritas Investment Partners, Inc. | 8,868 | 448.8K $ | as of Mar 31, 2026 |
| Arkadios Wealth Advisors | 8,321 | 421.1K $ | as of Mar 31, 2026 |
| Secure Asset Management, LLC | 7,407 | 374.8K $ | as of Mar 31, 2026 |