CVSB

Calvert Ult-SHRT Inv GRD ETF$50.63 0.06%
UnclassifiedUSCUSIP 61774R601· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
23
+2 QoQ
13F Value (tracked)
$157.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)7 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$50.63 0.06%3Y +1.1%
$49.82$50.12$50.42$50.72$51.0220232024202520262342426264447
Hover for who · click for detailEnd-of-day closing prices52w $50.56 – $50.94
Build

Use CVSB data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns CVSB

This stock page is the Follow view. The Build view lets your agent query CVSB owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CVSB"
Ask your agent
Use Arkolith to show who owns CVSB,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

23 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$111.8M
2.2M
−0.8%
Reduced · −18K sh
Q1 2026
2LPL Financial LLC
$13.3M
263K
+24%
Added · +51K sh
Q1 2026
3Private Advisor Group, LLC
$8.1M
161K
+120%
Added · +88K sh
Q1 2026
4GOLDMAN SACHS GROUP INC
$7.1M
141K
10×
Added · +127K sh
Q1 2026
5Pathstone Holdings, LLC
$6.4M
126K
+75%
Added · +54K sh
Q1 2026
6COMMONWEALTH EQUITY SERVICES, LLC
$3.2M
64K
+2.8%
Added · +2K sh
Q1 2026
7Dynamic Advisor Solutions LLC
$1.2M
24K
+4.2%
Added · +963 sh
Q1 2026
8OSAIC HOLDINGS, INC.
$1.1M
23K
−2.6%
Reduced · −615 sh
Q1 2026
9JANE STREET GROUP, LLC
$845K
17K
+13%
Added · +2K sh
Q1 2026
10PFG Investments, LLC
$633K
13K
+1.3%
Added · +164 sh
Q1 2026
11Regal Investment Advisors LLC
$620K
12K
New
+12K sh
Q1 2026
12Kingsview Wealth Management, LLC
$571K
11K
New
+11K sh
Q1 2026
13Cetera Investment Advisers
$532K
11K
+17%
Added · +2K sh
Q1 2026
14Ameritas Investment Partners, Inc.
$449K
9K
+12%
Added · +920 sh
Q1 2026
15Arkadios Wealth Advisors
$421K
8K
+0.4%
Added · +34 sh
Q1 2026
16Apollon Wealth Management, LLC
$327K
6K
Held
Q1 2026
17ENVESTNET ASSET MANAGEMENT INC
$321K
6K
−17%
Reduced · −1K sh
Q1 2026
18Focus Partners Wealth
$295K
6K
New
+6K sh
Q1 2026
19Gladstone Institutional Advisory LLC
$219K
4K
Held
Q1 2026
20HARBOUR INVESTMENTS, INC.
$143K
3K
+22%
Added · +504 sh
Q1 2026
21CWM, LLC
$20K
397
Held
Q1 2026
22Smartleaf Asset Management LLC
$15K
305
New
+305 sh
Q1 2026
23Aptus Capital Advisors, LLC
$10K
200
New
+200 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
4
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

23 funds+19 since Q1 2023
01223Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $157.8M

Share classes

Class13F holdersValue held
EVTRmc90 funds$3.5B
EVSMmc59 funds$342.0M
CVIEFUND48 funds$221.9M
XAGGmc42 funds$498.0M
EVSDmc41 funds$696.6M
CVLCFUND41 funds$222.8M
EVMOmc36 funds$524.2M
EVLNmc35 funds$1.1B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own CVSB also own

CompanyCo-held byCombined value
APPLE INCAAPL14 funds$5.7B
SS SPDR S&P 500 ETF TRUST-USSPY14 funds$4.8B
NVIDIA CORPNVDA14 funds$4.8B
ISHARES CORE S&P 500 ETFIVV14 funds$4.4B
MICROSOFT CORPMSFT14 funds$4.3B
AMAZON.COM INCAMZN14 funds$3.0B
VANGUARD S&P 500 ETFVOO14 funds$2.9B
ALPHABET INC-CL AGOOGL14 funds$2.5B
INVESCO QQQ TRUST SERIES 1QQQ14 funds$2.1B
BROADCOM INCAVGO14 funds$2.0B
STE STR SPDR PT S&P 500 ETFSPYM14 funds$1.9B
ALPHABET INC-CL CGOOG14 funds$1.7B

Ranked by how many of CVSB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CVSB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.