CVLC · Insider trading · 13F holders · Congress trades
Calvert US Large Cap Core Responsi (CVLC)
Who is buying and selling CVLC: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 17
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CVLC at a glance
- No open-market insider purchases or sales of CVLC were filed in the last 90 days.
- 17 13F filers hold CVLC among their 50 largest positions, worth $94.3M combined. The biggest bets by portfolio weight are Joel Adams & Associates, Inc. (7.7%), Rossby Financial, LCC (4.2%) and North Berkeley Wealth Management, LLC (3.9%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
- No member of Congress has disclosed a trade in CVLC.
CVLC insider trading
No open-market insider purchases or sales of CVLC were filed in the last 90 days.
Who owns CVLC? Hedge funds and superinvestors
17 13F filers hold CVLC among their 50 largest positions, worth $94.3M combined. The biggest bets by portfolio weight are Joel Adams & Associates, Inc. (7.7%), Rossby Financial, LCC (4.2%) and North Berkeley Wealth Management, LLC (3.9%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Rossby Financial, LCCInvestment manager | 4.2% | $23.0M | 242,957 | +10.8% shares | Q2 2026 |
| Ogorek Anthony Joseph /ny/ /advInvestment manager | 3.5% | $14.1M | 149,517 | -23.0% shares | Q2 2026 |
| Joel Adams & Associates, Inc.Wealth manager | 7.7% | $12.0M | 126,566 | +29.6% shares | Q2 2026 |
| North Berkeley Wealth Management, LLCWealth manager | 3.9% | $9.7M | 102,411 | +20.7% shares | Q2 2026 |
| Global Endowment Management, LPEndowment & foundation | 0.7% | $7.2M | 76,392 | +23.8% shares | Q2 2026 |
| Riverwater Partners LLCWealth manager | 1.8% | $5.9M | 62,483 | +7.2% shares | Q2 2026 |
| Westfuller Advisors, LLCInstitutional asset manager | 1.7% | $4.7M | 50,220 | — | Q2 2026 |
| Sandbox Financial Partners, LLCWealth manager | 1.0% | $3.5M | 44,150 | -1.8% shares | Q1 2026 |
| Pathway Financial Advisors LLCWealth manager | 0.3% | $2.5M | 26,635 | +20.5% shares | Q3 2026 |
| Fulcrum Capital LLCWealth manager | 0.5% | $2.5M | 26,247 | -2.9% shares | Q3 2026 |
| Sound Portfolio Advisors, LLCWealth manager | 1.8% | $2.5M | 26,147 | -61.9% shares | Q2 2026 |
| RW Investment Management LLCWealth manager | 0.2% | $2.1M | 22,317 | +8.7% shares | Q2 2026 |
| Mountain Capital Investment Advisors Inc.Wealth manager | 0.3% | $1.9M | 20,289 | — | Q2 2026 |
| Lincoln Capital CorpWealth manager | 0.3% | $939K | 9,921 | — | Q3 2026 |
| Entrust Financial LLCWealth manager | 0.4% | $607K | 6,427 | -57.3% shares | Q2 2026 |
| Conrad Siegel Investment Advisors, Inc.Institutional asset manager | 0.1% | $607K | 6,411 | -1.1% shares | Q3 2026 |
| Kondo Wealth Advisors, Inc.Wealth manager | 0.2% | $521K | 5,508 | +0.1% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 11, Q1 2026: 1). Screen CVLC in the grand portfolio →
CVLC stock trades by members of Congress
No member of Congress has disclosed a trade in CVLC.
CVLC questions and answers
Are insiders buying CVLC stock?
No open-market insider purchases or sales of CVLC were filed in the last 90 days.
Which hedge funds own CVLC?
17 13F filers hold CVLC among their 50 largest positions, worth $94.3M combined. The biggest bets by portfolio weight are Joel Adams & Associates, Inc. (7.7%), Rossby Financial, LCC (4.2%) and North Berkeley Wealth Management, LLC (3.9%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
Has Congress traded CVLC?
No member of Congress has disclosed a trade in CVLC.
Who is the largest holder of CVLC?
Among 13F filers, Rossby Financial, LCC reports the largest CVLC position, $23.0M (242,957 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Joel Adams & Associates, Inc.'s: 7.7% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.