Citadel Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Citadel Advisors’s Portfolio CVLC Stock Details CVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,670	Closed	-$478K	–	13161
2025 Q4	$478K	Buy	+5,670	New	+$473K	﹤0.01%	9137
2025 Q3	–	Sell	-4,151	Closed	-$318K	–	12950
2025 Q2	$318K	Sell	4,151 -33,140	-89%	-$2.34M	﹤0.01%	9682
2025 Q1	$2.57M	Buy	37,291 +33,918	+1,006%	+$2.48M	﹤0.01%	5051
2024 Q4	$247K	Buy	+3,373	New	+$249K	﹤0.01%	10059
2024 Q1	–	Sell	-16,676	Closed	-$996K	–	14679
2023 Q4	$996K	Sell	16,676 -17,598	-51%	-$975K	﹤0.01%	6689
2023 Q3	$1.82M	Buy	34,274 +5,296	+18%	+$294K	﹤0.01%	5385
2023 Q2	$1.61M	Buy	+28,978	New	+$1.51M	﹤0.01%	5555

Other funds holding CVLC

SIF

State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Citadel Advisors's CVLC Position: Q1 2026 in Review

Citadel Advisors sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q1 2026, closing a stake of 5,670 shares — an estimated $478K sold.

Citadel Advisors first reported a position in CVLC in Q2 2023 and held it in 7 quarters. The position peaked at $2.57M in Q1 2025. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

Citadel Advisors reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q1 2026 after selling out during the quarter.
Citadel Advisors sold 5,670 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $478K.
Citadel Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2023 and held it in 7 quarters.
Citadel Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $2.57M in Q1 2025.
74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.