HighTower Advisors
CVLC icon

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

HighTower 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
Q2 		$3.39M Buy
35,930
+5,083
+16% +$460K ﹤0.01% 1457
2026
Q1 		$2.47M Buy
30,847
+13,877
+82% +$1.16M ﹤0.01% 1595
2025
Q4 		$1.43M Hold
16,970
– – ﹤0.01% 1876
2025
Q3 		$1.39M Buy
16,970
+13,885
+450% +$1.1M ﹤0.01% 1876
2025
Q2 		$236K Sell
3,085
-10,731
-78% -$758K ﹤0.01% 3140
2025
Q1 		$952K Buy
13,816
+5,240
+61% +$384K ﹤0.01% 1999
2024
Q4 		$629K Buy
+8,576
New +$632K ﹤0.01% 2294

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 $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

HighTower Advisors's CVLC Position: Q2 2026 in Review

HighTower Advisors increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 16% in Q2 2026, buying an estimated $460K and bringing the position to 35,930 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

HighTower Advisors first reported a position in CVLC in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • HighTower Advisors held 35,930 shares of Calvert US Large-Cap Core Responsible Index ETF worth $3.39M as of Q2 2026.
  • HighTower Advisors bought 5,083 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $460K.
  • Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1457 holding.
  • HighTower Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.