Mariner
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Mariner’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Mariner’s Portfolio CVMC Stock Details CVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$356K Buy
4,672
+74
+2% +$5.26K ﹤0.01% 2712
2026
Q1 		$294K Sell
4,598
-336
-7% -$22.3K ﹤0.01% 2896
2025
Q4 		$316K Buy
4,934
+403
+9% +$25.7K ﹤0.01% 2791
2025
Q3 		$288K Buy
4,531
+1
+0% +$62 ﹤0.01% 2851
2025
Q2 		$275K Sell
4,530
-2
-0% -$115 ﹤0.01% 2785
2025
Q1 		$257K Buy
+4,532
New +$271K ﹤0.01% 2775

Other funds holding CVMC

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Mariner's CVMC Position: Q2 2026 in Review

Mariner increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 1.6% in Q2 2026, buying an estimated $5.26K and bringing the position to 4,672 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

Mariner first reported a position in CVMC in Q1 2025 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Mariner held 4,672 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $356K as of Q2 2026.
  • Mariner bought 74 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $5.26K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2712 holding.
  • Mariner first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.