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CVSE
Calvert US Select Equity ETF
CVSE
CVSE
Delisted
CVSE was delisted on the 14th of October, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Mariner
Overland Park,
Kansas
| $820K | -$2.05K | -31 | -0.3% |
|
| 2 |
HI
2
Harbour Investments
Madison,
Wisconsin
| $300K | -$38K | -576 | -12% |
|
| 3 |
AIA
3
Arbor Investment Advisors
Winston Salem,
North Carolina
| $233K | – | – | – |
|
| 4 |
JSW
4
Journey Strategic Wealth
Summit,
New Jersey
| $204K | +$189K | +2,867 | New |
|
| 5 |
RDFA
5
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $193K | – | – | – |
|
| 6 |
RF
6
Rossby Financial
Melbourne,
Florida
| $94.5K | +$264 | +4 | +0.3% |
|
| 7 |
AAS
7
Ameritas Advisory Services
Lincoln,
Nebraska
| $22.7K | +$21.1K | +320 | New |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| $22K | +$18.1K | +275 | +809% |
|
| 9 |
AF
9
Allworth Financial
Folsom,
California
| $2.91K | – | – | – |
|
| 10 |
10
Fidelity Investments
Boston,
Massachusetts
| $71 | – | – | – |
|
| 11 |
11
Morgan Stanley
New York
| – | -$10.8M | -166,602 | Closed |
|
| 12 |
12
Citadel Advisors
Miami,
Florida
| – | -$506K | -7,834 | Closed |
|
| 13 |
NI
13
Natural Investments
Windsor,
California
| – | -$238K | -3,690 | Closed |
|
| 14 |
14
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$200K | -3,102 | Closed |
|