Calvert Ult-shrt Inv Grd ETF
$50.65+0.1%
+$2.0M
Net Activity
-1.22% total shares
Institutions Holding
49
Popularity Rank
#6222
Avg Weight
0.08%
Total Value
$171.3M
49 institutions currently hold CVSB, with 30 net buyers and 17 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
17
Net Buying Institutions
30
Top 5 by Value
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Across its top 20 institutional holders, CVSB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 15/100).
CVSB ranks #6222 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
49 institutions disclose a position in CVSB, but none treat it as a major bet — even Valley Financial Group, Inc., its most concentrated holder, allocates just 1.4% of its own portfolio to it.
LPL Financial LLC has added to its CVSB position for two straight quarters, increasing it by $3.1M to reach $13.9M today.
Mason & Associates Inc has trimmed its CVSB position for two straight quarters, cutting it by $270.0K while still holding $984.7K.
CVSB is up 0.1% today, and institutions have been net buyers of $2.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$14.2M
Total Buy Value
$15.1M
Total Sell Value
30
Net Buyers
17
Net Sellers
CVSB
Q2 2026
Top 5 Institutional Movers
-$6.8M
+$5.4M
-$4.3M
+$2.9M
+$1.8M
CVSB does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
61774R601
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,113
Total reported value
$649.2B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Access CVSB's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/CVSBCLI
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