Morgan Stanley ETF Trust - CVIE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 756,310 | 53,924 | 0.07% | 0.06% | 1 | +26,947 | 3.69% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 446,141 | 31,809 | 0.25% | 0.14% | 2 | +40,287 | 9.93% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 369,193 | 26,321 | 0.01% | 0.0% | 3 | +119,118 | 47.63% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Added to | 310,122 | 22,111 | 6.82% | 6.44% | 4 | +23,296 | 8.12% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Reduced | 235,536 | 16,793 | 0.27% | 0.33% | 5 | -3,775 | -1.58% | Q4 2025 | Mar 12, 2026 |
| LongView Asset Management LLC | History | Added to | 134,821 | 9,612 | 6.7% | 6.15% | 6 | +4,286 | 3.28% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 119,705 | 8,534 | 0.01% | 0.01% | 7 | -1,305 | -1.08% | Q4 2025 | Feb 18, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 119,705 | 8,534 | 1.13% | 1.12% | 8 | -1,305 | -1.08% | Q4 2025 | Jan 22, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 103,969 | 7,412 | 0.29% | 0.24% | 9 | +16,941 | 19.47% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | New | 64,266 | 4,582 | 0.09% | — | 10 | +64,266 | New | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | New | 62,011 | 4,421 | 0.0% | — | 11 | +62,011 | New | Q4 2025 | Feb 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 58,494 | 4,170 | 0.46% | 0.52% | 12 | +1,508 | 2.65% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 45,312 | 3,230 | 0.0% | 0.0% | 13 | +6,975 | 18.19% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 44,172 | 3,149 | 0.0% | 0.0% | 14 | +10,501 | 31.19% | Q4 2025 | Feb 10, 2026 |
| North Berkeley Wealth Management, LLC | History | New | 41,365 | 2,949 | 1.74% | — | 15 | +41,365 | New | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 36,117 | 2,575 | 0.01% | — | 16 | +36,117 | New | Q4 2025 | Feb 18, 2026 |
| Archer Investment Management, LLC | History | Reduced | 35,365 | 2,521 | 1.36% | 1.87% | 17 | -9,250 | -20.73% | Q4 2025 | Jan 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 34,607 | 2,467 | 0.04% | 0.04% | 18 | +2,833 | 8.92% | Q4 2025 | Feb 17, 2026 |
| Financial Insights, Inc. | History | Added to | 32,006 | 2,282 | 0.76% | 0.65% | 19 | +3,030 | 10.46% | Q4 2025 | Mar 31, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 25,634 | 1,827 | 0.11% | — | 20 | +25,634 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 23,533 | 1,677 | 0.0% | 0.0% | 21 | +1,982 | 9.2% | Q4 2025 | Feb 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 20,344 | 1,533 | 1.01% | 0.91% | 23 | +2,210 | 12.19% | Q4 2025 | Feb 11, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 21,501 | 1,533 | 0.73% | 0.7% | 22 | +516 | 2.46% | Q4 2025 | Jan 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 20,598 | 1,468 | 0.01% | 0.0% | 24 | +12,837 | 165.4% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,238 | 1,229 | 0.0% | 0.0% | 25 | -582 | -3.27% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,865 | 1,131 | 0.0% | 0.0% | 26 | +908 | 6.07% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 14,845 | 1,058 | 0.0% | 0.0% | 27 | -1,941 | -11.56% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 14,708 | 1,048 | 0.0% | 0.0% | 28 | +10,460 | 246.23% | Q4 2025 | Feb 13, 2026 |
| Plum Street Advisors, LLC | History | Added to | 14,473 | 1,031 | 0.37% | 0.21% | 29 | +6,630 | 84.53% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,850 | 987 | 0.0% | 0.0% | 30 | +127 | 0.93% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 12,860 | 917 | 0.0% | 0.0% | 31 | +1,513 | 13.33% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,319 | 807 | 0.02% | 0.02% | 32 | +829 | 7.9% | Q4 2025 | Feb 09, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 10,247 | 730 | 0.28% | 0.38% | 33 | -3,640 | -26.21% | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,171 | 725 | 0.0% | — | 34 | +10,171 | New | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 9,964 | 710 | 0.0% | 0.0% | 35 | +523 | 5.54% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 9,052 | 645 | 0.0% | 0.0% | 36 | +641 | 7.62% | Q4 2025 | Feb 13, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 8,843 | 630 | 0.17% | 0.17% | 37 | +373 | 4.4% | Q4 2025 | Jan 07, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 7,632 | 544 | 0.06% | 0.04% | 38 | +2,707 | 54.96% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 4,656 | 331 | 0.01% | — | 39 | +4,656 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,015 | 286 | 0.01% | 0.01% | 40 | +12 | 0.3% | Q4 2025 | Jan 28, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 4,000 | 285 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PFG Investments, LLC | History | New | 3,830 | 273 | 0.01% | — | 42 | +3,830 | New | Q4 2025 | Jan 26, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 3,822 | 272 | 0.07% | 0.48% | 43 | -25,352 | -86.9% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | New | 3,788 | 270 | 0.01% | — | 44 | +3,788 | New | Q4 2025 | Feb 02, 2026 |
| Sunrise Financial Services, LLC | History | New | 3,710 | 264 | 0.2% | — | 45 | +3,710 | New | Q4 2025 | Feb 11, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 3,500 | 249 | 0.09% | 0.09% | 46 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 3,325 | 237 | 0.0% | 0.0% | 47 | +132 | 4.13% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 3,068 | 218 | 0.0% | — | 48 | +3,068 | New | Q4 2025 | Feb 10, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 2,994 | 213 | 0.08% | 0.08% | 49 | -6 | -0.2% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,936 | 209 | 0.0% | 0.0% | 50 | -1,184 | -28.74% | Q4 2025 | Feb 11, 2026 |
| TFC Financial Management, Inc. | History | Added to | 2,141 | 152 | 0.02% | 0.01% | 51 | +435 | 25.5% | Q4 2025 | Jan 23, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,340 | 95 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| First Pacific Financial | History | New | 1,264 | 90 | 0.01% | — | 53 | +1,264 | New | Q4 2025 | Jan 16, 2026 |
| Spire Wealth Management | History | No change | 805 | 57 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 799 | 56 | 0.0% | 0.0% | 55 | +281 | 54.25% | Q4 2025 | Jan 07, 2026 |
| Timmons Wealth Management, LLC | History | New | 637 | 45 | 0.04% | — | 56 | +637 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 395 | 28 | 0.0% | — | 57 | +395 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 121 | 8 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 113 | 8 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | No change | 85 | 6 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,122 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -570 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Nov 06, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 13, 2025 |