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 | No change | 797,392 | 67,788 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 464,924 | 39,524 | 0.22% | 0.22% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 395,225 | 33,599 | 6.14% | 6.14% | 3 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 369,688 | 31,429 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 241,077 | 17,523 | 0.29% | 0.29% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 171,263 | 14,559 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 146,612 | 12,463 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 116,086 | 9,868 | 3.99% | 3.99% | 8 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ST GERMAIN D J CO INC | History | No change | 105,970 | 9,008 | 0.32% | 0.32% | 9 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 94,816 | 8,060 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 88,043 | 7,484 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Modern Wealth Management, LLC | History | No change | 80,620 | 6,853 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 78,162 | 6,644 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 70,805 | 5,885 | 0.41% | 0.41% | 14 | +1,217 | 1.75% | Q3 2026 | Oct 05, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 68,233 | 5,800 | 0.35% | 0.35% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | No change | 60,733 | 5,163 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 55,532 | 4,720 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 50,630 | 4,304 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEEDS INVESTOR LLC | History | No change | 45,308 | 3,851 | 0.4% | 0.4% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Insights, Inc. | History | No change | 31,990 | 2,719 | 0.72% | 0.72% | 20 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 30,568 | 2,598 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PFG Investments, LLC | History | No change | 26,622 | 2,263 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 25,304 | 2,151 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 22,323 | 1,897 | 0.27% | 0.27% | 24 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 22,274 | 1,893 | 1.07% | 1.07% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 20,250 | 1,721 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 19,413 | 1,650 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 19,287 | 1,639 | 0.71% | 0.71% | 28 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 18,983 | 1,613 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 17,409 | 1,480 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 16,978 | 1,443 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Plum Street Advisors, LLC | History | No change | 16,363 | 1,391 | 0.44% | 0.44% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 15,948 | 1,355 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 15,829 | 1,345 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,863 | 1,093 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | No change | 11,984 | 1,018 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,661 | 991 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 10,505 | 893 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 9,579 | 814 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 8,168 | 694 | 0.15% | 0.15% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 8,039 | 683 | 0.23% | 0.23% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | No change | 7,649 | 650 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,581 | 644 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 7,384 | 627 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,239 | 615 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 7,097 | 603 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Management, LLC | History | No change | 7,035 | 598 | 0.2% | 0.2% | 47 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Montecito Bank & Trust | History | Added to | 6,687 | 555 | 0.08% | 0.03% | 48 | +4,220 | 171.06% | Q3 2026 | Oct 01, 2026 |
| Bensler, LLC | History | No change | 6,389 | 543 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Betterment LLC | History | No change | 5,835 | 496 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WNY Asset Management, LLC | History | No change | 5,697 | 484 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RW Investment Management LLC | History | No change | 5,562 | 472 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 4,507 | 383 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 4,368 | 371 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,032 | 342 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 4,000 | 340 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 3,361 | 285 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 3,298 | 280 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,210 | 272 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Scott Capital Advisors, LLC | History | No change | 2,986 | 253 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 2,921 | 248 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 2,826 | 240 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 2,801 | 238 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 2,624 | 223 | 0.14% | 0.14% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,582 | 219 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Perigon Wealth Management, LLC | History | No change | 2,539 | 215 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gibson Capital, LLC | History | No change | 2,512 | 213 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 2,432 | 206 | 0.1% | 0.1% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 2,414 | 205 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 2,402 | 204 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Pacific Financial | History | No change | 2,221 | 188 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TFC Financial Management, Inc. | History | No change | 2,146 | 182 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,340 | 113 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,074 | 91 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spire Wealth Management | History | No change | 805 | 68 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 799 | 67 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 721 | 60 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Timmons Wealth Management, LLC | History | No change | 643 | 54 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sunrise Financial Services, LLC | History | No change | 396 | 33 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 280 | 23 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 236 | 19 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 148 | 12 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 146 | 12 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 121 | 10 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Founders Financial Alliance, LLC | History | No change | 113 | 9 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 53 | 4 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 32 | 2 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 26 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |