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 | 790,048 | 57,428 | 0.08% | 0.07% | 1 | +33,738 | 4.46% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 451,150 | 32,794 | 0.26% | 0.25% | 2 | +5,009 | 1.12% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 368,710 | 26,791 | 0.01% | 0.01% | 3 | -483 | -0.13% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 360,720 | 26,660 | 5.45% | 6.82% | 4 | +50,598 | 16.32% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 241,077 | 17,523 | 0.28% | 0.27% | 5 | +5,541 | 2.35% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 200,000 | 14,538 | 0.0% | 0.0% | 6 | +137,989 | 222.52% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 171,059 | 12,434 | 0.06% | 0.01% | 7 | +134,942 | 373.62% | Q1 2026 | May 14, 2026 |
| LongView Asset Management LLC | History | No change | 134,821 | 9,612 | 6.7% | 6.7% | 8 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 126,892 | 9,223 | 0.36% | 0.46% | 9 | +68,398 | 116.93% | Q1 2026 | May 15, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 119,705 | 8,534 | 1.13% | 1.13% | 10 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 105,740 | 7,686 | 0.3% | 0.29% | 11 | +1,771 | 1.7% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Added to | 95,723 | 6,958 | 0.0% | 0.0% | 12 | +72,190 | 306.76% | Q1 2026 | May 15, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 91,543 | 6,654 | 3.52% | 1.74% | 13 | +50,178 | 121.31% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 88,876 | 6,460 | 0.01% | 0.01% | 14 | -30,829 | -25.75% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 84,956 | 6,175 | 0.0% | 0.0% | 15 | +39,644 | 87.49% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 75,787 | 5,508 | 0.0% | 0.0% | 16 | +65,616 | 645.13% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 62,351 | 4,532 | 0.09% | 0.09% | 17 | -1,915 | -2.98% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 60,709 | 4,487 | 0.08% | 0.04% | 18 | +26,102 | 75.42% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 51,470 | 3,741 | 0.0% | 0.0% | 19 | +7,298 | 16.52% | Q1 2026 | May 07, 2026 |
| SEEDS INVESTOR LLC | History | New | 32,532 | 2,557 | 0.35% | — | 20 | +32,532 | New | Q1 2026 | May 11, 2026 |
| Financial Insights, Inc. | History | Added to | 32,223 | 2,342 | 0.76% | 0.76% | 21 | +217 | 0.68% | Q1 2026 | May 18, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 29,959 | 2,177 | 0.01% | — | 22 | +29,959 | New | Q1 2026 | May 15, 2026 |
| Strategic Financial Planning, Inc. | History | New | 66,143 | 2,047 | 1.2% | — | 23 | +66,143 | New | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 27,188 | 1,976 | 0.0% | 0.0% | 24 | +12,480 | 84.85% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 25,716 | 1,869 | 0.1% | 0.11% | 25 | +82 | 0.32% | Q1 2026 | Apr 16, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 21,727 | 1,579 | 1.08% | 1.01% | 26 | +1,383 | 6.8% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,609 | 1,498 | 0.0% | 0.0% | 27 | +3,371 | 19.56% | Q1 2026 | Apr 30, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 19,947 | 1,449 | 0.69% | 0.73% | 28 | -1,554 | -7.23% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 19,339 | 1,405 | 0.01% | 0.01% | 29 | -1,259 | -6.11% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 19,197 | 1,395 | 0.0% | — | 30 | +19,197 | New | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 18,482 | 1,343 | 0.04% | — | 31 | +18,482 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 17,861 | 1,298 | 0.0% | 0.0% | 32 | +3,016 | 20.32% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,958 | 1,160 | 0.0% | 0.0% | 33 | +93 | 0.59% | Q1 2026 | Apr 30, 2026 |
| Plum Street Advisors, LLC | History | Added to | 15,710 | 1,141 | 0.4% | 0.37% | 34 | +1,237 | 8.55% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | New | 14,742 | 1,071 | 0.01% | — | 35 | +14,742 | New | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 14,362 | 1,043 | 0.0% | 0.0% | 36 | +1,502 | 11.68% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,469 | 906 | 0.01% | 0.02% | 37 | +1,150 | 10.16% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,440 | 904 | 0.0% | 0.0% | 38 | -1,410 | -10.18% | Q1 2026 | May 15, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 12,174 | 884 | 0.25% | 0.17% | 39 | +3,331 | 37.67% | Q1 2026 | Apr 08, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 9,432 | 685 | 0.26% | 0.28% | 40 | -815 | -7.95% | Q1 2026 | May 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 9,369 | 681 | 0.0% | 0.0% | 41 | -595 | -5.97% | Q1 2026 | May 14, 2026 |
| Archer Investment Management, LLC | History | Reduced | 8,267 | 600 | 0.25% | 1.36% | 42 | -27,098 | -76.62% | Q1 2026 | Apr 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 7,860 | 571 | 0.06% | 0.06% | 43 | +228 | 2.99% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 7,377 | 536 | 0.0% | 0.0% | 44 | -1,675 | -18.5% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | New | 7,143 | 519 | 0.0% | — | 45 | +7,143 | New | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 6,209 | 451 | 0.01% | 0.01% | 46 | +2,421 | 63.91% | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | Added to | 5,534 | 402 | 0.02% | 0.01% | 47 | +1,704 | 44.49% | Q1 2026 | Apr 27, 2026 |
| GTS SECURITIES LLC | History | Added to | 5,203 | 378 | 0.01% | 0.01% | 48 | +547 | 11.75% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | New | 5,133 | 373 | 0.0% | — | 49 | +5,133 | New | Q1 2026 | May 05, 2026 |
| RW Investment Management LLC | History | New | 5,125 | 372 | 0.04% | — | 50 | +5,125 | New | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 4,853 | 352 | 0.0% | 0.0% | 51 | +1,528 | 45.95% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | New | 4,661 | 338 | 0.0% | — | 52 | +4,661 | New | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,032 | 293 | 0.01% | 0.01% | 53 | +17 | 0.42% | Q1 2026 | May 04, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 4,000 | 290 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,699 | 268 | 0.0% | 0.0% | 55 | +631 | 20.57% | Q1 2026 | May 04, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | New | 3,569 | 259 | 0.05% | — | 56 | +3,569 | New | Q1 2026 | Apr 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 3,556 | 258 | 0.06% | 0.07% | 57 | -266 | -6.96% | Q1 2026 | May 01, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 3,298 | 239 | 0.09% | 0.09% | 58 | -202 | -5.77% | Q1 2026 | Apr 16, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,971 | 215 | 0.0% | 0.0% | 59 | +35 | 1.19% | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 2,921 | 212 | 0.0% | — | 60 | +2,921 | New | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 2,826 | 205 | 0.09% | 0.08% | 61 | -168 | -5.61% | Q1 2026 | May 05, 2026 |
| TFC Financial Management, Inc. | History | No change | 2,141 | 155 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ascentis Independent Advisors | History | New | 1,596 | 116 | 0.01% | — | 63 | +1,596 | New | Q1 2026 | Apr 28, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,340 | 97 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First Pacific Financial | History | Reduced | 1,234 | 89 | 0.01% | 0.01% | 65 | -30 | -2.37% | Q1 2026 | Apr 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 799 | 58 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | No change | 805 | 58 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | New | 721 | 50 | 0.0% | — | 68 | +721 | New | Q1 2026 | May 15, 2026 |
| Timmons Wealth Management, LLC | History | No change | 637 | 46 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 396 | 28 | 0.02% | 0.2% | 70 | -3,314 | -89.33% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 367 | 27 | 0.0% | — | 71 | +367 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 288 | 20 | 0.0% | 0.0% | 72 | +203 | 238.82% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 121 | 8 | 0.0% | — | 75 | +121 | New | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 120 | 8 | 0.0% | — | 76 | +120 | New | Q1 2026 | May 19, 2026 |
| COMERICA BANK | History | No change | 121 | 8 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 113 | 8 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | New | 50 | 3 | 0.0% | — | 77 | +50 | New | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | New | 34 | 2 | 0.0% | — | 78 | +34 | New | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | New | 26 | 1 | 0.0% | — | 79 | +26 | New | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -395 | -100.0% | Q1 2026 | May 15, 2026 |