Morgan Stanley ETF Trust - CVLC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| State Insurance Fund | History | No change | 2,697,658 | 254,847 | 100.0% | 100.0% | 1 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthspire Advisors, LLC | History | No change | 782,924 | 73,962 | 0.41% | 0.41% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 559,274 | 52,834 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 290,896 | 27,485 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 242,957 | 22,952 | 4.2% | 4.2% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 216,862 | 20,486 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Focus Partners Wealth | History | No change | 166,892 | 15,766 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 149,517 | 14,124 | 3.51% | 3.51% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 128,417 | 12,131 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 126,566 | 11,956 | 7.68% | 7.68% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 119,837 | 11,321 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 102,411 | 9,674 | 3.91% | 3.91% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Modern Wealth Management, LLC | History | No change | 91,211 | 8,616 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Endowment Management, LP | History | No change | 76,392 | 7,217 | 0.73% | 0.73% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Riverwater Partners LLC | History | No change | 62,483 | 5,902 | 1.75% | 1.75% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 50,735 | 4,792 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westfuller Advisors, LLC | History | No change | 50,220 | 4,744 | 1.73% | 1.73% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | No change | 49,887 | 4,712 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 45,020 | 4,253 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 40,580 | 3,833 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 36,595 | 3,457 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 36,322 | 3,431 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 35,930 | 3,394 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 31,911 | 3,014 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Fulcrum Capital LLC | History | No change | 27,019 | 2,552 | 0.52% | 0.52% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 26,147 | 2,470 | 1.75% | 1.75% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 22,695 | 2,143 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RW Investment Management LLC | History | No change | 22,317 | 2,108 | 0.19% | 0.19% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathway Financial Advisors LLC | History | No change | 22,103 | 2,075 | 0.24% | 0.24% | 29 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| First Pacific Financial | History | No change | 20,838 | 1,968 | 0.23% | 0.23% | 30 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 20,391 | 1,926 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 20,289 | 1,916 | 0.27% | 0.27% | 32 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 19,114 | 1,805 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 14,784 | 1,396 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,727 | 1,296 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 13,160 | 1,243 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 12,953 | 1,223 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 11,068 | 1,045 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | No change | 10,603 | 1,001 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 9,921 | 937 | 0.3% | 0.3% | 40 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mariner, LLC | History | No change | 9,638 | 910 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,588 | 905 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 9,395 | 887 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 8,794 | 830 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 8,516 | 804 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,470 | 800 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 6,739 | 636 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 6,481 | 612 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 6,427 | 607 | 0.39% | 0.39% | 49 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 5,501 | 519 | 0.17% | 0.17% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Montecito Bank & Trust | History | No change | 4,960 | 469 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 4,842 | 457 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gemmer Asset Management LLC | History | No change | 4,504 | 425 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 4,429 | 418 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Betterment LLC | History | No change | 4,399 | 416 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,388 | 414 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TFC Financial Management, Inc. | History | No change | 4,109 | 388 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Heritage Wealth Advisors | History | No change | 4,083 | 385 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,710 | 350 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,606 | 340 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 3,517 | 332 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 3,455 | 326 | 0.14% | 0.14% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perigon Wealth Management, LLC | History | No change | 3,287 | 310 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 3,172 | 299 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 3,101 | 292 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 3,029 | 286 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 2,786 | 263 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Belpointe Asset Management LLC | History | No change | 2,721 | 257 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH EFFECTS LLC | History | No change | 2,725 | 257 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 2,716 | 256 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Skyline Advisors, Inc. | History | No change | 2,463 | 232 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 2,446 | 231 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,220 | 209 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 2,174 | 205 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Plum Street Advisors, LLC | History | No change | 2,176 | 205 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,009 | 189 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,800 | 170 | 0.13% | 0.13% | 77 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Triumph Capital Management | History | No change | 1,220 | 115 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,089 | 102 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 711 | 67 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 330 | 31 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | No change | 316 | 29 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 260 | 24 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 250 | 23 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 212 | 19 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 109 | 10 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 90 | 9 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 60 | 5 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |