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 | 215,974 | 100.0% | 100.0% | 1 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 769,423 | 61,600 | 0.48% | 0.51% | 2 | +9,519 | 1.25% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 551,224 | 44,130 | 0.06% | 0.06% | 3 | +1,386 | 0.25% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 299,244 | 23,957 | 0.01% | 0.01% | 4 | -16,177 | -5.13% | Q1 2026 | May 15, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 277,873 | 23,408 | 3.1% | 3.1% | 5 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rossby Financial, LCC | History | Added to | 219,195 | 17,702 | 3.62% | 4.52% | 6 | +45,174 | 25.96% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 215,133 | 17,223 | 0.03% | 0.04% | 7 | -62,863 | -22.61% | Q1 2026 | May 15, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 194,111 | 15,540 | 4.26% | 4.49% | 8 | +351 | 0.18% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 124,951 | 10,003 | 0.05% | — | 9 | +124,951 | New | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 111,754 | 8,946 | 0.01% | 0.0% | 10 | +67,860 | 154.6% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 109,068 | 8,731 | 0.0% | 0.0% | 11 | +13,066 | 13.61% | Q1 2026 | May 14, 2026 |
| LongView Asset Management LLC | History | No change | 94,828 | 7,988 | 5.57% | 5.57% | 12 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 97,652 | 7,818 | 5.81% | 5.19% | 13 | +15,726 | 19.2% | Q1 2026 | Apr 20, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 84,823 | 6,790 | 3.59% | 1.18% | 14 | +61,093 | 257.45% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 75,860 | 6,073 | 0.02% | 0.02% | 15 | +6,675 | 9.65% | Q1 2026 | May 14, 2026 |
| Sound Portfolio Advisors, LLC | History | Added to | 68,670 | 5,497 | 4.47% | 4.85% | 16 | +114 | 0.17% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 61,965 | 5,004 | 0.09% | 0.04% | 17 | +33,823 | 120.19% | Q1 2026 | May 14, 2026 |
| Global Endowment Management, LP | History | Added to | 61,692 | 4,939 | 0.55% | 0.44% | 18 | +19,591 | 46.53% | Q1 2026 | May 14, 2026 |
| Riverwater Partners LLC | History | Added to | 58,304 | 4,667 | 1.56% | 1.64% | 19 | +8,034 | 15.98% | Q1 2026 | May 07, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 51,060 | 4,087 | 0.05% | 0.04% | 20 | +8,803 | 20.83% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 49,887 | 3,993 | 0.0% | 0.0% | 21 | +10,612 | 27.02% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | New | 45,094 | 3,610 | 0.04% | — | 22 | +45,094 | New | Q1 2026 | May 05, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 44,150 | 3,534 | 0.99% | 1.05% | 23 | -809 | -1.8% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 37,439 | 2,997 | 0.0% | 0.0% | 24 | +2,053 | 5.8% | Q1 2026 | May 07, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Added to | 33,439 | 2,677 | 0.09% | 0.08% | 25 | +493 | 1.5% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 30,904 | 2,474 | 0.01% | — | 26 | +30,904 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 30,847 | 2,469 | 0.0% | 0.0% | 27 | +13,877 | 81.77% | Q1 2026 | May 05, 2026 |
| Fulcrum Capital LLC | History | Added to | 27,366 | 2,190 | 0.48% | 0.43% | 28 | +2,173 | 8.63% | Q1 2026 | Apr 30, 2026 |
| First Pacific Financial | History | Reduced | 21,539 | 1,724 | 0.22% | 0.24% | 29 | -178 | -0.82% | Q1 2026 | Apr 23, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 21,203 | 1,697 | 0.04% | 0.01% | 30 | +16,783 | 379.71% | Q1 2026 | Apr 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 20,701 | 1,657 | 0.0% | 0.0% | 31 | +6,508 | 45.85% | Q1 2026 | May 15, 2026 |
| RW Investment Management LLC | History | New | 20,540 | 1,644 | 0.16% | — | 32 | +20,540 | New | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,441 | 1,636 | 0.01% | 0.01% | 33 | +733 | 3.72% | Q1 2026 | Apr 30, 2026 |
| Pathway Financial Advisors LLC | History | No change | 20,079 | 1,624 | 0.2% | 0.22% | 34 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 19,437 | 1,556 | 0.08% | 0.1% | 35 | +94 | 0.49% | Q1 2026 | Apr 16, 2026 |
| Strategic Financial Planning, Inc. | History | New | 55,578 | 1,307 | 0.76% | — | 36 | +55,578 | New | Q1 2026 | May 14, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 15,041 | 1,204 | 0.84% | 0.37% | 37 | +9,178 | 156.54% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,829 | 1,107 | 0.01% | 0.01% | 38 | -496 | -3.46% | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 13,390 | 1,072 | 0.02% | 0.01% | 39 | +4,890 | 57.53% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,861 | 949 | 0.01% | 0.02% | 40 | +2,010 | 20.4% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,057 | 805 | 0.0% | 0.0% | 41 | +550 | 5.79% | Q1 2026 | May 15, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 9,921 | 794 | 0.29% | 0.31% | 42 | -429 | -4.14% | Q1 2026 | Apr 16, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 9,745 | 780 | 0.09% | 0.09% | 43 | +314 | 3.33% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 9,637 | 771 | 0.0% | 0.0% | 44 | -962 | -9.08% | Q1 2026 | May 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 8,050 | 644 | 0.24% | 0.31% | 45 | -1,471 | -15.45% | Q1 2026 | May 11, 2026 |
| Westfuller Advisors, LLC | History | Added to | 7,450 | 596 | 0.26% | 0.25% | 46 | +15 | 0.2% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 7,260 | 581 | 0.0% | 0.0% | 47 | +3,545 | 95.42% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,049 | 564 | 0.0% | 0.0% | 48 | -1,195 | -14.5% | Q1 2026 | Apr 30, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | New | 6,925 | 554 | 0.1% | — | 49 | +6,925 | New | Q1 2026 | Apr 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 6,724 | 538 | 0.05% | 0.06% | 50 | +14 | 0.21% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,633 | 531 | 0.0% | 0.0% | 51 | +104 | 1.59% | Q1 2026 | May 04, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 5,244 | 419 | 0.15% | 0.55% | 52 | -14,243 | -73.09% | Q1 2026 | Apr 20, 2026 |
| Gemmer Asset Management LLC | History | Added to | 4,494 | 359 | 0.03% | 0.03% | 53 | +10 | 0.22% | Q1 2026 | Apr 22, 2026 |
| Heritage Wealth Advisors | History | Reduced | 4,463 | 357 | 0.01% | 0.02% | 54 | -413 | -8.47% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,221 | 337 | 0.0% | 0.0% | 55 | -53 | -1.24% | Q1 2026 | May 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 3,883 | 310 | 0.08% | 0.1% | 56 | -732 | -15.86% | Q1 2026 | May 01, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,800 | 304 | 0.0% | 0.0% | 57 | -488 | -11.38% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,603 | 288 | 0.01% | 0.01% | 58 | +3 | 0.08% | Q1 2026 | Apr 23, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 3,517 | 281 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 3,489 | 279 | 0.0% | — | 60 | +3,489 | New | Q1 2026 | May 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 3,455 | 276 | 0.13% | 0.1% | 62 | -8 | -0.23% | Q1 2026 | May 05, 2026 |
| TFC Financial Management, Inc. | History | No change | 3,452 | 276 | 0.03% | 0.04% | 61 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 3,172 | 253 | 0.07% | 0.08% | 63 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 3,028 | 242 | 0.05% | — | 64 | +3,028 | New | Q1 2026 | Apr 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,716 | 217 | 0.0% | 0.0% | 65 | -26 | -0.95% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 2,702 | 216 | 0.01% | 0.01% | 66 | +27 | 1.01% | Q1 2026 | Apr 28, 2026 |
| CDKV HOLDINGS LLC | History | No change | 2,211 | 177 | 0.16% | 0.16% | 67 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,009 | 160 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | No change | 1,220 | 97 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 414 | 33 | 0.0% | 0.0% | 70 | +70 | 20.35% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | No change | 358 | 28 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | New | 330 | 26 | 0.0% | — | 72 | +330 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 250 | 20 | 0.0% | 0.0% | 73 | -624 | -71.4% | Q1 2026 | Apr 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 102 | 7 | 0.0% | 0.0% | 75 | -3,451 | -97.13% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 60 | 4 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -115,572 | -100.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,670 | -100.0% | Q1 2026 | May 15, 2026 |
| Arbor Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,466 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 14, 2026 |