Morgan Stanley ETF Trust - CVLC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 227,250 | 100.0% | 100.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 759,904 | 64,014 | 0.51% | 0.31% | 2 | +43,595 | 6.09% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 549,838 | 46,318 | 0.06% | 0.06% | 3 | -2,689 | -0.49% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 315,421 | 26,570 | 0.01% | 0.01% | 4 | -11,492 | -3.52% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 277,996 | 23,418 | 0.04% | 0.04% | 5 | -345 | -0.12% | Q4 2025 | Feb 18, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 277,873 | 23,408 | 3.1% | 3.09% | 6 | -468 | -0.17% | Q4 2025 | Jan 22, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 193,760 | 16,322 | 4.49% | 4.51% | 7 | +1,183 | 0.61% | Q4 2025 | Jan 23, 2026 |
| Rossby Financial, LCC | History | Added to | 174,021 | 14,659 | 4.52% | 4.35% | 8 | +11,921 | 7.35% | Q4 2025 | Feb 12, 2026 |
| Legacy Advisors, LLC | History | New | 115,572 | 9,735 | 1.05% | — | 9 | +115,572 | New | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 96,002 | 8,087 | 0.0% | 0.0% | 10 | +4,924 | 5.41% | Q4 2025 | Feb 18, 2026 |
| LongView Asset Management LLC | History | Added to | 94,828 | 7,988 | 5.57% | 5.18% | 11 | +3,240 | 3.54% | Q4 2025 | Feb 09, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 81,926 | 6,901 | 5.19% | 3.57% | 12 | +27,884 | 51.6% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Added to | 69,185 | 5,828 | 0.02% | 0.02% | 13 | +4,446 | 6.87% | Q4 2025 | Jan 26, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 68,556 | 5,775 | 4.85% | — | 14 | +68,556 | New | Q4 2025 | Feb 05, 2026 |
| Riverwater Partners LLC | History | Added to | 50,270 | 4,234 | 1.64% | 1.26% | 15 | +13,160 | 35.46% | Q4 2025 | Feb 12, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 44,959 | 3,787 | 1.05% | 1.03% | 16 | +1,071 | 2.44% | Q4 2025 | Jan 07, 2026 |
| Focus Partners Wealth | History | Added to | 43,894 | 3,697 | 0.0% | 0.0% | 17 | +16,246 | 58.76% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | New | 42,257 | 3,559 | 0.04% | — | 18 | +42,257 | New | Q4 2025 | Feb 13, 2026 |
| Global Endowment Management, LP | History | Reduced | 42,101 | 3,547 | 0.44% | 0.44% | 19 | -345 | -0.81% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 39,275 | 3,308 | 0.0% | 0.0% | 20 | -1,605 | -3.93% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 35,386 | 2,980 | 0.0% | 0.0% | 21 | -4,240 | -10.7% | Q4 2025 | Feb 10, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Added to | 32,946 | 2,775 | 0.08% | 0.05% | 22 | +10,156 | 44.56% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 28,142 | 2,370 | 0.04% | 0.04% | 23 | +5,574 | 24.7% | Q4 2025 | Feb 17, 2026 |
| Fulcrum Capital LLC | History | Added to | 25,193 | 2,122 | 0.43% | 0.42% | 24 | +94 | 0.37% | Q4 2025 | Jan 15, 2026 |
| North Berkeley Wealth Management, LLC | History | New | 23,730 | 1,999 | 1.18% | — | 25 | +23,730 | New | Q4 2025 | Feb 10, 2026 |
| First Pacific Financial | History | Added to | 21,717 | 1,829 | 0.24% | 0.1% | 26 | +12,851 | 144.95% | Q4 2025 | Jan 16, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 20,079 | 1,724 | 0.22% | 0.21% | 27 | +552 | 2.83% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,708 | 1,660 | 0.01% | 0.0% | 28 | +7,499 | 61.42% | Q4 2025 | Feb 13, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 19,487 | 1,641 | 0.55% | 0.56% | 29 | -234 | -1.19% | Q4 2025 | Jan 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 19,343 | 1,629 | 0.1% | — | 30 | +19,343 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | No change | 16,970 | 1,429 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 14,325 | 1,206 | 0.01% | 0.01% | 32 | +974 | 7.3% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 14,193 | 1,195 | 0.0% | — | 33 | +14,193 | New | Q4 2025 | Mar 25, 2026 |
| Mariner, LLC | History | Added to | 10,599 | 892 | 0.0% | 0.0% | 34 | +783 | 7.98% | Q4 2025 | Feb 13, 2026 |
| LINCOLN CAPITAL CORP | History | New | 10,350 | 871 | 0.31% | — | 35 | +10,350 | New | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,851 | 829 | 0.02% | 0.02% | 36 | +767 | 8.44% | Q4 2025 | Feb 09, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 9,521 | 802 | 0.31% | 0.56% | 37 | -7,335 | -43.52% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,507 | 800 | 0.0% | 0.0% | 38 | -370 | -3.75% | Q4 2025 | Feb 17, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 9,431 | 794 | 0.09% | 0.06% | 39 | +3,150 | 50.15% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 8,500 | 716 | 0.01% | — | 40 | +8,500 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,244 | 694 | 0.0% | 0.0% | 41 | +21 | 0.26% | Q4 2025 | Feb 05, 2026 |
| Westfuller Advisors, LLC | History | New | 7,435 | 626 | 0.25% | — | 42 | +7,435 | New | Q4 2025 | Jan 21, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 6,710 | 565 | 0.06% | 0.06% | 43 | +23 | 0.34% | Q4 2025 | Jan 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,529 | 550 | 0.0% | 0.0% | 44 | +1,203 | 22.59% | Q4 2025 | Feb 10, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 5,863 | 493 | 0.37% | — | 45 | +5,863 | New | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,670 | 477 | 0.0% | — | 46 | +5,670 | New | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Advisors | History | No change | 4,876 | 410 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 4,615 | 388 | 0.1% | — | 48 | +4,615 | New | Q4 2025 | Jan 23, 2026 |
| Gemmer Asset Management LLC | History | Added to | 4,484 | 377 | 0.03% | 0.03% | 49 | +15 | 0.34% | Q4 2025 | Jan 23, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 4,420 | 372 | 0.01% | 0.01% | 50 | -272 | -5.8% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,288 | 361 | 0.0% | 0.0% | 51 | +111 | 2.66% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,274 | 360 | 0.0% | 0.01% | 52 | -2,413 | -36.08% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 3,715 | 312 | 0.0% | 0.0% | 53 | +980 | 35.83% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,600 | 303 | 0.01% | 0.0% | 54 | +621 | 20.85% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,553 | 299 | 0.0% | 0.0% | 55 | -1,958 | -35.53% | Q4 2025 | Feb 11, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 3,517 | 296 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 3,463 | 291 | 0.1% | 0.11% | 57 | -16 | -0.46% | Q4 2025 | Feb 09, 2026 |
| TFC Financial Management, Inc. | History | Added to | 3,452 | 290 | 0.04% | 0.03% | 58 | +587 | 20.49% | Q4 2025 | Jan 23, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 3,172 | 267 | 0.08% | 0.2% | 59 | -5,039 | -61.37% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | No change | 2,742 | 230 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 2,675 | 225 | 0.01% | 0.01% | 61 | +14 | 0.53% | Q4 2025 | Jan 27, 2026 |
| Arbor Investment Advisors, LLC | History | New | 2,466 | 207 | 0.03% | — | 62 | +2,466 | New | Q4 2025 | Jan 23, 2026 |
| CDKV HOLDINGS LLC | History | New | 2,211 | 186 | 0.16% | — | 63 | +2,211 | New | Q4 2025 | Feb 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,009 | 169 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Triumph Capital Management | History | New | 1,220 | 102 | 0.02% | — | 65 | +1,220 | New | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 874 | 73 | 0.0% | — | 66 | +874 | New | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | No change | 358 | 30 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 344 | 29 | 0.0% | — | 68 | +344 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 200 | 16 | 0.0% | — | 69 | +200 | New | Q4 2025 | Jan 21, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 60 | 5 | 0.0% | 0.0% | 71 | +10 | 20.0% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 65 | 5 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 40 | 3 | 0.0% | — | 73 | +40 | New | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -790 | -100.0% | Q3 2025 | Nov 12, 2025 |